There are several steps in the strategic planning process. Strategic plan development workshop a facilitation guide. When a new team or unit is to be established, it is imperative to develop a strategic plan at the very outset. Second planning workshop after the planning workshop information has been gathered into a workbook, another workshop should be planned. Dec 03, 20 65 boston post road west, marlborough, ma 01752 tel. Many strategic planning processes involve some type of strategy workshop held outside of the office. Strategic communications planning pesticide action network. Explain how to create and execute a strategic plan. Strategic planning workbook a companion guide for the strategic planning for managers and consultants webinar series andrew rixon phd a simple effective program for managers and consultants illustrations by.
Strategy becomes ever necessary when it is known or suspected there are insufficient resources to achieve your goals. What the new focus really means the strategic plan is a broad road map and there is still much to be determined relative to implementation. Inspired by his observations, here are four strategic thinking exercises to better envision future strategy for your organization when success depends on breaking as best possible from a historical perspective. The denver foundation strategic plan 2011 5 implications. Strategic planning is not a substitute for strategic thinking, acting, and learning, or for leadership. The first day of the strategic planning workshop is focussed on introductions, looking back and analysing the current state of affairs of the national p artnership. Module 1 4 formulation of the vision, values and mission of the eos strategic planning workshop. Buono and bowditch 1989 divide the strategic purpose of an acquisition or merger into five different categories. Dean goddard will lead a workshop with this group on november 4 about defining departmental values and missions, as part of the strategic planning process. Analyze the shared values and experiences of staff and board. Strategic planning that produces real strategy bain.
Develop the best strategic planning process to support your companys goals. But many of these workshops become nothing more than talk shops, or time out of the office rather than a critical part of a strategy formulation process. To ensure that strategic planning workshop facilitation enables the kind of conversations required, certain preparations are needed, as well a certain skills and capabilities on the part of the strategic planning facilitator. We use your linkedin profile and activity data to personalize ads and to show you more relevant ads. They basically merge with or acquire each others strengths and try to overcome one anothers. About me adjunct lecturer at hks two decades experience in the nonprofit and philanthropic sector, designing and leading large global and national initiatives and organizations board experience on boards and advisory boards. The run up 15 hr role in mergers and acquisitions 17. Provide a common model that the entire organization can follow. Your strategic plan, of course, doesnt need to be that way. Strategic physician assistant education association. To get the most out of the strategic planning exercise, we think it would be useful for you to try to complete the workbook before the course begins. Simply stated strategic planning is a management toolused for one purpose only.
And the first step in avoiding such an outcome is to make sure your team come to the strategic planning offsite with strategic intent. Practical articles on strategic planning, change management and innovation at an organizational wide level. He indicated that strategy is a plan, a pattern, a position, a perspective and, in a footnote, he indi. It covers planning to do strategic planning, covering the background issues that need to inform. Pdf strategic management and strategic planning process. Jul 27, 2011 we use your linkedin profile and activity data to personalize ads and to show you more relevant ads. Knowing who you are knowing what brings change predicting how the environment is likely to change rigorous and honest selfappraisal a. Strategic planning defined 1 of 2 process by which guiding members of an organization envision and develop its future. Strategic planning workshop report to the governing board of the county medical services program cmsp cmsp strategic planning workshop santa rosa, california september 2425, 1998 submitted by. Focused on change and adapting to actual or perceived changes.
Workshop overview clearly define the complete strategic planning process. An opening silent brainstorm activity was conducted where the council members shared their expectations and concerns for the strategic planning implementation process. Each strategic plan must contain the following process documentation. Use this section to manage formulate, implement and evaluate your corporate and divisional strategies.
In effect, mintzberg declared strategy did indeed have several meanings, all of which were useful. This course is designed to combine provenbypractice methods with new insights and ideas from a wide range of current strategic thinking. Effective mergers and acquisitions efmd learning group 2000 report prepared by. That is, a strategic plan is a road map to lead an organization from where it is now to where it would like to be in five or ten years. Strategic planning edinburgh business school v using the course package it is widely accepted that strategic planning is extremely difficult to teach effectively. Without strategic planning, the community will never know where it is goingmuch less know if it ever got there. Strategic planning is a process of looking into the future and identifying trends and issues against which to align organizational priorities of the department or office. Strategic planning process topics banking strategist. How to set the tone for successful strategic planning. That this is taking place during a period when many companies are implementing strategies suggests you understand the importance of strategy even beyond initial planning. Articles on strategic planning, change management, od. This training contains general information only and deloitte is not, by means of this training session, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.
Schoollevel strategic plans 20112014 table of contents introduction 3 elementary school strategic plans chimborazo 4 john b. A brief, general description of how the strategic planning process was implemented in your organization. Nonprofit strategic planning and frameworks boardsource. There must be a good answer to the question, why do we have to merge to achieve our vision.
Improvements in strategic planning practice are likely to come as it is. For a strategic planning workshop to deliver the benefits you want from your strategy planning process, you need to plan before you plan. While longrange planning places an emphasis on shaping a vision, strategic planning focuses more energy on strategies to. The goals which are the strategic priorities of the organization should be turned into strategic objectives and the latter to the action plan. External input gathering external issues scanning and client segmentation analysis the first step in strategic planning is to gather the information needed to understand. Over the coming months, the denver foundation will draw a wide range.
Strategic plan workshop outcomes strategic planning overview. Agency means any state office, department, board, commission, institution, division, officer or other person, or functional group, heretofore existing or hereafter created, that is authorized to. This programmes covers a set of eight short modules which are normally covered over a two and a halfday workshop. How to facilitate the strategic planning process 271 figure 1.
A strategic planning seminar or facilitated workshop is a structured conversation that has all these connotations, and more. These projections can add to your discussion on assumptions for your strategic plan and provide an early indication of what to expect in the future. Dean goddard led a kickoff meeting of deos and departmental strategic planning representatives on october 7. Th e practice has become widespread for many reasons, but the chief one is the evidence that strategic planning typically works, and often works extremely well. Plan a meeting or workshop to facilitate strategic planning. Check the criteria for determining a good vision statement. The 6 types of strategic planning activities for a workshop.
Indiana state board of education strategic planning workshop. Boardsource has also seen a shift away from traditional strategic plans based on three to fiveyear time horizons and long planning processes to strategic frameworks that articulate organizational priorities, to business plans that combine programmatic and operational goals with financial forecasts, and to more robust annual plans with clear. Future freight flows workshop planning guide5 how to use this guide this guide was developed to help you design, plan, and run an effective scenario planning workshop for your organization. One of the important aspects of the pcp work is developing and. About me adjunct lecturer at hks two decades experience in the nonprofit and philanthropic sector, designing and leading large global and national initiatives and organizations. Participation builds unity made in africa for africa a typical strategic planning process programme outline. Strategic planning is a tool for organizing the present on the basis of the projections of the desired future. Strategy planning process plan a strategy workshop. Kemper, director of policy california center for health improvement 51 garden highway, suite 210 sacramento, california 95833 916 6462149. Many experts or facilitators vary the sequence of these steps, but there is general consensus about the most important ones to include. The mission of the abc organization is to collect and compile data, make strategic decisions regarding that data, develop training programs, and provide staff assistance in stateoftheart computer technologies for our internal clients, including the. What types of strategic planning activities are in a strategic thinking workshop readers have been asking this question frequently of late. By planning a longterm strategy for your efforts, you will be positioned to be more proactive and strategic. An effective strategic plan makes choices based on.
In this workshop, senior leaders will be guided through a multisession process for identifying their. We will brief you on each section of the workbook, give you time to fill it out and then facilitate discussions of the plans you develop. But we find that worldclass strategic planning incorporates five key. This is important as the results of this analysis will feed into the strategic planning process and will enable you to make clear choices and decision later on in the workshop. Strategic planning process this process examines your general business environment. People support most of the strategic capabilities and people have the skills needed to deploy the strategy people make the strategy happen strategic workforce planning is the practice of mapping an organizations people strategy with its business strategy so they work in sync. Strategic thinking, on the other hand, is a synthesizing process utilizing intuition and creativity whose. Strategic planning college of liberal arts and sciences. The workshop was conducted by ane deister and jen mariano at the national office. Workshop overview strategic planning is the most critical step in providing all stakeholders with a clear view of the 35 year objectives of the company. In explaining the difference between strategic planning and strategic thinking, mintzberg argues that strategic planning is the systematic programming of preidentified strategies from which an action plan is developed.
Strategic planning strategic planning is more than ensuring your association will remain financially sound and be able to maintain its reservesits projecting where your association expects to be in five, ten, or fifteen yearsand how your association will get there. It is based on two years of research involving surveys, expert panels, analysis of macrotrends, and conducting a number of trial scenario planning workshops. Strategic planning is the process of making these choices and documenting them. Relies on input from internal and external stakeholders. A pre workshop survey was received from the workshop attendees, which was supposed to give. No part of it may be circulated, quoted, or reproduced for distribution outside the client. Organizations merge generally with similar organizations or acquire weaker organizations, and the essence as to why they do so is that the value of two is greater than one. So here are 10 questions to to prompt you and your team to think strategically about next year.
It is a process to support ldleaders in bibeing it ti lintentional about their goals and methods. Workshop objectives given the above background, the objectives of the strategic planning workshop include the following. Given the risky and challenging nature of mergers, the burden of proof should be on demonstrating how a potential merger is the best strategic option facing the company. Strategic planning is now a ubiquitous practice in u. Through strategic planning, executive management sets the overall for the organization, identifies the key to achieve the vision, and establishes the critical. The process creates time for focused strategic debates, dials up the cadence of decision making, and engages the organization at all levels to both think strategically and translate strategy into action. It goes on to provide indepth guidance on the steps involved as outlined in the box below. This chapter on the strategic management and strategic planning process provide an insight on the basic knowledge on what is strategy and strategic management. This is because, at the mba level, it is not sufficient to know about the subject it is necessary to be able to apply ideas in order to carry out strategic analysis of real problems. The more effort you invest in planning your strategy workshop, the more likely it is that your workshop will be successful.
How far down the road do we want to plan long term. Confidential this report is solely for the use of client personnel. It spells out in some detail the content of the municipal strategic planning workshop. The strategic planning process directors direct and managers manage i. Simply put, the entire merger process can fully challenge and captivate management. University, took the entire strategic planning establishment to task in his book, the rise and fall of strategic planning. How to improve strategic planning this sense of disappointment was captured in a recent mckinsey quarterly survey of nearly 800 executives. Using adjectives, convert your answers in numbers 1 and 2 in a vision statement. Strategic planning is not a onetime event, rather it is an ongoing process of looking deeply into what the teamorganization is, determining its priorities, and adjusting methodology. Strategic planning defined strategic planning is a process of looking into the future and identifying trends and issues against which to align organizational priorities of the department or office.
Strategic communications planning the purpose of a strategic communications plan is to integrate all the organizations programs, public education and advocacy efforts. Within the departments and offices, it means aligning a division, section, unit or team to a higherlevel strategy. Strategic planning is the cornerstone of every commoninterest community. Strategic planning is a tool used to help an organization. Strategic planning overview southern mallee primary care partnership smpcp is committed to working collaboratively across the southern mallee catchment and within each local government area of buloke, gannawarra and swan hill excluding robinvale. Strategic planning process creating a workshop to develop strategy brainzooming, collaboration, strategic planning, strategic thinking, strategy, tools suppose you are on the hook to put together a team meeting or workshop to develop a strategy. For ease of reference, the guide is set out in the form of modules. The chapter briefly defines strategic planning and outlines some benefits that can be gained from the process and its product. All these should contribute to the fulfillment of the vision. What values are going to guide our business and employee behavior.
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