Post on 24-Aug-2020
transcript
STRATEGIC PLANNING WORKBOOK
This workbook is an aid for capturing ideas, findings, conclusions, and recommendations during a Strategic Planning project, and can be used in both electronic and hard copy form.
Strategic Planning Workbook
TABLE OF CONTENTS
• Definition of terms
• Methodology
- Preliminary mission statement (going-in position)- External analysis- Internal analysis
• Strategic plan:
- Core values and guiding principles
- Vision (external and internal)
- Mission
- Value proposition (benefits and features)
- Strategy: programs, projects, and constituencies
- For each program, project, and constituency:
❖ Objectives❖ Goals❖ Strategic initiatives
• Issues for resolution
• Next steps
�2
Strategic Planning Workbook
DEFINITION OF TERMS
Full presentation: techknowpartners.com/tl.as.pdf
�3
Strategic Planning Workbook
DEFINITION OF TERMS…(CONT’D)
Full presentation: techknowpartners.com/tl.as.pdf
�4
Strategic Planning Workbook
Methodology…
PRELIMINARY MISSION STATEMENT(Going-in position)
The mission of Tempe Leadership is to attract, develop, educate, and empower individuals through leadership programs… …to make a positive impact in the community through our Tempe Cares and Alumni programs
EXTERNAL ANALYSIS(Trend analysis)
• Civic (governmental posture)
• Community
• Competitive
• Economic
• Environmental
• Regulatory/political
• Social
• Technological
�5
Strategic Planning Workbook
Methodology…
INTERNAL ANALYSIS - SWOT
• Strengths -leverage
• Weaknesses -monitor
• Opportunities - pursue
• Threats - address
�6
Strategic Planning Workbook
Methodology…
INTERNAL ANALYSIS - GAP ANALYSIS(Narrowing the gap “from/to”)
INTERNAL ANALYSIS - COMPETENCIES
• Core: activities done well that create an advantage
• Capabilities: capacity and ability of individuals within the enterprise to realize value
�7
Strategic Planning Workbook
Strategic plan…
CORE VALUES AND GUIDING PRINCIPLES
Values form a system of beliefs that sets exception for behavior, establishes positions and priorities, and provides a framework for decision making.
Guiding principles are standards of behavior and directives supporting the values.
• Values
- Enterprise
- Constituencies
- Ecosystem
• Guiding principles
�8
Strategic Planning Workbook
Strategic plan…
VISION
Vision: inspirational statement of a future state (reasonably achievable) within the context of a longer-term aspirational statement of direction.
An external vision is what a community (local-to-global) can become as a consequence of the enterprise’s activities, and the products and/or services that it offers. An internal vision is what the enterprise itself can become.A short-term vision is what can be achieved within 2 - 3 years; a longer-term vision is what can be achieved in 3 - 5 years.
• External
‣ Short-term
‣ Longer-term
• Internal
‣ Short-term
‣ Longer-term
�9
Strategic Planning Workbook
Strategic plan…
MISSION
An aspirational and inspirational statement of purpose, supported by a strategy and a high-level set of objectives that leverage core competencies.
• Preliminary (going-in position):
The mission of Tempe Leadership is to attract, develop, educate, and empower individuals through leadership programs… …to make a positive impact in the community through our Tempe Cares and Alumni programs
• Final:
�10
Strategic Planning Workbook
Strategic plan…
VALUE PROPOSITION
Value: something of worth or usefulness.
Value proposition: a statement of benefits and differentiating features for an enterprise and its products and/or services.
• Benefits
• Features
�11
Strategic Planning Workbook
Strategic plan…
PROGRAMS, PROJECTS, AND CONSTITUENCIES
•
•
•
•
�12
Strategic Planning Workbook
Strategic plan…for each program, project, and constituency
_____________________________________ PROGRAM, PROJECT, OR CONSTITUENCY
• Objectives: specific realistic statements of direction and intended results in accordance with values, vision, and mission, with a description of purpose (if necessary)
• Goals: quantifiable measures of achievement. Specific - why, what, how, when, where, and who . Measurable . Actionable, achievable, and agreed to . Realistic. Tangible and time specific
- One year
- Three year
- Five year
- Target: final
• Strategic initiatives: action plans to achieve goals
�13
Strategic Planning Workbook
ISSUES FOR RESOLUTION
�14
Strategic Planning Workbook
NEXT STEPS
‣
‣
‣
�15