Date post: | 11-Jan-2016 |
Category: |
Documents |
Upload: | molly-shaw |
View: | 213 times |
Download: | 0 times |
Strategic Planning ForumJanuary 21, 2014
Opening
• Welcome
• Safety Minute (Fire Exits and Washrooms)
• Introductions
• In Kind Documentation Reminder
Opening
• STP Meeting Minutes (Mid June 2013)
• Action Items from last STP Meeting
Opening
Goals For Today
•Build Relationships•Explore Consensus•Learn About PAZA•Review Vision, Mission, Values and Principles•Plan For The Future•To Provide An Opportunity For Everyone Present To Speak Freely And Openly As We Explore The Future Path Of PAZA•To Create A Future For PAZA Everyone Can Take Pride In.
Opening
Meeting Ground Rules – CASA Ground Rules
•Listen Generously•Speak Straight•Be “For” Each Other•Honour Commitments•Acknowledge And Appreciate Others•Be Concerned For Inclusion•Be Concerned For Alignment
Strategic Concepts
WHAT IS STRATEGY?
•A general, undetailed plan of action, encompassing a long period of time, to achieve a complicated goal.•The task-efficient use of the available resources (time) for the achievement of the main goal (success).•All about gaining (or being prepared to gain) a position of advantage over adversaries or best exploiting emerging possibilities.
Strategic Concepts
WHAT IS STRATEGY?
•Allows for Board’s and Stakeholders an opportunity to identify actions to address issues affecting the region.
Strategic Concepts
WHAT IS STRATEGY?
Where We Want To Be:
Where We Are:
Strategic Concepts
WHAT IS STRATEGY?
•“The world doesn’t need one more mediocre anything. Most businesses that fail, do so because they were not remarkable at delivering something really, really matters to their target customers” Donald Cooper
Strategic Concepts
The Power of Planning?
•“Have a plan. Follow the plan. You’ll be surprised how successful you can be. Most people don’t have a plan. That’s why It’s easy to beat most folks.” Paul ”Bear” Bryant, Football Coach, Alabama
Strategic Concepts
STRATEGIC PLANNING MODELS?
Types of Organizations:
•Non-Profit•Focuses on board development, management, fundraising and policies.
•For Profit•Focuses on the profit and/or strategic directions.
Strategic Concepts
STRATEGIC PLANNING MODELS?
Types of Models:
•Basic Strategic Planning•Issue-Based or Goals-Based Strategic Planning•Alignment Model•Scenario Planning•Self-Organizing Planning
Strategic Concepts
TYPES OF PLANNING?
•Strategic Planning•Strategic Planning determines where an organization or group is going over the next few years, and how to get there and know if you got there
•Business Planning•Focuses on the product, service or program.
•Program Planning•Focuses on internal or external functions.
•Project Planning•Focuses on specific projects.
•Municipal Planning•Document that outlines a municipalities policies for planning, use and future development of land.
BREAK9.5 Minutes
Operations Background
Program Manager Update
Strategic Questions
PAZA Strategic Plan 2008 - 2013
PAZA Vision:All people living working and playing in the PAZA region will have the best possible air quality data.
PAZA Mission:The Peace Airshed Zone Association operates an ambient air quality monitoring network to collect and preserve relevant, credible, transparent and accessible data to allow our stakeholders to make informed decisions regarding air quality in our region.
Strategic Questions
PAZA Strategic Plan 2008 - 2013
PAZA Objectives:
1.Produce Credible Information
2.Develop Long-Term Financial Stability
3.Operate an Air Quality Monitoring Network
4.Influence Public Policy
5.Develop a Communications Plan
Strategic Questions
Core Purpose ------- Activity
Strategic Questions
Balance Score Card – Make it Work
Vision
Customers-Attract New Members-Delight Members
Operations-Efficiency-High Quality Data
People-Skilled Team constantly getting Better-Highly motivated Team wanting to be part of a successful organization
Financial-Direct Costs-Expenses (Overhead)-Cash Flow
Exit
Strategic Questions
Balance Score Card ------- Activity
Strategic Questions
Mission Statement
A Mission Statement tells what a company does, for who, and why……..
•The business you are in
•The services that are provided
•How you create value for your members
•The key outcomes that will determine success
•The distinguishing characteristics of the services.
Strategic Questions
Mission Statement
•A constant reminder of why the organization exists and what the Board envisioned.
•Woe to the organization that loses sight of its Mission Statement for it has taken the first step on the slipper slope to failure.
Strategic Questions
Examples: Mission Statement
McDonalds Corporation•To offer the fast food customer food prepared in the same high quality manner world-wide, tasty and reasonably priced, delivered in a consistent, low-key décor and friendly atmosphere
•Our mission is to be our customers’ favorite place and way to eat.
Strategic Questions
Examples: Mission Statement
Bank•We strive to be the acknowledged market leader and preferred partner in helping our clients succeed in rapidly evolving financial markets.
Pharmaceuticals•To help all people live healthy lives.
Strategic Questions
Examples: Mission Statement
WBEA•The Wood Buffalo Environmental Association monitors air quality and air quality related environmental impacts to generate accurate and transparent information which enables stakeholders to make informed decisions.
Strategic Questions
How to Write a Mission Statement
http://www.youtube.com/watch?v=LJhG3HZ7b4o
Strategic Questions
Mission Statement ------- Activity
Strategic Questions
Strategic Vision
Where do you want to go?
•Developing a Strategic Vision:– Roadmap for the organization – direction it is headed– Position the organization intends to stake out– Capabilities the company plans to develop
•A Strategic Vision Describes:– Organizations dreams, hopes and desired future– What you really care about and are committed to achieving.
Strategic Questions
Strategic Vision
Characteristics of a Vision
•Long-shelf life that outlasts short-term
•Is clear and easy to visualize
•Tells where the organization ends
Strategic Questions
Examples - Strategic Vision
McDonalds:
Being the World’s best quick-service restaurant experience.
Which Means:
Being the restaurant experience that makes each and every customer smile on each and every visit.
Strategic Questions
Examples - Strategic Vision
Disneyland:
Create a place for people to find happiness & knowledge.
Girl Scouts:
Help a girl reach her highest potential
Dupont:
To be the world’s most dynamic science company, creating sustainable solutions essential to a better, safer, and healthier life for people everywhere.
Strategic Questions
Examples - Strategic Vision
WBEA:
Our vision is to provide a state of the art monitoring system that meets the needs of residents and stakeholders in the Wood Buffalo Region.
Strategic Questions
Vision Statement ------- Activity
Critical Success Factors ------- Activity
Lunch27 Minutes
Strategic Questions
Where Are You Now?
•Situational Analysis
•Positive and Negative Factors– Strengths– Weaknesses– Opportunities– Threats
•Prioritize to achieve your Vision
Today
VisionWhere you
want to get to
Strategic Questions
Internal & External Factors
SWOT ANALYSIS
Strengths Weaknesses
ThreatsOpportunities
Strategic Questions
Situational Analysis
Internal:•Communications and Education•Operations•People•Finance
External•Technology Changes•Government Regulations/Regulators
Strategic Questions
Situational Analysis
Questions To Ask:•What are some provincial or national issues facing PAZA?•What are some technology issues that PAZA faces?•What is important that PAZA Provides to you the Stakeholder?•What are emerging issues or trends?•What direction should PAZA explore?•Where do you see PAZA in 3 or 5 years?•What are internal positives about PAZA?•What does the outside community see as PAZA’s Strengths and Weaknesses?•What are the weaknesses of PAZA?
Strategic Questions
SWOT ------- Activity
Strategic Questions
Principal Strategies
•Core Strategies that build the bridge between mission-vision/success factors and the beginning of the executable decisions (Action).
•The starting point for the balance of the strategic plan.
•Typically no more than an handful.
Strategic Questions
Principal Strategies (GOALS) Should be “SMARTER”
Specific
Measurable
Acceptable
Realistic
Time Frame
Extending
Rewarding
Strategic Questions
Example ----- Principal Strategies (GOALS)
WBEA1.Monitor to meet eight objectives
2.Establish cause-effect relationships
3.Maintain high quality datasets in support of user needs
4.Improve organizational planning, coordination and collaboration
5.Ensure comprehensive documentation and open reporting
6.Increase external communication and stakeholder engagement
7.Anticipate external drivers and engage proactively with other organizations that may have an impact on WBEA
8.Develop indicators of performance for all significant activities
Strategic Questions
Principal Strategies -------- Activity
Back to Basics – Balance Score Card/SWOT•Go Back and score each point in each box a 0 – 5. •The lowest score in each block becomes the strategic priority.
Identify the Priorities for the Future……..
Strategic Questions
Principal Strategies -------- Activity
Back to Basics – Balance Score Card/SWOT•Go Back and score each point in each box a 0 – 5. •The lowest score in each block becomes the strategic priority.
Identify the Priorities for the Future……..
BREAK9.3 Minutes
Strategic Questions
How Will You Get There?
•Use a Strategy Map
•Establish specific, measurable objectives– Convert vision into specific performance targets– Creative yardsticks to track and measure
performance
Strategic Questions
Strategic Process Map
C. Inputs D. Processes A. Outcomes
B. Feedback
Member Value
1. Ideal Future Vision
2. Critical Success Factors
3. Current State Assessment
4. Principal Strategies
5. Tactics, Business Plan
6. Plan to Implement
7. Strategy Implementation and Performance Measures
8. Annual Strategic Review and Update
“Strategic Change Management”
Strategic Questions
How Will You Get There?
•Establish specific, measurable objectives– Convert vision into specific performance targets– Creative yardsticks to track and measure
performance– Create Milestones to each Strategic Goal
Strategic Questions
The Deliverables – Build Success
Balanced Scorecard
Strategic Management System
Strategy
Vision
Values
Mission
Strategic Questions
Tactics
•Short term plans and actions used to achieve suitable progress toward strategic priorities.•They can and will change with time.
Strategic Questions
Tactics
What tactics can/should you employ in or with?•Members•Operations•People•Finance
Strategic Questions
Tactics ------- Activity
Who is doing what and when?Objectives Date of
CompletionResponsibility Status and Date
Strategic Questions
Tactics ------- Activity
Performance MeasuresYear Milestone Strategic Goal
Timetable for Draft Strategic Plan
Future Meetings•General Board Meeting February 2014•General Board Meeting April 2014•AGM May 2014
Closing
Closing
Thank You