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  • Participant Manual Page 5 Welcome everyone to course Introduce yourself Get class to introduce themselves and state what they want from course Ice breaker (optional) - could use it as part of introductions Review agenda can write it on flipchart for easy view Discuss times assigned for each component Discuss coffee and lunch breaks Establish parking lot - for issues to discuss later Discuss ground rules - one person at a time, address issue and not person, etc. Depending on your participants, you may wish to vary times
  • Participant Manual Page 7 Welcome everyone to course Introduce yourself Get class to introduce themselves and state what they want from course Ice breaker (optional) - could use it as part of introductions Review agenda can write it on flipchart for easy view Discuss times assigned for each component Discuss coffee and lunch breaks Establish parking lot - for issues to discuss later Discuss ground rules - one person at a time, address issue and not person, etc. Depending on your participants, you may wish to vary times
  • Participant Manual Page 9 Review the benefits of strategic planning.
  • Participant Manual Page 9
  • Participant Manuel Page 11
  • Particpant Manual Page 13
  • Participant Manual Page 14 rovide a brief overview of the different types of planning Can use it to follow up on exercise # 2 or generate discussion on types of planning participants have been involved in
  • Participant Manual Page 17 – Test begins at Page 18 Have participants complete the test and discuss how difference have to be taken into account when undergoing strategic planning process as with any group exercise.
  • Participant Manual Page 23 Briefly refer to this and then complete exercise #3 which gives participants an indication of how different perspectives are brought to the strategic planning process through different people. The exercise will give participants an opportunity to learn a little about themselves and their level of personal flexibility. You can discuss how different personalities bring different aspects to a board and a strategic planning process. The next section then deals with the various types of strategic plans that are carried out. Note that most groups you deal with will use the basic model but the others are presented for information.
  • Participant Manual Page 24 to 29 Discuss these types. Most will undergo the basic strategic planning process. State that there is no perfect model...
  • Participant Manual Page 31 Discuss some prerequisites needed for strategic planning. Most will undergo the goals based plan
  • Participant Manual page 35 Discuss the importance of having all these components in place before embarking on a strategic plan.
  • Participant Manual Page 36
  • Participant Manual Page 37 Use this in conjunction with Exercise 5
  • Participant Manual Page 39
  • Participant Manual Page 41
  • Participant Manual Page 43 Discuss each of these – additional material is provided in each
  • Participant Manual Page 43
  • Participant Manual Page 43
  • Participant Manual Page 46
  • Participant Manual Page 48
  • Participant Manual - Page 49
  • Participant Manual Page 50-51 Discuss each of these – additional material is provided on each one
  • Participant Manual Page 52
  • Participant Manual Page 53 Discuss each of these – additional material is provided on each one
  • Participant Manual Page 55-57 Discuss each of these – additional material is provided on each one
  • Participant Manual Page 59-60 Facilitator will work with group to decide on the focus of the SWOT analysis can ask for a volunteer community/organization. The exercise can also be expanded to include more of the strategic planning process.
  • Participant Manual Page 79 These tools are some that can be used as part of a strategic planning process.
  • Participant Manual Page 81 Have participants read about each of these tools
  • Participant Manual Page 82
  • Participant Manual - Page 82
  • Participant Manual - Page 82
  • Participant Manual - Page 82
  • Participant Manual Page 85
  • sp.ppt

    1. 1. Strategic Planning
    2. 2. Agenda <ul><li>Icebreaker </li></ul><ul><li>Welcome and Introductions </li></ul><ul><li>Agenda Review </li></ul><ul><li>What is Strategic Planning </li></ul><ul><li>Types of Strategic Planning </li></ul><ul><li>Planning to Plan </li></ul><ul><li>Strategic Planning Process </li></ul><ul><li>Strategic Planning Tools and Techniques </li></ul><ul><li>Parking Lot </li></ul><ul><li>Discussion/Evaluation </li></ul>
    3. 3. Learning Objectives <ul><ul><li>Identify the various steps in the strategic planning process </li></ul></ul><ul><ul><li>Initiate and manage a strategic planning process </li></ul></ul><ul><ul><li>Determine appropriate tools for strategic planning </li></ul></ul><ul><ul><li>Understand strategies for evaluation </li></ul></ul><ul><ul><li>Initiate community support and involvement in the process </li></ul></ul><ul><ul><li>Develop communication strategies to promote the strategic planning process </li></ul></ul><ul><ul><li>Identify partners to be involved in strategic planning process </li></ul></ul><ul><ul><li>Participate in the strategic planning process (if applicable) </li></ul></ul>
    4. 4. What is Strategic Planning <ul><li>Used by community groups, government departments, organizations and businesses to develop blueprint for action and change </li></ul><ul><li>the process should be community based, inclusive and participatory to allow for maximum stakeholder involvement and input. </li></ul>
    5. 5. Benefits of Strategic Planning <ul><li>Defines mission, vision & values </li></ul><ul><li>Establishes realistic goals, objectives & strategies </li></ul><ul><li>Ensures effective use of resources </li></ul><ul><li>Provides base to measure progress </li></ul><ul><li>Develops consensus on future direction </li></ul><ul><li>Builds strong teams </li></ul><ul><li>Solves major problems </li></ul>
    6. 6. Strategic Planning Exercise 1 <ul><li>Introduce participants to strategic planning </li></ul><ul><li>Relate some experiences with strategic planning and any best practices </li></ul>
    7. 7. Strategic Planning Exercise 2 <ul><li>Explore and discuss various examples of planning </li></ul>
    8. 8. Types of Planning <ul><li>Types of planning </li></ul><ul><ul><li>Strategic planning </li></ul></ul><ul><ul><li>Business planning </li></ul></ul><ul><ul><li>Project planning </li></ul></ul><ul><ul><li>Program planning </li></ul></ul><ul><ul><li>Municipal planning </li></ul></ul><ul><li>Planning as a profession </li></ul><ul><ul><li>Professional “planners” </li></ul></ul><ul><ul><li>Planning functions in other professions </li></ul></ul>
    9. 9. Strategic Planning Exercise 3 <ul><li>To discuss how personality affects how groups work together to develop a strategic plan or any type of plan </li></ul>
    10. 10. Strategic Planning Models <ul><li>Type of organization usually dictates type of strategic planning </li></ul><ul><ul><li>Non-profit </li></ul></ul><ul><ul><ul><li>Likely focus on board development, management, fundraising, policies </li></ul></ul></ul><ul><ul><li>For- Profit </li></ul></ul><ul><ul><ul><li>Likely focus on profit and strategic directions </li></ul></ul></ul>
    11. 11. Types of Strategic Planning <ul><li>Basic Strategic Planning </li></ul><ul><li>Issue-Based or Goals-Based Strategic Planning </li></ul><ul><li>Alignment Model </li></ul><ul><li>Scenario Planning </li></ul><ul><li>Organic (or Self-Organizing) Planning </li></ul>
    12. 12. Planning to Plan Exercise 4 <ul><li>Discuss the planning phase of strategic planning by brainstorming some pre-requisites needed to undertake the strategic planning process </li></ul>
    13. 13. Planning to Plan <ul><li>Planning to plan requires : </li></ul><ul><ul><li>Organizational readiness </li></ul></ul><ul><ul><ul><li>Recognition of need to plan </li></ul></ul></ul><ul><ul><ul><li>Commitment to plan </li></ul></ul></ul><ul><ul><li>Organizational commitment </li></ul></ul><ul><ul><ul><li>Board and volunteer commitment </li></ul></ul></ul><ul><ul><ul><li>Staff commitment </li></ul></ul></ul>
    14. 14. Planning to Plan <ul><ul><li>Organizational Capacity </li></ul></ul><ul><ul><ul><li>Human resources </li></ul></ul></ul><ul><ul><ul><ul><li>Staff </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Volunteers </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Board committees </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Special/Standing committees </li></ul></ul></ul></ul><ul><ul><ul><li>Financial resources </li></ul></ul></ul><ul><ul><ul><ul><li>Identify budget </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Determine resources </li></ul></ul></ul></ul><ul><ul><ul><li>Time </li></ul></ul></ul><ul><ul><ul><ul><li>Allocate organizational time </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Determine realistic time lines </li></ul></ul></ul></ul>
    15. 15. Reasons for Strategic Planning <ul><ul><li>Change </li></ul></ul><ul><ul><li>Renewal </li></ul></ul><ul><ul><li>Funding requirement </li></ul></ul><ul><ul><li>Financial forecasting </li></ul></ul><ul><ul><li>Mandate </li></ul></ul><ul><ul><li>Build consensus </li></ul></ul><ul><ul><li>Improve staff and board relations </li></ul></ul><ul><ul><li>Develop ownership </li></ul></ul><ul><ul><li>Build community support </li></ul></ul><ul><ul><li>Other (discussion) </li></ul></ul>
    16. 16. Planning to Plan Exercise 5 <ul><li>Why do you want to engage in strategic planning? </li></ul>
    17. 17. Strategic Planning Process <ul><ul><ul><li>Planning to Plan </li></ul></ul></ul><ul><ul><ul><ul><li>Strategic Planning Team </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Board, staff, community volunteers </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><li>Strategic Planning Budget </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Establish budget, identify funding sources </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><li>Strategic Planning Facilitator(s) </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Identify a facilitator to lead the process </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><li>Strategic Planning Partners </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Internal board and staff </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>External community groups/government departments/others </li></ul></ul></ul></ul></ul>
    18. 18. Developing the Plan <ul><ul><li>Mission </li></ul></ul><ul><ul><ul><li>Core purpose of your organization </li></ul></ul></ul><ul><ul><ul><li>Presented in a clear, short statement that focuses on attention in one clear direction by stating purpose of the group’s uniqueness. </li></ul></ul></ul>
    19. 19. Developing the Plan <ul><li>Vision </li></ul><ul><ul><li>What is your organization’s vision of excellence </li></ul></ul><ul><ul><li>Has to be realistic and not something impractical </li></ul></ul>
    20. 20. Developing the Plan <ul><li>Values </li></ul><ul><ul><li>What are the principles, standards, and actions considered worthwhile in the organization </li></ul></ul><ul><ul><li>Includes how people treat each other, how groups conduct business and what is most important to the organization </li></ul></ul>
    21. 21. Developing the Plan <ul><li>Strategic Analysis </li></ul><ul><ul><li>Environmental Scan </li></ul></ul><ul><ul><ul><li>gathering of information that concerns the organization’s environments </li></ul></ul></ul><ul><ul><ul><li>analysis and interpretation of this information </li></ul></ul></ul><ul><ul><ul><li>application of this analyzed information in decision making </li></ul></ul></ul>
    22. 22. Developing the Plan <ul><li>Strategic Analysis </li></ul><ul><ul><li>SWOT Analysis </li></ul></ul><ul><ul><ul><li>Strengths </li></ul></ul></ul><ul><ul><ul><ul><li>What are some internal positive things about your organization? </li></ul></ul></ul></ul><ul><ul><ul><ul><li>What does the community see as your strengths? </li></ul></ul></ul></ul><ul><ul><ul><li>Weaknesses </li></ul></ul></ul><ul><ul><ul><ul><li>What are some weaknesses in organization? </li></ul></ul></ul></ul><ul><ul><ul><ul><li>What does the community see as your weaknesses? </li></ul></ul></ul></ul>
    23. 23. Developing the Plan <ul><li>Strategic Analysis </li></ul><ul><ul><li>SWOT Analysis </li></ul></ul><ul><ul><ul><li>Opportunities </li></ul></ul></ul><ul><ul><ul><ul><li>What are some opportunities in your community or region? </li></ul></ul></ul></ul><ul><ul><ul><ul><li>What are some emerging trends? </li></ul></ul></ul></ul><ul><ul><ul><li>Threats </li></ul></ul></ul><ul><ul><ul><ul><li>What are some provincial or national issues facing the organization? </li></ul></ul></ul></ul><ul><ul><ul><ul><li>What are some technology issues that face the organization? </li></ul></ul></ul></ul>
    24. 24. Strategic Planning Process <ul><li>Developing the Plan (continued) </li></ul><ul><ul><li>Goals </li></ul></ul><ul><ul><ul><li>Identify long-term outcomes to provide focus for the planning process </li></ul></ul></ul><ul><ul><li>Strategies </li></ul></ul><ul><ul><ul><li>Outline how you will achieve your goals </li></ul></ul></ul><ul><ul><li>Objectives </li></ul></ul><ul><ul><ul><li>Identify specific, measurable results produced while implementing strategies. </li></ul></ul></ul>
    25. 25. Strategic Planning Process <ul><li>Goals and Objectives Should Be SMARTER </li></ul><ul><ul><ul><ul><li>Specific </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Measurable </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Acceptable </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Realistic </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Timeframe </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Extending </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Rewarding </li></ul></ul></ul></ul>
    26. 26. Strategic Planning Process <ul><li>Developing the Plan (continued) </li></ul><ul><ul><li>Implementation </li></ul></ul><ul><ul><ul><li>Tasks – assigned to various board and staff responsible for specific items </li></ul></ul></ul><ul><ul><ul><li>Timelines - established for implementation of the plan for implementation </li></ul></ul></ul><ul><ul><li>Funding the plan </li></ul></ul><ul><ul><ul><li>What is required to fund the goals in the plan </li></ul></ul></ul>
    27. 27. Strategic Planning Process <ul><li>Developing the Plan (continued) </li></ul><ul><ul><li>Communicating the plan </li></ul></ul><ul><ul><ul><li>How will you communicate the plan to stakeholders? </li></ul></ul></ul><ul><ul><li>Monitoring and evaluation </li></ul></ul><ul><ul><ul><li>Critical to plan’s success and credibility </li></ul></ul></ul><ul><ul><ul><li>Must be built into the plan </li></ul></ul></ul><ul><ul><ul><li>Critical for continuous improvement </li></ul></ul></ul><ul><ul><li>Continuous improvement </li></ul></ul><ul><ul><ul><li>focuses on improving customer satisfaction through continuous and incremental improvements to processes </li></ul></ul></ul>
    28. 28. Strategic Planning Process Exercise 6 <ul><li>Prepare a SWOT analysis as part of the strategic planning process </li></ul>
    29. 29. Strategic Planning Process Exercise 7 <ul><ul><li>Discuss some tools and techniques to be used for strategic planning </li></ul></ul>
    30. 30. Strategic Planning Tools & Techniques <ul><li>Appreciative Inquiry </li></ul><ul><ul><li>Effective for changing organizational culture </li></ul></ul><ul><ul><li>Based on 4-D model </li></ul></ul><ul><ul><ul><li>Discover, Dream, Design and Destiny </li></ul></ul></ul><ul><li>Open Space Technology </li></ul><ul><ul><li>new method for working effectively with large groups (10 - 1000 participants) </li></ul></ul>
    31. 31. Strategic Planning Tools & Techniques <ul><li>Public Consultation </li></ul><ul><ul><li>Involve public and stakeholders in your planning process </li></ul></ul><ul><ul><li>Achieve public consultation through </li></ul></ul><ul><ul><ul><li>Interviews </li></ul></ul></ul><ul><ul><ul><li>Facilitated meetings </li></ul></ul></ul><ul><ul><ul><li>Open houses </li></ul></ul></ul><ul><ul><ul><li>Website discussion papers/surveys </li></ul></ul></ul>
    32. 32. Strategic Planning Tools & Techniques <ul><li>Public Meeting </li></ul><ul><ul><li>Provides opportunity for input for all stakeholders through </li></ul></ul><ul><ul><ul><li>Open house to review plans, maps, charts </li></ul></ul></ul><ul><ul><ul><li>Facilitated meeting with presentation on what you plan to do </li></ul></ul></ul><ul><ul><ul><li>Facilitated meeting on interim and final report </li></ul></ul></ul>
    33. 33. Strategic Planning Tools & Techniques <ul><ul><li>Focus Groups </li></ul></ul><ul><ul><ul><li>Provides opportunity to address specific issues </li></ul></ul></ul><ul><ul><ul><li>Provides opportunity for maximum participation </li></ul></ul></ul><ul><ul><ul><li>Provides maximum information in short period of time </li></ul></ul></ul>
    34. 34. Strategic Planning Tools & Techniques <ul><li>Website feedback </li></ul><ul><ul><li>Online survey </li></ul></ul><ul><ul><li>Online discussion paper to generate comments </li></ul></ul><ul><li>Surveys </li></ul><ul><ul><li>Online survey </li></ul></ul><ul><ul><li>Community survey </li></ul></ul><ul><ul><ul><li>Can be developed and administered locally </li></ul></ul></ul><ul><ul><ul><li>Can be conducted by firm specializing in surveys </li></ul></ul></ul><ul><li>Research </li></ul><ul><ul><li>Focus groups, surveys (primary) </li></ul></ul><ul><ul><li>Literature review (secondary) </li></ul></ul>
    35. 35. Strategic Planning <ul><li>Parking Lot </li></ul><ul><li>Summary </li></ul><ul><li>Evaluation </li></ul>
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