Strategic   Planning   for Dairy Modernizations Prepared by - Bob Cropp, UWEX Pepin County Agriculture Agent Carl Duley, U...
Different activities require different approaches 5 Purposeful Activities (Gerald Nadler) <ul><li>Learning </li></ul><ul><...
Strategic Planning <ul><li>Not easy stuff.  Takes experience and knowledge to facilitate and participate. </li></ul><ul><l...
Strategic Plan A program of  action , that addresses the organization’s strategic  issues   (fundamental questions or chal...
Strategic Planning Flow Chart Plan of Action Strategy Assess  Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li...
Mission Statement Mission  = what an organization does  Values  = how an organization should act Vision  = what an organiz...
Mission Statement - definition <ul><li>Purpose of the organization </li></ul><ul><li>Core function </li></ul><ul><li>Organ...
Strategic Planning Flow Chart Plan of Action Strategy Assess  Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li...
Mandate Formal and informal requirements placed on a business or organization.
Stakeholder <ul><li>Any person, group or organization that can place a claim on an organization's attention, resources, or...
Stakeholders <ul><li>Internal </li></ul><ul><ul><li>Family </li></ul></ul><ul><ul><li>Partners </li></ul></ul><ul><ul><li>...
SWOT Analysis An analysis of a businesses internal and external environments
SWOT Analysis <ul><li>S trengths </li></ul><ul><li>W eaknesses </li></ul><ul><li>O pportunities </li></ul><ul><li>T hreats...
Strategic Planning Flow Chart Plan of Action Strategy Assess  Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li...
Strategic  Issue <ul><li>Fundamental policy question or challenge that affects the businesses mandates, mission and/or val...
Goals <ul><li>The performance level </li></ul><ul><li>Amount of an objective to be attained in a specific time and cost li...
Planning should have a Vision   Now Future Mission drives the work. Plan drives the action.
Formulate a Strategy <ul><li>Make an Action Plan…So now what? </li></ul><ul><ul><li>What to do? </li></ul></ul><ul><ul><li...
Evaluation and Reassessment Try it! Does it fit? Redesign needed?
Strategic Planning Flow Chart Plan of Action Strategy Assess  Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li...
<ul><li>Planning is a process, not an event. </li></ul><ul><li>The norm is for strategic planning to fail, because the way...
To learn more about Planning : Attend the UW-Cooperative Extension Strategic Planning Program  developed and taught by the...
To learn more about Planning: <ul><li>Get connected with the  AgVentures Strategic Planning  module available through your...
“ If you do not know where you’re heading, you’re likely to end up somewhere else.” Yogi Berra
Strategic   Planning   for Dairy Modernizations Prepared by - Bob Cropp, UWEX Pepin County Agriculture Agent Carl Duley, U...
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  • Most farm owners have little or no background in planning. We would not hire a builder without knowledge and experience in design, we would not hire a veterinarian without knowledge and training in vet science. Planning is a skill and process that can help to avoid problems and deal with the correct issues. Strategic planning should become a part of the business that is reviewed and updated regularly.
  • Ag businesses ie farms are very familiar with using the research approach for many issues on the farm and use the operating and supervising approach for day to day activities. Farm owners often use the learning approach as well as evaluation, but rarely use a planning approach or have had training in the planning approach. The planning approach is needed to be certain that the business is addressing the correct issue(s). Resources need to be allocated to the correct issue and that can be done if a plan is in place to address the correct problem.
  • Examples of formal mandates could include a manure storage ordinance, a notice of discharge, grade a plans to be submitted before building, taxes, etc. Informal mandates could include expectation of family members, concern for neighbors, etc
  • Should objectively discuss your relationship with your stakeholders. Need to be honest and not overlook an important stakeholder and assume your relationship is good when in reality it is not.
  • If your “strategic Issues” are a list of things that should be done this year, they are most likely not strategic but rather operational issues that need to be addressed. You should consider developing a complete operational plan (that could be one of you r strategic issues). They should also be something that the business can address (increasing base milk price to $20/cwt would not be a strategic issue).
  • A vision should reflect where you want the business to be in the future and what it should look like. There are different paths to reach that vision. Some are planned and some are unexpected. The vision and the plan allow you to better react to the unplanned events.
  • Most farm owners have little or no background in planning. We would not hire a builder without knowledge and experience in design, we would not hire a veterinarian without knowledge and training in vet science. Planning is a skill and process that can help to avoid problems and deal with the correct issues. Strategic planning should become a part of the business that is reviewed and updated regularly.
  • Strategic Planning in Ag Modernization (Read-Only) - Bob ...

    1. 1. Strategic Planning for Dairy Modernizations Prepared by - Bob Cropp, UWEX Pepin County Agriculture Agent Carl Duley, UWEX Buffalo County Agriculture Agent
    2. 2. Different activities require different approaches 5 Purposeful Activities (Gerald Nadler) <ul><li>Learning </li></ul><ul><li>Research </li></ul><ul><li>Planning and Design </li></ul><ul><li>Evaluation </li></ul><ul><li>Operating and Supervising </li></ul>
    3. 3. Strategic Planning <ul><li>Not easy stuff. Takes experience and knowledge to facilitate and participate. </li></ul><ul><li>Can not be rushed. </li></ul><ul><li>The approaches used can vary, but there are some essential parts. </li></ul><ul><li>Strategic planning is ongoing, not used just when considering major changes. </li></ul>
    4. 4. Strategic Plan A program of action , that addresses the organization’s strategic issues (fundamental questions or challenges) and is driven by the organization’s mission/purpose .
    5. 5. Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li>Purpose </li></ul><ul><li>Values </li></ul><ul><li>Stakeholders </li></ul><ul><li>External </li></ul><ul><li>Internal </li></ul><ul><li>External & </li></ul><ul><li>Internal </li></ul><ul><li>Assessment </li></ul><ul><li>SWOT </li></ul>Define Strategic Issues For the Business Implementation and Assessment Vision
    6. 6. Mission Statement Mission = what an organization does Values = how an organization should act Vision = what an organization should look like in the future
    7. 7. Mission Statement - definition <ul><li>Purpose of the organization </li></ul><ul><li>Core function </li></ul><ul><li>Organization’s reason for being – the “work” of the organization </li></ul><ul><li>What the organization does uniquely well </li></ul><ul><li>Mission/purpose should define the organization’s intentions towards the clientele to be served </li></ul>
    8. 8. Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li>Purpose </li></ul><ul><li>Values </li></ul><ul><li>Stakeholders </li></ul><ul><li>External </li></ul><ul><li>Internal </li></ul><ul><li>External & </li></ul><ul><li>Internal </li></ul><ul><li>Assessment </li></ul><ul><li>SWOT </li></ul>Define Strategic Issues For the Business Implementation and Assessment Vision
    9. 9. Mandate Formal and informal requirements placed on a business or organization.
    10. 10. Stakeholder <ul><li>Any person, group or organization that can place a claim on an organization's attention, resources, or output, or that is affected by that output </li></ul>
    11. 11. Stakeholders <ul><li>Internal </li></ul><ul><ul><li>Family </li></ul></ul><ul><ul><li>Partners </li></ul></ul><ul><ul><li>In-laws! </li></ul></ul><ul><li>External </li></ul><ul><ul><li>Agencies </li></ul></ul><ul><ul><li>Lenders </li></ul></ul><ul><ul><li>Builders </li></ul></ul>
    12. 12. SWOT Analysis An analysis of a businesses internal and external environments
    13. 13. SWOT Analysis <ul><li>S trengths </li></ul><ul><li>W eaknesses </li></ul><ul><li>O pportunities </li></ul><ul><li>T hreats </li></ul>
    14. 14. Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li>Purpose </li></ul><ul><li>Values </li></ul><ul><li>Stakeholders </li></ul><ul><li>External </li></ul><ul><li>Internal </li></ul><ul><li>External & </li></ul><ul><li>Internal </li></ul><ul><li>Assessment </li></ul><ul><li>SWOT </li></ul>Define Strategic Issues For the Business Implementation and Assessment Vision
    15. 15. Strategic Issue <ul><li>Fundamental policy question or challenge that affects the businesses mandates, mission and/or values. </li></ul><ul><li>Long term and do-able. </li></ul>
    16. 16. Goals <ul><li>The performance level </li></ul><ul><li>Amount of an objective to be attained in a specific time and cost limit. </li></ul>
    17. 17. Planning should have a Vision Now Future Mission drives the work. Plan drives the action.
    18. 18. Formulate a Strategy <ul><li>Make an Action Plan…So now what? </li></ul><ul><ul><li>What to do? </li></ul></ul><ul><ul><li>Who will do it? </li></ul></ul><ul><ul><li>When….set a timeline </li></ul></ul><ul><li>Report Back </li></ul>
    19. 19. Evaluation and Reassessment Try it! Does it fit? Redesign needed?
    20. 20. Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates Plan For Planning <ul><li>Mission </li></ul><ul><li>Purpose </li></ul><ul><li>Values </li></ul><ul><li>Stakeholders </li></ul><ul><li>External </li></ul><ul><li>Internal </li></ul><ul><li>External & </li></ul><ul><li>Internal </li></ul><ul><li>Assessment </li></ul><ul><li>SWOT </li></ul>Define Strategic Issues For the Business Implementation and Assessment Vision
    21. 21. <ul><li>Planning is a process, not an event. </li></ul><ul><li>The norm is for strategic planning to fail, because the way things are is very powerful! </li></ul><ul><li>Planning takes time! </li></ul>Important Thoughts
    22. 22. To learn more about Planning : Attend the UW-Cooperative Extension Strategic Planning Program developed and taught by the UWEX Strategic Planning Team
    23. 23. To learn more about Planning: <ul><li>Get connected with the AgVentures Strategic Planning module available through your UWEX Agriculture Agent or the UW-Center for Dairy Profitability. </li></ul>
    24. 24. “ If you do not know where you’re heading, you’re likely to end up somewhere else.” Yogi Berra
    25. 25. Strategic Planning for Dairy Modernizations Prepared by - Bob Cropp, UWEX Pepin County Agriculture Agent Carl Duley, UWEX Buffalo County Agriculture Agent
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