Strategic Planning Process

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Strategic Planning Process

  1. 1. Strategic Planning Process
  2. 2. Strategic Planning Module Research Questions 1. Why me? 2. What are the Design Specs? 3. How do I “Think inside the box?” 4. What does planning look like? 5. What are the Gems of Wisdom? 6. How does this really work?
  3. 3. Why me? or “How do the guides to action and lists assist in individual projects?”
  4. 4. Sound Familiar • Lack of Communication with internal and external customers. 6,6,1,5=72 • Denial there is need of change and when recognized no follow through. 7,5=24 • Lack of priorities. 6,7=20) • Lack of infrastructure and planning and communication between N. Y. and Chattanooga and L. A. and Paris. 4,6=20
  5. 5. Guided Problem Solving Traditional Planning Results: Limited Progress Participative Planning Process: Focused Progress
  6. 6. Typical vs Performance Planning Improvement Planning • Formal • Structured but less formal • Focus on Plan • Focus on plan & process • Budget Driven • Plan drives budget Top management • Involvement at all levels & their consultants of management
  7. 7. Project Integration Management Company Planning Personal Planning Vision Vision Mission Guiding Principles Guiding Principles 5 year plan objectives Strategic Objectives Tactical Objectives Action Plans PROJECTS
  8. 8. Research Question What are the Design Specs? Or There are tons of models; which one do I use?
  9. 9. Strategic Planning Desired Outcomes • Generation of ownership for the plan • Integration & coordination of ongoing improvement activities • Timely completion & distribution of the plan
  10. 10. Strategic Planning Desired Outcomes • Effective improvement of the organization • Improved collective understanding of the organization • Develop managers to take strategic business view
  11. 11. Strategic Planning Guiding Principles • The process by which you plan is as important as the plan itself • Those who must implement must be involved • Top management involvement = precondition for success
  12. 12. Strategic Planning Design Specifications • Taps entire wisdom of team • Efficiently uses team’s time • Structured but not overly formal • Begin with “Vision” but contains “Monday Morning” action items
  13. 13. Strategic Planning How do I “Think inside the box?” Or How do I integrate and avoid flavor of the month?
  14. 14. Think Inside the Box
  15. 15. Strategic Planning Model PLAN DO ACT CHECK
  16. 16. Strategic Planning Process Organizational 1 Systems Analysis Recycle Planning 2 Assumptions Performance Key Performance 3 Improvement Obj Indicators Key Performance 4 Tactical Objectives Indicators Key Performance 5 Project Planning Indicators 8 Tracking & Control Project Measurement & 6 Management 7 Evaluation Sink 1989
  17. 17. Operating Plan Community Board VALUES OF THE PROCESS Need Assessment Dean’s Council Design Institutional Team President’s Cabinet Design Team(s) Effectiveness Charter Career Planning & Marketing Action Counseling Action Business Plan Registration & Recruitment Action Enrollment Action Curriculum Advisement & Production Action Retention Action Resource Development
  18. 18. Strategic Planning Model PLAN DO STUDY or ACT CHECK
  19. 19. Plan, Do, Study, Act Cycle PD PD AS AS IMPROVEMENT
  20. 20. Concept PD Vision AS PD Job Skills AS Technology Skills Contextual Critical Thinking Skills Current Situation
  21. 21. Another look at PDSA SP MP BP OP
  22. 22. Bumps in the Road Your Organization
  23. 23. Thinking Inside the Box
  24. 24. Strategic Planning What does planning look like? Or Let’s go through a “model”
  25. 25. Strategic Planning Process Organizational 1 Systems Analysis Recycle Planning 2 Assumptions Performance Key Performance 3 Improvement Obj Indicators Key Performance 4 Tactical Objectives Indicators Key Performance 5 Project Planning Indicators 8 Tracking & Control Project Measurement & 6 Management 7 Evaluation Sink 1989
  26. 26. Strategic Management Process 1. Organizational Systems Analysis 2. Planning Assumptions- Probability of Assumptions and Constraints 3. Strategic Objectives- 5 years to realize Vision 4. Tactical Objectives- 12 months to realize Strategic and Vision
  27. 27. Strategic Management Process 5. Project Planning 6. Project Management 7. Measurement & Evaluation 8. Tracking & Control
  28. 28. 1. Organizational Systems Analysis Purpose • Prepare team for planning • Improve collective understanding • Open team minds
  29. 29. 1. Organizational Systems Analysis • Vision-Articulated picture of the future • Guiding Principles- Underlying values and beliefs • Mission- Statement of organizational purpose • Input/Output Analysis- Systems Boundary View
  30. 30. 1. Organizational Systems Analysis • Internal Strategic Analysis- Identification of strengths and weaknesses • Current Performance Levels- Formal examination of performance • Roadblocks - Impediments to excellence • External Strategic Analysis- Identification of opportunities, threats, trends, and problems
  31. 31. CROPIS Analysis Identifies • Customers • Requirements/Desired Outcomes • Outputs • Processes • Inputs • Suppliers
  32. 32. Strategic Planning Does planning work? Or Let’s go through an “example”
  33. 33. Five Strategic Planning Year Cycle 2005- 2010 2007 2006 Five Year Cycle Strategic Goals Marketing Plan 2000-2004 Operating Plan Action Plan 2004 2005 Five Strategic Goals 2003 Year Cycle Marketing Initiative Operating Plan 2002 Action Plan 1995-2000 2001 2000 1999 1998 Strategic Goals Strategic Plan – 5 Year Cycle Marketing Plan Operating Plan 1997 Action Plan Strategic Goals – Annual Recycle 1996 Marketing Plan – Annual Recycle 1995 Operating Plan - Continuous 1994 Action Plan - Continuous
  34. 34. Annual Strategic Planning Process July 1999 Campus Institutional Effectiveness 1 Systems Analysis 8 Functional Assessment & Control Divisional Planning 2 Assumptions 3 Strategic Goals Goal Criteria Objective 4 Tactical Objectives Criteria Action Plan 5 Action Plans Criteria Project 6 Management 7 Measurement Adopted from Sink 1989
  35. 35. Inputs Higher Education Planning Process How it Operates State Planning Initiatives 5 year cycle Campus 1 Systems Analysis Annual Review of •Division Planning Strategic & Assumptions Marketing Plan •Division Mission 5 year cycles Divisional Planning 2 Assumptions •Interactive Convocation •Faculty, Staff, 3 Strategic Goals Student Focus Groups and Threaded Discussions •Governance Committees Marketing Plan •Faculty/Staff Goals •Advisory Boards Operating Plan •Internal Audits •Student Outcomes
  36. 36. Operating Plan : Two Portrayals As an integrated part of strategic planning… Institutional Effectiveness 8 Functional Assessment & Control 4 Tactical Objectives 5 Action Plans Project 6 Management
  37. 37. … and as a process Community, Faculty, Staff Campus VALUES Need Assessment Appropriate VP Institutional Effectiveness Functional Assessment, Action Tactical Objective Plan Control & President’s Cabinet Institutional Research Career Planning & Marketing Action Design Team Counseling Action Registration & Recruitment Action Implementation Enrollment Action Plan Curriculum Advisement & Production Action Retention Action Resource Development Project Management Feb 1999
  38. 38. How it is evaluated and use of feedback Recycle Institutional Effectiveness 8 Functional Assessment& Control Goal Criteria Objective Criteria Action Plan Criteria 7 Measurement
  39. 39. Long Range Evaluation 3 Strategic Goals Goal Criteria Measurement Criteria are designed for each Strategic Goal.
  40. 40. Annual Evaluation Shorter term (12 months or less) Measurement Criteria are designed and collected at this step. Objective 4 Tactical Objectives Criteria
  41. 41. Continuous Evaluation Each project Action Plan requires a set of Measurement Criteria that will be utilized for measuring project success and continuously improving the process for the next project. Action Plan 5 Action Plan Criteria
  42. 42. Annual Recycle Campus Recycle 1 Systems Analysis Institutional Effectiveness 8 Functional Assessment & Control Goal Criteria All measures are Objective fed back into the Criteria planning process for use at the Action Plan recycle Criteria Project 6 Management 7 Measurement
  43. 43. Project Integration Management Company Planning Personal Planning Vision Mission Vision Guiding Principles Guiding Principles Strategic Objectives 5 year plan objectives Tactical Objectives Action Plans PROJECTS
  44. 44. Feedback Systems • How do I fit in? • What do I do Monday Morning?
  45. 45. Individual Strategic Plan • SEE Time Management
  46. 46. Design Team Charter • Team Composition • Tasking Statement • Deadline • Resources for Design
  47. 47. Strategic Planning: What are the Gems of Wisdom? Or Lessons Learned
  48. 48. Gems of Wisdom • One cannot manage what cannot be measured • Measure to Improve • Focus on support for performance improvement • Identify strong forces pushing organizational change
  49. 49. Additional Gems of Wisdom • Push decision making to lowest appropriate level • Identify your New Competition • Avoid Quick Fixes • Design Processes • Don’t slap latest tool on poor process • Compare against New Competition
  50. 50. Yet more gems • Create sense of shared purpose • Measurement & evaluation is constantly evolving • Link measurement to strategy • Minimize measurement for control purposes • You get what you measure
  51. 51. The Response • Separate measurement from evaluation • Develop a blue print for strategic planning
  52. 52. Strategic Planning Module Research Questions 1. Why me? 2. What are the Design Specs? 3. How do I “Think inside the box?” 4. What does planning look like? 5. How does this really work? 6. What are the Gems of Wisdom?
  53. 53. Additional Readings Planning and Measuring Your Organization of the Future, Sink and Tuttle, 1989, IE Management Press, Norcross GA. Essentials of Strategic Management, Hunger and Wheelen, Prentice Hall, 2007, ISBN-10:0131485237, ISBN- 13:9780131485235

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