13. Strategic Plan Guide
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13. Strategic Plan Guide

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Strategic planning templates & examples, Business, Finance, planning, Vision, Mission, Plan, objectives, strategy, swot, pest, Business plan, Strategic planning, bcg matrix

Strategic planning templates & examples, Business, Finance, planning, Vision, Mission, Plan, objectives, strategy, swot, pest, Business plan, Strategic planning, bcg matrix

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13. Strategic Plan Guide 13. Strategic Plan Guide Document Transcript

  • [ C L I C K H E R E A N D T Y P E O R G A N I S AT I O N N A M E ] S T RAT EG I C PL A N Select this paragraph and replace with the descriptive name of the project
  • S T R AT E G I C P L A N Descriptive Name of the Project This work is licensed under a Creative Commons Attribution-NonCommercial- NoDerivs 2.1 Australia License. You are free to copy, distribute or display this work for non-commercial purposes provided you do not alter, transform, or build upon this work; and you include this notice in any copy or display. Prepared by List names of All the people Who prepared this plan
  • N A M E O F O R G A N I S AT I O N INTRODUCTION Read the instructions which are on this template. Then select and replace this typing with your own introduction. This template only helps you with the layout and presentation of your strategic plan. You must use your text book and study guide to learn how to develop the plan. Remember the best presented and laid out plan is a waste of time if it is not participatory. If you plan does not reflect what the people who will be affected by it want, then it is a waste of time. This is a working draft of an electronic publication in preparation. It is available only for purposes directly related to the preparation, including field trial and evaluation. These documents are not to be copied or used for any purpose without express permission of Ian Hughes. If you have any comments, feedback or comments please send them by email to I.Hughes@cchs.su.edu.au ABOUT PARTICIPATORY STRATEGIC PLANNING Participatory Strategic Planning is a development of the Applied Strategic Planning model of Leonard D. Goodstein, Timothy M. Nolan and J. William Pfeiffer. 2
  • HOW TO USE THIS STRATEGIC PLAN TEMPLATE Change the information on the cover page to contain the information you would like. Select the text in each of the labelled boxes, and replace it with the information required for your strategic plan. To add information in the body of your plan, use Styles such as Heading 1-5, Body Text, Block Quotation, List Bullet, and List Number from the Style control on the Formatting toolbar. This template is complete with Styles for a Table of Contents and an Index. From the Insert menu, choose Index and Tables. Click on the tab you would like. Be sure to choose the Custom Format. 3
  • HOW TO CUSTOMISE YOUR STRATEGIC PLAN TO CREATE YOUR OWN CUSTOMISED STRATEGIC PLAN, select and replace the text here with your own, delete features you do not want, and type in the new features you would like. When you make changes and save the document with a new name. 1) Insert your organisation name and address in place of the text on the cover page by clicking once and typing. The address should be typed in the frame in upper right corner of the title page. 2) Choose File Save As. Save the file under a new name to protect the original version. You may want to come back to earlier versions of your strategic plan. HOW TO CREATE BULLETS AND NUMBERED LISTS  To create a bulleted list like this, select one or more paragraphs and choose the List Bullet style from the Style drop-down list.  To create a numbered list like the numbered paragraphs above, select one or more paragraphs and choose the List Number style from the Style drop- down list — Word will automatically number the paragraphs for you. This Style—the Block Quotation—can be used for quotes, notes or paragraphs of special interest. To use the Block Quotation Style, highlight any paragraph and choose Block Quotation from the style drop-down list on the Formatting toolbar. 4
  • MORE TEMPLATE TIPS There are three ways to view the various style names of the template sample text: 1) In Normal view, choose Tools Options. Click the View tab. In the Style Area Width box, dial up a number such as “1” and click OK. Observe the style name next to each paragraph; or 2) In Page Layout view, click on any paragraph and view the style name on the Formatting toolbar; or 3) From the Format menu choose Style Gallery. In the Preview section click on Style Samples. HOW TO CREATE A TABLE TO CREATE A TABLE, Choose Insert Table From the Table menu. To have it look like the below table, click Table AutoFormat on the Table menu, and then choose the Elegant format. TO MODIFY AN EXISTING TABLE, such as the table below, position your cursor in any cell. To modify the table, access the Table menu to select the desired action and/or result. COMPETITOR RANKING CURRENT SHARE SHARE IN 3 YRS. Largest competitor 50% 30% Second largest competitor 25% 20% Third largest competitor 15% 12%  Table: Projected growth of competitors over 3 years. 5
  • VISION Descriptive Name of Project Our vision of our future is ... Give an expression of the vision here after you have read and discussed what is meant by ‘vision’ in participatory strategic planning. Do this when you are ready to, as early in the planning process as you can. Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 2 Chapter 2 6
  • PLANNING TO PLAN Write a descriptive title of the project OUR PROJECT A statement that the Executive Officer or Coordinator will provide OUR COMMITMENT time and resources needed to complete the participatory planning cycle List the names and positions of the people who will make the plan OUR PLANNING TEAM List the people, groups and organisations who may be affected by this THE STAKE HOLDERS plan When will the planning team meet? TIME FOR PLANNING Where will the planning team meet? PLACE FOR PLANNING 7
  • STAKE HOLDER-TEAM RELATIONSHIPS Draw a diagram connecting each stake holder to the planning team on a piece of paper and attach it to the strategic plan at the end of this part.. If you delete this paragraph you can use the heading. Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 5 Chapter 5 8
  • E N V I R O N M E N TA L M O N I T O R This Environmental Monitor should be copied and used from time to time during the planning cycle. DATE Are there any new technologies, or international events that may affect GLOBAL this project ENVIRONMENT Any political events, Australian and State Government policies, NATIONAL AND economic changes or other elements in the national or state STATE EVENTS environment. What are the social and cultural expectations, events and changes SOCIAL AND which might affect the project? CULTURAL ENVIRONMENT Trends and events in the industry or service sector (eg Aboriginal INDUSTRY OR health sector). SERVICE SECTOR Description of similar organisations or projects, and monitoring their COMPETITIVE actions. ENVIRONMENT 9
  • Local events, history, geography, economy, politics, interests, LOCAL activities etc. ENVIRONMENT What happens in the organisation, project and planning team. INTERNAL MONITOR Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 6 Chapter 6 10
  • A P P L I C AT I O N C O N S I D E R AT I O N This form should be kept and used when the planning process reveals a need for immediate action. Always use a copy of this form, and keep the original so you can take other copies to use later. Date the form is filled out DATE During the planning process differences between what is and what GAP IDENTIFIED should be will be uncovered If action is needed before the end of planning, when is action needed URGENCY What you think should be done ACTION PLAN Who will be responsible for application RESPONSIBILITY ExecutiveOffocer or Coordinator approves of action COMMITTMENT Report of what is done ACTION TAKEN 11
  • Report of what happened after the application OUTCOME Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 6 Chapter 6 12
  • C U LT U R E S C A N Brief description of the culture of service users CUSTOMERS Brief description of the culture of the organisation ORGANISATION Brief description of cultures in the local community LOCAL COMMUNITY Notes on cultures of other service providers COMPETITORS Cultural background of each member of planning team PLANNING TEAM Implications of the cultural context for the plan PLAN Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 3 Chapter 3 13
  • VA L U E S S C A N MEMBERS OF PLANNING TEAM Name Personal values Each member of the lists his or her own values planning team use the tab key to add more rows THE STAKE HOLDERS Stake holder Values List each main stake List the values of each (if known) holder Use statements made by stake holders when possible THE ORGANISATION Name of the Stated philosophy, principles or values Organisation Copy or attach a written statement if one exists Source THE PROJECT Name of the Project Statement of shared values Type in a statement prepared by the planning team in consultation with others Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 7 Chapter 7 14
  • P U R P O S E F O R M U L AT I O N The word quot;purposequot; is often preferred to the word quot;missionquot;. Another word preferred by stake holders may be used. Answer each of five questions, then combine the five answers into one statement of purpose. What services will the 1. WHAT project offer? What functions will the project perform? Who are the people 2. WHO who may use this service? For whom will the project perform this function? what will the project 3. HOW offer to meet this need? What are the reasons 4. WHY for the project? Why will the project exist? What? Why? 15
  • How? Who? DRIVING FORCES what will we do SERVICES who will use our CUSTOMERS services what methods will we TECHNIQUES use how we can afford to COST CONTROL do it how we can do it OPERATIONS how we will sell or DISTRIBUTION offer our services resources we can make RESOURCES use of what stake holders will REWARDS get What makes our project DISTINCTIVE different from others? COMPETENCY Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 8 Chapter 8 16
  • S TAT E M E N T O F P U R P O S E 17
  • GOALS & OBJECTIVES Copy the template, and fill it out for each Goal. Objectives will be formatted as a numbered list automatically. GOAL Type your goal here 1) First objective OBJECTIVES GOAL Type your goal here 1) First objective OBJECTIVES 18
  • S T R AT E G I C M O D E L 1) List the service or services (‘Lines of Business’) which SERVICE the project will provide for the community. 2) The computer will generate a new item in a numbered list when you press the ‘Enter’ key. SUCCESS INDICATORS SUCCESS INDICATORS ACTIVITY 1) Select, copy and paste a copy of this box (with its title) for each major activity in your list. 2) Replace the title ‘ACTIVITY’ with the name of an activity from the list. 3) In this box list the indicators you will use to track progress in that activity. This is the heart of the strategic plan. List the strategic thrusts which BROAD STRATEGIES are the most important things you will do to achieve your vision. List a few broad strategies here. The detail comes later. What common understanding do the members of the project team SHARED need to create these services, meet the success indicators and UNDERSTANDING implement these strategies? What kind of culture is needed in the project team to achieve this PROJECT CULTURE success? (refer back to 3). What do you need to do to achieve and maintain this culture in the project team? Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 9 Chapter 9 19
  • S W O T A N A LY S I S I STRENGTHS WEAKNESSES N T E R N A L E OPPORTUNITIES THREATS X T E R N A L Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 10 Chapter 10 20
  • G A P A N A LY S I S Copy the following table, and fill a copy out for each service or activity listed in the strategic model. Under SITUATION briefly describe where we are at now. Under OBJECTIVE describe where you would like to be. In the ACTION box write what you intend to do about it. Copy what you write in the ACTION box into a copy of the Action Plan. SERVICE OR ACTIVITY SITUATION OBJECTIVE ACTION Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 11 Chapter 11 21
  • ACTION PLAN OBJECTIVE ACTION WHO WHEN OUTCOME 22
  • Copy the previous page, and use it many times in planning and implementing action to achieve your vision. For each action, mane a person with responsibility to achieve or coordinate that activity, when the person should report on progress. Make a brief note of the outcome when the report is made, or the date for completion arrives. Goodstein LD, Nolan TM & Pfeiffer JW (1992) & Applied Strategic Planning: An Introduction Applied Strategic Planning: A Comprehensive Guide Chapter 12 Chapter 12 Congratulations on completing your strategic plan. _______________________________________ This work is licensed under a Creative Commons Attribution-NonCommercial- NoDerivs 2.1 Australia License. You are free to copy, distribute or display this work for non-commercial purposes provided you do not alter, transform, or build upon this work; and you include this notice in any copy or display. 23