Strategic planning?  Why?  How? <ul><ul><li>The case for planning. </li></ul></ul><ul><ul><li>Fast Track™ planning. </li><...
The case for  strategic  planning
What is strategic planning? <ul><ul><li>Finding an ideal future vision for the organization. </li></ul></ul>
What is strategic planning? <ul><ul><li>Identifying the gap between the vision and the current reality and direction of th...
What is strategic planning? <ul><ul><li>Developing strategies  and action steps to  close the gap and  move the  organizat...
What is strategic planning? <ul><li>It’s not operations planning or budgeting. </li></ul>
What is strategic planning? <ul><li>It’s not an event;  it’s an on-going  process. </li></ul>
What is  strategic  planning? <ul><ul><li>It needs to result in  action and change. </li></ul></ul>
The case for strategic  planning is clear <ul><li>Organizations that  plan do better.  </li></ul><ul><ul><li>Businesses us...
Planning is even more important now <ul><li>Every organization needs a current plan  and to be executing the plan.  </li><...
But most organizations don’t plan <ul><li>Strategic planning should be an ongoing  discipline – but typically isn’t. </li>...
So why don’t many organizations plan? <ul><li>Most strategic  planning approaches  focus on delivering a  document rather ...
Effective planning is about strategies <ul><li>Craft a vision and key strategies. </li></ul><ul><li>Execute strategies to ...
Effective planning is about action <ul><li>Without action, assessment, and re-planning, a strategic planning exercise is a...
Effective planning is a team effort <ul><li>Often the plan wrongly states what the leader wants rather than what can emerg...
Effective planning is led by  an outside facilitator <ul><li>Too often planning fails because the facilitator is tied to t...
Organizations need to plan efficiently <ul><li>Most strategic planning approaches are over-involved, time-consuming and ex...
Fast Track Strategic Planning System ™ <ul><ul><li>Tested. </li></ul></ul><ul><ul><li>Efficient. </li></ul></ul><ul><li>Us...
Our gap strategic planning model
Fast Track Strategic Planning System ™ <ul><li>Strategic Business Leader’s three-step planning system focuses on what’s mo...
Who plays? <ul><li>8-12 ideal  team size. </li></ul><ul><li>Leader and  direct reports vital to strategy implementation. <...
Who facilitates? <ul><li>Ideal:  Skilled, objective outside facilitator. </li></ul><ul><li>Otherwise, respected, fair Boar...
Pre-planning <ul><li>Organizational survey(s). </li></ul><ul><li>Environmental scan. </li></ul>
Three steps <ul><li>1.  Vision </li></ul>2. Gaps 3.  Strategies
Vision <ul><li>Develop a shared vision of the idealized organization in the future.  </li></ul><ul><li>If the organization...
Consider <ul><li>Target customers, key  stakeholders. </li></ul><ul><li>Primary basis for competing:  customer intimacy, p...
Mission and values? <ul><li>Developing mission or purpose statement and statement of organizational values may facilitate ...
Gaps <ul><li>Identify current status and direction of organization, relative to vision. </li></ul><ul><li>What are big gap...
Consider <ul><li>Key competitors. </li></ul><ul><li>Major weaknesses. </li></ul><ul><li>Strategic liabilities. </li></ul><...
Strategies <ul><li>Develop strategies to close the gaps: measurable, major activities. </li></ul><ul><li>What  big steps w...
Determine <ul><li>Action steps and timelines for each strategy. </li></ul><ul><li>Who is responsible for achievement of ea...
Post-planning <ul><li>Get and maintain commitment. </li></ul><ul><li>Use a planning dashboard. </li></ul><ul><li>Use plann...
<ul><li>Vision: Every organization creates a plan with strategies and action steps leading to greater success.  </li></ul>...
<ul><ul><li>We avoid what’s wrong with strategic planning as it has generally been applied. </li></ul></ul><ul><li>We make...
We can help you find and implement winning strategies. 725 Kenilworth Avenue, Glen Ellyn, IL 60137 USA Phone 630-469-8088,...
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The case for strategic planning and the Fast Track Strategic Planning System

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Strategic planning is 1) finding an ideal future for the organization, 2) identifying the gap between the vision and the current reality and direction of the organization, 3) developing strategies and action steps to close the gap and move the organization toward the vision, 4) and implementing the important strategies and action steps, monitoring, assessing and measuring the results, and regularly re-planning.

Strategic Business Leader's Fast Track Strategic Planning System focuses on what's most important for successful planning, is streamlined to limit time investment and expense, and has been applied in organizations of varied size and type.

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The case for strategic planning and the Fast Track Strategic Planning System

  1. 1. Strategic planning? Why? How? <ul><ul><li>The case for planning. </li></ul></ul><ul><ul><li>Fast Track™ planning. </li></ul></ul><ul><ul><li>We can help. </li></ul></ul>© Forrest Consulting, 2011
  2. 2. The case for strategic planning
  3. 3. What is strategic planning? <ul><ul><li>Finding an ideal future vision for the organization. </li></ul></ul>
  4. 4. What is strategic planning? <ul><ul><li>Identifying the gap between the vision and the current reality and direction of the organization. </li></ul></ul>
  5. 5. What is strategic planning? <ul><ul><li>Developing strategies and action steps to close the gap and move the organization toward the vision. </li></ul></ul>
  6. 6. What is strategic planning? <ul><li>It’s not operations planning or budgeting. </li></ul>
  7. 7. What is strategic planning? <ul><li>It’s not an event; it’s an on-going process. </li></ul>
  8. 8. What is strategic planning? <ul><ul><li>It needs to result in action and change. </li></ul></ul>
  9. 9. The case for strategic planning is clear <ul><li>Organizations that plan do better. </li></ul><ul><ul><li>Businesses using strategic planning are 12% more profitable. </li></ul></ul>
  10. 10. Planning is even more important now <ul><li>Every organization needs a current plan and to be executing the plan. </li></ul><ul><li>Especially in these challenging times! </li></ul>
  11. 11. But most organizations don’t plan <ul><li>Strategic planning should be an ongoing discipline – but typically isn’t. </li></ul><ul><li>Of 29,000 startups, 26,000 failed. 67% had no written business plan. </li></ul><ul><li> </li></ul>
  12. 12. So why don’t many organizations plan? <ul><li>Most strategic planning approaches focus on delivering a document rather than on actionable insight. </li></ul>
  13. 13. Effective planning is about strategies <ul><li>Craft a vision and key strategies. </li></ul><ul><li>Execute strategies to move to the vision. </li></ul>
  14. 14. Effective planning is about action <ul><li>Without action, assessment, and re-planning, a strategic planning exercise is a waste. </li></ul>
  15. 15. Effective planning is a team effort <ul><li>Often the plan wrongly states what the leader wants rather than what can emerge from team knowledge, expertise and vision. </li></ul>
  16. 16. Effective planning is led by an outside facilitator <ul><li>Too often planning fails because the facilitator is tied to the organization, biased by the past and over-influenced by the leader. </li></ul>
  17. 17. Organizations need to plan efficiently <ul><li>Most strategic planning approaches are over-involved, time-consuming and expensive. </li></ul>
  18. 18. Fast Track Strategic Planning System ™ <ul><ul><li>Tested. </li></ul></ul><ul><ul><li>Efficient. </li></ul></ul><ul><li>Uses participants’ knowledge and insights. </li></ul><ul><ul><li>Process and facilitator provide structure. </li></ul></ul><ul><ul><li>Team decides where to go and how to get there. </li></ul></ul><ul><ul><li>Based on Participative Process Consulting. </li></ul></ul>
  19. 19. Our gap strategic planning model
  20. 20. Fast Track Strategic Planning System ™ <ul><li>Strategic Business Leader’s three-step planning system focuses on what’s most important. </li></ul>
  21. 21. Who plays? <ul><li>8-12 ideal team size. </li></ul><ul><li>Leader and direct reports vital to strategy implementation. </li></ul><ul><li>Can include Board members, other stakeholders. </li></ul><ul><li>Surveys can solicit other views. </li></ul>
  22. 22. Who facilitates? <ul><li>Ideal: Skilled, objective outside facilitator. </li></ul><ul><li>Otherwise, respected, fair Board member or key staff member, who is versed in facilitation and can “stand up” to the leader. </li></ul><ul><li>Not the leader. </li></ul>
  23. 23. Pre-planning <ul><li>Organizational survey(s). </li></ul><ul><li>Environmental scan. </li></ul>
  24. 24. Three steps <ul><li>1. Vision </li></ul>2. Gaps 3. Strategies
  25. 25. Vision <ul><li>Develop a shared vision of the idealized organization in the future. </li></ul><ul><li>If the organization is the best it can be, best of class, what would it look like and do? </li></ul>
  26. 26. Consider <ul><li>Target customers, key stakeholders. </li></ul><ul><li>Primary basis for competing: customer intimacy, product leadership or low cost. </li></ul><ul><li>Major customer expectations. </li></ul><ul><li>Major products/services. </li></ul><ul><li>Strategic assets and strengths. </li></ul><ul><li>Opportunities. </li></ul>
  27. 27. Mission and values? <ul><li>Developing mission or purpose statement and statement of organizational values may facilitate shared vision. </li></ul><ul><li>Not essential to crafting winning strategies. </li></ul>
  28. 28. Gaps <ul><li>Identify current status and direction of organization, relative to vision. </li></ul><ul><li>What are big gaps between reality and vision? </li></ul>
  29. 29. Consider <ul><li>Key competitors. </li></ul><ul><li>Major weaknesses. </li></ul><ul><li>Strategic liabilities. </li></ul><ul><li>Threats. </li></ul><ul><li>Resource needs. </li></ul>
  30. 30. Strategies <ul><li>Develop strategies to close the gaps: measurable, major activities. </li></ul><ul><li>What big steps will move us toward the vision? </li></ul><ul><li>What commitments are needed to achieve the vision? </li></ul>
  31. 31. Determine <ul><li>Action steps and timelines for each strategy. </li></ul><ul><li>Who is responsible for achievement of each strategy. </li></ul><ul><li>What to measure to monitor strategy achievement. </li></ul><ul><li>Time for planning reassessment. </li></ul>
  32. 32. Post-planning <ul><li>Get and maintain commitment. </li></ul><ul><li>Use a planning dashboard. </li></ul><ul><li>Use planning check-ins. </li></ul><ul><li>Consider when things change. </li></ul><ul><li>Plan to re-plan. </li></ul>
  33. 33. <ul><li>Vision: Every organization creates a plan with strategies and action steps leading to greater success. </li></ul><ul><li>We are committed to rescuing the value of strategic planning. </li></ul><ul><ul><li>Our planning system and tools work. </li></ul></ul>
  34. 34. <ul><ul><li>We avoid what’s wrong with strategic planning as it has generally been applied. </li></ul></ul><ul><li>We make effective planning accessible to all. </li></ul><ul><ul><li>We provide tools, agendas, scripts and more. </li></ul></ul><ul><ul><li>We offer facilitation as needed. </li></ul></ul>
  35. 35. We can help you find and implement winning strategies. 725 Kenilworth Avenue, Glen Ellyn, IL 60137 USA Phone 630-469-8088, Cell 630-730-9619 Email [email_address] Web sites www.forrestconsult.com , www.strategicbusinessleader.com © Forrest Consulting, 2011

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