Strategic PlanningFor Chicago Milwaukee Business Managers          November 1, 2012                                       ...
What does Strategic Planning Involve?• Deliberate reexamination of how to articulate the  organization’s mission• Collecti...
The Planning PhaseLeadership must:• Establish a policy for how the planning team will  make decisions• Clearly define and ...
The Discovery PhaseWhy is Data Collection Important?• Determines how to leverage your  organizations strengths• Takes adva...
Structuring your Planning Team          Qualities/Experience/Expertise Required•   Business/Management•   Personal engagem...
Structuring Your Planning Team:Independent SchoolTeam should include:  • Board Chair  • Commitee Chairs  • Other key board...
Strategic Planning PhasesAppoint a team lead to manage each phase of the process:1. Planning2. Data Collection/Discovery/A...
Sample Strategic Plan Roles                         Planning Team                         Planning                        ...
Key Process Steps1. Clarify the Problem or Opportunity2. Outline the Process for Developing and Selecting Strategies3. Est...
Key Process Steps (Cont’d)4. Brainstorm, Prioritize and Select the Viable Strategies• Determine which strategies can be im...
What Can Go Wrong?• Creating a vision and thinking about how to reach  that vision without doing the data collection• Lead...
Lack of Policies and Defined Roles and                  ResponsibilitiesMay Result In:• Limited expectations• Lack of init...
Make the Most of the Strategic Planning ProcessSuccessful Plan Development Processes:• Do not rely only on the Board and t...
Successful Strategic Plans (Cont’d)•   Are developed by owners who set their own goals and are    accountable for accompli...
OutcomesWhat to expect from a Successful Strategic Planning Process A plan developed with strategic and proactive teamwork...
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Independent Schools Strategic Planning Presentation

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Independent Schools Strategic Planning Presentation

  1. 1. Strategic PlanningFor Chicago Milwaukee Business Managers November 1, 2012 1
  2. 2. What does Strategic Planning Involve?• Deliberate reexamination of how to articulate the organization’s mission• Collecting data about: – your organization’s strengths and weaknesses – the external environment – management’s values and facts about future opportunities and threats• Getting creative and concrete about the strategies that will help your organization better succeed• Systematically reviewing all vital aspects of the business 2
  3. 3. The Planning PhaseLeadership must:• Establish a policy for how the planning team will make decisions• Clearly define and document decision making authority and responsibility• Communicate! 3
  4. 4. The Discovery PhaseWhy is Data Collection Important?• Determines how to leverage your organizations strengths• Takes advantage of opportunities• Creates a process to overcome challenges 4
  5. 5. Structuring your Planning Team Qualities/Experience/Expertise Required• Business/Management• Personal engagement/ownership• Commitment to the mission• Passion for growing the business• Organizational professionals• Key staff members:• Financial/Accounting• Marketing/Communications• Development• Entrepreneurial spirit 5
  6. 6. Structuring Your Planning Team:Independent SchoolTeam should include: • Board Chair • Commitee Chairs • Other key board members or stakeholders • Head of School and educational leadership • Key staff members (Finance, Development, Admissions, Marketing and Communications) • Facilitator • External sources such as external auditors and/or independent management evaluators 6
  7. 7. Strategic Planning PhasesAppoint a team lead to manage each phase of the process:1. Planning2. Data Collection/Discovery/Analysis3. Adopting a Strategic Planning Template4. Reporting (Findings, Recommendations and SWOT)5. Documentation Review6. Ongoing Assessment and Evaluation 7
  8. 8. Sample Strategic Plan Roles Planning Team Planning Strategies should be: •Specific •Measurable •Achievable •RealisticData CollectionTeam •Time boundReporting Team Plan Owners Accountable for: Accountable for: Review Team -- Completing a thorough analysis Completing a thorough analysis Accountable for: Accountable for: of how initiatives can be achieved of how initiatives can be achieved -- Findings Findings -- Ensuring that action plans are Ensuring that action plans are -- Recommendations Recommendations Accountable for: realistic realistic Accountable for: -- SWOT Analysis SWOT Analysis -- Ensuring strategies are -- Including clear measures of Including clear measures of Ensuring strategies are success for each tracked activity success for each tracked activity complete and consistently complete and consistently -- Ongoing assessment Ongoing assessment documented documented 8
  9. 9. Key Process Steps1. Clarify the Problem or Opportunity2. Outline the Process for Developing and Selecting Strategies3. Establish Criteria for Success• The scope of each initiative or action step within the strategy must be “SMART,” (Specific, Measurable, Achievable, Realistic, Time-bound) 9
  10. 10. Key Process Steps (Cont’d)4. Brainstorm, Prioritize and Select the Viable Strategies• Determine which strategies can be implemented within the next 6-18 months5. Articulate Clear, Measurable Action Plans and Accountability6. Define Ways to Measure Progress and Success • Identify metrics for measurement of progress against goals • Implement monitors and controls for each step taken to complete the task 10
  11. 11. What Can Go Wrong?• Creating a vision and thinking about how to reach that vision without doing the data collection• Leadership does not involve staff in the planning or decision making process, i.e., staff members are given implementation responsibility but not ownership opportunity• Utilizing an inconsistent process to analyze and document action steps toward strategy achievement• The plan’s time horizon is too long• Communicating only through e-mail 11
  12. 12. Lack of Policies and Defined Roles and ResponsibilitiesMay Result In:• Limited expectations• Lack of initiative and/or energy by the team• Lack of clarity around the mission and misunderstanding of goals 12
  13. 13. Make the Most of the Strategic Planning ProcessSuccessful Plan Development Processes:• Do not rely only on the Board and the Chief Executive to provide all information with which to make decisions• Have a partnership between Board, the professional leadership team, the staff and external resources• Select a leader who:1) communicates clearly defined expectations2) provides the planning team with training before execution3) appoints a facilitator to encourage dissent, debate, and questions 13
  14. 14. Successful Strategic Plans (Cont’d)• Are developed by owners who set their own goals and are accountable for accomplishing those goals• Reflect a long-range mission but focus most intently on the next 12- 18 months• Are assessed and revised on a semi-annual basis to consider new information, priority changes and assessment of resources and skills to complete the necessary tasks. 14
  15. 15. OutcomesWhat to expect from a Successful Strategic Planning Process A plan developed with strategic and proactive teamwork results in: • A plan that articulates your organizations unique value added • A roadmap for what is to be done, when it is to be done, how it is to be done, and who is going to do what • Actions that drive innovation and resilience to market conditions • Greater leverage for the organization in achieving success 15
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