High level description of the strategic and operational planning process

1. 2023 Strategic / Operations
Planning Process

3. Strategic / Operations Planning Process
Determine
Position
Develop
Strategy
Build Plan
Manage
Plan
Strategic Issues:
Identify issues to
be addressed
Industry/Market
Data: Identify
Opportunities &
Threats
Customer Input:
Assess current &
future demand
Employee Input:
Identify strengths
& weaknesses
SWOT:
Synthesize data
Mission:
What is our core
purpose?
Vision: What do
we consider
success in 5 yrs?
Values:
Our critical, core
beliefs
Org Strategy:
HOW will we
succeed?
Key Strategic
Priorities: How to
get from here to
there?
Set Year 1
priorities with
clarity & focus
Org Goals: Set
SMART short goals
linked to priorities
KPIs: Set Key
Performance
Indicators
Goals: Set
Department and
Team member
goals
Budget:
Determine Year 1
Budget
Rollout:
Communicate
strategy internally
Plan the Work &
Work the Plan
Plan/Do/Check/Act
Calendar
Milestones
Train and leverage
org tools
Hold Mthly & Qrtly
reviews. Adapt
when necessary