STRATEGIC PLANNING What is a strategic plan?


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STRATEGIC PLANNING What is a strategic plan?

  2. 2. Strategic Planning What is a strategic plan? Where do you begin? How do you get others on board? Tips for effective Strategic Plans! Overview…
  3. 3. What Is A Strategic Plan? <ul><li>Is a road map or course of action for achieving desired results; </li></ul><ul><li>Should be laid out before the first steps are taken; </li></ul><ul><li>Is typically developed by committee; and </li></ul><ul><li>Plays a vital role in seeking funding. </li></ul>Strategic Planning
  4. 4. Where Do I Begin? <ul><li>Work with designated members to decide the future of the organization; </li></ul><ul><li>Get inside the members’ minds and know what they are really thinking and want; and </li></ul><ul><li>Do a survey or task representatives to bring the knowledge to the table. </li></ul>Strategic Planning
  5. 5. How Do I Get Others On Board? <ul><li>Start early by speaking to designated participants who will have input into the decision-making process; </li></ul><ul><li>Share reports and other objective data with the committee; </li></ul><ul><li>Divorce personalities from the discussion; and </li></ul><ul><li>Position the strategic plan as neutral and truthful based on member’s feedback. </li></ul>Strategic Planning
  6. 6. Tips for Effective Strategic Plans! <ul><li>Work in a neutral environment; </li></ul><ul><li>Allow time for group interaction: </li></ul><ul><ul><li>In the form of a group activity </li></ul></ul><ul><ul><li>Build a sense of teamwork and create an environment where laughter and conversation flow freely. </li></ul></ul><ul><li>Eliminate distractions; and </li></ul><ul><li>Develop a plan with clear action items. </li></ul>Strategic Planning
  7. 7. Strategic Planning
  8. 8. Strategic Planning: Obtaining Agency Funding for BIG Conference Attendance
  9. 9. Strategic Plan for Funding Overview… <ul><ul><li>Challenges for Chapter Leadership </li></ul></ul><ul><ul><li>Overcoming The Challenges </li></ul></ul><ul><ul><li>Current Situation in most agencies </li></ul></ul><ul><ul><li>Factors affecting agency support of NIG NTC </li></ul></ul><ul><ul><li>Examine Strategic Plan </li></ul></ul><ul><ul><li>Summary </li></ul></ul>
  10. 10. Strategic Plan for Funding Common Challenges for Chapter Leadership… <ul><ul><li>Member recruitment and retention; </li></ul></ul><ul><ul><li>“ What can BIG do for Me?”; </li></ul></ul><ul><ul><li>Perception of BIG by others; </li></ul></ul><ul><ul><li>Limited participation by chapter members; </li></ul></ul><ul><ul><li>Personal agendas; and </li></ul></ul><ul><ul><li>Agency support of the BIG National Training Conference. </li></ul></ul>
  11. 11. Strategic Plan for Funding Overcoming the Challenges…Chapter Officers <ul><li>Must remain focused on goals and objectives of BIG; </li></ul><ul><li>Develop a strategic plan to establish and maintain chapter visibility; </li></ul><ul><ul><li>Question : Does your agency’s leadership support and promote workforce diversity? </li></ul></ul><ul><li>Eliminate personal agenda’s – “ BIG is not about YOU !” </li></ul><ul><li>Provide best possible example of leadership to the membership – be objective. </li></ul>
  12. 12. Strategic Plan for Funding Current Agency Situations… <ul><ul><li>Reduction in Training & Travel Budgets; </li></ul></ul><ul><ul><li>Partial Funding - Admin/Annual Leave; </li></ul></ul><ul><ul><li>Full Funding for some attendees; and </li></ul></ul><ul><ul><li>Members continue to request assistance in obtaining more Agency commitment to fund their BIG Training Conference attendance. </li></ul></ul>
  13. 13. Strategic Plan for Funding Factors Affecting NTC Support… <ul><ul><li>Management Perception of BIG; </li></ul></ul><ul><ul><li>Management Perception of BIG NTC, and other advocacy group conferences (FEW, IMAGE, NAACP, etc…); </li></ul></ul><ul><ul><li>Lack of individual chapter visibility and RESPECT ! </li></ul></ul><ul><ul><li>Location of BIG NTC. </li></ul></ul>
  14. 14. Strategic Plan for Funding Examine Your Strategic Plan… <ul><ul><li>Developed by each Chapter President or Chapter Officers (Executive Committee); </li></ul></ul><ul><ul><li>Executed by each Chapter President; </li></ul></ul><ul><ul><li>Plan should address specific Agency environment; </li></ul></ul><ul><ul><li>Plan should be goal oriented (how many members to be funded); and </li></ul></ul><ul><ul><li>Should contain actions for each month of the calendar year. </li></ul></ul><ul><ul><li>. </li></ul></ul>
  15. 15. Monthly Activities… JANUARY Perform analysis of Agency wide membership and determine membership interest in the NTC . Deadline: February 15 Strategic Plan for Funding FEBRUARY Schedule individual meetings with senior level managers . MARCH Draft conference announcement and meet with senior level managers, no later than March 15. Then distribute conference announcements (see handouts) Agency wide.
  16. 16. Organization Chart Example… Strategic Plan for Funding
  17. 17. Monthly Activities… APRIL Complete the selection process and hold a group meeting with all who were selected. Assist with preparation of necessary training/travel forms and identify/elect delegates. Sponsor brown bag lunch meeting with agency director, deputy director, etc. Strategic Plan for Funding MAY Membership month program. JUNE & JULY Provide additional conference preparation assistance, as necessary, for example: NTC registration, hotel reservations, travel, credit card application, etc…
  18. 18. Monthly Activities… SEPTEMBER Send e-mail reminders for conference workshop reports Collect all reports within 5 weeks from the last day of the conference Forecast and submit funding requirements for next conference Individual Development Plan (IDP) Strategic Plan for Funding AUGUST Conduct final group meeting and develop strategy for maximum workshop coverage. OCTOBER Prepare conference summary report and provide to Agency Director. Schedule meeting with Agency Director Sponsor an agency wide workshop (invite BIG NTC presenters)
  19. 19. Monthly Activities… NOVEMBER/DECEMBER Conduct meeting with Agency Director. Discussion should be focused on “Benefits Derived” from attending the training conference. Strategic Plan for Funding
  20. 20. Historical Example of NTC Attendance… Three Federal Agencies, Same Department, Comparison of Funded Attendees Strategic Plan for Funding Year Agency A Agency B Agency C 1993 100+ 70+ 2 1994 100+ 80+ 2 1995 100+ 80+ 7
  21. 21. BIG NTC Attendance History - Agency “C”… Strategic Plan for Funding Year Attendees Funded 1990 - 1994 1 or 2 1995 7 1996 20 *** 1997 18 *** 1998 40 1999 - 2008 25-30
  22. 22. <ul><li>Aim High! Get the support of the Agency Director; </li></ul><ul><li>Maintain Chapter visibility - execute programs throughout the year; </li></ul><ul><li>Meet regularly with managers (4-6 month intervals) and establish individual rapport; </li></ul><ul><li>Post Conference Reporting - reinforce “benefits derived” from conference attendance; </li></ul><ul><li>Chapter Presidents are the key - but lots of assistance from chapter members is needed; </li></ul><ul><li>Chapter officers must remain focused on the BIG goals and objectives; </li></ul><ul><li>Keep workforce diversity on the radar of agency leadership; </li></ul><ul><li>Strategic Planning is ESSENTIAL to a chapter’s success!! </li></ul><ul><li>A failure to PLAN becomes a PLAN to fail!! </li></ul>Strategic Plan for Funding Summary…
  23. 23. The Strategic Plan Mr. Lamonte Johnson, Region XI DIA Chapter (202) 231-8404 [email_address] and/or [email_address] Contact Information…
  24. 24. The Strategic Plan