Strategic Planning Workshop 08.07.10


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Strategic Planning Presentation given at NILA2010

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  • Vision: Apple “An Apple on Every Desk” Mission MDT “To contribute to human welfare by application of biomedical engineering in the research, design, manufacture, and sale of instruments or appliances that alleviate pain, restore health, and extend life." Mission MDT “To strive without reserve for the greatest possible reliability and quality in our products; to be the unsurpassed standard of comparison and to be recognized as a company of dedication, honesty, integrity, and service.”
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  • Strategic Planning Workshop 08.07.10

    1. 3. SHPE Chapter Strategic Planning NILA 2010 Barry Cordero, RVP6
    2. 4. “ It takes as much energy to wish as it does to plan” Eleanor Roosevelt
    3. 5. National Process Envisioned Future Big Goals Vivid Description Critical Factors Mega Issues Strategic Principles Strategic Planning Value Goals Objectives Strategies Operational Planning Annual Strategic Plan Review Priority Setting Program Planning Action Planning Core Purpose 20 Years 10 Years 5 Years I Year Annual Review Continuous Improvement
    4. 6. Values Vision Today Mission Strategic Plan
    5. 7. Benefits of Strategic Plan <ul><li>Define Chapter’s Purpose </li></ul><ul><li>Establish goals/obj consistent with purpose </li></ul><ul><li>Communicate goals/obj to membership </li></ul><ul><li>Develop ownership </li></ul><ul><li>Ensure effective use of resources </li></ul><ul><li>Meet NRP requirements/deadline </li></ul><ul><li>Do something great in your term </li></ul>
    6. 8. “ It is not only what we do, but also what we do not do, for which we are accountable” - Moliere
    7. 9. Statement of Values <ul><li>Statement defining who you are in: </li></ul><ul><ul><li>Your Community </li></ul></ul><ul><ul><li>Your City </li></ul></ul><ul><ul><li>Your Region of SHPE </li></ul></ul><ul><li>What is important to you </li></ul><ul><li>Define why someone would want to join your chapter </li></ul>
    8. 10. “ Values are not just words, values are what we live by. They’re about the causes we champion and the people we fight for” Sen. John Kerry
    9. 11. SHPE Value Propositions
    10. 12. SHPE Value Propositions
    11. 13. Exercise: Values <ul><li>Write at least three chapter Values </li></ul><ul><li>Consider: </li></ul><ul><ul><li>Your strengths </li></ul></ul><ul><ul><li>Your ideal state </li></ul></ul><ul><ul><li>How you want to be remembered </li></ul></ul>
    12. 14. Chapter Vision <ul><li>Chapter Vision </li></ul><ul><ul><li>Destination </li></ul></ul><ul><ul><li>If we were excellent….. </li></ul></ul><ul><ul><li>What would the community look like if they shared your vision? </li></ul></ul><ul><ul><li>Unreasonable, almost irrational </li></ul></ul><ul><li>Purpose </li></ul><ul><ul><li>Constant reminder of your ultimate destination </li></ul></ul><ul><ul><li>Driver for change </li></ul></ul>
    13. 15. Chapter Mission <ul><li>Mission </li></ul><ul><ul><li>Stated Purpose for your organization’s existence </li></ul></ul><ul><ul><li>The statement that helps accomplish the Community Vision </li></ul></ul><ul><li>Purpose </li></ul><ul><ul><li>Focuses your values on one goal </li></ul></ul><ul><ul><li>Further assists in making big decisions. When you have options, which one gets you closer to your big goal (mission) </li></ul></ul><ul><ul><li>All decisions are polar toward your mission </li></ul></ul>
    14. 16. Example Vision/Mission: <ul><li>Apple Mission: “Apple is committed to bringing the best personal computing experience to students, educators, creative professionals and consumers around the world through its innovative hardware, software and Internet offerings. “ </li></ul><ul><li>Apple Vision: “An Apple on Every Desk” </li></ul>
    15. 17. Example Vision/Mission <ul><li>Mission - SHPE Is the Source for Quality Hispanic Engineers and Technical Talent </li></ul><ul><li>Vision - To realize and enhance the potential of Hispanics in science, technology, engineering and math </li></ul><ul><li>Vision – A world where Hispanics are the world leaders in science, technology, engineering and math </li></ul>
    16. 18. Exercise: Vision/Mission <ul><li>Consider your chapter’s Vision/Mission </li></ul><ul><li>Is it appropriate? </li></ul><ul><li>How would you change it? </li></ul>
    17. 19. “ Goals are dreams with deadlines” Diana Hunt Goals “ Only those who will risk going too far can possibly find out how far one can go” T.S. Elliot
    18. 20. Goals <ul><li>Achievements which: </li></ul><ul><ul><li>Align with the areas written on your NRP Report </li></ul></ul><ul><ul><ul><li>Professional Development </li></ul></ul></ul><ul><ul><ul><li>Outreach and Community Service </li></ul></ul></ul><ul><ul><ul><li>Leadership Development </li></ul></ul></ul><ul><ul><ul><li>Chapter Development </li></ul></ul></ul><ul><ul><li>Align with your Mission/Vision </li></ul></ul><ul><ul><li>Align with your Values and the SHPE Value Statement </li></ul></ul><ul><ul><li>Ensure chapter success in 2 years </li></ul></ul>
    19. 21. Example Chapter Goals <ul><li>Goal: Improve Univ Graduate Recruitment </li></ul><ul><ul><li>Strategy 1: Networking </li></ul></ul><ul><ul><li>Strategy 2: Mentoring </li></ul></ul><ul><ul><li>Strategy 3: Combined Events </li></ul></ul><ul><li>Goal: Provide More Technical dev’t for chapter members </li></ul><ul><ul><li>Strategy 1: In-House Course offerings </li></ul></ul><ul><ul><li>Strategy 2: Improve Conference Attendance </li></ul></ul>
    20. 22. Exercise <ul><li>Consider your Values and your Development Areas </li></ul><ul><li>Write 4-5 Goals for your chapter this year </li></ul><ul><li>Example NRP Value: Professional Development </li></ul><ul><ul><li>Goal: Increase the number and quality of PD events in FY11 </li></ul></ul><ul><ul><li>Goal: Assist in development of RLDC PD program </li></ul></ul>
    21. 23. SMART Objectives <ul><li>Specific - Detailed and understandable </li></ul><ul><li>Measurable - Can you know success/fail </li></ul><ul><li>Attainable - Actually Crazy </li></ul><ul><li>Realistic - In line with a specific goal </li></ul><ul><li>Timely - By when? </li></ul>
    22. 24. Example SMART Obj. <ul><li>NRP Requirement: Chapter Development </li></ul><ul><ul><li>Goal: Improve Univ Graduate Recruitment (utilizing all strategies) </li></ul></ul><ul><ul><ul><li>Objective: Sponsor $2000 Graduating Senior Networking Social to be held November and May annually </li></ul></ul></ul>
    23. 25. Exercise: Objectives <ul><li>For each goal, write 2-3 SMART Objectives </li></ul><ul><li>Example Goal: Improve Univ Graduate Recruitment (utilizing all strategies) </li></ul><ul><ul><li>Objective: Sponsor $2000 Graduating Senior Networking Social to be held November and May annually </li></ul></ul>
    24. 26. Task Assignments <ul><li>Can be done with Strategic Planning or after </li></ul><ul><li>Should have following: </li></ul><ul><ul><li>Task Owners </li></ul></ul><ul><ul><li>Task Time estimation </li></ul></ul><ul><ul><li>Task Budget/ Budget Source </li></ul></ul><ul><ul><li>Task Due Date </li></ul></ul><ul><ul><li>Preceding Task, Gating Task </li></ul></ul><ul><li>Great place for </li></ul><ul><ul><li>PC: MS Project, MS Visio </li></ul></ul><ul><ul><li>Mac: Omni Plan, Omni Graffle </li></ul></ul>
    25. 27. Overall Structure
    26. 28. Monitoring and Review (low level) <ul><li>How will you measure success? </li></ul><ul><li>What Task Completion/Milestones will indicate timeliness? </li></ul><ul><li>How will the task owners report? </li></ul><ul><li>What should be done if ahead of schedule? Behind? </li></ul>
    27. 29. High Level Monitoring: Annual Assessment Our World What's Going on? Implications and Challenges Our Identity and Direction Who are we? And where are we going Review and affirm: purpose Our Progress How are we doing? Review and access Lessons learned Our Future Where do we go need to go next? Setting Priorities Key Issues for Year Revisit Goals Accountability
    28. 30. Thank You <ul><li>Questions? </li></ul><ul><li>[email_address] </li></ul>
    29. 31. One Crazy Goal <ul><li>Name? </li></ul><ul><li>Chapter? </li></ul><ul><li>One Crazy Goal?` </li></ul>