Strategic Planning

1. Strategic Planning
Novelita L. Mendoza
Discussant

2. What is
 Process to establish
PRIORITIES on what
you will accomplish in
the near future
 Forces you to make
choices on what you
will DO and what you
will NOT DO
 Pulls the entire
organization together
around a single game
PLAN FOR
EXECUTION
 Board outline on
where resources will
get allocated
Strategic Planning?

3. Why do Strategic Planning?
 Strategic planning improves PERFORMANCE
 Counter excessive inward and short-term thinking
 Helps you to STAY ON TRACK with your business
plan SOLVE major issues at a macro level
 COMMUNICATE to everyone what is most important

4. Fundamental Questions to Ask
Where are we now?
ASSESSMENT
Where are we going?
PLANS &
GOALS

5. Fundamental Questions to Ask
Where do we need to
be?
GAP/FUTURE
END STATE
How will we close the
gap?
STRATEGIC
PLANS

6. Fundamental Questions to Ask
State what you want?
OUTCOME(S) – At eh end of the
day, the final state of your ministry

7. A Good Strategic Plan should…
 Address Critical performance
issues within your organization
team and self
 Create the right balance between
what the organization is capable
of doing vs. what the
organization would like to do
 Cover a sufficient time period to
close the performance gap

8. A Good Strategic Plan should…
 Visionary
- Convey a desired future and
state
 Flexible
- Allow and accommodate
change
 Guide decision making at lower
levels
- Operational, tactical, individual

9. A Good Strategic Plan should…
 You and your senior leadership
team commitment
 Who will do what?
 What will each group do?
 How will we do it?
 When is the best time?

10. The Five “MUST-HAVE” Elements of a Strategic
Plan
MISSION
This defines why you exist as an organization
Specifically, it tells others (not just those in the organization) why
you exist. Ideally, it describes some noble purpose that is both
inspirational and aspirational, so that it instills pride in all those
connected with the organization.

11. The Five “MUST-HAVE” Elements of a Strategic
Plan
GUIDING PRINCIPLES
Also called organizational attributes, these describe how
you expect people to behave with each other and with other
stakeholder groups. Guiding principles broadly define which
types of behaviors are acceptable and which behaviors will not
be tolerated. In particular, they describe how you will behave
when face with difficult situations or changes

12. The Five “MUST-HAVE” Elements of a Strategic
Plan
VALUE PROPOSITIONS
These explain the value you provide to your organization’s
different stakeholder groups, both internal and external. For
example, why do customers buy from you? Why do employees
come to work for your organization? What kind of return can
shareholders expect? How does your community benefit from the
work you do?

13. The Five “MUST-HAVE” Elements of a Strategic
Plan
DESTINATION POINTS
These identify where your organization wants to go within a
specified time frame. This is perhaps the most critical element in the
whole process because the more clearly you define your desired
end state, the greater your chances of getting there.

14. The Five “MUST-HAVE” Elements of a Strategic
Plan
AREAS OF
FOCUS/STRATEGIESThese define, in a broad sense, how the organization will
get to where it wants to go. They are the three to five areas
everyone should be focused on to get to the destination points.
What cuts across several destination points; where should the
majority of energy be focused; what must everyone keep in mind as
they make investments in people and other resources; and, what
guides you on what to do and not to do are the core questions
answered.