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The ABCs of Strategic Planning
Ist Semester 2020
What is the Meaning of Strategic
Planning?
Strategic planning is an organization's
process of defining its strategy, or direction,
and making decisions on allocating its
resources to pursue this strategy. It may also
extend to control mechanisms for guiding the
implementation of the strategy.
What is Strategic Planning?
Strategic planning is an organizational
management activity that is used to set priorities,
focus energy and resources, strengthen operations,
ensure that employees and other stakeholders are
working toward common goals, establish
agreement around intended outcomes/results, and
assess and adjust the organization's direction in
response to a changing environment.
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
It is a disciplined effort that produces
fundamental decisions and actions that
shape and guide what an organization is,
who it serves, what it does, and why it
does it, with a focus on the future.
Effective strategic planning articulates not
only where an organization is going and
the actions needed to make progress, but
also how it will know if it is successful.
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
Strategic planning is one way to
help organizations and communities
deals with their changed
circumstances. It intended to
enhance the organization’s ability to
think, act, learn strategically. It helps
organizations clarify and resolve the
most important issues they face.
Strategic planning can help
build on their strengths, and take
advantage of major opportunities
while they overcome or minimize
weaknesses and serious
challenges
Strategic Planning requires
broad-scale yet effective information
gathering, clarification of the mission
to be pursued and issues to be
addressed, development and
exploration of strategic alternatives,
and an emphasis of the future
implications of present decisions.
Strategic planning can facilitate
communications and participation,
accommodate divergent interests
and values, foster wise and
reasonably analytical decision
making and promote successful
implementation and accountability.
Where You are ?
Mission and mandates
Structure and systems
Communications
Programs & services
People and Skills
Budget support
Where you want to be?
Mission and mandates
Structure and systems
Communications
Programs & services
People and Skills
Budget support
How to Get there?
Strategic plan
IT & HR plans
Communications
Hiring & training
Resctructuring &
Reengineering
Budget Allocations
Vision, Mission
and Goals
STRATEGIC
ISSUES
Strategy
formulation
Strategy
Implementation
The ABCs of Strategic Planning
Bryson and Alston, 2004
Getting A to C is the process of
strategy formulation. To do strategic
planning well, figure out A,B,C and
how they should be connected. This
is accomplish principally by
understanding the issues that A,B,C
and their interconnections must be
address effectively. This summary
makes it clear that strategic planning
is not a single thing but a set of
concepts, procedures and tools.
The importance of strategic
planning stems from its ability
to help organizations and
communities anticipate and
respond to change in wise
and effective area.
Create Public Value
Meet mandates and fulfill missions
Produce fundamental decisions and actions that shape
and guide what the organization is, what it does, and why
it does it
Organize
participation
Create ideas for
strategic action
Build a winning
coalition
Implement
strategies
Purposes and Functions of Strategic Planning
(Bryson, 2004b, p 25)
Create public value through
meeting their mandates and fulfilling
their missions. In order to do so, it
must produce fundamental decisions
and actions that shape and guide
what the organization is, what it dies,
and why it does so. Producing those
decisions and actions requires an
interconnected set of activities that
organize participation, create ideas
for strategic actions, build a winning
coalition and implement strategies.
Strategic planning is a leadership
and management innovation that is
likely to persist because unlike many
either recent innovation, it accepts
and builds on the nature of political
decision making. Raising and
resolving important issues is the
heart of political decision making and
the heart of strategic planning. That
issues are raised and resolved in
ways that benefit the organization, its
key stakeholders and society.
• Strategic Planning can help
organizations develop and implement
effective strategies, but organizations
should also remain open to unforeseen
opportunities as well. Too much attention
to strategic planning and reverence for
strategic plans can blind the organization
to unplanned and unexpected yet
incredibly useful sources of information,
insights and actions.
What is a Strategic Plan?
A strategic plan is a
document used to communicate
with the organization the
organizations goals, the actions
needed to achieve those goals
and all of the other critical
elements developed during the
planning exercise.http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
Strategic Planning is NOT
• A substitute for leadership.
There is no substitute for
leadership. Some key decision
makers and process champions
must be committed in strategic
planning. Any attempts to use it ar
bound to fail.
• synonymous with creation of an
organization’s strategy. Organizational
strategies have numerous sources both
planned and unplanned. Strategic
planning is likely to result in a
statement of organizational intentions,
but what is realized will be some
combinations of what is intended and
what emerge s along the way (
McCaskey, 1974; Mintzberg, Ahlstrand
and Lampel, 1998).)
Strategic Planning is NOT
What is Strategic Management?
Strategic management is the comprehensive
collection of ongoing activities and processes that
organizations use to systematically coordinate and
align resources and actions with mission, vision
and strategy throughout an organization. Strategic
management activities transform the static plan
into a system that provides strategic performance
feedback to decision making and enables the plan
to evolve and grow as requirements and other
circumstances change. Strategy Execution is
basically synonymous with Strategy Management
and amounts to the systematic implementation of
a strategy.
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
What Are the Steps in Strategic
Planning & Management?
There are many different frameworks and
methodologies for strategic planning and
management. While there are no absolute rules regarding
the right framework, most follow a similar pattern and have
common attributes. Many frameworks cycle through some
variation on some very basic phases: 1) analysis or
assessment, where an understanding of the current internal
and external environments is developed,
2) strategy formulation, where high level strategy is
developed and a basic organization level strategic plan is
documented 3) strategy execution, where the high level plan
is translated into more operational planning and action
items, and 4) evaluation or sustainment / management
phase, where ongoing refinement and evaluation of
performance, culture, communications, data reporting, and
other strategic management issues occurs.
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
Strategic Management Process
The strategic management process is
more than just a set of rules to follow. It is
a philosophical approach to business.
Upper management must think
strategically first, then apply that thought
to a process. The strategic management
process is best implemented when
everyone within the business
understands the strategy.by Jim Clayton; Reviewed by Jayne Thompson, LLB, LLM;
Updated January 29, 2019
What Are the Attributes of a Good
Planning Framework?
The Association for Strategic Planning
(ASP), a U.S.-based, non-profit professional
association dedicated to advancing thought
and practice in strategy development and
deployment, has developed a Lead-Think-
Plan-Act rubric and accompanying Body of
Knowledge to capture and disseminate best
practice in the field of strategic planning and
management. ASP has also developed criteria
for assessing strategic planning and
management frameworks against the Body of
Knowledge.http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
• There are numerous strategic planning and
management frameworks that meet these
criteria, such as the Balanced Scorecard
Institute's Nine Steps to Success. For more
information about the criteria, please visit
the ASP website.
• For more information about strategic
planning and management in general -
Balanced Scorecard Institute can help you
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
For organization’s to
survive in today’s competitive
environment, management
must anticipate the strategic
inflection of organizational
evolution.
Strategic Management Vs. Strategy
• The phrase "strategic management" is
sometimes used as a synonym for
"strategy," but the two terms are not
actually the same. A company's strategy
is its plan for victory in competition
with other companies. Strategic
management is a process for
formulating and implementing a
strategy.
by Scott Thompson
https://smallbusiness.chron.com/strategic-management-vs-strategy-66207.html
A Self-Test of our Management Skill
Let us determine first how effective
we are in the performance of our job
as supervisors or managers by
honestly putting ourselves in the
matrix in the next slide.
Management Effectiveness Grid
1
2
3
4
5
1 2 3 4 5
Concern for Production
ConcernforPeople
Acosta, 2010
Management Effectiveness Grid
1
2
3
4
5
1 2 3 4 5
Concern for Production
ConcernforPeople
Abandoning type
1.1
Missionary Type
5.1
Executive Type
5.5
Authoritarian Type
5.1
Mediocre Type
3.3
Ideal
• After evaluating ourselves in the grid,
We now reveal our management
strengths and weaknesses.
• In order to be effective in management
our track must be along the ideal not
along the axes.
• If we are off-tract? To further enhance
our management skills
• If our tendency is to go along the
horizontal, we might be better off as a
specialist with no subordinates. If it is
along the vertical, we are more fitted to
work on human relations intensive jobs
whose work outputs do not require
much involvement to other resources.
If our path is along the ideal, we are doing fine.
Every now and then , we should check our
standing vis-Ă -vis the management
effectiveness grid so that we can rectify
ourselves not to deviate so much away from
the ideal.

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PL 2 The ABCs of Strategic Planning

  • 1. The ABCs of Strategic Planning Ist Semester 2020
  • 2. What is the Meaning of Strategic Planning? Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy.
  • 3. What is Strategic Planning? Strategic planning is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, ensure that employees and other stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization's direction in response to a changing environment. http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 4. It is a disciplined effort that produces fundamental decisions and actions that shape and guide what an organization is, who it serves, what it does, and why it does it, with a focus on the future. Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful. http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 5. Strategic planning is one way to help organizations and communities deals with their changed circumstances. It intended to enhance the organization’s ability to think, act, learn strategically. It helps organizations clarify and resolve the most important issues they face.
  • 6. Strategic planning can help build on their strengths, and take advantage of major opportunities while they overcome or minimize weaknesses and serious challenges
  • 7. Strategic Planning requires broad-scale yet effective information gathering, clarification of the mission to be pursued and issues to be addressed, development and exploration of strategic alternatives, and an emphasis of the future implications of present decisions.
  • 8. Strategic planning can facilitate communications and participation, accommodate divergent interests and values, foster wise and reasonably analytical decision making and promote successful implementation and accountability.
  • 9. Where You are ? Mission and mandates Structure and systems Communications Programs & services People and Skills Budget support Where you want to be? Mission and mandates Structure and systems Communications Programs & services People and Skills Budget support How to Get there? Strategic plan IT & HR plans Communications Hiring & training Resctructuring & Reengineering Budget Allocations Vision, Mission and Goals STRATEGIC ISSUES Strategy formulation Strategy Implementation The ABCs of Strategic Planning Bryson and Alston, 2004
  • 10. Getting A to C is the process of strategy formulation. To do strategic planning well, figure out A,B,C and how they should be connected. This is accomplish principally by understanding the issues that A,B,C and their interconnections must be address effectively. This summary makes it clear that strategic planning is not a single thing but a set of concepts, procedures and tools.
  • 11. The importance of strategic planning stems from its ability to help organizations and communities anticipate and respond to change in wise and effective area.
  • 12. Create Public Value Meet mandates and fulfill missions Produce fundamental decisions and actions that shape and guide what the organization is, what it does, and why it does it Organize participation Create ideas for strategic action Build a winning coalition Implement strategies Purposes and Functions of Strategic Planning (Bryson, 2004b, p 25)
  • 13. Create public value through meeting their mandates and fulfilling their missions. In order to do so, it must produce fundamental decisions and actions that shape and guide what the organization is, what it dies, and why it does so. Producing those decisions and actions requires an interconnected set of activities that organize participation, create ideas for strategic actions, build a winning coalition and implement strategies.
  • 14. Strategic planning is a leadership and management innovation that is likely to persist because unlike many either recent innovation, it accepts and builds on the nature of political decision making. Raising and resolving important issues is the heart of political decision making and the heart of strategic planning. That issues are raised and resolved in ways that benefit the organization, its key stakeholders and society.
  • 15. • Strategic Planning can help organizations develop and implement effective strategies, but organizations should also remain open to unforeseen opportunities as well. Too much attention to strategic planning and reverence for strategic plans can blind the organization to unplanned and unexpected yet incredibly useful sources of information, insights and actions.
  • 16. What is a Strategic Plan? A strategic plan is a document used to communicate with the organization the organizations goals, the actions needed to achieve those goals and all of the other critical elements developed during the planning exercise.http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 17. Strategic Planning is NOT • A substitute for leadership. There is no substitute for leadership. Some key decision makers and process champions must be committed in strategic planning. Any attempts to use it ar bound to fail.
  • 18. • synonymous with creation of an organization’s strategy. Organizational strategies have numerous sources both planned and unplanned. Strategic planning is likely to result in a statement of organizational intentions, but what is realized will be some combinations of what is intended and what emerge s along the way ( McCaskey, 1974; Mintzberg, Ahlstrand and Lampel, 1998).) Strategic Planning is NOT
  • 19. What is Strategic Management? Strategic management is the comprehensive collection of ongoing activities and processes that organizations use to systematically coordinate and align resources and actions with mission, vision and strategy throughout an organization. Strategic management activities transform the static plan into a system that provides strategic performance feedback to decision making and enables the plan to evolve and grow as requirements and other circumstances change. Strategy Execution is basically synonymous with Strategy Management and amounts to the systematic implementation of a strategy. http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 20. What Are the Steps in Strategic Planning & Management? There are many different frameworks and methodologies for strategic planning and management. While there are no absolute rules regarding the right framework, most follow a similar pattern and have common attributes. Many frameworks cycle through some variation on some very basic phases: 1) analysis or assessment, where an understanding of the current internal and external environments is developed, 2) strategy formulation, where high level strategy is developed and a basic organization level strategic plan is documented 3) strategy execution, where the high level plan is translated into more operational planning and action items, and 4) evaluation or sustainment / management phase, where ongoing refinement and evaluation of performance, culture, communications, data reporting, and other strategic management issues occurs. http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 21. Strategic Management Process The strategic management process is more than just a set of rules to follow. It is a philosophical approach to business. Upper management must think strategically first, then apply that thought to a process. The strategic management process is best implemented when everyone within the business understands the strategy.by Jim Clayton; Reviewed by Jayne Thompson, LLB, LLM; Updated January 29, 2019
  • 22. What Are the Attributes of a Good Planning Framework? The Association for Strategic Planning (ASP), a U.S.-based, non-profit professional association dedicated to advancing thought and practice in strategy development and deployment, has developed a Lead-Think- Plan-Act rubric and accompanying Body of Knowledge to capture and disseminate best practice in the field of strategic planning and management. ASP has also developed criteria for assessing strategic planning and management frameworks against the Body of Knowledge.http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 23. • There are numerous strategic planning and management frameworks that meet these criteria, such as the Balanced Scorecard Institute's Nine Steps to Success. For more information about the criteria, please visit the ASP website. • For more information about strategic planning and management in general - Balanced Scorecard Institute can help you http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 24. For organization’s to survive in today’s competitive environment, management must anticipate the strategic inflection of organizational evolution.
  • 25. Strategic Management Vs. Strategy • The phrase "strategic management" is sometimes used as a synonym for "strategy," but the two terms are not actually the same. A company's strategy is its plan for victory in competition with other companies. Strategic management is a process for formulating and implementing a strategy. by Scott Thompson https://smallbusiness.chron.com/strategic-management-vs-strategy-66207.html
  • 26. A Self-Test of our Management Skill Let us determine first how effective we are in the performance of our job as supervisors or managers by honestly putting ourselves in the matrix in the next slide.
  • 27. Management Effectiveness Grid 1 2 3 4 5 1 2 3 4 5 Concern for Production ConcernforPeople Acosta, 2010
  • 28. Management Effectiveness Grid 1 2 3 4 5 1 2 3 4 5 Concern for Production ConcernforPeople Abandoning type 1.1 Missionary Type 5.1 Executive Type 5.5 Authoritarian Type 5.1 Mediocre Type 3.3 Ideal
  • 29. • After evaluating ourselves in the grid, We now reveal our management strengths and weaknesses. • In order to be effective in management our track must be along the ideal not along the axes. • If we are off-tract? To further enhance our management skills
  • 30. • If our tendency is to go along the horizontal, we might be better off as a specialist with no subordinates. If it is along the vertical, we are more fitted to work on human relations intensive jobs whose work outputs do not require much involvement to other resources.
  • 31. If our path is along the ideal, we are doing fine. Every now and then , we should check our standing vis-Ă -vis the management effectiveness grid so that we can rectify ourselves not to deviate so much away from the ideal.