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Understanding the Dynamics of
Strategic Planning
In the last century there
were world wars, big booms, big
busts, modernism, and post
modernism. The current century
opened with the hope of a new
millennium.
These Are The World's 10 Worst
Problems, According to Millennial
These insights come from the World
Economic Forum's (WEF) Annual Global
Shapers Survey (Aug. 2016)
https://www.sciencealert.com/the-world-s-most-dire-problems-
according-to-millennials
The 10 most critical problems in the world,
according to millennial
1. Climate change / destruction of nature (48.8%)
2. Large scale conflict / wars (38.9%)
3. Inequality (income, discrimination) (30.8%)
4. Poverty (29.2%)
5. Religious conflicts (23.9%)
6. Government Accountability and
Transparency / Corruption (22.7%)
7. Food and Water Security (18.2%)
8. Lack of Education (15.9%)
9. Safety / Security / Well Being
(14.1%)
10. Lack of Economic Opportunity
and Unemployment (12.1%)
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 to
overcome or minimize weaknesses
and serious challenges
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. 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 as a disciplined
effort to produce fundamental
decisions and actions that shape and
guide what an organization is, what it
does, and why it does it.
Olsen and Eadie (1982 p4)
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
Restructuring &
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 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 does, 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.
What is a Strategic Plan?
A strategic plan is a document used
to communicate with the organization the
intended 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
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.
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
What is Strategic Management?
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
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
What Are the Steps in Strategic
Planning & Management?
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
B
S
G
V
B S
G
B S
G
S
G
B S B S
G
S
G
S
B S
G
B S
S
V
V
V
S
V V
V
(Bryson, 2004b, p 33)
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.
• 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 emerges along the
way (McCaskey, 1974; Mintzberg,
Ahlstrand and Lampel, 1998).)
Strategic Planning is NOT
• 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 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 or for about how
Balanced Scorecard Institute can help you, please
consider our certification or consulting services,
or contact us directly.
http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics

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Understanding the Dynamics of Strategic Planning

  • 1. Understanding the Dynamics of Strategic Planning
  • 2. In the last century there were world wars, big booms, big busts, modernism, and post modernism. The current century opened with the hope of a new millennium.
  • 3. These Are The World's 10 Worst Problems, According to Millennial These insights come from the World Economic Forum's (WEF) Annual Global Shapers Survey (Aug. 2016) https://www.sciencealert.com/the-world-s-most-dire-problems- according-to-millennials
  • 4. The 10 most critical problems in the world, according to millennial 1. Climate change / destruction of nature (48.8%)
  • 5. 2. Large scale conflict / wars (38.9%)
  • 6. 3. Inequality (income, discrimination) (30.8%)
  • 9. 6. Government Accountability and Transparency / Corruption (22.7%)
  • 10. 7. Food and Water Security (18.2%)
  • 11. 8. Lack of Education (15.9%)
  • 12. 9. Safety / Security / Well Being (14.1%)
  • 13. 10. Lack of Economic Opportunity and Unemployment (12.1%)
  • 14. 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.
  • 15. Strategic planning can help build on their strengths, and take advantage of major opportunities to overcome or minimize weaknesses and serious challenges
  • 16. 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. 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
  • 17. Strategic Planning as a disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it. Olsen and Eadie (1982 p4)
  • 18. 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.
  • 19. 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.
  • 20. 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 Restructuring & Reengineering Budget Allocations Vision, Mission and Goals STRATEGIC ISSUES Strategy formulation Strategy Implementation The ABCs of Strategic Planning Bryson and Alston, 2004
  • 21. 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 address effectively. This summary makes it clear that strategic planning is not a single thing but a set of concepts, procedures and tools.
  • 22. The importance of strategic planning stems from its ability to help organizations and communities anticipate and respond to change in wise and effective area.
  • 23. 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)
  • 24. 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 does, 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.
  • 25. • 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.
  • 26. What is a Strategic Plan? A strategic plan is a document used to communicate with the organization the intended 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
  • 27. 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. http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 28. What is Strategic Management? 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
  • 29. 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 http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics
  • 30. What Are the Steps in Strategic Planning & Management? 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
  • 31. B S G V B S G B S G S G B S B S G S G S B S G B S S V V V S V V V (Bryson, 2004b, p 33)
  • 32. 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.
  • 33. • 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 emerges along the way (McCaskey, 1974; Mintzberg, Ahlstrand and Lampel, 1998).) Strategic Planning is NOT
  • 34. • 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.
  • 35. 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
  • 36. • 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 or for about how Balanced Scorecard Institute can help you, please consider our certification or consulting services, or contact us directly. http://www.balancedscorecard.org/BSC-Basics/Strategic-Planning-Basics