Strategic planning and assessment

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This presentation is designed to give an overview of the strategic planning process for those new to the process. It has been used with deans and other executives particularly in higher education, but it is applicable to any organization.

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Strategic planning and assessment

  1. 1. Strategic Planning and Assessment Kelly McMichael, Ed.D.10/20/2011 Strategic Planning and Assessment 1
  2. 2. Strategic Planning and Assessment “Although change is inevitable and irresistible, surrendering to it is not our only option. The goal of strategic thinking is to understand the changing environment and to discover creative responses that enable the organization to maintain its core values and fulfill, its mission. Approached this way, change need not be perceived as an enemy to be fought, but as a source of new challenges to ministry and effectiveness.” Guy S. Stafford10/20/2011 Strategic Planning and Assessment 2
  3. 3. Strategic Planning and Assessment The Sigmoid Curve B A10/20/2011 Strategic Planning and Assessment 3
  4. 4. Four Phases of Strategic Planning Process Phase 1 Phase 2 Phase 3 Phase 4 Environment Institutional Goals, Action Mission and Issues, and Plans and Assessment Objectives Strategies Priorities Outcomes Assessment in Higher Education, by J.L. Green and P.M. Jonas (1997)10/20/2011 Strategic Planning and Assessment 4
  5. 5. Strategic Planning and Assessment The Mission Statement The organization’s philosophic reason for existence stated as to why the organization does what it does. It asks, “Why do we exist?” “What drives us?” and “Who are we attempting to impact?”10/20/2011 Strategic Planning and Assessment 5
  6. 6. Strategic Planning and Assessment The Vision Statement The organization’s identifiable strategy and envisioning as to how it will accomplish its mission. It asks, “What is our preferred future?” “What future changes do we want to effect?” and “What strategies will be continuous in achieving our mission?”10/20/2011 Strategic Planning and Assessment 6
  7. 7. Strategic Planning and Assessment Plan for Forces Resources Planning Political People Social Skills Mission Philosophical Information Economic Funding Technical Facilities Strengths Opportunities Strategic and and Vision Strategy Weaknesses Threats Clients Overall Internal Status External Numbers By Areas Environment Analysis Environment Trends Profits Major Issues Results Competitors Constraints Past Strategic Strength Present Initiatives Overlap Trends Numbers Operational Planning Results The Strategic Process (Stafford) Strategic Planning and Assessment10/20/2011 7
  8. 8. Strategic Planning and Assessment Social Technological Philosophical Economic Political General Environment10/20/2011 Strategic Planning and Assessment 8
  9. 9. Strategic Planning and Assessment Families Lifestyles Crime Cities and Suburbs Gender Issues Aging Race Mobility Social Environment10/20/2011 Strategic Planning and Assessment 9
  10. 10. Strategic Planning and Assessment Religions Worldviews Cults Unchurched Secularization Philosophical Environment10/20/2011 Strategic Planning and Assessment 10
  11. 11. Strategic Planning and Assessment Debt Trade Investing Taxes Inflation Unemployment Savings Poor/Rich Economic Environment10/20/2011 Strategic Planning and Assessment 11
  12. 12. Strategic Planning and Assessment Hiring Legislation Activism Courts Church/State Law Enforcement Zoning Civil Rights Political Environment10/20/2011 Strategic Planning and Assessment 12
  13. 13. Strategic Planning and Assessment Computerization Telecommunications Nanotechnology Biotechnology Energy Technological Environment10/20/2011 Strategic Planning and Assessment 13
  14. 14. Strategic Planning and Assessment Parents Students Media Board Institution Alumni State Faculty Vendors Donors Staff Stakeholder Map10/20/2011 (Adapted from G. Saffold) Strategic Planning and Assessment 14
  15. 15. Strategic Planning and Assessment Strategic Issues are those combinations of problems, opportunities, threats, and challenges which must be addressed by the organization if it is to fulfill its mission and vision. They may or may not be large challenges, but they are critical issues for the organization. Without solutions these issues will hinder success.10/20/2011 Strategic Planning and Assessment 15
  16. 16. Strategic Planning and Assessment Strategic Initiatives are the developed solutions for the issues and include:  identifying alternatives Evaluating limitations for each alternative Selecting the initiative(s) to address each issue Determining action steps, people, and schedule for implementing change10/20/2011 Strategic Planning and Assessment 16
  17. 17. Strategic Planning and Assessment SWOT Analysis Our Strengths The means to maintain Our Weaknesses The means to minimize (Internal challenges) Our Opportunities The means to exploit Our Threats The means to mitigate (External challenges)10/20/2011 Strategic Planning and Assessment 17
  18. 18. Strategic Planning and Assessment Centralized Annual Planning Cycle-BHUProcedure Report to Report Collaborative Department Department Cost Budget New Plan Budget Evaluation President to Board Follow-up Input Planning Analysis Approval Date July I October October November November December January 30 February 15 March April 1 15 15Responsible Research President Research & Department Department President Planning Planning Board Cabinet and Entity and Planning, Heads Heads Council of Council of Research & Planning President, the Board the Board Planning Finance, AdmissionsDocument Report Report Report Minutes Report Report Minutes Report Minutes MinutesDescription Assessment Board Previous goals Leaders meet Complete Cost analysis Recommend Written Plan Formal The planning results and projects are reviewed. with their reports and budget initial budget to Board approval for process is review of major respective made to the presented to for coming based on next evaluated for strengths, goals for Revision of departments president Planning fiscal year projected academic its relevance needs, and coming previous year’s for input with Council of budget by year to opportunity fiscal year goals. based on projections the Board Copy to Planning assessment based on follow-up for this year and the Board Council measures Copies given Revision of document and next Finance to and This enrollment from October Committee Suggested reviewed by becomes projections and of the Board changes are Department the basis income Budget reflected in Heads for projections requests are minutes and planning reviewed copied to This and with budget Research and document change sheets from Planning becomes previous the basis for years’ stats Institutional Evaluation 10/20/2011 Strategic Planning and Assessment 18
  19. 19. Strategic Planning and Assessment Institutional Assessment Results Dissemination of Departmental Department Assessment Plan as Evaluation of Report to President Results in light of or Institutional previous goals Assessment and and needs Planning “Closing the Loop” Generation of Documentation revised Goals and of departmental Budget with data, plans, and departmental budget staff10/20/2011 Strategic Planning and Assessment 19
  20. 20. 10/20/2011 Strategic Planning and Assessment 20

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