The document discusses the importance of strategic planning for organizations. It outlines the envision, plan, act framework for strategic planning. This involves envisioning a vision and mission, planning goals and objectives to achieve the vision, acting on the plan, and then repeating the process. The document provides details on how to develop each part of the strategic planning framework, including defining a vision, conducting environmental scans, setting goals and objectives, creating action plans, and tracking progress. The overall process is presented as ongoing and iterative to allow organizations to adapt their plans over time.
The primary benefit of the planning process is the process itself, not a plan. It is essential to put energy and effort into planning your process. The four questions you want to answer: Where are we? Where do we want to be in the future? What part of the status quo do we need to change to get us where we want to be in the future? How do we make it happen? Remember, if you don't know where you want to go it doesn't matter which road you take!
Hoshin Kanri - Tips for Successful ImplementationPMIPresentations
Getting Ahead in a Competitive World through Hoshin Kanri
In a competitive world, with an increasingly globalised market, organisations must evolve and adapt to survive, With Hoshin Kanri, you can translate your strategic plans into a set of clear objectives, realised through tactical actions and projects by following a process to help ensure success.
This presentation shares some tips about implementation and some things to consider before embarking on this route.
http://www.pmi.co.uk/courses/masterclass-hoshin-kanri/
Deploying Hoshin Kanri as a Competitive WeaponGrant Crow
This presentation evaluates the Hoshin Kanri concept, what it is, how it works, what can go wrong and how to make Hoshin really work.
Slide 3: Most people familiar with Hoshin Kanri will know that it translates from Japanese into a "Vision Compass". More importantly, Hoshin is gaining traction due to its recognition of the need to link direction (strategy formulation) with management (implementation).
Slide 4: A key feature of Hoshin Kanri is the concept of Breakthrough Objectives. The concept encourages aggressive objectives together with a structured method for cascading these and breaking them down into manageable pieces.
Slides 5 and 6 address common responses from executives one might encounter when trying to introduce Hoshin Kanri together with the symptoms suggesting that Hoshin Planning is required. The symptoms listed will strike a chord with many readers and represent the product of poor strategy execution.
Slide 8 identifies some of the many leading organizations using Hoshin as their strategy execution methodology. The majority of organizations that we at i-nexus are talking to (particularly in the USA) are either considering implementing Hoshin Kanri or have already made a start.
Slide 9 identifies the value of having a strong strategy execution system by tracking share price performance.
Slides 11 and 12 introduce the link between Hoshin Kanri, and in particular the X matrix concept, and Balanced Scorecards. The traditional Balanced Scorecard clearly introduced value by looking at business metrics from more than purely a financial perspective. In contrast however, the X matrix is a far more robust tool for supporting strategy implementation. The various faces of the X matrix (South, West, North and East) detail the WHAT, HOW FAR, HOW and HOW MUCH of the strategy. Having said that, the X matrix is by no means universally popular as a Hoshin tool and is regarded by some CEO's as too complex. It is clearly a tool more likely to provide value in organizations that are more mature in their strategy execution journey.
Slide 13 shows an example of how the i-nexus software supports both the Hoshin X matrix and Scorecards.
Slide 15 identifies the critical role of the bowling chart in linking between the X matrix and action plans and its use a key management tool to track achievement and lack thereof against goals.
Slide 17 identifies "culture change" as a key barrier to effective Hoshin. Many of our customers do find that the greater transparency achieved with i-nexus can be seen as a threat. This needs to be managed carefully with problems (red traffic lights) seen as discussion points rather than failure.
Slide 22 provides an example of an A3 report. Many i-nexus customers find visual management of progress to be key to obtaining commitment to Hoshin.
Finally slide 24 looks at the value of Hoshin countermeasures in enabling early identification and resolution of barriers to progress.
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.
STRATEGIC PLANNING: SETTING VISION, MISSION, OBJECTIVES, GOALS AND CORE VALUESTANKO AHMED fwc
The strategic planner is a strategist who is able to theorise, advance and execute plans geared at achievement of set goals involving the setting of vision, mission, goals and objectives guided by core values of the organisation. This paper explores the background, importance and place of strategic planning in the overall strategic management process. The paper explains the critical role of strategic planning, its meaning, approaches, components and applicability, with particular attention to the theme of the NIPSS-PSLC 32. Attention is also given to the ultimate galvanising instruments of strategic planning collectively known as the ‘3Cs’ including collaboration, cooperation and coordination responsible for strategy implementation. The course participants are further engaged in an exercise for application of knowledge and skills in strategic planning to Nigeria’s Tertiary Institutions Management Policy Framework.
AiZtech's Goal Setting System_Public Version 2019Mohamed Sheta
We developed and tested a company goal system (OGR's) that Im sharing here in case it might be helpful for you as well. It revolves around making the most of a moment of our collective attention in the work setting. We cannot afford to spend a moment of attention on the wrong priorities or timing or settings.
A workshop for a staff or school management to use the Mission / Philosophy Statements from the school to analyse and define the marketing and branding of the school.
it will provide you the quick review of Strategic Planning Definitions,Methods and Planning Templates, Techniques and Tools Logical Sequence Planning and much more about this particular topic.
To provide participants a ‘tool kit’ of planning
To demonstrate value of application of planning methods & tools in
The primary benefit of the planning process is the process itself, not a plan. It is essential to put energy and effort into planning your process. The four questions you want to answer: Where are we? Where do we want to be in the future? What part of the status quo do we need to change to get us where we want to be in the future? How do we make it happen? Remember, if you don't know where you want to go it doesn't matter which road you take!
Hoshin Kanri - Tips for Successful ImplementationPMIPresentations
Getting Ahead in a Competitive World through Hoshin Kanri
In a competitive world, with an increasingly globalised market, organisations must evolve and adapt to survive, With Hoshin Kanri, you can translate your strategic plans into a set of clear objectives, realised through tactical actions and projects by following a process to help ensure success.
This presentation shares some tips about implementation and some things to consider before embarking on this route.
http://www.pmi.co.uk/courses/masterclass-hoshin-kanri/
Deploying Hoshin Kanri as a Competitive WeaponGrant Crow
This presentation evaluates the Hoshin Kanri concept, what it is, how it works, what can go wrong and how to make Hoshin really work.
Slide 3: Most people familiar with Hoshin Kanri will know that it translates from Japanese into a "Vision Compass". More importantly, Hoshin is gaining traction due to its recognition of the need to link direction (strategy formulation) with management (implementation).
Slide 4: A key feature of Hoshin Kanri is the concept of Breakthrough Objectives. The concept encourages aggressive objectives together with a structured method for cascading these and breaking them down into manageable pieces.
Slides 5 and 6 address common responses from executives one might encounter when trying to introduce Hoshin Kanri together with the symptoms suggesting that Hoshin Planning is required. The symptoms listed will strike a chord with many readers and represent the product of poor strategy execution.
Slide 8 identifies some of the many leading organizations using Hoshin as their strategy execution methodology. The majority of organizations that we at i-nexus are talking to (particularly in the USA) are either considering implementing Hoshin Kanri or have already made a start.
Slide 9 identifies the value of having a strong strategy execution system by tracking share price performance.
Slides 11 and 12 introduce the link between Hoshin Kanri, and in particular the X matrix concept, and Balanced Scorecards. The traditional Balanced Scorecard clearly introduced value by looking at business metrics from more than purely a financial perspective. In contrast however, the X matrix is a far more robust tool for supporting strategy implementation. The various faces of the X matrix (South, West, North and East) detail the WHAT, HOW FAR, HOW and HOW MUCH of the strategy. Having said that, the X matrix is by no means universally popular as a Hoshin tool and is regarded by some CEO's as too complex. It is clearly a tool more likely to provide value in organizations that are more mature in their strategy execution journey.
Slide 13 shows an example of how the i-nexus software supports both the Hoshin X matrix and Scorecards.
Slide 15 identifies the critical role of the bowling chart in linking between the X matrix and action plans and its use a key management tool to track achievement and lack thereof against goals.
Slide 17 identifies "culture change" as a key barrier to effective Hoshin. Many of our customers do find that the greater transparency achieved with i-nexus can be seen as a threat. This needs to be managed carefully with problems (red traffic lights) seen as discussion points rather than failure.
Slide 22 provides an example of an A3 report. Many i-nexus customers find visual management of progress to be key to obtaining commitment to Hoshin.
Finally slide 24 looks at the value of Hoshin countermeasures in enabling early identification and resolution of barriers to progress.
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.
STRATEGIC PLANNING: SETTING VISION, MISSION, OBJECTIVES, GOALS AND CORE VALUESTANKO AHMED fwc
The strategic planner is a strategist who is able to theorise, advance and execute plans geared at achievement of set goals involving the setting of vision, mission, goals and objectives guided by core values of the organisation. This paper explores the background, importance and place of strategic planning in the overall strategic management process. The paper explains the critical role of strategic planning, its meaning, approaches, components and applicability, with particular attention to the theme of the NIPSS-PSLC 32. Attention is also given to the ultimate galvanising instruments of strategic planning collectively known as the ‘3Cs’ including collaboration, cooperation and coordination responsible for strategy implementation. The course participants are further engaged in an exercise for application of knowledge and skills in strategic planning to Nigeria’s Tertiary Institutions Management Policy Framework.
AiZtech's Goal Setting System_Public Version 2019Mohamed Sheta
We developed and tested a company goal system (OGR's) that Im sharing here in case it might be helpful for you as well. It revolves around making the most of a moment of our collective attention in the work setting. We cannot afford to spend a moment of attention on the wrong priorities or timing or settings.
A workshop for a staff or school management to use the Mission / Philosophy Statements from the school to analyse and define the marketing and branding of the school.
it will provide you the quick review of Strategic Planning Definitions,Methods and Planning Templates, Techniques and Tools Logical Sequence Planning and much more about this particular topic.
To provide participants a ‘tool kit’ of planning
To demonstrate value of application of planning methods & tools in
Where Is Your Content Taking You? Intentional Strategies for Content CreationKathryn Gorges Marketing
Concise overview of the changing landscape of content creation.
The choices of where your business will go with content -- creating a media orientation to add perceived value? Or minimal participation? or somewhere in between?
The resources and restructuring needed to integrate content creation as a way of doing business.
The future of content and engagement.
Overview of the tactics for implementing a social media strategy across multiple networking platforms including: LinkedIn, Facebook, Twitter, Blogs, Email, YouTube, Flickr, Digg, and Delicious.
Koelnmesse in Asia-Pacific: 2014 Event HighlightsJoyce Liong
Our innovative trade fair concepts in Asia present your products in the best light. At Koelnmesse you'll be able to talk to the right partners and meet people who'll boost your business prospects in Asia.
My project over the last several years, the Portal Experience Modeler, allows users to depict UIs of web-based applications. Uses XML to model the sitemap and page layouts. The XML is transformed via XSLT into HTML, CSS, and Javascript.
Learn about the strategies for social media - Facebook, Twitter, LinkedIn, and other networking sites - to get found by more prospects and generate sales for your business. Social media can be a powerful channel to attract website visitors and leads while building thought leadership for your company
SmartTool is an open source project that delivers NFC, WiFi, BT connectivity in a very compact form factor that enables it to be fitted in 2 modules wall sockets.
E-learning for empowering the rural people in Bangladesh, Opportunities and C...Domelid
Inadequate educational resources,
insufficient and unqualified teachers and health care providers,
and lack of community involvement, are some of the causes
that contribute to the poor state of education and health in
rural Bangladesh. This is although, it is well known that,
access to quality education and scientific knowledge is
essential for creating economic growth and sustainable human
development, including poverty alleviation and improvement
of human health.
Designed for EDD executive directors—seasoned, new, or those on course to assume a leadership role—this interactive
session will focus on three key factors for assuring a strong EDD: an active and engaged board, a strong and committed
team of professionals, and a state association that advocates for EDDs at the state level and provides resources to EDDs
directly.
• Steve Etcher, Manager, MarksNelson, Kansas City, MO
This presentation illustrates a method of developing and implementing a Model Practice Strategic Planning Process for Public Works Agencies.
*Dilbert Cartoons are property of Scott Adams - www.dilbert.com
[To download this presentation, visit: https://www.oeconsulting.com.sg/training-presentations]
Organizations need strategic planning because the world changes constantly. It is foolhardy and unrealistic to assume that economic conditions, consumer needs and expectations, competition in the marketplace, or a host of other factors will remain the same for two, three or five years into the future.
Insights from strategy consultants such as McKinsey and Gartner have revealed that although strategic planning is a basic business practice, many organisations are struggling to make it work--the results often fail to meet expectations.
Moreover, our research and experience have found that most strategic planning processes are poorly conceptualised and poorly executed; the process is often not very creative, and it is tactical rather than strategic in nature; and the so-called strategic plan rarely impacts the day-to-day decisions made in the organization.
To be successful, a strategic planning process should provide a template against which all such decisions can be evaluated.
What this guide will focus is not so much on "strategy tools," but a step-by-step systematic approach to strategic planning. The strategic planning process presented consists of eight sequential steps to guide organizational leaders and key stakeholders to plan and create its future. The Eight Steps of Strategic Planning include:
- Step 1: Plan the Planning Process
- Step 2: Define Shared Values and Mission
- Step 3: Analyze the Current Organizational Profile
- Step 4: Create an Inspiring Vision
- Step 5: Compare Current to Envisioned Organization
- Step 6: Develop Strategies, Objectives and Plans
- Step 7: Execute Action Plans
- Step 8: Monitor Results and Make Improvements
This comprehensive Strategic Planning PPT training presentation provides a model for transforming organizations and contains seven ingredients that are necessary for such transformations; that is, the strategic planning:
- Is future focused
- Is leadership driven, not leader driven
- Provides for a high level of organizational involvement
- Produces a plan that is widely understood and accepted
- Produces a plan that is comprehensive and detailed
- Is a model that can be rigorously applied
- Provides the energizing force to drive the transformation
As a process guide, the steps presented offer a unique and powerful approach to strategic planning. The steps and/or sub-steps may be adapted to suit the specific needs and desires of the organization.
LEARNING OBJECTIVES
1. Acquire knowledge on the key concepts and principles of strategic planning
2. Describe the eight-step strategic planning process and the key frameworks and tools
3. Define the key factors for successful strategic planning
CONTENTS
1. Key Concepts and Principles of Strategic Planning
2. Strategic Planning Process: The Eight-step Strategic Planning Model
3. Key Strategy Frameworks and Tools
4. Strategic Planning Best Practices
Taking Your Local Business to Higher Level with Location Based ServicesActionplanr
This presentation is an overview of Location Based Services such as Google Places, Yelp, Facebook Places, and Foursquare for local brick and mortar businesses. It includes an Acton Plan to get started.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Accpac to QuickBooks Conversion Navigating the Transition with Online Account...PaulBryant58
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Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
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Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
1. By Chuck & Brenda Horton
www.hware.com
www.hware.com/blog
facebook.hware.com
twitter.com/chuckhorton
twitter.com/brendahorton
2. Why is Strategic Planning
Important
A vision without a plan is just a dream.
A plan without a vision is just drudgery.
A vision and plan without action is just a
disappointment.
But a Vision with a Plan put into Action
can change the world.
3.
4. Envision Plan Act
is an ongoing
process
You envision
plan, act,
track,
and adapt.
Rinse and
repeat
6. Envision
1. Create a vision where you want to go.
2. What is the purpose of the vision?
3. What values will you use to guide you?
4. Where are you today?
7. Envision
Vision A picture of the “preferred future”; a statement that
describes how the future will look if the organization
achieves its ultimate aims.
“Every child and youth has a loving, safe and permanent family.”
Mission A statement of the overall purpose of an organization.
Describes what you do, for whom you do it and the
benefit.
“We transform the lives of children in foster care by building and
nurturing permanent families”
Values A most elusive word, values are not what an organization
does or why it does what it does, but rather the principles
that underlie and guide how it goes about fulfilling its
mission and vision.
“Child/Youth Focus, Ethical, Leadership, Collaboration, Team Work,
Diversity, Stability, Customer Service”
quot;Responsiveness to consumer needs will be a first priority in our
operations. Therefore we will...quot;
8. Envision
SWOT
Internal environmental factors having a potential
Significant
impact on the organization as it advances its mission
Internal and vision. These factors are internal strengths and
Conditions weaknesses.
“Strengths: Strong and active board, Committed staff,
Recognizable brand and image”
“Weaknesses: Limited in-home support, No wraparound options,
Limited mental health services”
External environmental factors having a potential
Significant
impact on the organization as it advances its mission
External and vision. These were identified as opportunities and
Conditions threats
“Opportunities: Medi-Cal funding for sustaining placements by
providing a variety of effective Mental Health Services, To provide
neighborhood-based services”
“Threats: Redesign stretching us beyond our abilities and
resources, State & County recruiting our staff”
9. Plan
1. What are the key goals to move you
from you current reality to your envisioned
future?
2. How will you know that you
successfully completed these key goals?
3. What are the next steps in the
process?
10. Plan
Strategic Broad, long-term aims that define accomplishment
of the mission and vision. These are the key steps
Goals to achieve your ends. It is capable of galvanizing
commitment from the organization and senior
sponsorship.
“EXPAND FAMILY RECRUITMENT INITIATIVE.”
Objectives Specific, quantifiable, realistic targets that
measure the accomplishment of a strategic goal
•SPECIFIC over a specified period of time.
“By January 31, 2008 we will expand family recruitment
•MEASURABLE
program to increase diversity of families by 20% and to
•ACHIEVABLE increase by 15% number of families available to adopt children
of color, older children, children with disabilities emotional,
•RELEVANT
physical & developmental, sibling groups and children with
•TIME-BOUND concurrent plans.”
Assignment Identify who will be responsible for ensuring the
achievement of the strategic goal.
(leader, team) “Program Director and Chief Operating Officer
11. Plan
Next Steps The next actions to take in the planning process.
“1. Prepare First Draft of Plan by Feb 06, 2006”
“2. Present Mission, Vision, Values to Board on Feb 24, 2006
board meeting”
“3. Next Strategic Planning Meeting, work on final draft on
Feb 24, 2006 2:00pm to 5:00pm”
Benchmarks To ensure that the Strategic Plan and the vision
defined will be implemented in its totality, a time
line of activities and periodic assessments will be
carried out by Management and progress
reported to the Board. The benchmarks are as
follows:
“1. Management Staff will prepare Action Plans to achieve Strategic
Goals outlined in the Strategic Plan. These Plans shall be presented
to Board for review and comment at the May 2006 Board meetings.”
“2. Management Staff will prepare Operational Plans to implement the
mission and vision outlined in the Strategic Plan. These Plans shall
be presented to Board for review and comment by May 2006.”
“3. Board Management Committee reviews progress on Strategic
Goals quarterly and reports at following Board meeting ongoingly”.
12. Do the objectives measure results
and not just activity?
Strategy Verbs
Objective Verbs
• Establish
• Increase
• Develop
• Reduce
• Implement
• Achieve
• Revise
• Maintain
• Utilize
• Have
13. Act
1. Communicate the plan to stakeholders
2. Create Detail Action Plans for each
objective
3. Go do your actions
4. Track your process
5. Adapt your plan as conditions
change
14. Act
Critical Major items or issues that must quot;go rightquot; to
achieve one or more objectives.
Success “Hire bilingual recruiting staff, recruit in ethnic neighborhoods,
Factors have culturally sensitive recruiting practices.”
Barriers Existing or potential challenges that hinder the
achievement of one or more objectives.
“Existing belief systems, staff resources”
Strategies Broad activities required to achieve an objective,
control a critical success factor, or overcome a
barrier.
“Monthly recruiting events in Spanish held at local churches in
the Hispanic community.”
Action Specific steps to be taken, by whom and by when,
to implement a strategy to achieve a strategic goal.
“Monthly recruiting events in Spanish held at local churches in
the Hispanic community.”
16. Act
Communica The plan on how to communicate the strategic plan
to stakeholders (staff, customers, vendors,
tion Plan voluenteers, etc.)
Strategic •The structured review involves:
•Assessing progress on strategic goals
Goal •Grading the current and projected performance
Tracking against the objectives
•Identifying changes in the environment, new
barriers, additional critical success factors
•Making adjustments to the objectives
•Re-establishing priorities for strategies, removing
strategies and adding new strategies as needed
17. Envision Plan Act
is an ongoing
You envision
plan & act,
then you
envision,
plan & act
18. Thank you!
Chuck & Brenda Horton
Website: www.hware.com
Blog: www.hware.com/blog
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