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Strategic Planning -
Mapping Success
PWG Meeting -- September 4, 2015
AGENDA
► Background
► Strategic Planning Process
► Discussion
Step 1 – The Plan
Framework For Strategy
• To be the “best OPO”
• Define “best” from a 30,000 foot view
• Define by divisions/department
The Three Focus Approach
• Planning
• Execution
• Metrics
Role of PWG
• Planning – Define “best,” assess options, filter
strategic projects, develop priority matrix, set
priorities
• Execution - Monitor progress quarterly as a group,
monthly for your teams
• Metrics – Priority strategic projects must have
results that can be measured (for goal setting
purposes)
PWG Division and Org Inputs
Situational Analysis
Step 3- Develop A Draft Strategy
Step 4 - Formulate Action Plans
Step 4A – Project Evaluation Form
• Project Name:
• Leader:
• Scope:
• Deliverables:
• Resources:
• Cost:
• Risk:
• Benefit:
• Critical Path Schedule and Status:
• Strategy Alignment:
Project Owner answers 10 key questions
Why Use A Project Evaluation Matrix?
A project prioritization matrix supports
decision-making in the following ways:
• Helps prioritize complex or unclear issues when there are
multiple criteria for determining importance
• Provides a quick and easy, yet consistent, method for evaluating
options
• Takes some of the emotion out of the process
• Quantifies the decision with numeric rankings
• Is adaptable for many priority-setting needs (projects, services,
personal, etc.)
• When used with a group of people, it facilitates reaching
agreement on priorities and key issues
Matrix Development
• Six to 12 criteria is typical
• Example criteria might include whether or not the
project is a regulatory mandate, the added value it
brings to the stakeholder, anticipated increase in
donors etc
• Establish a rating scale to use in assessing how
well a particular project satisfies that criteria
• To ensure consistent use of the rating scale,
provide some details to define how the criteria
should be applied.
Matrix Formula Example
Rating scale total x
weighting = matrix score
Step 5 – Rank Projects
Sample Project Tracker Template
Step 5 - Execute And Monitor Progress
► Review Status of Top Ten projects monthly
and quarterly
► Review Stoplight Reports monthly and
quarterly
► Monitor and adjust priorities as needed
The Cascade
Rollout Steps

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Strat draft 1 GDA

  • 1. Strategic Planning - Mapping Success PWG Meeting -- September 4, 2015
  • 2. AGENDA ► Background ► Strategic Planning Process ► Discussion
  • 3. Step 1 – The Plan
  • 4. Framework For Strategy • To be the “best OPO” • Define “best” from a 30,000 foot view • Define by divisions/department
  • 5. The Three Focus Approach • Planning • Execution • Metrics
  • 6. Role of PWG • Planning – Define “best,” assess options, filter strategic projects, develop priority matrix, set priorities • Execution - Monitor progress quarterly as a group, monthly for your teams • Metrics – Priority strategic projects must have results that can be measured (for goal setting purposes)
  • 7. PWG Division and Org Inputs
  • 9. Step 3- Develop A Draft Strategy
  • 10. Step 4 - Formulate Action Plans
  • 11. Step 4A – Project Evaluation Form • Project Name: • Leader: • Scope: • Deliverables: • Resources: • Cost: • Risk: • Benefit: • Critical Path Schedule and Status: • Strategy Alignment: Project Owner answers 10 key questions
  • 12. Why Use A Project Evaluation Matrix? A project prioritization matrix supports decision-making in the following ways: • Helps prioritize complex or unclear issues when there are multiple criteria for determining importance • Provides a quick and easy, yet consistent, method for evaluating options • Takes some of the emotion out of the process • Quantifies the decision with numeric rankings • Is adaptable for many priority-setting needs (projects, services, personal, etc.) • When used with a group of people, it facilitates reaching agreement on priorities and key issues
  • 13. Matrix Development • Six to 12 criteria is typical • Example criteria might include whether or not the project is a regulatory mandate, the added value it brings to the stakeholder, anticipated increase in donors etc • Establish a rating scale to use in assessing how well a particular project satisfies that criteria • To ensure consistent use of the rating scale, provide some details to define how the criteria should be applied.
  • 14. Matrix Formula Example Rating scale total x weighting = matrix score
  • 15. Step 5 – Rank Projects
  • 17. Step 5 - Execute And Monitor Progress ► Review Status of Top Ten projects monthly and quarterly ► Review Stoplight Reports monthly and quarterly ► Monitor and adjust priorities as needed