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Strategic Planning Workshop

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Strategic Planning Workshop

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Strategic Planning Workshop

  1. 1. STEP 1a. What’s Working? What’s Not Working? <ul><li>What is WORKING in your organization until now? </li></ul><ul><li>What is NOT WORKING in your organization? </li></ul><ul><ul><li>This is not what should be, but what is. </li></ul></ul><ul><ul><li>Ideas for the future are next. </li></ul></ul><ul><li>Write Yellow FACT cards: (You can write cards for each other.) </li></ul><ul><li>One FACT per card (information, opinion, questions) </li></ul><ul><li>Full thought or sentence </li></ul><ul><li>Concrete and Specific ( W -working, NW -not working) </li></ul><ul><li>Readable </li></ul><ul><li>Name/Initials (optional) and Date </li></ul>
  2. 2. STEP 1b. Share Facts <ul><li>Put your cards on a nearby wall or window. </li></ul><ul><li>Put similar ones together in a column or cluster. </li></ul><ul><li>Name the columns or clusters. Write the name on a Pink card and put it by the Facts . </li></ul><ul><li>Read all the cards that people at your table wrote. </li></ul><ul><li>Talk about them so you understand what everyone meant. </li></ul>
  3. 3. Your organization at its best <ul><li>What would be the characteristics of your organization if it was the best it could be in __ year(s) from now? </li></ul><ul><li>Write blue IDEA cards: (You can write cards for each other.) </li></ul><ul><li>One IDEA per card (the details of what would make your organization ideal) </li></ul><ul><li>Full thought or sentence </li></ul><ul><li>Concrete and Specific </li></ul><ul><li>Readable </li></ul><ul><li>Name/Initials (optional) and Date </li></ul>
  4. 4. Result: A thoroughly planned and aligned organizational plan <ul><li>Goals (What are the primary outcomes you want to achieve in the timeframe) </li></ul><ul><li>Actions (How to achieve each Goal) </li></ul><ul><li>Measures (How to determine progress) </li></ul><ul><li>Accountability (Who is responsible) </li></ul><ul><li>Cost/Benefit (Investment and return) </li></ul><ul><li>Timeline (What happens when) </li></ul>
  5. 5. Strategic Planning (X-matrix) 15 14 13 12 X 11 X O X X 10 X X O O X X 9 X X X O O X 8 X X O O X 7 X O X O X 6 X O O O O X O X 5 X X O O X X 4 X X O O O X 3 X X O X X X 2 X O O O X X 1 X O O O ACTIONS GOALS MEASURES III II I COST BENEFIT a b c d e f g h I j k l m aa bb cc dd ee ff gg hh X X A X O X X X O X O Who is Responsible X B X X X X X X X C X O O X O X O X = Strong Relationship X D O O X X O O O O = Weak Relationship X X E O X X O F
  6. 6. Strategic Planning (X-matrix)

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