Workshop on the Strategic Planning Model

Workshop on the
Strategic Planning Model

Matt H. Evans, [e-mail]

1

Workshop Overview

• Clearly define the complete strategic planning process • Explain how to create and execute a strategic plan • Provide a common model that the entire organization can follow

Matt H. Evans, [e-mail]

2

Introductions

• Your name
• Employer
• Position
• Why are you here? (Expectations)

Matt H. Evans, [e-mail]

3

What is Strategic Planning?

• Process to establish priorities on what you will accomplish in the future
• Forces you to make choices on what you will do and what you will not do
• Pulls the entire organization together around a single game plan for execution
• Broad outline on where resources will get allocated

Matt H. Evans, [e-mail]

4

Why do Strategic Planning?

• If you fail to plan, then you plan to fail – be proactive about the future
• Strategic planning improves performance
• Counter excessive inward and short-term thinking short• Solve major issues at a macro level
• Communicate to everyone what is most important

Matt H. Evans, [e-mail]

5

Fundamental Questions to Ask

• Where are we now? (Assessment)
• Where do we need to be? (Gap / Future End
State)
• How will we close the gap (Strategic Plan)
• How will we monitor our progress (Balanced
Scorecard)

Matt H. Evans, [e-mail]

6

A Good Strategic Plan should . . .

• Address critical performance issues
• Create the right balance between what the organization is capable of doing vs. what the organization would like to do
• Cover a sufficient time period to close the performance gap
• Visionary – convey a desired future end state
• Flexible – allow and accommodate change
• Guide decision making at lower levels – operational, tactical, individual
Matt H. Evans, [e-mail]

7

Strategic Planning Model
ABCDE
Where we are

Assessment

Baseline

Where we want to be