2015 aligned & integrated strategic planning -...

2015 Aligned & Integrated

Strategic Planning

Presented by:

Ha Dao, BoD Member, Group 2 Chair

Allen Wong, TPC Chair, Society SPC Member

Eduardo Heidelberg, TCC SPP ChairFeb 22, 2014

New Society Strategic Planning

Outline

�Background & History

�2015 Strategic Planning Process

�Aligned & Integrated Process

�Collaborations with TC’s

Why Strategic Planning?

�Improved Results

�Increased Engagement

�Better Focus & Alignment

Align goals, methods, and resources

throughout the organization around a

clearly understood vision.

“Plans are nothing,

planning is everything.”

-

Board Input in Feb 2013 – Themes

• ASQ needs a Strategy Process that directs, and aligns the whole

organization (HQ, ASQ Global, Member Units)

– Board sets direction

– Board defines success

– Board informs strategy development

– Board monitors progress

• The Board needs to be actively involved in strategy development

– Particularly future oriented

– Based in fact and the voice of the customer

• The planning process needs to be calendarized to allow appropriate

inputs from key stakeholders (including member units) and to provide

for timely utilization of the plan by all planning entities.

• Communications, templates, training, and PAR needs to enable

member unit deployment and performance measures

2013 Team Charter & Members

A Chartered Task Force

– Stephen Hacker and Paul Borawski: Co-Champions

– Ha Dao, Kate Goonan, Eric Hayler, Brian LeHouillier, Tom Sladky,

Ale Vicenttin

“To develop and deploy a systemic org-wide strategy

and business planning process that involves key

stakeholders and partners (including specifically the

Board of Directors) that aims to be world-class and

does so efficiently.”

– The Task Force took on planning the May ‘13 ITAG and Board

Engagement as preludes to the larger task.

– The Task Force met on July 11-12 to undertake the larger

design exercise.

2014 Strategic Planning Committee

1. Ale Vicenttin, Chair

2. Ha Dao

3. Eric Hayler

4. Cecilia Kimberlin

5. Jim Shore

6. Allen Wong

7. Brian LeHouillier (Staff)

8. Tom Sladky (Staff)

1. Do you have a Systematic

Process to perform

Strategic Planning?

Discussion Questions

2. Are you happy with your

Strategic Planning Results?

Outline





SPP = Strategic Planning Process

BPP = Business Planning Process

Ja Feb Mar Apr May Jun Jul Aug Sep Oc Nov Dec

Annual Business

Review

Q1 Business Review EC & Summer Meeting Q3 Business Review

Inputs: 1) Business results

2) SPP

3) New Charters

4) Current Charter

Review

5) Key Strategic

Questions

1) Business results, including

SAC & TCC

2) Environmental Scan

3) ITAG Input

4) EC-identified Strategic

Imperatives

5) New Charters

6) Current Charter Review

1) MVV &

Transformational

Strategies

2) Board + Delta input

about what's working and

what needs work

3) Mid-year Business

Results

1) Business results,

including SAC & TCC

2) Business Plan & Budget

Presentation

3) New Charters

4) Current Charter Review

5) Key Strategic Questions

6) Review of Strategic

Planning Process

Discussion 1) Business Review

2) Understanding

current year's SPP

3) Review of new

Charters

4) Review of progress

on current Charters

5) Discussion on

Content

1) Review of performance

2-3) Strategic questions

discussion: Advantages,

Challenges, Customer

segmentation, etc.

4) Discussion about Strategic

Imperatives

5) Review of New Charters

6) Review of progress on

current Charters

1) Review Discussion

2-3) Effectiveness of the

Board & ASQ organization

4) Other business as

needed

1) Review of performance

2) Review of plan & budget

3) Review of New Charters

4) Review of progress on

current Charters

5) Discussion on Content

6) Discussion about what's

working and what needs

tweaking

Outputs: 1) Approved planning

process for the year

2) Updated SPP if

needed

3) Approved new

Charters

4) Feedback from the

BOD on current

Charters

5) Decision, New

Charter or Further

Dialog

1) Feedback from the BOD &

Changes to plans and priorities

2-3) MVV, Confirmed

objectives, Balanced scorecard,

answers to the SL key

questions.

4) Draft of Strategic Imperatives

5) Approved new Charters

6) Feedback from the BOD on

current Charters

1) Approval of Strategies

& Charge to proceed with

System-wide Planning

2-3) Adjustment as

needed

1) Feedback from the BOD

& Changes to plans and

priorities

2) Approval of Business

Plan and Budget

3) Approved new Charters

4) Feedback from the BOD

on current Charters

5) Decision, New Charter or

Further Dialog

6) Updated Strategic

Planning Process as

appropriate

Board Engagement and Roles

TCC Admin Strategic Plan

TCC Mission (GGV):

Generate and Disseminate the QBoK

TCC Admin Mission:

Provide leadership for the Technical Communities

Council to achieve the objectives of the Society.

TCC Admin Vision:

By December 2018, implement a system to develop

fully trained, aligned, and engaged Technical

Community (TC) Leaders who collaborate in a global

environment to advance the objectives of the Society.

TCC Admin Strategic Themes:

Training, Alignment, Engagement

Member Units Process Examples

1. How do you identify your

Strategic Opportunities?


2. How do you leverage your

inputs to ASQ & TCC?

Outline




�Collaborations with TCC’s

Strategic Planning is the Process to Focus, Align, and Integrate Our Efforts to Achieve Superior Results.

Stra

teg

ic O

bje

ctiv

es

Unfocused

FOCUS ALIGN

Stra

teg

ic O

bje

ctiv

es

Better Alignment

Strategic

Planning

Stra

teg

ic O

bje

ctiv

es

INTEGRATE

Integrated Process

Strategic

Planning

Aligned and Integrated Process

Organizational Alignment


1. How do you align your STRATEGY with ASQ & TCC?

2. How do you to align your CULTURE with ASQ & TCC?

Focus

2013-14

Align

2015-16

Integrate

2017-18

Anticipated Time Frame

Agree &

concentrate

on objectivesStart moving

in the same

direction

Efficient,

accountable

team


1. What are the Opportunities for Collaborations with other Divisions/Forums/TC’s?

2. What are the Opportunities for Collaborations with others outside of ASQ?

2015 Rollout Discussion

• Communication plan

• Implementation plan

• Voice of the Customers / Surveys

• Pilots

• Supporting Toolkit

• Examples, Templates

• SharePoint

• Training, Coaching & Support…

Outline

Follow up from this morning:





Collaborations with TC’s

� Long Term Goal

• Integration throughout the Society

� Short Term Goal

• Collaboration between TCC and TCs

• It is a two way street - Want member unit input, and support


� To start• Identify 5 to 7 TCs at various levels of

maturity that want to play together

� Develop• Common language

• Improved templates to aid integration

• Ways to resolve concerns and enhance communication


Definitions of Maturity Levels:

1. Reactive

2. Early Systematic

3. Aligned

4. Integrated (World-Class)

5. TBD (confirm by Mar 15, 2014)

Process Maturity


For those TCs with Aligned and Integrated Maturity Levels

� Help drive the Strategic Plan Objectives

� Share current knowledge

� Help the TCC by reviewing and enhancing the current templates


For those TCs with Reactive and Early Systematic Maturity Levels:

� Willing to work with the TCC to reach higher Maturity levels


For ALL TCs

� Provide meaningful inputs to the ASQ and TCC strategic plan


In 2014:

� Form a Committee to:

• Work on template improvements

• Support Reactive and Early Systematic TC’s by providing Strategic / Tactical Planning training

• Work on alignment issues


� By April 1, 2014:

� Have Committee formed:

• From representatives from 5 to 7 TCs

o Chair-Elect (preferred)

o Give name of the Contact Person to Eduardo Heldelberg

Summary & Next Steps

• On a journey of a fast changing world

• Learning together as we go

• How TC’s fit and contribute (2-way inputs)

• Understand the timing for inputs

– TBD Maturity Level confirmed by Mar 15, 2014

– Select Pilot 5-7 TC’s by Apr 1, 2014

– Request inputs by May 1, 2014

• Initiate your 2015 Strategic Planning

“If everyone is moving forward together, the

success takes care of itself.”

2015 aligned & integrated strategic planning -...

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