bctra strat plan 151005 slide deck · • a vision based on the bhag and our values • a mission...

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Planning Day

The Journey So Far – The Path Ahead

BCTRA Planning Day – Oct 5, 2015 – 1300-1600 with Roy Johnson, MA, CCR, CHRP

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If we fail to plan…

we plan to fail

www. .ca mediation ● facilitation investigation ● education

Objectives: •  To clarify a shared understanding

of the strategic planning process

•  To share ideas and identify high

level strategic objectives

•  To clarify reasonable action steps

with accountabilities and timeline


Draft Agenda

•  Introduction & Strat Planning 101 •  Open Space Discussion •  Setting Priorities •  Options •  Actions, Accountabilities & Timelines •  Wrap-up


Framing the Planning Process •  Strategic thinking means asking:

•  “Are we doing the right things?” •  Make assessment by:

•  Having a definite purpose •  Understanding our environment •  Maximizing the opportunities in the

environment and protecting the risks •  Strategic leadership is the application of

strategic thinking to leading organizations


4 Planning Horizons CORE IDEOLOGY

Core Purpose & Values 1.  10-30 Years: Envisioned Future

BHAG, Vision 2.  5-10 Years: Critical Factors

Assumptions about Future, Mega Issues & Principles Annual Review

3.  3-5 Years: Strategic Plan Goals, objectives, strategies, how we’re unique

Continuous adjustment

4.  1-2 Years: Action Plan Annual strategic plan review, program planning, operation planning


The BHAG •  A Big Hairy Audacious Goal (BHAG)

describes what you want to become or cause to happen over the next 20-30 years

•  Clear and compelling •  Falls well outside the comfort zone – doable

but with heroic effort and luck •  Bold and exciting – would continue to

stimulate progress if leadership disappears •  Beyond where we’ve arrived •  Shapes our Vision


Core Ideology •  Answers fundamental questions:

•  Who are we? •  What are we about? •  What do we stand for?

•  Doesn’t change in an environment of often rapid and unpredictable change

•  Includes: •  Core Purpose: Concise statement of our

reason for being •  Core Values: Timeless, guiding principles


BCTRA Mission Statement BCTRA is dedicated to promoting and developing the profession of Therapeutic Recreation in British Columbia by: •  Inspiring excellence and enthusiasm in practitioners

through consistent and high quality education and professional development, access to resources, membership engagement and mentoring opportunities

•  Advocating for and maintaining standards of practice, code of ethics, membership and continued competency criteria, for the benefit of our members, partners, the public and key stakeholders

•  Providing leadership to advance and grow the field through strategic planning, advocacy and increasing public awareness


Summary •  Strategic planning includes clarifying:

•  a Vision based on the BHAG and our values

•  A Mission how we constantly work towards the Vision

•  A Plan of our Priorities and Actions over the next five years

•  The process includes: •  Stakeholder consultations •  SWOT Analysis


To reach people we must look through windows, not into mirrors… Michael Heron, Senior VP, American Cancer Association


Guidelines: •  All ideas are valid; all info public •  Share air time •  Listening with openness •  Differences welcome and messy •  Reasonable expectations & timeliness •  Eye on larger goals of mutual benefit •  Patience, tolerance for ambiguity •  Consensus decision-making


Thanks for participating!

Confidential & impartial since 1994

The Neutral Zone Coaching & Consulting Inc. p: 604.656.2135 f: 604.656.2139 e: [email protected]

www.theneutralzone.ca

Roy Johnson, MA, CCR, CHRP Senior Consultant

bctra strat plan 151005 slide deck · • a vision based on the bhag and our values • a mission...

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