engaging in effective strategic planning i… · engaging in effective strategic planning elizabeth...
TRANSCRIPT
Engaging in Effective
Strategic Planning
Elizabeth Paice
July 6, 2017
Objective of Today’s Session
1. Provide an Overview of Strategic Planning
• What is Strategic Planning?
• Why is Strategic Planning Important?
2. Introduce Three Key Phases of Strategic Planning
• Assessment
• Plan Development
• Implementation
3. Provide an Opportunity for Reflection and Discussion
Strategic Planning
What Is Strategic Planning?
“Strategic planning is an organizational management activity that is used to set
priorities, focus energy and resources, strengthen operations, ensure
that employees and other stakeholders are working toward common goals,
establish agreement around intended outcomes/results, and assess and adjust
the organization's direction in response to a changing environment. It is a
disciplined effort that produces fundamental decisions and actions that shape and
guide what an organization is, who it serves, what it does, and why it does it, with
a focus on the future. Effective strategic planning articulates not only where an
organization is going and the actions needed to make progress, but also how it will
know if it is successful.”
- The Balanced Scorecard Institute
Why Is Strategic Planning Important?
• It can help programs take control of their future, instead of leaving
things to chance
• It can help ensure individuals within a program are working to
accomplish the same things
• It can help build a sense of community and increased employee
engagement
• It can help increase transparency within a program
Three Key Phases of Effective Strategic Planning
1. Assessment
2. Plan Development
3. Implementation
Phase 1: Assessment
Using data to evaluate past and current program
performance.
• Testing your assumptions
• Obtaining diverse perspectives
• Getting your team on the same page
Assessment Toolkit
• Stakeholder Identification
• Current Metrics
• SWOT Analysis
• Surveys
• Interviews
• Focus Groups
Reflection Activity 1: Assessment
• What EXISTING information would help you better understand the state of
your program and inform planning for the future?
What does this information tell you about the state of your program?
• What NEW information would help you better understand the state of your
program and inform planning for the future?
Why is this information important for understanding the state of your program?
How might you obtain this new information?
Phase 2: Developing a Strategic Plan
Developing a Strategic Plan Involves Answering 4 Key Questions:
1. Who Are You?
2. Where Do You Want to Go?
3. How Will You Get There?
4. How Will You Know You Made It?
Your program’s Mission
Statement and Core Values
tell the story of who you are.
Who Are You?
Your program’s Vision Statement
and Goals communicate
where you want to go.
Where Do You
Want to Go?
How Will You
Get There?Your program’s Actions
and Initiatives describe how
you will reach these Goals.
Your program’s Measures of
Success will show when you
have reached these Goals.
How Will You Know
You Made It?
Mission Statement
• “Give people the power to build community and bring the world closer
together.” – Facebook
• “To inspire and nurture the human spirit – one person, one cup and
one neighborhood at a time.” – Starbucks
• “To organize the world's information and make it universally accessible
and useful.” – Google
Core Values
Core Values of Facebook
1. Be Bold
2. Focus on Impact
3. Move Fast
4. Be Open
5. Build Social Value
Core Values of Starbucks
1. Creating a culture of warmth and belonging, where
everyone is welcome.
2. Acting with courage, challenging the status quo and
finding new ways to grow our company and each other.
3. Being present, connecting with transparency, dignity
and respect.
4. Delivering our very best in all we do, holding ourselves
accountable for results.
Vision Statement
• “Working together, UW Health will be a national leader in health care, advancing the
well-being of the people of Wisconsin and beyond.”
• “To provide the ideal system of parks, natural resources and recreational opportunities
which will enhance the quality of life for everyone.” – Madison Parks
• “The vision for the City of Madison is to be a safe and healthy place to live, work, learn
and play. Madison will be a place where:
- Diversity is valued;
- Freedom of expression is encouraged and protected;
- Everyone has the opportunity to realize his/her full potential;
- The beauty of the urban environment and natural environment is preserved.”
Goals
1. “Grow Stronger Through the Richness of Diversity” – Northwestern
University
2. “Prepare our Graduates for 21st Century Careers” – Florida State University
3. “Make a Significant and Visible Societal Impact” – University of Illinois
4. “Enhance Structures for Collaboration Across Departments, Colleges, and
the University” – University of Oxford
5. “Enhance our Public Prominence” – Rutgers University
Actions & Initiatives
• “Create community gathering spaces where connections can be forged and
strengthened and where wide-ranging informal and social interests and
needs can be met.” – Northwestern University
• “Link students with FSU alumni, employers, and friends of the university
who can provide career advising and mentorship.” – Florida State University
• “Create structures to better coordinate major research and outreach efforts
around the societal challenges defined through the Visioning Future
Excellence initiative.” – University of Illinois
Measures of Success
• Admission Yield
• Retention
• Graduation Rate
• Research Funding
• Rankings
Reflection Activity 2: Planning
Who Are You?
• What is the purpose of your program?
• What does your program value?
How Will You Get There?
• What is one action that might help you achieve this goal?
Where Do You Want to Go?
• What is one goal you might have for your program?
How Will You Know You Made It?
• How would you know you have achieved this goal?
Phase 3: Implementation
• Assigning Ownership
• Cascading Strategy
• Aligning Strategy to Budget
• Monitoring Progress
Implementation Toolkit
• Dashboards
• Performance Plans
• Budgets
• Project Plans
• Strategy or Performance Reports
• Strategy Review Meetings
Reflection Activity 3: Implementation
1. How could you integrate reviewing progress against a
strategic plan into your current program practices?
2. What challenges might you encounter when
implementing a strategic plan?
3. What could help hold individuals accountable for
implementing your strategic plan?
Things to Consider Before Engaging
• Strategic planning takes time and resources
• Strategic planning is a continuous process
• Strategic planning is best done through collaboration
• It is important to have a plan for creating the plan
Questions?
Comments?
Thoughts?
