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Organisational Development Workshop | SWOT, Goal setting and Strategic Planning

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Strategic Planning Workbook

(Bec Fox)

“Organization Development is an effort planned, organisation-wide, and managed from the top, to increase organization effectiveness and health through planned interventions in the organisation’s ‘processes,’ using behavioral-science knowledge” (Richard Beckhard, “Organization development: Strategies and Models” 1969)

Name: _______________________________________ Organisation: __________________________________ Date: _______________________________________


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Introducing Bec Fox

Bec Fox is a highly respected executive leadership and business coach.

With 30 years’ experience in leadership development, and team performance, and 20 plus years founding successful businesses in Camps, Outdoor Recreation and Leadership and Business Coaching. This includes building high functioning teams, successful businesses, governance including President of Australian Camps Association, marketing and sales, creating programs and services to attract and retain niches, developing successful partnerships, designing strategic plans and visions, adapting to change, being effective in communication, conflict resolution and creating transformational change within a team and the whole organisation or business.

Bec runs bespoke leadership and business retainer programs and consultancies across Australia. She is an accredited Extended DISC profiler and NLP practitioner. Bec is also a highly sought-after executive coach, event speaker and workshop facilitator. Bec is known for her passion, high energy and engaging coaching style. She delivers powerful insights in the areas of business, organisational development, leadership and human psychology to shift perspectives, influence behavior and create real transformation within a business.

Do you want Bec to really dig deep for your business? Bec works closely with companies and businesses to help them drive improvements, develop their team, fast-track their growth and accomplish the goals. She has worked with a wide range of businesses from International and National organisations such as International Camps Fellowship (ICDC), Youth Hostels Australia, YMCA and Radio Systems Australia and Australian Camps Association, State-based organisations such as Scouts Qld, Dept Health, Dept Education, Doxa Youth Foundation, Guides and QORF, City Councils, and a plethora of SMEs including camps, builders, accountants, financial planners, architects, sole operators, NFPs and more.

Bec runs consultancies, workshops and business retainers, along with 1:1 leadership coaching and mentoring. As you will find, Bec’s passion is to Unleash Your Power in leadership, business and teams, and her values include growth, authenticity, leading champions, business and program excellence, results, adventure and zest for life. She brings a breadth of experience and strategies to help you excel in your business to improve systems, performance, organisational development, leadership and teams.

To find out more contact Bec on

Bec Fox Unleash Your Power W | www.becfox.com.au E | [email protected]

LinkedIn | https://www.linkedin.com/in/becfox FB | https://www.facebook.com/BecFoxCoach

http://www.becfox.com.au/

mailto:[email protected]

https://www.linkedin.com/in/becfox

https://www.facebook.com/BecFoxCoach


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Strategic Planning | Let’s Begin!

Please circle where you sit on the scale.

1 have poor strategic planning and 10 being I have excellent level of strategic planning.

The Strategic Plan is directly linked to the company’s vision

1______2______3______4______5_______6_____7______8______9______ 10 I make decisions, am motivated and structure all procedures based on the strategic plan 1______2______3______4______5_______6_____7______8______9______ 10

I am clear about what I need to do to achieve the vision and key measurable outcomes. 1______2______3______4______5_______6_____7______8______9______ 10


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Designing your Strategic Plan

Momentum is everything to create a high performing culture and business. However, if a team or leader do not know where they are going, what they are being benchmarked on or measured off or what the plan is, they will be lost. The vision statement defines your organisation’s purpose – it tells us where you’re heading – The strategic plan outlines the how you are going to do it! A great strategic plan strategic plan

• Is reviewed regularly

• Is aligned to the vision and maps out the action plan and priorities

• Is a guidebook to how you intend to measure your achievements

• Provides clear objectives and targets that will create value to your business and success

• You can hire, performance manage, develop KPIs and give feedback based on them

• Policies and procedures are actioned from them

• Your team know what they are responsible to action and implement

The Format A strategic plan can be in a word document, a map, timeline or in a matrix template. It can be from one

page to multiple pages in length. The number of objectives, strategies, outcomes and measurables depends on your business. Don’t get caught up in what sort of template you work from. What works for you and can be communicated easily to your team and board is the right fit. Just make sure it is a true representation of what you’re here to do. Personally, I prefer a mapping whist in brainstorm, then designing a timeline to sequence, a word document to cluster and divide core areas and a matrix or a written page to capture each objective, outcome, strategy and measurable. For my businesses I always have a flow connection through all documents that highlight and are connected always to the vision.


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Matrix example

Mapping example

Word Document example


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Timeline example

Brainstorming Your Business Strategy TASK: Brainstorm ideas for your strategic plan. Write down a quick SWOT analysis. Determine your SMART Goals. Big and small. Prioritize them.

SWOT Analysis S - Strengths W - Weaknesses (areas from improvement) O - Opportunities T – Threats

Conduct a SWOT Analysis of your business

Strengths


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Weaknesses Opportunities

Threats


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SMART Goals Important: Set goals that are congruent to your values and are SMART goals

S – Specific M – Measurable A – Attractive, as if now R – Realistic T – Timed

List what it is you want to achieve or need to set in place to achieve your vision?

• What are your top 5 priorities? • What are your top 5 goals? • What time do you need to achieve these goals? • How will you act on these goals? • How can you know if you achieve these goals?


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Now ask yourself and write down the following: 1. What do I need to learn? 2. What do I need to understand? 3. What skills do I need to develop? 4. What actions will I need to take? 5. Who are people who can help me? 6. Who are the people that I can work for or with?

It’s time to establish your Strategic Plan!


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Strategic Plan – Word template Vision Mission Values

Strategic Business Plan - Key Objectives

Outcomes Strategies Measurables


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Strategic Plan Date range

Objective Outcome Strategy Measurable Role Time


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Action | Unleashing Your Power How would being aligned between vision and strategic plan impact your work life, team cohesion, success of business and influence others around you and your business/team? Act purposively. Have measurables. Deliver outcomes.

What will you see, feel, hear and think? In 3 months? In 6 months? In one year?

strategic planning workbook - amazon s3...strategic planning | let’s begin! please circle where...

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