union leadership - strategic planning
TRANSCRIPT
LS-13 Strategic Planning/LATTC/Walker 2
Planning QuotesPlanning Quotes
““By failing to prepare you are preparing to fail”.By failing to prepare you are preparing to fail”.Benjamin FranklinBenjamin Franklin
American Scientist, Publisher, DiplomatAmerican Scientist, Publisher, Diplomat1706-17901706-1790
““When planning for a year, plant corn. When planning for When planning for a year, plant corn. When planning for a decade, plant trees. When planning for life, train and a decade, plant trees. When planning for life, train and educate people”.educate people”.
Proverb, ChineseProverb, Chinese
GOST – basic but effective strategic planGOST – basic but effective strategic plan
GOST is an AcronymGOST is an Acronym
G for GoalsG for Goals
O for ObjectiveO for Objective
S for StrategiesS for Strategies
T for tacticsT for tactics
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Strategic Plan - GOSTStrategic Plan - GOST
Strategic plans direct and form organizationStrategic plans direct and form organization
Plan contains a mission statementPlan contains a mission statement
Answers: who we are, who we serve, what servicesAnswers: who we are, who we serve, what services
Statement of more of Statement of more of “what” that “how”“what” that “how”
Intent to pull the union forward Intent to pull the union forward
Should tell everyone what the union is all aboutShould tell everyone what the union is all about
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Mission StatementMission Statement
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Mission Statement Example 1Mission Statement Example 1
Our mission is to unify the workforce in order to show solidarity and protect traditional union values. We are dedicated to the education of our members and the improvement of our union. We believe in bargaining collectively to insure that all people are treated fairly and equally by establishing wages, benefits, job security, and working conditions equal to or higher than industry standards. By doing so, we will improve the standard of living for our families, and our communities.
UFCW Local
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Mission Statement Example 2Mission Statement Example 2
Passionately providing a voice to its membership, the local empowers and unites workers. With integrity and an unwavering dedication to economic and social justice, we organize, educate, and lead collective and political action to protect and expand the rights, wages and benefits of working families. This is your Union.
Teamsters Local
Names one problem at a timeNames one problem at a time
Points out issues inhibiting forward movementPoints out issues inhibiting forward movement
Problem has a logical relationship to missProblem has a logical relationship to miss
Based on current knowledge, factors, root causesBased on current knowledge, factors, root causes
Based on facts not feelingsBased on facts not feelings
Framed as lack of positive or too negative conditionFramed as lack of positive or too negative condition
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Problem StatementProblem Statement
Goal simply something union wants to achieveGoal simply something union wants to achieve
Change in the current situationChange in the current situation
Achieving goals takes time 6 months-3 yearAchieving goals takes time 6 months-3 year
Goals are outcomes not a processGoals are outcomes not a process
Clearly states desired resultsClearly states desired results
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Goal ElementGoal Element
After goals specific objectives are developedAfter goals specific objectives are developed
Objectives guide activities and set measurementObjectives guide activities and set measurement
Objectives are the Objectives are the “how’ are we going to achieve goal“how’ are we going to achieve goal
S.M.A.R.T. is a criteria used for determining objectivesS.M.A.R.T. is a criteria used for determining objectives
S.M.A.R. T. may also be applied to goalsS.M.A.R. T. may also be applied to goals
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Objective ElementObjective Element
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Example ObjectivesExample Objectives
XXXX 2012
XXXX 2012
XXXX 2012
XXXX 2012
XXXX 2013
XXXX 2013
Strategies are the general methods to achieve objectivesStrategies are the general methods to achieve objectives
Strategies are the overall plan Strategies are the overall plan
Strategies are set of decisions to ensure goals reachedStrategies are set of decisions to ensure goals reached
Strategies are achieved through tacticsStrategies are achieved through tactics
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Strategy ElementStrategy Element
Using Objective 3 which stated: Using Objective 3 which stated:
The union will complete survey of membersThe union will complete survey of members’ collective needs and interests and ’ collective needs and interests and
compile results by 10/30/2009.compile results by 10/30/2009.
Strategy 1: Strategy 1:
Create, distribute, collect and compile surveyCreate, distribute, collect and compile survey
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Strategic ExampleStrategic Example
Tactics are the actual ways to execute strategiesTactics are the actual ways to execute strategies
Tactics and strategies are directly related to each otherTactics and strategies are directly related to each other
Tactics are indirectly related to goals and objectivesTactics are indirectly related to goals and objectives
Tactics provide key informationTactics provide key information
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Tactic ElementTactic Element
Strategy 1Strategy 1
Create, distribute, collect , compile and release surveyCreate, distribute, collect , compile and release survey
TacticsTactics
Negotiation committee will create survey by 9/1Negotiation committee will create survey by 9/1
Stewards will hand distribute survey to all members by 9/15Stewards will hand distribute survey to all members by 9/15
Stewards will collect surveys by 9/30Stewards will collect surveys by 9/30
Negotiation committee will compile survey results by 10/15Negotiation committee will compile survey results by 10/15
Negotiation Committee will mail survey results to all members by 10/28Negotiation Committee will mail survey results to all members by 10/28
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Tactic ExampleTactic Example