How can an effective strategic plan be accomplished in only 4 days?
In my more than 20 years of experience I’ve learned what works and what tends to bog down and even derail the strategic planning process. One of the most common causes of failure in the planning process is an extended planning period where the team meets every week for an hour or two in a series of meetings that seems to go on forever. One organization took so long it actually experienced a 100% turnover on the planning team!
That doesn’t work!
Here’s the process I developed through those years of experience.
It works!
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I have attended professional management training at Stanford University, Thunderbird International School of Management, Kellogg School of Business at Northwestern University, and INSEAD in Fontainebleu, France among others and I can say that the quality and level of information is on a par with instructors at these institutions. Ted Trujillo – Director
Sandoval County SBDC
You may notice there are some common steps that are not included in this process. That’s because they are steps that I’ve found will derail the process and cause failure. Don’t worry, the important parts of those steps are included, but as components of these steps that are vital to success.
Planning to Plan
– Make sure you are ready to create a strategic plan
– Review planning factors
– Determine appropriate Leadership Team
– Determine organizational culture
– Handle logistical requirements
The Vision
– Does it reflect your dream for success?
The Mission
– Short and succinct; tells people why they’re there
– Covers only what you do, not how you do it
– Further defined by Key Result Areas to anchor goals
Values
– Those deep seated beliefs everyone has
Suppliers/Customers
– Review who gives and receives services
Bumps/Roadblocks
– What’s in the way of your success?
Goals/Objectives
– Realistic, Reasonable, Measurable, Accountable
Spread the WordÂ
– Let everyone know the plan; how they help it succeed
Tracking, Assessment, and Follow-Up
– Know if goals and objectives are being accomplished
– Hold people accountable
Remember, a strategic plan is not a complete business plan or a marketing plan. It is the essential foundation upon which those documents are based.
Bob really connects from beginning to end! Professor Ralph Liebhaber
U.S. Air Force Institute of Technology
Let’s schedule your consult! Send me an email today.