The art of getting things done: strategic planning, a CLSIG webinar By Penny Bailey BA, Dip Lib, MCLIP, MIoD, FRSA Managing Director of Bailey Solutions Ltd Treasurer if CLSIG

Strategic planning Q & A Today’s agenda what is it and how do you do it? Q & A

What is strategic planning? “Strategic planning is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, … Strategy Management Group http://balancedscorecard.org/Resources/Strategic-Planning-Basics

What is strategic planning? … 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. … Strategy Management Group http://balancedscorecard.org/Resources/Strategic-Planning-Basics

What is strategic planning? …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. … Strategy Management Group http://balancedscorecard.org/Resources/Strategic-Planning-Basics

What is strategic planning? … 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.” Strategy Management Group http://balancedscorecard.org/Resources/Strategic-Planning-Basics

What is your destination? Where are you going? What do you want to achieve? Start with the end in mind

Think BIG Dream BIG Believe BIG And the results will be BIG

“The best visions are inspirational, clear, memorable, and concise” https://topnonprofits.com/examples/vision-statements/

Bailey Solutions creates innovative and excellent software products that library and information professionals enjoy using.

“The best mission statements are inspirational, clear, memorable, and concise” https://topnonprofits.com/examples/nonprofit-mission-statements/

Bailey Solutions’ mission is to help library and information professionals excel in their jobs by providing the software tools to help them work smarter and more effectively.

LEAD-THINK-PLAN-ACT

Grow into your goals

“If you fail to plan you plan to fail” Benjamin Franklin

Strategic Plan Sets priorities Lists tasks Sets time frames Assigns tasks Measures attainment

Strategic Planning Break your plan into achievable timeframes: 5 year goals – high level 1 year goals Quarterly plan Monthly tasks Weekly tasks Daily tasks – most specific

Good habit: To Do List Ask everyone single team member (including you!) to write a list at the end of each day of everything they need to do tomorrow.

SMART TASKS Specific Measurable Achievable Result Time based

“You can only manage what you measure”

Key Performance Indicators Objective measurements Indicate progress towards your goals Focus team’s attention Can be individual and team KPIs

Advanced Performance Institute Resources for KPIs Books Websites Advanced Performance Institute http://www.ap-institute.com/kpi-library.aspx

Create competent team members Share your vision Give clarity: staff need to know what they have to do Motivate, mentor and train Praise

Encourage innovation and initiative

Reward Success

Things don’t go to plan? Work out why Try again

Refinement Analysis and assessment Doing the same thing over and over again and expecting different results is madness!

http://balancedscorecard.org/Resources/The-Nine-Steps-to-Success

http://www.sheffield.ac.uk/hr/guidance/change/toolkit/cycle

Commitment Read a book a month Believe you can be better Work hard on yourself Decide to do it – COMMIT!

Questions?

penny@baileysolutions.co.uk 01273 773788 @ExpertLMS www.baileysolutions.co.uk www.knowallenquire.com www.facebook.com/BaileySolutionsLtd