Effective Strategic Planning: A Process that Produces Real Results! Michele Britton Director, Strategic Planning SHRM

2016 SHRM Volunteer Leaders’ Summit Why Plan? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Why Plan? Better leadership—more cohesive team Clear picture of how trends impact the present & future Clearly defined mission, vision, and strategy Identification of short- and long-term “attention” areas Specific plans to improve performance Consistent, sustained success, as opposed to marginal success Strategic budget—a plan for 1-2 years & 3-5 years regarding what budget changes are needed to reach plan goals 2016 SHRM Volunteer Leaders’ Summit

Strategic Planning Toolkit Volunteer Leaders Resource Center www.shrm.org/vlrc Toolkit with guide, workbook, & PowerPoint presentation Administrator's Guide Participant Workbook PowerPoint Presentation Worksheets Vision, Mission, Environmental Scan, SWOT, Budget Resource Allocation, Objectives, Goals, Action Plans, and Implementation Schedule 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit The Road Trip 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit The Road Trip Where are we now? Where are we headed? What’s the best route? How will we make it happen? How will we know we are on track? 2016 SHRM Volunteer Leaders’ Summit

Where are we now? Who’s going with us? What is our purpose? What is our current state? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Planning Team current, past and future leaders external expertise, as needed Mission Statement What is our purpose? What activity do we do to accomplish our purpose? Who benefits from our work? Environmental Scanning As-Is and SWOT analysis; Gap analysis 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Where are we headed? Vision 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Vision Vision Statement - Measureable and Time bound What will we look like in 3-5 years? What does success look like? What are we aspiring to achieve? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit The Road Trip Where are we now? Where are we headed? What’s the best route? How will we make it happen? How will we know we are on track? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit What’s the best route? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Mapping the Priorities Top 3-5 Primary Strategic Objectives Short-term (1 year) and Long-term (5 years) Primary Goals or Initiatives aligned to Objectives Budgeting and Resource Allocation Barriers and Contingency Plans 2016 SHRM Volunteer Leaders’ Summit

How will we make it happen? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Action Planning – What, How, When, and Who What are the expected outcomes? How will it be done? When will it get done? Who will be responsible? 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit The Road Trip Where are we now? Where are we headed? What’s the best route? How will we make it happen? How will we know we are on track? 2016 SHRM Volunteer Leaders’ Summit

How will we know we are on track? 2016 SHRM Volunteer Leaders’ Summit

Monitoring and Adjusting Review Your Action Plans Regular checkpoints with owners; continual review of progress and gaps Watch for changes in membership, finances, local competition, and other items from your original environmental scanning Establishes basis for alternative plans 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Communicate Follow up with your membership to share the plan, goals, and successes – keep them in the loop about your activities and how you are working for the best interests and successful future of the chapter/council 2016 SHRM Volunteer Leaders’ Summit

Thank You! Q&A will follow the Panel Discussion 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Panel Katie Walk, SHRM-SCP WI State Council Director REIDKAT@kellyservices.com Sonja Talley, SHRM-SCP AZ State Council Director nato29@cox.net Tamra Bragg Texoma HRMA Chapter President tamra.bragg@lonestarfoodstores.com 2016 SHRM Volunteer Leaders’ Summit

2016 SHRM Volunteer Leaders’ Summit Thank You! 2016 SHRM Volunteer Leaders’ Summit