Strategic Planning Joseph W. Lapilio III – Na Ki`i Ku LLC Tracy Janowicz – Ho`okupa`a

 … a process of defining strategy and making decisions on allocating its resources to pursue this strategy.. – Wikipedia  A systematic process of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them. – BusinessDictionary.com A systematic process of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them. – BusinessDictionary.com  … used to set priorities, focus energy and resources, strengthen operations, ensure 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.. – Balanced Scorecard Institute Strategic Planning

 The overall intended objectives and approach to a situation. Most business managers will carefully develop a well thought out strategic position and take considerable steps to communicate it to staff clearly so that all parts of the business can be operating toward the firm's stated goals. – BusinessDictionary.com The overall intended objectives and approach to a situation. Most business managers will carefully develop a well thought out strategic position and take considerable steps to communicate it to staff clearly so that all parts of the business can be operating toward the firm's stated goals. – BusinessDictionary.com  A critical step in defining the strategy of a business is to determine its strategic positioning – the essence of how it competes and serves customers in its markets. At the core is customer bonding: the attraction, satisfaction and retention of customers. – Dean and Company  Strategy is a proprietary set of actions that serve targeted customers better than competition, while strategic positioning consists in defining the focus point of a company’s resources. – WAED.net Strategic Positioning

 Brainstorming - Rapid generation of creative ideas.  Problem Statement Guidelines - Apply problem statement guidelines to sharpen the definitions of any problem into its what, when, where, who, why, and how dimensions.  Strengths and Weaknesses, Opportunities and Threats (SWOT).  Problem Trees - Direct your attention to fundamental, deep-rooted explanations. Strategic Planning Tools

 Logical Framework - The logical framework encourages planners to specify cause-and- effect relationships, and to explicitly state all assumptions.  Force-Field Analysis - Most goals are characterized by restraining forces that hold you back, and driving forces that push you forward. In force-field analysis, you identify these forces, and you assess your degree of influence to control them.  Comparison Matrix - Rank several options in a systematic way to arrive at a single choice.  Role Playing - Interpret problems and feel emotions in the same way as your actual interest groups.  Environmental Scan (e-Scan) - Monitoring of an organization's internal and external environments for detecting early signs of opportunities and threats that may influence its current and future plans. Strategic Planning Tools cont’d

 Who needs to be involved?  Board of Directors  Staff  Key Stakeholders  Key Volunteers  Others Strategic Planning

 Problems, Pitfalls and Resolutions Strategic Planning

 Different Agenda  Loss of vision and mission  Conflicting or loss of values  Perpetual planning  Non-use  Other issues Strategic Planning

 So how do you use your Strategic Planning/Strategic Positioning Document? Strategic Planning

 Let’s talk… Strategic Planning