STRATEGIC PLANNING

STRATEGIC PLANNING DEFINITIONS (1)  PLANNING PROCESS (2)  STRATEGIC

strategic planning: PLANNING PROCESS (2)  NORMATIVE to DESCRIPTIVE  SUBJECTIVE to OBJECTIVE  WHY? to HOW? (who?, where?, what?, when?)  LONG-TERM VISION to IMMEDIATE ACTION  Basic VALUES to small STEPS

strategic planning definitions PLANNING PROCESS  EXISTENCE (3)  DIRECTION  KNOWLEDGE  ACTION  ASSESSMENT

Strategic planning definitions planning process EXISTENCE  V ALUES (4)  V ISION  M ISSION

strategic planning: definitions planning process: existence V ALUES  Questions: Who are we? What do you believe? Why?  BELIEFS held by a high percentage of the community’s members and stakeholders.  CULTURAL NORMS that both encourage certain behavior but put limits on peoples’ behavior.

strategic planning: definitions planning process EXISTENCE  V ALUES  V ISION (4)  M ISSION

strategic planning: definitions planning process: existence V ISION  Questions: What do we want our world to look like in the future?  What are our aspirations for our community, or organization?  At this stage, go beyond what seems possible. Focus on what seems ideal.  Forget the petty differences.

strategic planning: definitions planning process EXISTENCE  V ALUES  V ISION  M ISSION (4)

M ISSION (4)  Questions: Why does our organization exist?  What are our strengths, capabilities?  How do we (can we) promote our vision of the future? (in gereral terms)  What do we do?  How do we do it?  For whom do we do it?  How do we excel?

strategic planning: definitions PLANNING PROCESS (2)  EXISTENCE  DIRECTION (3)  KNOWLEDGE  ACTION  ASSESSMENT

strategic planning: definitions planning process DIRECTION  G OALS  O BJECTIVES  T ARGETS

strategic planning: definitions planning process DIRECTION  G OALS (4)  O BJECTIVES  T ARGETS

strategic planning: definitions: planning process: direction G OALS  Question: What should we try to achieve?

strategic planning: definitions: planning process: direction Goals (continued)  State a small number of generalized goals to be achieved in a defined, but relatively long period of time.  Emphasis at this stage is not on realism or measurability but on direction.

strategic planning: definitions: planning process: DIRECTION  GOALS  O BJECTIVES (4)  TARGETS

strategic planning: definitions: planning process: direction MEASURABLE OBJECTIVES (4)  Question: How do we restate our goals so they are realistic, achievable and measurable?

strategic planning: definitions: planning process: direction MEASURABLE OBJECTIVES (Continued) (4)  State from one to three objectives for each goal.  Objectives should be stated in a way that achievement is measurable.  Measurable means (1) that achievement can be judged, and (2) that degree of partial achievement can be determined.

strategic planning: definitions: planning process: direction MEASURABLE OBJECTIVES (Continued, p.3) (4)  It is possible that progress toward one objective can contribute to more than one goal.  Establishment of measurable objectives requires some knowledge about the situation, &  The information required to measure progress informs the need to collect certain data.  Thus, some ‘knowledge’ comes before ‘objective’ in the chart.

strategic planning: definitions: planning process: DIRECTION  GOALS  OBJECTIVES  T ARGETS (4)

T ARGETS (4)  Question: What is success in the short term?  How do we know if we are on track?

T ARGETS (continued)  State short-term (one year) measurable objectives that promote the achievement of longer-term objectives.  Metrics used to quantify targets.  Targets used to select metrics

PLANNING PROCESS  EXISTENCE  DIRECTION  KNOWLEDGE (3)  ACTION  ASSESSMENT

strategic planning: definitions: planning process KNOWLEDGE  T HEORY  I NFORMATION  M ETRICS

KNOWLEDGE  Ignore this one.

strategic planning: definitions: planning process KNOWLEDGE  Environmental Scanning Methodologies  SWOT (Strengths, Weaknesses, Opportunitites, Threats) S   PEST analysis (Political, Economic, Social, and Technological) PEST analysis   STEER analysis (Socio-cultural, Technological, Economic, Ecological, and Regulatory factors) STEER analysis   EPISTEL (Environment, Political, Informatic, Social, Technological, Economic and Legal)

strategic planning: definitions: planning process KNOWLEDGE  Theory (4)  Information  Metrics

Theory (4)  Questions, How do things work?  Systems Analysis: How do different parameters interrelate?*  Educated Guesses. ..

Systems Analysis (5)  Unexpected feedback  Why common sense doesn’t work.  Why attacking problems never solves problems.  Science v. Expert System (Educated Intuition)  Modeling  Critical path

strategic planning: definitions: planning process KNOWLEDGE  THEORY  I NFORMATION  METRICS

Information (4)  QUESTIONS: What do we know about the past and the present?  Do these provide hints about the future?  Straight-line trends.  Exponential trends  Tipping points*

TIPPING POINT (5) *Epidemiology *System feedback and reinforcement * Positive synergy.

Information  Quantitative and Non-quantitative Data

KNOWLEDGE  Theory  Information  M etrics

METRICS p.1 Definition  Standards of measurement by which efficiency, performance, progress, or quality of a plan, process, or product can be assessed. measurement efficiencyperformanceprogressqualityplanprocessproductmeasurement efficiencyperformanceprogressqualityplanprocessproduct

METRICS p.2 ISSUES  Data Availability  Expense  Privace  Consistency  Selection: Parsamonious Data Collection

METRICS p.3  Look to Measurable Objectives & Targets.  Data Elements to Scan for Threats  Consistency of Both Data Element & Methodology.  Data Element Dictionary.  Community Indicators.

METRICS p. 4  MANAGEMENT INFO SYSTEM (MIS)  Interrelate data elements  Balanced Scorecard  Dashboard  Share Metrics as Quickly as Possible with all Stakeholders

PLANNING PROCESS  EXISTENCE  DIRECTION  KNOWLEDGE  ACTION  ASSESSMENT

ACTIONS  Description*  Location*  Process / Tasks  Actors*  Resources  Results  Secondary Consequesces

ACTION  Description*  Location*  Process / Tasks  Actors*  Resources  Results  Secondary Consequesces

Description  Brief.  Understandable to All Involved.  

ACTION  Description*  Location*  Process / Tasks  Actors*  Resources  Results  Secondary Consequesces

Location  Where?  Centralized or Decentralized?  Accessible?  

ACTION  Description*  Location*  Process / Tasks  Actors*  Resources  Results  Secondary Consequesces

Actors  Actors You Control  Actors You Influence: How?  Other Stakeholders Who Many Be Self Motivated  Self-Actualization

ACTION  Description*  Location*  Process / Tasks  Actors*  Resources  Results  Secondary Consequesces

PLANNING PROCESS  EXISTENCE  DIRECTION  KNOWLEDGE  ACTION  ASSESSMENT

PLANNING PROCESS  EXISTENCE  DIRECTION  KNOWLEDGE  ACTION  ASSESSMENT

PLANNING PROCESS  NORMATIVE TO DESCRIPTIVE  SUBJECTIVE TO OBJECTIVE  WHY to HOW (who, what, where, when)  Long-term VISION to immediate ACTION  basic human VALUES to baby STEPS