Strategic Planning for Dairy Modernizations Prepared by - Bob Cropp, UWEX Pepin County Agriculture Agent Carl Duley, UWEX Buffalo County Agriculture Agent

Different activities require different approaches 5 Purposeful Activities (Gerald Nadler) 1. Learning 2. Research 3. Planning and Design 4. Evaluation 5. Operating and Supervising

Strategic Planning Not easy stuff. Takes experience and knowledge to facilitate and participate. Can not be rushed. The approaches used can vary, but there are some essential parts. Strategic planning is ongoing, not used just when considering major changes.

Strategic Plan A program of action, that addresses the organization’s strategic issues (fundamental questions or challenges) and is driven by the organization’s mission/purpose.

Plan For Planning Mission Purpose Values Stakeholders External Internal External & Internal Assessment SWOT Define Strategic Issues For the Business Implementation and Assessment Vision Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates

Mission Statement Mission = what an organization does Values = how an organization should act Vision = what an organization should look like in the future

Mission Statement - definition Purpose of the organization Core function Organization’s reason for being – the “work” of the organization What the organization does uniquely well Mission/purpose should define the organization’s intentions towards the clientele to be served

Plan For Planning Mission Purpose Values Stakeholders External Internal External & Internal Assessment SWOT Define Strategic Issues For the Business Implementation and Assessment Vision Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates

Mandate Formal and informal requirements placed on a business or organization.

Stakeholder Any person, group or organization that can place a claim on an organization's attention, resources, or output, or that is affected by that output

Stakeholders Internal – Family – Partners – In-laws! External – Agencies – Lenders – Builders

SWOT Analysis An analysis of a businesses internal and external environments

SWOT Analysis S trengths W eaknesses O pportunities T hreats

Plan For Planning Mission Purpose Values Stakeholders External Internal External & Internal Assessment SWOT Define Strategic Issues For the Business Implementation and Assessment Vision Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates

Strategic Issue Fundamental policy question or challenge that affects the businesses mandates, mission and/or values. Long term and do-able.

Goals The performance level Amount of an objective to be attained in a specific time and cost limit.

Planning should have a Vision Now Future Mission drives the work. Plan drives the action.

Formulate a Strategy Make an Action Plan…So now what? – What to do? – Who will do it? – When….set a timeline Report Back

Evaluation and Reassessment Try it! Does it fit? Redesign needed?

Plan For Planning Mission Purpose Values Stakeholders External Internal External & Internal Assessment SWOT Define Strategic Issues For the Business Implementation and Assessment Vision Strategic Planning Flow Chart Plan of Action Strategy Assess Mandates

Planning is a process, not an event. The norm is for strategic planning to fail, because the way things are is very powerful! Planning takes time! Important Thoughts

To learn more about Planning : Attend the UW-Cooperative Extension Strategic Planning Program developed and taught by the UWEX Strategic Planning Team

To learn more about Planning: Get connected with the AgVentures Strategic Planning module available through your UWEX Agriculture Agent or the UW-Center for Dairy Profitability.

“If you do not know where you’re heading, you’re likely to end up somewhere else.” Yogi Berra

Strategic Planning for Dairy Modernizations Prepared by - Bob Cropp, UWEX Pepin County Agriculture Agent Carl Duley, UWEX Buffalo County Agriculture Agent