Strategic Planning Process for Affiliates [Insert Chapter or State Council Name Here] © SHRM 2009 Planning Today for Tomorrow’s Challenges Presented by SHRM

The Three Primary Sections I. Planning Principles II. The Strategic Planning Process III. Strategic Execution ©SHRM 2009

I. Planning Principles © SHRM 2009 Strategic Planning Process for Affiliates

Our Mission  Research... ...Define... ...Recommend strategic actions to achieve... ...Our preferred future. If you don’t know where you’re going, any path will take you there. -Sioux proverb ©SHRM 2009

Program Objectives  Review the key elements of a Strategic Planning Process.  Explain the critical components of the Strategic Execution Planning Cycle.  Develop and execute a Strategic Plan.  Address concerns you may have about sustaining a long-term practice of planning. ©SHRM 2009

Planning Myths  Most people plan.  Planning takes too much time and work, it bogs us down.  Planning is rarely looked upon as an investment.  The best planning methods are based on complex strategies.  Planning should be concrete, not flexible. ©SHRM 2009

The Pareto Principle ©SHRM % 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% SHRM OBJECTIVES/GOALS COUNCIL/BOD OBJECTIVES/GOALS Reactive Work Low Priority Work Suggested use of time Activity

II. The Strategic Planning Process © SHRM 2009 Strategic Planning Process for Affiliates

©SHRM 2009 The Planning Process in Action I. Planning Base External Assessment Internal Assessment Assumptions Priority Issues Where are we now?

©SHRM 2009 The Planning Process in Action I. Planning Base II. Results Required External Assessment Internal Assessment Vision/ Mission Assumptions Priority Issues Objectives Where are we now? Where do we want to be?

©SHRM 2009 The Planning Process in Action I. Planning Base II. Results Required III. How External Assessment Internal Assessment Vision/ Mission Strategies Assumptions Priority Issues Objectives Where are we now? Where do we want to be? How will we get there?

©SHRM 2009 The Planning Process in Action I. Planning Base II. Results Required III. How IV. Implementation External Assessment Internal Assessment Vision/ Mission StrategiesAction Plans Assumptions Priority Issues ObjectivesContingency Plans Where are we now? Where do we want to be? How will we get there? Who must do what?

©SHRM 2009 The Planning Process in Action I. Planning Base II. Results Required III. How IV. ImplementationV. Review External Assessment Internal Assessment Vision/ Mission StrategiesAction Plans Monitoring Assumptions Priority Issues ObjectivesContingency Plans Where are we now? Where do we want to be? How will we get there? Who must do what?How are we doing?

l. Planning Base/Assessment Data Collection > Historical Analysis > Environmental Scanning Challenges conventional wisdom Provides insight for the future Identifies strengths, weaknesses, opportunities and threats ©SHRM 2009

II. Results Required/Visioning Components of our mission statement Components of our vision statement Components of our values Primary objectives ©SHRM 2009

III. How?/Strategies Needed strategies to achieve our preferred future Performance measures to monitor progress ©SHRM 2009

IV. Implementation Tactical action plans > Specific tasks > Responsibility levels > Time frames > outcomes Implementation elements to clarify roles Contingency plans to explore alternatives ©SHRM 2009

V. Review Monitoring > To determine level of progress > Establish basis for alternative plans Controls > Before the fact > During the fact > After the fact ©SHRM 2009

Outcomes Clear picture of how trends impact our present and future Agreed upon direction and strategy Clearly defined mission, vision and values Specific, clear plans to improve our performance Development of team behaviors Improved decision making Better leadership Development of strategic thinking and implementation skills Better allocation of resources and responsibilities Identification of short and long term “attention areas” Increased recognition as a “differentiator” Consistent, sustained success, as opposed to marginal success ©SHRM 2009

III. Strategic Execution Strategic Planning Process for Affiliates © SHRM 2009

Historical Analysis ©SHRM 2009 HIGHS LOWS

©SHRM 2009 Historical Analysis HIGHS LOWS

Environmental Analysis External Area of AnalysisPositiveNegativePriority (A,B,C) ©SHRM 2009

Environmental Analysis Internal Area of AnalysisPositiveNegativePriority (A,B,C)

SWOT Analysis -- Strengths Something we have, our competition does not and they can’t easily get. ©SHRM 2009

SWOT Analysis -- Weaknesses Something our competition has, we do not and we can’t easily get.

©SHRM 2009 SWOT Analysis -- Opportunities What are the overall issues, based on what our scan tells us, that we should be concentrating on?

©SHRM 2009 SWOT Analysis -- Threats What can potentially get in the way of our success?

Primary Objectives Priority (A,B,C) TacticalStrategic ©SHRM 2009

What are the Perceived Barriers? SHRM (Corporate Headquarters) ___________________________________________________________________ ___________________________________________________________________ _____________________________________ Chapter or State Council ___________________________________________________________________ ___________________________________________________________________ _____________________________________ Us (The Members of Chapter or Council) ___________________________________________________________________ ___________________________________________________________________ _____________________________________ ©SHRM 2009

Action Plan Worksheet Objective Situation Analysis Strategies Barriers to Overcome Resources Needed General Summary of Contingency Plan ©SHRM 2009

Action Plan Implementation Schedule Action Item (What?) Responsibility (Who?) Completion Date (When?) Outcome (Benefits) ©SHRM 2009

The Plan Sniff Test Is the plan realistic? Is the plan simple? Is the plan sequential? Does it flow properly? Is there a contingency plan? Will we know if we’re off track? Is the plan creative? Were all issues and facts taken into consideration? ©SHRM 2009

Implementation and Monitoring How and to whom will we communicate our objectives? Who will be on the implementation team? What roles will everyone have? What training and development is necessary to better position us for the future? How often should we meet to review our status? ©SHRM 2009

The Continuum Your team is “never there”; they are always “getting there.” There are constant internal and external changes. Together, you are capable of doing anything. ©SHRM 2009