V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 1 STRATEGIC PLAN STRUCTURE FORMAT & TERMS DEREK MITCHELL 22 JUNE 2003

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 2 PLANNING MODEL HICI Mission & Guiding Principals Strategic Goals  Outcomes Strategies  Outputs Tactics / Activities / Strategic Projects Assessment  Issues & Opportunities ISSUES

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 3 STRATEGIC PLANNING  Planning structure and approach  Outcomes vs. Outputs vs. Strategies vs. Tactics / Activities  Planning Format  Purpose of Breakout Sessions

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 4 PLAN FORMAT & DEFINITION OF TERMS

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 5 FORMAT & DEFINITION OF TERMS 1.Issue – A point in question, the questioning of the facts of a situation, an important subject of debate, the existence of a negative situation or problem. 2.Opportunity – A chance or opening offered by circumstances, the chance of a good or favorable change in circumstances. PLANINING MODELGROUP ASSIGNMENTSFORMAT & TERMS

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 6 FORMAT & DEFINITION OF TERMS  Mission Statement - A formal, public statement of an organization's purpose. It is used by an organization to set direction and values.  Goal - A general statement of desired outcome to be achieved over a specified period of time. The term goal is roughly equivalent to Strategic Outcome.  Outcome - An external consequence attributed to an organization, policy, program or initiative that is considered significant in relation to its commitments. Outcomes may be described as: immediate, intermediate or final, direct or indirect, intended or unintended.  Output - Direct products or services stemming from the activities of a policy, program or initiative, and delivered to a target group or population.

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 7  Result - The consequence attributed to the activities of an organization, policy, program or initiative. Results is a general term that often includes both outputs produced and outcomes achieved by a given organization, policy, program or initiative.  Process Indicator - A measurement statistic or parameter that provides information on trends of the performance or status of the desired change or the presence of desired change itself.  Strategy – A plan of action, or a statement of direction which has a major bearing on achieving the desired result or indented outcome.  Activity - An operation or work process internal to an organization, intended to produce specific outputs (e.g. products or services). Activities are the primary link in the process chain through which outcomes are achieved.  Plan Tactics – The means and activities chosen in carrying out a scheme or achieving the desired outputs or outcomes.

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 8 FORMAT & DEFINITION OF TERMS

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 9 SUMMARY OF STRATEGIC PLAN CONTENT 1.Situational Assessment 2.Formulation of Mission / Vision and Core Values / Guiding Principals 3.Identification of the Key Issues / Opportunities 4.Overall Strategic Goals ► Outcomes 5.Broad Strategies to Reach the Outcomes 6.Specific and Measurable Outputs / Objectives 7.Strategic Initiatives / Project Activities to Achieve the Outputs / Objectives 8.Detailed Implementation Plans and Costings 9.Establishing Process Indicators and Benchmarks to Measure Progress PLANINING MODEL

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 10 Now let’s look at an example of what one Strategy might look like as part of a Strategic Plan for one of our OUTCOMES

V ENTURE P LANNING P ARTNERS Strategic Planning  Organizational Development Research  Marketing  Advertising 11 The preceding slides provide an introduction to the topic and content of this PowerPoint presentation. If you would like to see the full presentation just us at: Now just click on the “Back” button at the top of your web page to return to the web site