APEC SCE Strategic Planning Process Jim Wallar Nathan Associates APEC Energy Working Group November 2012

Why Strategic Planning?

What To Achieve How To Achieve It Strategic Planning Strategic Planning

Vision ObjectivesOutcomes Outputs ActivitiesMission

Problems StakeholdersCompetency Advantages Resources Assumptions Planning Parameters

Vision Mission Statement Objectives Key Performance Indicators Elements of a Strategic Plan

Vision of Perfection Vision of Perfection Imagine a World Where All APEC Goals Had Been Achieved

Mission Statement WhoWith Aim How

Core Problem ImpactBottleneck StrengthsFocus Objectives: Critical Issues

Process Oriented Results Oriented Link to M&E Key Performance Indicators

SpecificMeasurable AgreedRealistic Timely SMART Key Performance Indicators

Annual Planning

Causal Model  Organize Workshop  Hold a Seminar  Conduct Research  Prepare a Case Study  Organize Workshop  Hold a Seminar  Conduct Research  Prepare a Case Study Tasks/Activities Things you do  Workshop attended by 50 participants,  Seminar with 20 participants, CD-Rom for distribution  Research paper provides diagnostic; recommendations for improvement  Case Study illustrates practical benefits  Workshop attended by 50 participants,  Seminar with 20 participants, CD-Rom for distribution  Research paper provides diagnostic; recommendations for improvement  Case Study illustrates practical benefits Outputs Produce things you can count Outcomes  40 Participants apply learning to jobs/policies  15 Participants conduct workshops with 50 participants each using CD-Rom  Research paper used as basis for journal articles, political speeches  Case study contributes to public debate  40 Participants apply learning to jobs/policies  15 Participants conduct workshops with 50 participants each using CD-Rom  Research paper used as basis for journal articles, political speeches  Case study contributes to public debate Generate behavior or system change Generate behavior or system change Impacts/ Objectives Impacts/ Objectives  New attitude toward issue emerges  Actions proposed, debated, adopted  New measures result in tangible difference from previous approach  Benefits acknowledged and new approach accepted as the norm  New attitude toward issue emerges  Actions proposed, debated, adopted  New measures result in tangible difference from previous approach  Benefits acknowledged and new approach accepted as the norm Lead to measurable changes attributable to projects  Goals set by Leaders, Ministers, Committees, Groups  Bogor Goals, OAA,  Goals set by Leaders, Ministers, Committees, Groups  Bogor Goals, OAA, APEC Goals Achieve APEC Goals Results Chain

APEC Strategic Planning 1 Aids Efficient Resource Allocation 2 Sets Clear Path Toward Objectives 3 Helps Cross Fora Coordination