1. The art of getting things done: strategic planning, a CLSIG webinar
By Penny Bailey BA, Dip Lib, MCLIP, MIoD, FRSA
Managing Director of Bailey Solutions Ltd
Treasurer if CLSIG

2. Strategic planning Q & A Today’s agenda
what is it and how do you do it?
Q & A

3. What is strategic planning?
“Strategic planning is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, …
Strategy Management Group

4. What is strategic planning?
… ensure that employees and other stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization's direction in response to a changing environment. …
Strategy Management Group

5. What is strategic planning?
…It is a disciplined effort that produces fundamental decisions and actions that shape and guide what an organization is, who it serves, what it does, and why it does it, with a focus on the future. …
Strategy Management Group

6. What is strategic planning?
… Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful.”
Strategy Management Group

7. What is your destination?
Where are you going?
What do you want to achieve?
Start with the end in mind

8. Think BIG
Dream BIG
Believe BIG
And the results will be BIG

9. “The best visions are inspirational, clear, memorable, and concise”

10. Bailey Solutions creates innovative and excellent software products that library and information professionals enjoy using.

11. “The best mission statements are inspirational, clear, memorable, and concise”

12. Bailey Solutions’ mission is to help library and information professionals excel in their jobs by providing the software tools to help them work smarter and more effectively.

13. LEAD-THINK-PLAN-ACT

14. Grow into your goals

15. “If you fail to plan you plan to fail”
Benjamin Franklin

17. Strategic Plan Sets priorities Lists tasks Sets time frames
Assigns tasks
Measures attainment

18. Strategic Planning Break your plan into achievable timeframes:
5 year goals – high level
1 year goals
Quarterly plan
Monthly tasks
Weekly tasks
Daily tasks – most specific

19. Good habit: To Do List
Ask everyone single team member (including you!) to write a list at the end of each day of everything they need to do tomorrow.

20. SMART TASKS
Specific
Measurable
Achievable
Result
Time based

21. “You can only manage what you measure”

22. Key Performance Indicators
Objective measurements
Indicate progress towards your goals
Focus team’s attention
Can be individual and team KPIs

23. Advanced Performance Institute
Resources for KPIs
Books
Websites
Advanced Performance Institute

24. Create competent team members
Share your vision
Give clarity: staff need to know what they have to do
Motivate, mentor and train
Praise

25. Encourage innovation and initiative

26. Reward Success

27. Things don’t go to plan?
Work out why
Try again

28. Refinement Analysis and assessment
Doing the same thing over and over again and expecting different results is madness!

32. Commitment Read a book a month Believe you can be better
Work hard on yourself
Decide to do it – COMMIT!

34. Questions?

35. penny@baileysolutions.co.uk 01273 773788 @ExpertLMS