1. Strategic Planning: Critical to Your Success
Laura R. Barron, MBA
The Barron Group
Knoxville, TN

2. What is Strategic Planning?
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3. Three-Year versus Five-Year Plan
Technology
Equipment
People
Market

4. Strategic vs Tactical Planning
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Tactical
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5. Organization’s Vision & Strategic Three-Year Goals
Where can HR be a strategic business partner in next 3 years?
Where is HR strategically aligned now?

6. Where Are You Now? SOAR Analysis S - Strengths O – Opportunities
A – Aspirations
R - Results

7. SOAR Questions Strengths: What can we build on?
Opportunities: What are our customers & employees asking for?
Aspirations: What do we care deeply about?
Results: How do we know we are succeeding?

8. SOAR Resource info The Thin Book of SOAR,
Jacqueline M. Stavros & Gina Hinrichs,

9. Strategic Planning Process
SOAR Analysis
Strengths
Opportunities
Aspirations
Results
MAJOR 2020
GOALS
Strategies for Challenges
2017 Goals
Action Plans -3 W’s
Individual Goals for 2017

10. Goal Setting for Results
SMART Goals S pecific M easurable A cheivable R ealistic T ime-based

11. Ground Rules There are few right or wrong answers Listen to each other
Respect differences
Agree to disagree
Speak from self
What is said in this room STAYS in this room
Contribute honestly and positively
Expect unfinished business
Have fun

12. Business Partner Relationships
Identify critical business partners needed to accomplish the goals.
What specific major HR activities support these goals?

13. First-Year Tactical Goals
What has to be achieved this year for each goal to accomplish the Strategic Goal in 3 years?

14. The 3 W’s
What required?
When completed?
Who responsible?

15. Communicate for Implementation Success
Who needs to know what?
When do they need to know?
Every employee needs to know before implementation!
Every vendor, contractor and customer needs to know at implementation!

16. Leadership is a... Relationship
“Leadership is a reciprocal relationship between those who choose to lead and those who decide to follow.”
Kouzes & Posner Credibility: How Leaders Gain & Lose It, Why People Demand It, 1993

18. Valuing Our Differences
Recognizing, appreciating, valuing, and utilizing the unique talents and contributions of all individuals.