1. CARF Canada Advanced Performance Measurement
Strategic & Business Planning

2. CARF Canada Outcomes - Day One Planning Session
Learning Objectives
This session is intended to clarify the connection between strategic planning and planning for Business Functioning Improvement. The learning objectives are:
Have a clear understanding of intent of the Strategic Planning Standards and their relationship to Business Functioning Performance Measurement standards
To utilize tools to develop integrated plans
Review learning objectives.
Review any housekeeping items, such as when breaks will occur, where bathrooms are, parking, etc.

3. Strategic Planning Standards
As with the Performance Measurement System, you have to WRITE IT DOWN!!!
A written strategic plan:
Is developed with input from all stakeholders
Reflects current and projected financial position
Sets goals and priorities.
Is implemented
Is reviewed annually and updated for relevance
A written strategic plan:
Is developed.
Reflects current and projected financial position.
Sets goals and priorities. [what is identified and tracked through a balanced scorecard? Do staff speak to the same priorities?]
Is implemented.
Is shared with:
Persons served, as appropriate.
Other stakeholders, as appropriate.
Is reviewed and updated for relevance.
ECS

4. So… what should inform a Strategic Plan???

5. Strategic Planning Standards
Strategic planning should consider:
Expectations of all stakeholders
The competitive environment
Financial opportunities and threats
Your organization’s capabilities
Service area needs
Demographics of the service area
Relationships with external stakeholders
The regulatory and legislative environment
Technology for efficient and effective operations
Information from analyzing performance
Does this look a little familiar???
The ongoing strategic planning of the organization considers:
Expectations of other stakeholders.
The competitive environment.
Financial opportunities.
Financial threats.
The organization’s capabilities.
Service area needs.
Demographics of the service area.
The organization’s relationships with external stakeholders. [ex: educational institutions]
The regulatory environment.
The legislative environment
Expectations of persons served.
Do persons served have adequate technology and devices? Do staff? Does strategic planning reflect needs in these areas? Do staff work from the field? Laptops/cell phones.
Performance analysis should guide strategic planning.
ECS

6. So… how do you connect Strategic Planning with Business Functioning Improvement???

7. An Example…
Using the Balanced Scorecard Approach to plan for Business Functioning Improvement

8. Wrap-up
Questions?