1. Strategic Planning Made Waaay Easier: Chainsaw Planning

2. Orientation Introductions - TCHRA Colleagues - Bruce Miles, Ed.D.

3. Goals for this session

4. 1) Briefly review why planning can be difficult 2) Learn how to immediately apply six new planning tools 3) Ask questions, for crying out loud! Goals

5. Organizational Conflict – Why Teams Fail Why managers say teams failed to meet expectations: Goals unclearxxxxxxxxxxxxxxxxxxxxxxx 55% Changing objectivesxxxxxxxxxxxxxxxxxxxxxxx 55% Lack of accountabilityxxxxxxxxxxxxxxxxxxxxx 51% Lack of management supportxxxxxxxxxxxxxxxxxx 49% Lack of role clarityxxxxxxxxxxxxxxxx 47% Ineffective leadershipxxxxxxxxxxxxxx 45% Low priority of teamxxxxxxxxxxx 40% No team-based payxxxxx 30%

6. Why is planning so difficult?

7. 1) Most planning models are dinosaurs 2) Most planning takes too long 3) Most planning yields too-general results

8. Positive Results - Planning  Provides a framework for decisions  Provides a reason for better employees to align their efforts & follow a lead  Essential strategies include: ID issues Vision & Mission shortcuts Priorities Worksheet Specificity Accountability

9. Planning Funnel

10. Step 1: Who to Invite?

11. Houston, we have a problem! 1) We can increase employee engagement by asking employees to help plan 2) Can we invite outsiders? 3) Planning assistance may be advisory or binding – specify in advance!

12. Leader’s Window

13. Step 2: Successes & Issues PositiveLess Than Positive Intended 1) 2) 3) 4) 5) 1) 2) 3) 4) 5) Unintended 1) 2) 3) 4) 5) 1) 2) 3) 4) 5)

14. Planning Funnel

15. Does Anybody Have a Map? 1) Vision – A New, Desirable Destination A) Micro-Vision B) 3 – to – 5 year vision 2) Mission – A Job Description to Get There

16. Step 3: Vision & Mission Vision Statements Describe New Destinations. A) An ideal organization B) Ideal services C) Ideal lives D) Ideal products Mission Statements are Job Descriptions. A) What an organization will do B) What services will be provided C) How lives will be changed D) What products will be delivered

17. So we have vision & mission. Big deal. When do we get specific?

18. Planning Funnel

19. Step 4: Priorities Write your organization’s new Vision here. Identify between 4 & 6 Priorities. 1) 2) 3) 4) 5) (Optional) 6) (Optional)

20. Now we are getting somewhere. What’s next?

21. Planning Funnel

22. Step 5A: Benchmarks

23. Step 5B: Workplans Refine The Goal (in 20 words or less; 5 minutes) Develop 4 or Fewer Objectives (10 minutes) 1) 2) 3) 4) Timeline Resources Responsibility 1) 1) 1) 2) 2) 2) 3) 3) 3) 4) 4) 4) Develop an Evaluation Method (Quantitative or Qualitative, 5 minutes) Admiration of the Problem (ID all sub-issues & hurdles; 5 minutes)

24. Planning Funnel

25. This is better planning than we’ve ever done! What’s my role?

26. Step 6: Accountability

27. Is there a way to use our new plan to engage employees?

28. You betcha.

29. Employee 90-Day Feedback

30. Your Next Steps

31. Who could diagnose problems? PositiveLess Than Positive Intended 1) 2) 3) 4) 5) 1) 2) 3) 4) 5) Unintended 1) 2) 3) 4) 5) 1) 2) 3) 4) 5)

32. Who would benefit from a new Vision?

33. Who needs clearer Priorities? Write your organization’s new Vision here. Identify between 4 & 6 Priorities. 1) 2) 3) 4) 5) (Optional) 6) (Optional)

34. Who needs Accountability?

35. Who needs even more Accountability?

36. Thank You! Bruce Miles 320-260-2612 bruce@bigrivergroup.combruce@bigrivergroup.com www.bigrivergroup.com