1. Strategic Planning Presented by: Amy Bocko Laura Hankin Luca Manna Goals. Actions. Future.

2. Planning “Planning is bringing the future into the present so that you can do something about it now.” - Alan Lakein

3. Strategic Planning “Disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and how it does it.” - John M. Bryson

4. Strategic Planning Examine the resources and circumstances Establish your values Focus on a vision and mission Evaluate the progress Communicate Accept uncertainty Prepare for change Control the future

5. It's not easy Watch me!

6. Assessment Examine both the internal and external factors that may affect the plan’s success S.W.O.T. P.E.S.T (wikipedia.com )wikipedia.com

7. S.W.O.T S trength W eaknesses O pportunities T hreats An analysis of o Internal (organization) o External (environment) Carefully examine factors that affect the success of the plan Recognize potentials and hindrances Build upon the positives Eliminate the negatives

8. P.E.S.T. P olitical E conomic S ocial T echnological Examination of the macroenvironment Environmental factors that influence the organization Often beyond organization’s control Get a sense of the big picture

9. Values and Value Statements Ask yourself, "What are the values of our organization?” Determine o Your institution's place and relationship to the community o The services you provide o The qualities you look for in employees o What you expect from yourself professionally This process facilitates the creation of mission and vision statements for your institution

10. Mission Statement Mission statement A description of the purpose and objectives of an organization. Not an outline of the services you offer Example: “The Champaign Public Library creates a community where popular materials are abundant, reading is valued, and learning never ends.”

11. Vision Statement Vision statement An outline of the future plans and aspirations of an institution. Example: "The Monroe County Library System is a coalition of member libraries that provides materials and programs to meet the informational, educational and recreational needs of individuals, member libraries and local governments through 1) collaborative ventures in cost effective delivery of quality services; 2) centralized delivery of selected services; and 3) the fostering of fast, accurate access to materials and services in a seamless, consistent and uniform manner."

12. Monitoring & Evaluation Integral part of the implementation of any plan Provide feedback for o Members of the organization o External stakeholders Provides insights on o The effectiveness of the plan o Need for adjustments

13. Ask yourself... Are the goals and objectives realistic? Are the deadlines realistic? Does the staff have the necessary resources to achieve the set goals? Be prepared to modify your course of action Plan not achieving objectives?

14. Communicating change Tips adapted from http://www.nsba.org/sbot/toolkit/tcp.htmlhttp://www.nsba.org/sbot/toolkit/tcp.html Consult and inform those who will be involved and affected by the change throughout the process Be clear, concise and put the change in personal terms Anticipate positive reactions, resistance and reluctance Encourage questions, suggestions and responses Ensure that your personal key communicators are up-to-date on their information Keep communicating of the change after implementation Recognize and celebrate its success

15. Want to learn more? Explore our Strategic Planning Wiki for Videos Explanations Tools Examples Suggested readings

16. Discussion Consider your place of work or the institution or organization you will be observing for your case study. What sort of values, goals, objectives should be considered in the development of a strategic plan that will ultimately guide the institution towards a successful future? What would you recommend as a vision or mission statement for your organization? and/or Managing change as a component of strategic planning. Moving towards the vision set forth in a strategic plan will invariably involve the implementation of change in the organization. Expanding upon the notions of change established by last week's readings, how crucial is the handling of change to the success of a strategic plan and how could change be successfully implemented without negatively affecting workplace morale, productivity and efficiency? Please consider the aspects of a strategic plan (mission/vision statements, SWOT analysis, etc.) in your discussion.

17. Thank you! Amy Bocko Laura Hankin & Luca Manna See you in class!