1. By Paul Signorelli ASTD National Advisors for Chapters 29 March 2011 Strategic Planning 101: Working in the Construction Zone

2. In the Beginning

3. Where We Are

10. What Are We Missing Locally?

11. Jumping to a Higher Level

12. What Are We Missing Statewide?

13. Info at Our Fingertips

14. Who We Are

15. Putting It Together, Exercise #1

16. What We Are Facing: Strengths Weaknesses Opportunities Threats

17. Building on Our Strengths

18. The Process: Inclusive or Exclusive?

19. The Process: An Invitation to the Dance

20. The Process: Setting Simple Timelines

21. Meeting and Communicating

22. Control—But Not Too Much

23. Keeping the Plan in Our Sights

24. Putting It Together, Exercise #2

25. Bringing It Home

26. Flexibility

27. Continuity

28. Resources Free Management Library’s “Basic Description of Strategic Planning”: http://managementhelp.org/plan_dec/str_plan/basics.htm ASTD Mt. Diablo Chapter Strategic Plan: http://www.mtdiabloastd.org/services/files/2010_MD_ASTD_Strategic_Plan.pdf ASTD Sacramento Chapter Strategic Plan (summary): http://www.astd.org/NR/rdonlyres/739FDF98-F5A8-4A43-A3A2- 98BA67D13E53/0/Sacramento5YearStrategicPlan0913.ppt

29. Putting It Together, Exercise #3

30. Questions & Comments

31. Contact Information Paul Signorelli & Associates 1032 Irving St., #514 San Francisco, CA 94122 415.681.5224 paul@paulsignorelli.com http://paulsignorelli.com @paulsignorelli http://buildingcreativebridges.wordpress.com

32. Credits & Acknowledgments (Images taken from flickr.com unless otherwise noted): Title slide: From Detsang’s photostream at http://www.flickr.com/photos/dtsang/3631847149/ Overpass: From Dougtone’s photostream at http://www.flickr.com/photos/dougtone/4186632171/sizes/m/in/photostream/ Crowd: From Aemde’s photostream at http://www.flickr.com/photos/ausnahmezustand/4752989186/sizes/m/in/photostream/ Paving a Road: From Lshave’s photostream at http://www.flickr.com/photos/lshave/3323694902/sizes/m/in/photostream/ Muscles: From SSCusp’s photostream at http://www.flickr.com/photos/sscusp/242081168/sizes/o/in/photostream/ Scrabble: From Hebedesign’s photostream at http://www.flickr.com/photos/hebe/2342104277/sizes/z/in/photostream/ Open Door (Monteriggioni): From PorticoDoric’s photostream at http://www.flickr.com/photos/porticodoric/419629470/sizes/z/in/photostream/ Dance: From Jay 8085’s photostream at http://www.flickr.com/photos/89649959@N00/3435226940/sizes/z/in/photostream/ Crowded Flowchart: From Neil Cummings’ photostream at http://www.flickr.com/photos/chanceprojects/3323969624/sizes/z/in/photostream/ English Monarch’s Timeline: From Eliazar’s photostream at http://www.flickr.com/photos/eliazar/463125003/sizes/m/in/photostream/ Tin-can Conversations: From SEROUSSI’s photostream at http://www.flickr.com/photos/cizake/4164756091/sizes/z/in/photostream/ Telephone: From Plenty.R.’s photostream at http://www.flickr.com/photos/plenty/3360322975/sizes/z/in/photostream/ Laptop: From Guillermo Estevez’s photostream at http://www.flickr.com/photos/gesteves/2103477382/sizes/l/in/photostream/ Caffe Puccini: From Javacolleen’s photostream at http://www.flickr.com/photos/javacolleen/5160131291/sizes/z/in/photostream/ Directing Traffic: From Ben Gillin’s photostream at http://www.flickr.com/photos/bengillin/4742551663/sizes/z/in/photostream/ Magnifying Glass: From Auntie P’s photostream at http://www.flickr.com/photos/auntiep/17135231/sizes/z/in/photostream/ Finish Line: From Happy Via’s photostream at http://www.flickr.com/photos/via/3680520206/sizes/z/in/photostream/ Question Marks: From Vallerie Everett’s photostream at http://www.flickr.com/photos/valeriebb/3006348550/sizes/z/in/photostream/ I also want to acknowledge members and prospective members of the ASTD Mt. Diablo Chapter not only for the strategic planning process documented throughout this presentation, but also for the opportunity to present an earlier version of this session as a 10-minute strategic planning process overview during the Chapter Board’s retreat in January 2011. Mt. Diablo Chapter Board members are a tremendous resource for the Chapter and the extended community they serve—including colleagues in other ASTD Chapters. To learn more about what they are doing or to contact them, please visit http://mtdiabloastd.org.http://www.flickr.com/photos/dtsang/3631847149/http://www.flickr.com/photos/dougtone/4186632171/sizes/m/in/photostream/http://www.flickr.com/photos/ausnahmezustand/4752989186/sizes/m/in/photostream/http://www.flickr.com/photos/lshave/3323694902/sizes/m/in/photostream/http://www.flickr.com/photos/sscusp/242081168/sizes/o/in/photostream/http://www.flickr.com/photos/hebe/2342104277/sizes/z/in/photostream/http://www.flickr.com/photos/porticodoric/419629470/sizes/z/in/photostream/http://www.flickr.com/photos/89649959@N00/3435226940/sizes/z/in/photostream/http://www.flickr.com/photos/chanceprojects/3323969624/sizes/z/in/photostream/http://www.flickr.com/photos/eliazar/463125003/sizes/m/in/photostream/http://www.flickr.com/photos/cizake/4164756091/sizes/z/in/photostream/http://www.flickr.com/photos/plenty/3360322975/sizes/z/in/photostream/http://www.flickr.com/photos/gesteves/2103477382/sizes/l/in/photostream/http://www.flickr.com/photos/javacolleen/5160131291/sizes/z/in/photostream/http://www.flickr.com/photos/bengillin/4742551663/sizes/z/in/photostream/http://www.flickr.com/photos/auntiep/17135231/sizes/z/in/photostream/http://www.flickr.com/photos/via/3680520206/sizes/z/in/photostream/http://www.flickr.com/photos/valeriebb/3006348550/sizes/z/in/photostream/http://mtdiabloastd.org