Strategic Planning Preparation Worksheet
- Past Planning Efforts:
? What worked well?
? What could have been improved?
- What benefits do you want to see from this planning effort?
- Organizations usually develop in two different areas; systems and people.
What do you think are the top people development areas?
- What are the top three lessons learned for your organization over the past year?
- What are the top three organizational priorities for the next year?
- What are the most important principles and values for your organization to follow?
- SWOTT:
? Identify the top internal Strengths that your organization has:
? Identify the top internal Weaknesses that your organization has:
? Identify the top external Opportunities that your organization has:
? Identify the top external Threats that your organization has:
? Identify the top Trends in your organization?s industry:
? What actions might you use to maximize/minimize these items?
- Who are your competitors in this industry? Do they have any SWOTTs that jump out?
- Who are your allies in this industry? SWOTTs?
- Based on the answers to the questions listed above, write a couple of paragraphs that summarizes the current state of affairs for your organization.
- What are the key indicators of performance for your organization?
- What quantitative information do you have on your industry?
- Identify and clearly define the products and/or services you provide.
? Who is your customer for each of these services (market segments)?
? Give a brief paragraph explanation for each.
? How can you do a better job of understanding and meeting those needs?
Jon Morse, MBA, is Managing Director of www.TheCenterForSuccess.com. He can be reached at 877/493-7132 or e-mail Jon@thecenterforsuccess.com
Strategic Planning Process
1. Organization
? Who will be involved (in each of these steps)?
? What is the scope of the effort?
? When will the various steps be completed?
? Why are we working this process now?
? Pre-work research and assignments
? Recorder and document
? Meeting logistics/agenda
? Approval/coordination process
? Plan Format: Executive summary, Mission/vision/value statements, History, Organizational profile, Situation analysis, Goals/strategies, Service levels or measurements, Staffing, financial resources, Key success measures, Implementation plan and Monitoring indicators.
2. Situation Analysis
? Existing information (history, current strategic planning instrument, reports, etc.)
? Questionnaires
? Key supporting material and/or presentations
? Worksheets (pre-work)
? Literature review?
? Competitors and allies
3. Set Direction (vision)
? Critical Issues
? Scenario approach
? Goals
? Alignment
4. Refine and Adopt the Plan
? Reactions
? Likes, dislikes
? How to strengthen or improve?
? Risks
? Presentation (October Board Meeting)
5. Implement the Plan
? Staff and other resources
? Specific Action Plan with timelines and OPR
? Develop Dashboard
Monitor the Plan (dashboard)
Jon Morse, MBA, is Managing Director of www.TheCenterForSuccess.com. He can be reached at 877/493-7132 or e-mail Jon@thecenterforsuccess.com