STRATEGIC PLANNING

“It is not enough

to just do your
best or work hard.
You must know
what to work on.”

– Edward Deming
STRATEGIC PLANNING: DEFINITION

Strategic planning determines

where an organization is going
over the next year or more and
how it’s going to get there.

Carter McNamara
STRATEGIC PLANNING: GOAL

Allocate resources to provide

organization with competitive
advantage
STRATEGIC PLANNING: PURPOSES
 Help define the organization’s
identity
 Help organization prepare for
the future
 Enhance ability to adapt to
environmental change
 Provide focus and allow for
better allocation of resources
STRATEGIC PLANNING: PURPOSES

Produce an organizational culture

of cooperation
Allow for the consideration of
new options and opportunities
Provide employees with
information to direct daily
activities
STRATEGIC PLANNING

Answers 3 basic questions:

Where are we now?
Where do we want to be?
How do we get there?
WHO ARE INVOLVE IN THE PLANNING

chief executive and board chair

representative of the organization’s
clientele and community.
Stakeholders
those who are responsible for
composing and implementing the plan
someone to administrate the process
STRATEGIC PLANNING PROCESS
Develop (or reaffirm) Vision, Values, and
Mission
Complete a Strategic Analysis: SWOT
Determine Goals
Specify Objectives
Develop Performance Measure and Evaluation
of the Plan
VISION
“Strategic plans are
worthless unless there is
first a strategic vision.”

Naisbitt
EXAMPLES OF VISION STATEMENTS
Levi Strauss & Company

People love our clothes and trust our company.

We will market and distribute the most
appealing and widely worn apparel brands.
Our products define quality, style and function.
We will clothe the world
MISSION

The foundation of the strategic plan.

Defines the purpose of the agency &
how it will work to achieve the vision.
Describes what the agency does for
whom.
Keep it simple and easy for all to
remember.
Ask: Why was the agency created?
EXAMPLES OF MISSION STATEMENTS

To enhance the
health and well
being of the
communities we
serve.
VALUES

The overall priorities in how the

organization will operate.
The organization’s guiding principles.
Attributes and beliefs that will
influence all decisions and activities.
EXAMPLES OF VALUES

Moral values
e.g., integrity, honesty, respect, compassion.
 Belief values
e.g., diversity, student- centered,
scientific foundations, professionalism.
Operational values
e.g., efficiency, transparency, accuracy.
COMPLETE A STRATEGIC ANALYSIS

•Identify strengths, weaknesses,

opportunities and threats

•Gather base-line data to develop

focus of the strategic plan
DETERMINE GOALS

Broad description of WHAT

the agency hopes to achieve
over the long term
(3+years).
SPECIFY OBJECTIVES

How will you accomplish

your goals?
Strategies to reach your
goals
ALIGNMENT OF STRATEGIC PLAN WITH
PERFORMANCE
Organization’s Strategic Plan
Mission, Vision, Goals, Strategies

Critical to involve all

Unit’s Strategic Plan levels of management
Mission, Vision, Goals,
Strategies
Job Description
Critical to involve all employees Tasks, KSAs

Individual and Team Performance

Results, Behaviors, Developmental Plan
INDIVIDUAL AND TEAM PERFORMANCE

Organization and Unit mission,

vision, goals lead to
Performance management,
which
Motivates employees and
Aligns development plans with
organization priorities