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 Tasks, KSAs
employees

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