Strategic Planning

Duration: Offered as a 90 minute webinar or 2 days in class

Course Overview

If you and the people who work with you don’t understand where the company is going, they may all develop their own priorities and actually prevent you from getting where you need to be. Part of getting everyone on board is creating a strategic plan complete with the organization’s values, vision, and mission. Then, there’s the challenge of bringing these principles to life in a meaningful way that people can relate to. This course will help you describe what you want to do and get people where you want to go.

Learning Objectives

  • Identify the values that support the company
  • Define the vision for the company
  • Write a mission statement that explains what the company’s purpose is
  • Complete meaningful SWOT analyses
  • Apply tools and techniques to create a strategic plan that directs the organization from the executive to the front line
  • Implement, evaluate, and review a strategic plan
  • Identify how related tools, such as the strategy map and balanced scorecard, can help you develop a strategic plan

Course Outline

1. Course Overview

2. Understanding Strategic Planning

  • What it Does
  • Making Connections
  • Pyramid Structure

3. Identifying Our Values

  • Pre-Assignment Review
  • Creating Value Statements

4. Designing Our Vision

  • The Vision Process
  • Defining Your Vision

5. On a Mission

  • Defining Your Mission Statement
  • Designing a Mission Statement

6. Performing a SWOT Analysis

  • What is a SWOT Analysis?
  • Individual Analyses
  • SWOT Ratings

7. Setting Goals

  • Fitting into the Plan
  • Goals with SPIRIT
  • Getting Into It

8. Assigning Roles, Responsibilities, and Accountabilities

  • Who Does What and When?
  • Establishing Priorities
  • Problem Solving in Action

9. The Full Picture

10. Gathering Support

  • Who Reviews the Plan and How
  • Putting It Into Practice

11. Making the Change

  • Getting Ready
  • The Three Phases
  • Insights
  • Control and Change

12. How Does It Look?

  • Presenting Your Ideas
  • Creative Considerations

13. Getting There

  • Planning for Problems
  • Making it Great
  • Sample Strategy Map
  • Sample Balanced Scorecard

14. Mocking Up the Process

15. Personal Action Plan