A read is counted each time someone views a publication summary such as the title, abstract, and list of authors, clicks on a figure, or views or downloads the fulltext. Preparation steps to get the most out of the strategic planning process a solid strategic plan can provide a road map for the organizations future. Recently, several of the division managers in her organization complained about the new financial reporting system put in place by debbies team. There are five fundamental steps in the planning process. Within the departments and offices, it means aligning a division, section, unit or team to a higherlevel strategy. Strategic planning should not be confused with other planning. The three steps of the strategic planning process bdc. Strategic planning process map federal geographic data. However, the steps outlined below describe the basic work that needs to be done and the typical products of the process.
This step in strategic planning is subdivided into four phases i. Bryant solutions its often a good idea to implement proven best practices from other governments, but the budget process should also be customized to support your governments business needs. There are certain steps that you must follow if you want your strategic plan to be simply flawless. The process by which leaders of an organization determine. Review your organizations strengths and weaknesses. The ones best suited to organize strategic planning process are business school graduates. Pdf this chapter on the strategic management and strategic planning. To assist you throughout your planning process, we have created a howto guide on the basics of strategic planning which will take you through the planning process stepbystep and keep you on track. It begins with a brief overview of orions preferred method of strategic planning called hoshin and continues with a stepbystep description of the process. The sequence of the basic steps involved in the strategic planning process is shown below. Pdf strategic management and strategic planning process. It doesnt have to be an overwhelming or a monumental task.
The strategic planning audit will help you improve your strategic planning process. But without the right input and preparation, an organization can end up with just another expensive binder of good ideas gathering dust on the shelf. Lets identify the steps first and then well discuss each one in a little more detail. Strategic planning process pdf strategic planning is a tool for organizing the present on the basis of the. Reflect on the community and broader environment in which your organization operates to identify the opportunities and threats that it faces. Just grab a few key people in your organization, turn off the phones and lets get started. Gather information from the community focus groups, interviews, surveys, observation. Strategic planning is a process undertaken by an organization to develop a plan for achievement of its overall longterm organizational goals model. Strategy is a framework of plans or methods that help and organization to achievement of the main objective. The strategic management process is about getting from point a to point b more effectively, efficiently, and enjoying the journey and learning. There are a number of important steps to remember in the process of strategic planning. Swot analysis is a tool used in strategic planning that outlines strengths, weaknesses, opportunities and threats for a corporation or a particular function within the organization strengths and weaknesses are internal. Strategic planning is the first step in a comprehensive planning process that also includes business planning and implementation planning. An audit of the maturity level of your strategic planning.
The last step of the strategic planning process is that of evaluating and refining everything from direction to releasing resources. It is not possible to do a thorough strategic planning process in fewer than three days. Introduction to hoshin planning the term hoshin kanri is japanese for shiny metal object, such as a compass. To help ensure bags are always available at stations, there is a message on the dispenser with a number to call to let the city know when the dispenser. A strategic planning process is not something that can happen in an ad hoc way, at a regular planning meeting or during a staff meeting. Nonprofits approach strategic planning in many ways. Graduates from ollus mba program will know how to develop strategic plans and how to enact them in. Each step in the planning process involves a variety of different technical planning applications. These preexisting models can come in many forms, including strategic planning process. We dont want to give away all the details of our book, which we encourage you to purchase as an ebook, paperback, or kindle book. Pdf strategic planning process and organizational structure. Strategic planning in 7 simple steps debbie is the chief financial officer of a midsize technology firm in california. Additionally, the research identifies the benefits of strategic planning and the main challenges that prevent division ia schools from engaging in strategic planning. Strategic planning defined strategic planning is a process of looking into the future and identifying trends and issues against which to align organizational priorities of the department or office.
An easy and simple way to describe comprehensive planning is by planning process steps. Effective strategic planning will prevent the development of plans that go in a drawer and thats where. This blog post provides a basic structure for the strategic planning process. The 4 steps of strategic planning process ollu online. The key steps for and timing of the biennial budgeting process are found in the.
Tailor the process to meet your nonprofits specific needs. This process includes both tactical and strategic application. It involves looking at where the agency wants to go, assessing the agencys current situation, and. These steps are a recommendation, but not the recipe for creating a strategic plan. Strategic planning processes for information technology. Many books and articles describe how best to do strategic planning, and many go to much greater lengths than this planning response sheet, but our purpose here is to present the fundamental steps that must be taken in the strategic planning process. Many experts or facilitators vary the sequence of these steps, but there is general consensus about the most important ones to include. Four stages of strategic planning strategic planning is a continual process for improving organizational performance by developing strategies to produce results. Steps in the dynamic strategic planning process dynamic strategic planning dsp differs from traditional strategic planning tsp in several important ways. Graduates from ollus mba program will know how to develop strategic plans and how to enact them in a number of different. Remember that strategic planning is a dynamic process that continually takes into account new information from our environment and what god might be doing. This installment will describe the process for taking that information and developing a highlevel strategic plan. And therefore, smart business owners choose to refer to strategic planning process templates.
Ensure that process, tools and support structures are aligned to the desired outcomes. The entire process takes approximately 1218 months to complete. It requires careful planning to set it up so that the process is thorough and comprehensive. Strategic planning should not be confused with other planning processes such as business plan ning, program planning or community plan ning, also referred to as neighborhood planning. Impacts, confluence and similarities article pdf available september 2017 with 2,062 reads how we measure reads. Strategic planning processes for information technology craig d. Complete community profile using american fact finder and other sources 3. A strategic plan is a one that identifies the major milestones an organization must meet in order to achieve its longterm goals. With the proper strategic planning process steps, you can set everything out in properly defined categories and segments for your business plan and have a foundation on which to fall back and reevaluate even a long time after you have started your business. Their finely tuned coursework will help them develop the skills needed to succeed.
The below 8 steps give you an overall view of the general actions that should be followed when putting together any strategic plan. The process requires that you look at where the organization is now, where its vision and goals. The choice, of the planning process that works best, should be driven by the culture of the organization, and by the comfort level of the participants. The process correlates goals and effectiveness with budget needs and improvements at the unit level, as well as systemwide.
T here are many ways to improve the budget process that dont require administrators to reinvent the wheel. The chancellor oversees the strategic planning process through recommendations provided by the strategic planning. The next step in the process of instruction is the theoretical outline of the topic which the students are learning. These steps are a recom mendation, but they are not the only recipe for cooking up a strategic plan. Strategic planning process map that divides the process of creating the strategic plan into five simple steps or phases that are each characterized by certain activities, tasks, and accomplishments. It is within this collaborative framework that our strategic plan will evolve. Ten keys to successful strategic planning for nonprofit and. Business plan guidelines that provides a detailed description of how goals and. Four stages of strategic planning university of maine system. Most people who create strategic plans on their own from the scratch do not follow planning norms and end up creating a mess. Steps in the traditional strategic planning process get ready strategic planning takes a lot of time and energy, any way you cut it. Establish planning team and set meetingwork schedule worksheet 1. Strategic planning is a process undertaken by an organization to develop a plan for achievement of its overall.
Frequently, steps occur before a strategic planning retreat, steps 47 during the retreat, and steps 810 after the retreat. Begin your strategic planning by agreeing on the following. If all three steps are carried out in sequence, strategic planning can be a very effective means of educating the stakeholders about where the cancer program is and where it is going, gaining support and. Strategic planning is essential for plotting the future of your businessbut the process can sometimes seem lengthy and complicated. Haydamack introduction intels information technology organization recently developed and implemented a new strategic planning process to support a common vision and direction across the organization, and to improve alignment with the business units it enables. Learn about the strategic planning audit in 3 simple steps watch the video discover best practices and improve the performance of the strategic planning capability. It is a systematic planning process involving a number of steps that identify the current status of the association, including its mission, vision for the future, operating values, needs strengths, weaknesses, opportunities, and threats, goals, prioritized actions and strategies, action plans, and monitoring plans.
This simple infographic clearly sets out the different stages of the strategic planning process, explaining objectives and targets at each step. Strategic planning in 7 simple steps dave jensen on. A strategic plan does not have to be perfect or 100 percent complete. Strategic planning is a crucial part of any businesss future. Although every strategic planning process is uniquely designed to fit the specific. Apr 14, 2017 nonprofits approach strategic planning in many ways. The tenstep, oneday strategic plan onstrategy resources. Indeed, the process can prove pointless and frustrating and the end product of dubious value when care isnt. We are continually solving problems and taking advantage.
World cafe results and next steps during april results from the institutional capacity assessment tool icat survey were further discussed. An important advantage of the strategic planning process is that it involves all stakeholders, is highly visual and it can be done quickly. What is swot analysis purpose in strategic planning. Strategic planning process 10 effective steps for strategic. Otcs planning process is rooted in annual assessment and evaluation. Figure 3 portrays comprehensive planning as a 6 step process. The important steps in the strategic planning process include plan development, testing, implementation and the maintenance phase.
This includes developing mission, vision, and values statements. The second of the steps in strategic planning involves deliberation while the amount of data involved in corporate strategic planning is much less than most people realize, the second of the steps in strategic planning process involves a great deal of discussion and consideration of all sides of a set of issues. Typical steps are described below, along with some suggested approaches for carrying out each step. Other strategic plans may need to be developed outside the. Rather than expose some fatal flaw in strategic planning, they reflect a basic misconception about the purpose and value of strategic planning and what it takes for a plan and the process to succeed. The strategic planning process is a time and resourceconsuming endeavor that involves many people in the organization. Analyze the shared values and experiences of staff and board. Know what the strategic planning process involves step by step there are several steps in the strategic planning process. The strategic planning process must mirror the cultural values and goals of the company. The key of the planning session is that it forces all the participants to focus on what will have a real strategic impact on the movement. Aug 19, 20 the strategic planning process is a time and resourceconsuming endeavor that involves many people in the organization.
935 1546 780 352 1566 1343 509 534 391 1203 728 35 1595 993 334 37 493 245 340 719 1073 649 185 857 718 869 632 1593 176 114 1325 663 1028 318 1346 397 152 103 337 948 1249 674 279 570