Introduction To Strategic-Planning

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STRATEGY & STRATEGIC MANAGEMENT

What’s this all about?


STRATEGIC PLANNING

What’s this all about?


What is strategy?
• How an organization
meets its needs and
objectives
• Strategy helps to:
– Establish priorities
– Choose actions
– Create a plan
– Allocate resources
– Be proactive
What is a strategic plan?
• A document that says
why an organization
exists, what it aims to do,
and how it will do it
• It helps to focus the
organization’s vision and
priorities
Strategic planning does not…

• Predict the future


• Replace good leadership and judgment
• Follow a smooth, straightforward process

A strategic plan is a living document — you can adapt it


as needed!
Steps: Assess
organization

Develop
Monitor and vision and
evaluate mission

Assess
Implement
environment

Write it all Agree on


down! priorities
Keys to effective strategic planning

• Focus only on the most


important issues

• Be willing to question

• Produce a document
VISION

What does success look like?


Questions
What do
we want to
Where do achieve?
we want to
go?
The Vision

What do
we want
to be?

What
community do
we dream of?
MISSION

Why do we exist?
Our reason for being
• Communicate to the world
what we do and why

• Different from goals or


objectives

• Balance the head and the


heart—inspire!
ASSESSING OUR ENVIRONMENT

Where do we find ourselves?


SWOT
Strengths Weaknesses
• What do we do well? • What could we do better?
Internal

• What internal resources do we • What do we lack?


have (knowledge, reputation, • Do we have limited resources?
skills, things)?

SW
Opportunities
OT Threats
External

• What opportunities can we take • Do we have any competitors?


advantage of? • Do we face any challenges that make
• Is there a great need for services it hard for us to do our work?
we can provide?
Questions
How do we
overcome our
weaknesses to
How do we use take advantage of
our strengths to opportunities?
take advantage
of opportunities? SWOT
How do we
overcome the
weaknesses that
make us
vulnerable to
How do we use threats?
our strengths to
make us less
vulnerable to
threats?
SETTING PRIORITIES

How can we be most effective?


Impact-Effort Grid
Difficult to do

How?
Easy to do

Now Wow!
Low impact High impact
GOALS & OBJECTIVES

How does it all fit together?


Goals vs. Objectives
Goal Objective
• A greater purpose • A specific, short-term action
• A long-term outcome that will contribute to achieving
• May not be easy to measure a goal
• Must be measurable

[Example: Support NWT residents


to make healthy lifestyle choices [Example: Create a website with
that reduce their risk of cancer.] accurate and current information
about cancer risk factors.]
SMART objectives
Specific – Who? What? Where? How?
Measurable – How many? How can this be measured?
Achievable – Is it possible?
Realistic – Is it possible given our time and resources available?
Timebound – When?

Each objective should be written in precise terms that leave no room for
misinterpretation.

[Example: Within 12 months, we will team with the local health centre to
recruit at least 20 men and women for colorectal cancer screening.]
NEXT STEPS

What now?
Moving forward
• Produce a document
• Develop an action plan and implement
• Monitor and evaluate
• Share progress
• Review and revise
• Share

A new strategic plan will help to guide us in the difficult decisions


we have to make as a committee—it will help us to identify the
activities that best fit with your vision, mission, goals, and
objectives.
Good luck!

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