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Strategic Planning
Purpose
A Strategic Plan provides a Framework for both internal
and external implementation. Based on the organization's
Mission, the Plan outlines the overall Objectives,
Strategies and Goals. It normally includes Tactics and
Action Steps, and may provide time lines. Completed, a
Strategic Plan provides a focused direction and the
agreed-upon criteria necessary for effective decision
making at all levels of the organization.
If a Strategic Plan does not exist...
The Facilitation process is designed to develop the
Mission, Vision, Objectives, Strategies, and Goals
within a planning framework.
If a Strategic Plan already exists...
The Facilitation process is designed to review the
organization's integration of its Mission with the Plan.
The effectiveness of the Objectives, Strategies, and
Goals is reassessed given recently identified issues and
industry trends.
Models
There are many Models used in Strategic Planning. We
first distinguish between two overall approaches
(Participative and Non-Participative), and then adapt a
Model to your specific organizational needs.
The following example is an Outline of a Facilitated
Strategic Planning Process.
Strategic Planning Process Outline,
Model 4
STEP 1
 | Management Provides Initial Input. |
| Option: Central organizational expectations are
identified. |
STEP 2
| The Plan Framework is Developed. |
| Option: Initial Tactics and Action Steps are
outlined. |
STEP 3
| Collective Input on Framework is Compiled. |
| Option: An exploration of implementation probability
is conducted. |
STEP 4
| Plan Framework is Refined and Expanded. |
| Option: An approach to problem solving is devised
for any outstanding issues which pose a block to
implementation. |
STEP 5
| (Alternative) Selected Management Refine Tactics and
Action Steps. |
| Option: Time Lines are constructed. |
STEP 6
| Periodic reviews are suggested. |
| Specific recommendations may be included and
benchmarking may be used as a measurement tool. |
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