strategic planning workshop pdf

Workshop purpose: Clarify our strategic direction and ensure we're all clear on how we're going to succeed as a team. Item1. Start time. 1. Introduction and overview. Create alignment amongst the team on the purpose of the workshop, the process (i.e. agenda) and the day's outputs. 2.

complete this planning process from start-to-finish while oth-ers may wish to incorporate individual components of the toolkit to complement their existing efforts. While each engagement and design can be uniquely custom-ized to serve the specific needs of the unit, the purpose of the Strategic Planning Toolkit is threefold: To define the ...

Overcoming Challenges and Pitfalls. Challenge of consensus over clarity. Challenge of who provides input versus who decides. Preparing a long, ambitious, 5 year plan that sits on a shelf. Finding a balance between process and a final product. Communicating and executing the plan. Lack of alignment between mission, action, and finances.

Using the Essential Strategic Plan to Guide Near-Term Planning During the goal-setting meeting in the Essential Strategic Plan series, you will need to set the time horizon for your mid-term goals. Generally, organizations set strategic goals with a one to five year expiry date. If your strategic plan sets out a three or a five year plan,

this analysis will feed into the strategic planning process and will enable you to make clear choices and decision later on in the workshop. Objectives for Day 1: 1. Reflecting upon the growth and success of the National Partnership - and establishing what this means for the new strategic plan. 2.

The overall planning that facilitates the good management of a process. Provides the big picture of what you are doing and where you are going. Gives clarity about what you actually want to achieve and how to go about achieving it. Questions that Strategic Planning Enables an Organisation to Answer. Organization Identity.

Set up meeting logistics. Send out meeting invitations. Prepare workshop materials, visual aids, flip charts, facilitation tools, and discussion questions. 10. Get to know key meeting participants up front. 11. Discuss insights from data analysis and open questions with the business leader. 12. Visit workshop venue and familiarize yourself with ...

The Strategic Planning Toolkit provides three templates to help you begin the journey of aligning your L&D function to organizational goals. This toolkit is meant to guide you through a deeper understanding of your organization's mission, discover alignment opportunities within your L&D function and, finally, create an overall strategy that ...

A strategic plan is merely a document that puts on paper the long-term chosen direction. While a clear direction may exist anyway, writing it down enables it to be better understood by partners, by donors and even by staff and trustees. This is especially important if people in the organisation leave or new ones join.

Strategic Planning Workshops involve analysis after each meeting to provide a solid fact base and support effective decision making Workshop #1: Segment Definition, Attractiveness and Competitive Position Project Kick-off Meeting: Workshop #2: Strategy Development and Selection Workshop #3:

Strategic planning is ongoing; it is "the process of self-examination, the confrontation of difficult choices, and the establishment of priorities" (Pfeiffer et al., Understanding Applied Strategic Planning: A Manager's Guide). Strategic planning involves "charting a course that you believe is wise, then adjusting that course as you gain more ...

Vision = A clear, specific, compelling picture of what the organization will look like at a specific time in the future (one, two, or five years), including those few key metrics that define success. Values = The boundaries within which the organization will operate in pursuit of its vision. Strategy = A clear plan, time- and market-based, that ...

Define what a strategic plan is and what it can do for a chapter. 2. Describe the steps in a strategic planning process. 3. Initiate the strategic planning process by writing one goal and objective, identifying activities that can achieve the objective, developing a work plan and designing an evaluation tool. What is strategic planning?

strategic planning exercise. When a new team or unit is to be established, it is imperative to develop a strategic plan at the very outset. Building a Strategic Plan Element 1: External Input Gathering External Issues Scanning and Client Segmentation Analysis The first step in strategic planning is to gather the information needed to understand ...

to review and discuss the pre-work that will be needed in preparation for the Strategic Planning Workshop. Refer to Actions 2, 3, and 4 found in the Prepare section of this template. q STEP 3 - Determine a timeline for gathering data and holding a Strategic Planning Workshop. It is important to determine a date for the Strategic Planning ...

Facilitation Basics. Make things easier. Create connections of shared information and experience. Help participants get good information and affirmation. Provide focus and direction. Appropriately challenge and question participants. Characteristics of an Effective Facilitator. Serves as a positive role model for participants.

Strategic planning is a tool for organizing the present on the basis of the projections of the desired future. That is, a strategic plan is a road map to lead an organization ... A Planning Workshop We recommend the suggestions put forth in an article by John N. Bailey in Leadership magazine, Spring 1981, pp. 26-29. The title of the article is ...

Scenario Planning Workshop Guide Lead your own workshop to prepare for market uncertainties Look inside to: ... • Annual planning retreats when considering how market stakeholders might react to the overall strategic plan • Any time a new initiative, program, investment, or partnership is on the table ...

• Review the strategic plan and include it as a line item in both management and board meetings • Ensure the strategic plan is an "organic" vs. a shelf document • Provide copies of the strategic plan to staff to ensure both understanding and buy-in • When performance-to-plan is comprised, investigate root causes and take corrective ...

7 WORKSHOPS STRATEGIC PLANNING WORKSHOP DELIVERABLES (ON -SITE OR VIRTUAL) 1. KICKOFF Review prior year strategic initiatives and progress to date Deep dive on pre -work completed to date and gaps to fill Initial alignment on target segmentations Update action plan and timelines 2. WORKING SESSION (EXTERNAL DRIVERS) Leadership team working session

Strategic Planning and Assessment Steps. Correct Example. •Goal 1: The university community is provided with cutting edge research related to higher education effectiveness and impact and best practices in the region, especially in the area of accreditation and research.

The strategic planning process helps an organisation clarify, consolidate or establish its strategic framework. Embedded in the strategic framework are the values and vision of the organisation. Because of this, it is important to involve the whole organisation in at least part of the planning process.

Jumpstart a better way to do strategy. This episode of the Inside the Strategy Room podcast features excerpts from an address that McKinsey senior partner Chris Bradley gave at our recent Global Business Leaders Forum. He discusses the eight practical shifts that executive teams can make to move their strategy into high gear.