That this is taking place during a period when many companies are implementing strategies suggests you understand the importance of strategy even beyond initial planning. Facilitator guidelines for conducting a planning workshop counselling cards from caring for the newborn in the community family counselling cards from caring for the childs healthy growth and development 2 i. It also involves laying outstepbystephow youre going to get there. Of course an ngo can have a clear strategy without having a strategic plan. 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. Develop the best strategic planning process to support your companys goals. Learn how to prioritize your budget and resources towards critical initiatives with our complimentary cost optimization framework template. What are identified risks that you are or will be facing over your planning horizon. This course is designed to combine provenbypractice methods with new insights and ideas from a wide range of current strategic thinking. There is broad agreement among nonprofit leaders and experts that planning is a critical component of good management and governance. Strategic thinking training materials, activities, course. The training course is designed for groups who want to identify their current state and determine a path forward. The 6 types of strategic planning activities for a workshop.
Pdf strategic management and strategic planning process. This chapter on the strategic management and strategic planning process provide an insight on the basic knowledge on what is strategy and strategic management. For most organizations, the strategic plan normally addresses a 3 or 5year period into the future. All these should contribute to the fulfillment of the vision. Strategic planning process topics banking strategist. What additional outreach would be useful to inform planning. Other data to gather what else do we need to know to make good decisions about the key strategic questions we identified. Presenting highly customized learning solutions is what we do. Hit the ground running with your 2020 functional strategic plan. Strategic planning workbook for church leaders guide to growing a healthier and more impactful church meet the need ministries, inc. By working on a strategic plan together a team can. Does the entire board and staff have a good handle on our financial situation and our current funding model. This service is for communications staff, subject matter experts, and program staff who are involved in planning programs, executing communications plans, and crafting messages for the public. Relies on input from internal and external stakeholders.
It is how we go from a broad vision to a coherent strategy with well defined objectives and then to a. The ability to plan effectively for the future is crucial for any business if they want a competitive advantage. Within the departments and offices, it means aligning a division, section, unit or team to a higherlevel strategy. Strategic thinking helps participants understand the need for long term planning, setting goals and priorities, and identify potential risks and opportunities. Module 1 4 formulation of the vision, values and mission of the eos strategic planning workshop. Strategy becomes ever necessary when it is known or suspected there are insufficient resources to achieve your goals. Explain how to create and execute a strategic plan. Strategic planning is the practice of looking forward, outside the immediate future for your organization, to reach a particular set of goals. Strategic planning is a disciplined process for making key decisions and agreeing on actions that will shape and guide what an organisation is, what it does, and why it does it.
Workshop overview clearly define the complete strategic planning process. This question can be altered to address a more specific issue as needed. How do you evaluate your strategic direction, given these known and emerging risks. The goals which are the strategic priorities of the organization should be turned into strategic objectives and the latter to the action plan. Second planning workshop after the planning workshop information has been gathered into a workbook, another workshop should be planned. Introduction colton group detroit is pleased to respond to the rfp from southeast michigan senior regional collaborative for facilitation and development of a 3 year strategic plan. This not only caused conflict, but it left opportunities on the table, created preventable crises, and left the cfo is despair. Quality leadership tql coordinators, and strategic planning facilitators in leading the strategic management process. As part of its genomics2020 strategic planning efforts the national human genome research institute nhgri convened a workshop to gather community input to. This is important as the results of this analysis will feed into the strategic planning process and will enable you to make clear choices and decision later on in the workshop. Introduce participants to the concept of strategic planning. What needs to happen to ensure that agency is a longterm success.
Strategic planning step by step guide with insights, complimentary templates and peerbased casestudy examples. Upon completion of this workshop, learners will be able to. No part of it may be circulated, quoted, or reproduced for distribution outside the client. Confidential this report is solely for the use of client personnel. Provide a common model that the entire organization can follow. Distribute postit pads and sharpie pens to participants. Internal and external forces change the organizational landscape and business climate throughout the year. Strategic planning is a process of looking into the future and identifying trends and.
Strategic plan development workshop a facilitation guide. Without this foundation in place, youre likely to get caught up in a tornado of urgent activities that may not actually. Strategic planning workshop facilitator guide student affairs. As such, the strategic planning process is more foundational in nature and less about the day. This strategic planning workshop offers a framework for deciding a strategic direction and identifying shortterm and longterm goals. Training report advanced strategic planning workshop dubai 2628 july, 15 introduction this report will summarize the three day workshop on advanced strategic planning which took place in the grand excelsior hotel in bur dubai, dubai, uae on the 26th, 27th and 28th of july, 2015. How to do strategic planning every organisation is different. Strategic planning services proposal southeast michigan senior regional collaborative i. The strategic planning workshop focused primarily on what the city of irving needs to do achieve its overall vision for the citys future. It is therefore arrogant and unrealistic to say, this is how to do strategic planning in every situation. The program is taught in a seminar format and offered onsite.
Strategic planning strategic planning toolkit by janet shapiro email. Pdf strategic planning and management training researchgate. Finally, if you would like outside help to maximize the speed and engagement of your planning, contact us. Strategic business planning is creating a vision of the future, analyzing the organization and its environment as it is today, and then developing a formal program for guiding its development and success tomorrow.
Agency means any state office, department, board, commission, institution, division, officer or other person, or functional group, heretofore existing or hereafter created, that is authorized to. Learn how to build a strategic communications plan that delivers the right message, in the right place, at the right time, to the target audience. While longrange planning places an emphasis on shaping a vision, strategic planning focuses more energy on strategies to achieve a vision. This overview will get you started thinking about new ways to most effectively lead a workshop to develop strategy for your department or organization. I have been involved in strategic planning processes that have lasted between three hours to others that have taken more than 12 months. Strategic planning process creating a workshop to develop.
What types of strategic planning activities are in a strategic thinking workshop readers have been asking this question frequently of late. Strategic planning workbook at least three decades ago, peter drucker defined planning as actions taken right now to reach tomorrows objectives. Strategic planning is not a onetime event, rather it is an ongoing process of looking deeply into what the teamorganization is, determining its priorities, and adjusting methodology. Using a handbook for strategic planning, the senior leadership team can complete most of the. This training contains general information only and deloitte is not, by means of this training session, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. We use your linkedin profile and activity data to personalize ads and to show you more relevant ads. If you want to go even deeper here into strategic planning, you can.
Participation builds unity made in africa for africa a typical strategic planning process programme outline. Plan a meeting or workshop to facilitate strategic planning. It covers planning to do strategic planning, covering the background issues that need to inform. Focused on change and adapting to actual or perceived changes. The strategic planning workshop disintegrated into chaos when we introduced the topic where are we now. It was a result of different department not communicating with one another. Strategic planning toolkit community legal centres. The first day of the strategic planning workshop is focussed on introductions, looking back and analysing the current state of affairs of the national p artnership. Write the following question on a flip chart sheet. Planning is an important aspect of strategic thinking and management.
Colton group experience with nonprofit, public, and private sector. Pi kappa phi strategic planning workshop facilitator guide 2 utilize the seven objectives of chapter excellence when examining chapter. Review and update or prepare a mission statement for the organization. A risk assessment is a critical element of your strategic planning. The strategic cfo designed the strategic planning workshop when we saw financial leaders failing to lead their organization.