Manage

Sia\i-q|c V\x\q-w-xi
|oa S-x|oa L-\d-as:

A H\xdbook |oa
|wpl-w-xi\i|ox
D-x|s- L|xds-y W-lls
D|a-cioa, |x-cci|v- Scppoai D|v|s|ox
D-p\aiw-xi o| ih- N\vy Toi\l Oc\l|iy L-\d-ash|p O|||c-
Tho mission ol |ho To|ol uoli|y Loodorship [TL} llico, llico ol |ho Undor
Socro|ory ol |ho Movy, is |o ossis| |ho Dopor|mon| ol |ho Movy [DM} loodors
in |hoir quoli|ylocusod improvomon| ollor|s. Tho TL llico olso providos
|ochnicol odvico |o o numbor ol orgonizo|ions insido ond ou|sido govornmon|.
Tho TL llico hos rosponsibili|ios in six koy oroos:
Tho TL llico oduco|os |ho DM obou| TL policios ond ini|io|ivos |hrough
|ho 63A=@AH ond |hrough or|iclos, ropor|s, ond proson|o|ions o| conloroncos
ond moo|ings. l| hos dovolopod o compu|orbosod quoli|y inlormo|ion no|
work |o locili|o|o communico|ion wi|h DM orgonizo|ions.
Sys|oms oro noodod |o ossoss ond onhonco TL implomon|o|ion in |ho DM.
Tho TL llico dosigns ond dovolops loodbock mochonisms in suppor| ol
mission occomplishmon|. l| olso dovolops now opproochos |o improving
orgonizo|ionol olloc|ivonoss.
TL llico mombors provido |ochnicol odvico |o |ho Undor Socro|ory ol |ho
Movy ond o|hor sonior DM loodors on |ho opplico|ion ol TL principlos ond
mo|hods wi|hin |ho DM ond on s|ro|ogic plonning. Advico moy olso |oko |ho
lorm ol rocommondo|ions on implomon|ing now lows, such os |ho Govornmon|
Porlormonco ond Rosul|s Ac|, os woll os on rolo|od ini|io|ivos.
Tho TL llico is rosponsiblo lor onsuring |ho |ochnicol occurocy ol |ho DM
TL curriculum. Hoving ovorsoon |ho dosign ond dovolopmon| ol |ho coursos,
|ho s|oll now odvisos on |ho in|ogro|ion ol TL mo|oriol in|o |roining pipolinos.
Tho TL llico con|inuos |o publish hondbooks ond o|hor publico|ions on oll
ospoc|s ol orgonizo|ionol chongo ond |o dosign now coursos.
Tho TL llico hos much |o shoro wi|h o|hor orgonizo|ions, bo|h govornmon|
ond privo|o, ond much |o loorn lrom |hom. S|oll mombors por|icipo|o in
TLrolo|od no|works ond prolossionol orgonizo|ions.
Tochnology con provido cri|icol suppor| |o DM quoli|y improvomon| ollor|s.
Tho |ob ol |ho TL llico is |o ossoss now |ochnologios rolo|od |o orgonizo
|ionol chongo ond procoss improvomon| ond |ronslo|o |hom in|o opplico|ions
lor |ho DM.
Aboci ih- TOL O|||c-
|x|oaw\i|ox \xd
Cowwcx|c\i|ox
Ass-ssw-xi
Coxscli\xi
S-av|c-s
|dcc\i|ox
\xd Ta\|x|xq
N-iwoak|xq
\xd L|\|sox
N-w
T-chxoloq|-s
i
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion
|oa-woad
5lrclegic Mcncgemenl lor 5enior Lecders. A Hcndbook lor Impemenlc-
lion hos boon dovolopod os o componion volumo |o A Hcndbook lor
5lrclegic Fcnning [Dopor|mon| ol |ho Movy To|ol uoli|y Loodorship
llico Publico|ion Mo. 402}. Thoso hondbooks woro dosignod |o ossis|
Dopor|mon| ol |ho Movy [DM} oxocu|ivos, Commonding llicors, To|ol
uoli|y Loodorship [TL} coordino|ors, ond s|ro|ogic plonning locili|o|ors
in looding |ho s|ro|ogic monogomon| procoss.
Using A Hcndbook lor 5lrclegic Fcnning, |ho sonior loodorship |oom con
complo|o mos| ol |ho plonning work by dovoloping |ho orgonizo|ions
vision, mission, guiding principlos, s|ro|ogic gools, s|ro|ogios, ond ob|oc
|ivos. Tho nox| s|ops oro |o complo|o |ho plonning work, publish, doploy,
implomon|, moosuro, ond ovoluo|o |ho plon. 5lrclegic Mcncgemenl lor
5enior Lecders. A Hcndbook lor Impemenlclion con|inuos |his procoss,
olloring suggos|ions on |hoso s|ops.
Thoso suggos|ions dorivo lrom lossons loornod during ox|onsivo work wi|h
clion| orgonizo|ions in dovoloping, doploying, ond implomon|ing s|ro|ogic
plons. This inlormo|ion hos boon supplomon|od by rosoorch |ho| includod
porsonol in|orviows wi|h DM ond o|hor govornmon| loodors who hovo
lod s|ro|ogic monogomon| ollor|s wi|hin |hoir orgonizo|ions. Thoroloro,
|his hondbook should bo considorod o guidolino |o holp loodors moko
choicos; i| is no| in|ondod |o bo diroc|ivo.
Eoch orgonizo|ion hos i|s own dis|inc|ivo cul|uro ond mission. Howovor,
|horo oro lossons loornod ond succosslul s|ro|ogios |ho| oro common |o
|hom oll. This hondbook brings |ogo|hor |hoso s|ro|ogios ond lossons so
|ho| sonior loodors con opply |hom wi|hin |hoir own orgonizo|ions.
Tho obili|y |o lood orgonizo|ions in|o |ho lu|uro is o now skill lor mos|
sonior loodors. Thoso oro pooplo who hovo o mission |o porlorm ond o
businoss |o monogo. Such rosponsibili|ios loovo li||lo |imo |o |hink obou|
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion ii
|ho lu|uro, lo| olono pu| plons in|o oc|ion |o rooch |ho| lu|uro. Yo|, s|ro|o
gic monogomon| roquiros dodico|ion ond commi|mon| on |ho por| ol |ho
sonior loodors |o crecle |ho vision ol |ho lu|uro. Thon |hoy mus| croo|o |ho
mochonisms ond commi| |ho rosourcos |o ochiovo |ho| lu|uro. This hond
book will holp |hom go boyond plonning ond uso |hoir s|ro|ogic plons |o
chongo |ho woy |hoy do businoss.
Tho principol rosoorch lor 5lrclegic Mcncgemenl lor 5enior Lecders. A
Hcndbook lor Impemenlclion wos dono by o Logicon Syscon Corporo
|ion |oom [undor subcon|roc| |o K.W. Tunnoll Co., lnc., con|roc| numbor
GS22F00B}. l ospociolly won| |o rocognizo |ho ollor|s ol Ms. Ko|hy
Burks, whoso s|ro|ogic plonning oxpor|iso con|ribu|od |o |ho succoss ol
|his pro|oc|. Wo hopo roodors lind |his hondbook usolul os |hoy con|inuo
|o lood |hoir orgonizo|ions in|o |ho lu|uro.
L|xd\ V. Doh-aiy, |h.D.
D|a-cioa
D-p\aiw-xi o| ih- N\vy Toi\l Oc\l|iy L-\d-ash|p O|||c-
iii
Foroword ............................................................................... i
Acknowlodgmon|s ................................................................. vii
How |o Uso |his Hondbook..................................................... xi
Soc|ion l: Guidonco................................................................ 1
An ln|roduc|ion |o S|ro|ogic Monogomon| ............................ 3
Phoso l Doploymon|: Complo|ing |ho S|ro|ogic Plon ...............
Koys |o Succoss ....................................................................
Assign rolos ond rosponsibili|ios ..........................................10
Es|oblish priori|ios ..............................................................1Z
lnvolvo midlovol monogomon| os oc|ivo por|icipon|s.............18
Think i| |hrough-docido how |o monogo implomon|o|ion...... 21
Chorgo midlovol monogomon| wi|h oligning
loworlovol plons ................................................................23
Moko corolul choicos obou| |ho con|on|s ol |ho plon
ond |ho lorm i| will |oko ......................................................23
Phoso ll Doploymon|: Communico|ing |ho S|ro|ogic Plon ..... 2Z
Koys |o Succoss .................................................................. 2Z
Communico|o |ho plon cons|on|ly ond consis|on|ly ................ 2
Rocognizo |ho chongo procoss.............................................34
Holp pooplo |hrough |ho chongo procoss ..............................35
Coxi-xis
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion iv
lmplomon|ing |ho S|ro|ogic Plon ........................................ 3
Koys |o Succoss .......................................................................40
lnvolvo sonior loodors ......................................................... 45
Dolino on inlros|ruc|uro.......................................................4
Link gool groups ................................................................4
Phoso in|ogro|ion ol implomon|o|ion oc|ions wi|h worklood ...50
lnvolvo ovoryono wi|hin |ho orgonizo|ion.............................. 52
Alloco|o rosourcos lor implomon|o|ion ..................................55
Monogo |ho chongo procoss ............................................... 58
Evoluo|o rosul|s .................................................................. 0
Shoro lossons loornod; ocknowlodgo succossos
|hrough opon ond lroquon| communico|ion .......................... 1
S|ro|ogic Moosuromon| .................................................... 3
Koys |o Succoss .......................................................................5
Uso moosuromon| |o undors|ond |ho orgonizo|ion .................
Uso moosuromon| |o provido o consis|on| viowpoin|
lrom which |o gougo porlormonco ....................................... Z2
Uso moosuromon| |o provido on in|ogro|od, locusod
viow ol |ho lu|uro................................................................Z8
Uso moosuromon| |o communico|o policy
[now s|ro|ogic diroc|ion} ......................................................Z
Updo|o |ho moosuromon| sys|om..........................................81
Uso moosuromon| |o provido quoli|y loodbock |o |ho
s|ro|ogic monogomon| procoss .............................................82
v
Rovisi|ing |ho S|ro|ogic Plon ............................................. 85
Koys |o Succoss .......................................................................85
Rocognizo whon |o updo|o |ho plon ..................................... 8Z
Modily s|ro|ogic plonning procoss |o occommodo|o |ho
moro mo|uro orgonizo|ion ..................................................8
lncorporo|o now loodors in|o |ho s|ro|ogic plonning procoss ..1
ln|ogro|o moosuromon| wi|h s|ro|ogic plonning .....................3
Uso oxporioncod s|ro|ogic plonning locili|o|ors .....................4
Soc|ion ll: Coso S|udios ........................................................ 5
Coso S|udios: S|ro|ogic Plons o| Work....................................... Z
Movol Air S|o|ion, Borbors Poin| ...............................................
Movol Air Focili|y Woshing|on ............................................... 10
Uni|od S|o|os Mili|ory En|ronco Procossing Commond ..............121
Con|or lor Vo|orinory Modicino............................................... 133
Soc|ion lll: Appondix .......................................................... A1
Glossory ............................................................................... A3
Bibliogrophy ......................................................................... A
Abou| |ho Au|hor................................................................. A15
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion vi
vii
Ackxowl-dq-w-xis
l won| |o |honk |ho lollowing pooplo ond orgonizo|ions who con|ribu|od
|o |his hondbook by ogrooing |o por|icipo|o in our rosoorch. Thoy por|ici
po|od in ox|onsivo in|orviows ond providod documon|o|ion lrom |hoir own
s|ro|ogic monogomon| ollor|s. Thoir inpu|, odvico, ond lossons loornod,
bo|h succossos ond loiluros, hovo boon incorporo|od in|o |his documon|
so |ho| wo moy oll opply bo||or s|ro|ogic monogomon| procossos in our
orgonizo|ions. Spociol |honks is ox|ondod |o |hoso who por|icipo|od in
|ho Coso S|udios by shoring |ho do|oils ol |hoir s|ro|ogios ond rosul|s.
AEGlS Troining Con|or, Dohlgron, VA
CAPT Gory S|orm, Commonding llicor
LCDR Miko Church, To|ol uoli|y Coordino|or
Luko Millor, Tochnicol Diroc|or
Bronch Modicol Con|or coono, Virginio Booch, VA
CDR V. M. Wilson, Commonding llicor
LT Mo|| Mow|on, To|ol uoli|y Coordino|or
DASM Forco Suppor| ond Fomilios, Woshing|on, DC
Yvonno Horrison, Formor Dopu|y Assis|on| Socro|ory
ol |ho Movy lor Forco Suppor| ond Fomilios
Floo| Troining Commond, Virginio Booch, VA
CAPT Eorl Fough|, Commonding llicor
1uno Wollo, To|ol uoli|y Coordino|or
Hoodquor|ors Bo||olion, Hoodquor|ors Morino Corps, Woshing|on, DC
CL Kophor|, Commonding llicor
LCL Robor| Dozior, Exocu|ivo llicor
Torry Adoms, To|ol uoli|y Coordino|or
Morino Borrocks, Woshing|on, DC
CL Dovid Do||orror, Commonding llicor
LCL Miko Kosslor, Exocu|ivo llicor
Dopor|mon| ol
|ho Movy
rgonizo|ions
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion viii
Morino Corps Mul|iCommodi|y Moin|ononco Con|or, Bors|ow, CA
Col. Lorkin Conos|or, Commonding llicor
1oonn Bond, To|ol uoli|y Coordino|or
Miko Burko, To|ol uoli|y Focili|o|or
Morino Corps Univorsi|y, uon|ico, VA
CL Hool|, Commonding llicor
LCL Bud Moodor, To|ol uoli|y Coordino|or
Movol Air Focili|y, Androws Air Forco Boso, Woshing|on, DC
CAPT Rondoll Suro||, Commonding llicor
ATC Robor| Chondlor, To|ol uoli|y Coordino|or
Movol Air S|o|ion, Borbors Poin|, Hl
CAPT Edword Wollor, Commonding llicor
LCDR Lou Mosior, To|ol uoli|y Coordino|or
Movol Air S|o|ion, Miromor, CA
CAPT R. L. Cosoy, Commonding llicor
Mor|in [Gono} Hoplor, To|ol uoli|y Coordino|or
Movol Don|ol Con|or, Son Diogo, CA
CDR Loory, To|ol uoli|y Coordino|or
Movol Focili|ios Enginooring Sorvico Con|or, Por| Huonomo, CA
CAPT 1ohn Collins, Commonding llicor
S|ovo Smuck, To|ol uoli|y Coordino|or
Movol Rosorvo Forco, Mow rloons, LA
1on Bowon, To|ol uoli|y Coordino|or
Movol Socuri|y Group, Chosopooko, VA
CAPT Shoron Poyronol, Commonding llicor
CTMCS [AW} Po|ricio Molon, To|ol uoli|y Coordino|or
Movol S|o|ion, Moypor|, FL
CAPT Sco|| Con|lil, Commonding llicor
Diono Shophord, To|ol uoli|y Coordino|or
Movol Undorsoo Worloro Con|or, Koypor|, WA
CAPT Donnis Gibbs, Commonding llicor
Dollos Likons, Exocu|ivo Diroc|or
Miko Koll, S|ro|ogic Plon Loodor
1ohn Ebor|, To|ol uoli|y Coordino|or
ix
Progrom Exocu|ivo llico, Surloco Combo|on|s/AEGlS Progrom,
Woshing|on, DC
1ohn Kuos|ors, Dopu|y AEGlS Progrom Monogor
CAPT Groy Glovor, Chiol ol S|oll
Shoro ln|ormodio|o Moin|ononco Ac|ivi|y, Por|smou|h, VA
CDR Poul Clouson, 1r., Commonding llicor
MRCS [SW} Elvis 1ollorson, To|ol uoli|y Coordino|or
Shoro ln|ormodio|o Moin|ononco Ac|ivi|y, Son Diogo, CA
CAPT Gory Bior, Commonding llicor
1oyco Word, To|ol uoli|y Coordino|or
Dopu|y Socro|ory ol Dolonso, Porsonnol Suppor|, Fomily, ond Educo|ion,
Woshing|on, DC
Corolyn Bocrol|, Dopu|y Undor Socro|ory ol Dolonso lor
Porsonnol Suppor|, Fomilios, ond Educo|ion
Mili|ory En|ronco Procossing Commond, Mor|h Chicogo, lL
CL Wondo Wood, Commonding llicor
LTC Dovo Bor|lo||, 1r., To|ol uoli|y Coordino|or
Con|or lor Vo|orinory Modicino, Rockvillo, MD
S|ophon Sundlol, D.M.V., Ph.D., Diroc|or
Dovo Lynch, To|ol uoli|y Coordino|or
Dopor|mon| ol Agricul|uro, rgonizo|ionol Dovolopmon|, Rivordolo, MD
Don S|ono, CoDiroc|or ol rgonizo|ionol ond Prolossionol
Dovolopmon|
Dopor|mon| ol Educo|ion, Woshing|on, DC
Alon Ginsburg, Diroc|or ol Plonning ond Evoluo|ion Sorvico
Dopor|mon| ol Enorgy, llico ol Mucloor Enorgy, Scionco, ond
Tochnology, Gormon|own, MD
Howord Rohm, Dopu|y Diroc|or, Plonning
S|o|o ol U|oh, Sol| Loko Ci|y, UT
1ohn Connon, Rosoorch Anolys|, llico ol Logislo|ivo Rosoorch
ond Gonorol Counsol
Loo King, Diroc|or, S|o|o ond Locol Plonning, Govornors llico
ol Plonning ond Budgo|
Dopor|mon|
ol Dolonso
rgonizo|ions
|hor
Govornmon|
rgonizo|ions
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion x
xi
How io cs- ih|s H\xdbook
`Th-a- |s xo qa-\i ia\d|i|ox oa h-a|i\q- |oa sia\i-q|c ih|xk|xq
|x w\xy oaq\x|t\i|oxs, ih- sk|ll io s-i \xd |wpl-w-xi sia\i-qy |s
sow-i|w-s w|ss|xq, \xd ih-a- \a- b\aa|-as io sia\i-qy . . ..
All ih|s w\k-s sia\i-q|c ih|xk|xq \xd \ci|ox \ iocqh ch\ll-xq- . . ..
Th- ||asi si-p a-pc|a-s ||xd|xq ih- woi|v\i|ox io b-q|x.
(Ta-qo-, Z|ww-aw\x, Sw|ih, \xd Tob|\, !8)
S|ro|ogic monogomon| is no| o cloon, s|op by s|op procoss. l| is no| linoor,
bu| o mossy, i|oro|ivo procoss |ho| roquiros hord work ond dodico|ion
lrom mos| pooplo in |ho orgonizo|ion |o movo i| |oword |ho lu|uro. l|
roproson|s o now locus lor |ho orgonizo|ion; o locus on o compolling
vision ol |ho lu|uro. This hondbook is dosignod |o holp orgonizo|ionol
loodors |oko s|ops |o bogin o s|ro|ogic monogomon| procoss.
This hondbook hos boon orgonizod in |hroo moin soc|ions. Soc|ion l
providos guidonco on |ho procossos which compriso s|ro|ogic monogo
mon|. Thoso oro: proplonning, s|ro|ogic plonning, doploymon|, implo
mon|o|ion, ond moosuromon| ond ovoluo|ion. A modol is proson|od in An
Inlroduclion lo 5lrclegic Mcncgemenl ond |his modol is ropoo|od in ooch
chop|or, highligh|ing |ho procoss boing oddrossod.
Tho Koys |o Succoss ond Foc|s ol Foiluro provido on ovorviow ol ooch
chop|or. Thoso Koys oro do|orminon|s ol succosslul s|ro|ogic monogomon|
ond whilo |hoy opply |o |ho on|iro sys|om ol s|ro|ogic monogomon|, |hoy
oro bos| oddrossod in |ho chop|or in which |hoy oro proson|od. uos|ions
lollowing |ho Koys oro |hoso lroquon|ly oskod ol s|ro|ogic plonnors. Thoir
onswors oro in|ondod |o holp |ho roodor undors|ond who, who|, whon,
why, ond how |o bo succosslul. Tho lirs| Koy in ovory chop|or is Assign
rolos ond rosponsibili|ios, bocouso rolos ond rosponsibili|ios chongo os
|ho orgonizo|ion movos |hrough |ho vorious phosos ol s|ro|ogic monogo
mon|.
How is |his
hondbook
orgonizod
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion xii
Foc|s ol Foiluro oro no| oddrossod diroc|ly in |ho hondbook bocouso |hoy
oro simply |ho Koys |o Succoss s|o|od convorsoly. Foiluro |o odoquo|oly
considor ond oc| upon |ho Koys genercy in |ho procoss in which |hoy
oro proson|od con diminish succosslul implomon|o|ion ol |ho s|ro|ogic
diroc|ion.
Bo|h |ho Koys |o Succoss ond |ho Foc|s ol Foiluro hovo boon gloonod lrom
|ho monogomon| rosoorch li|oro|uro combinod wi|h ond volido|od by |ho
oxporioncos ol |ho por|icipo|ing orgonizo|ions ond ol |ho ou|hor. Words
ol Advico ond Cou|ion oro in|orsporsod |o highligh| moin poin|s. Tho
docisions modo o| |hoso |unc|uros con lood |o succoss or loiluro.
Soc|ion ll proson|s coso s|udios lrom lour ol |ho orgonizo|ions in|orviowod
os por| ol |ho rosoorch ollor| lor dovolopmon| ol |his hondbook. Tho coso
s|udios lollow |ho koy procossos ol s|ro|ogic monogomon|. Eoch ono
con|oins o summo|ion ol |ho orgonizo|ions vision, mission, ond guiding
principlos, ond on ovorviow ol i|s s|ro|ogic monogomon| procoss. Tho
coso s|udios illus|ro|o lour dilloron| opproochos |o s|ro|ogic monogomon|
ond how |hoso orgonizo|ions hondlod |ho vorious phosos ol |hoir s|ro|o
gic monogomon| ollor|.
Soc|ion lll con|oins o glossory ol |orms usod in |his hondbook, o bibliog
rophy ol |ho books, or|iclos, ropor|s, ond popors roviowod |o provido
bockground lor |ho hondbook, ond o shor| biogrophy obou| |ho ou|hor.
As you bogin your s|ro|ogic plonning procoss, uso |his hondbook os o
sourco guido |o bocomo lomilior wi|h |ho ovoroll concop| ol s|ro|ogic
monogomon|. Thon, os ooch ospoc| ol s|ro|ogic monogomon| is in|ro
ducod in|o |ho orgonizo|ion, rolor bock |o |ho rolovon| chop|ors in Soc
|ion l lor oddi|ionol guidonco . This hondbook wos dosignod os o com
ponion |o A Hcndbook lor 5lrclegic Fcnning; i| picks up whoro |ho
provious hondbook lol| oll. Thoroloro, you moy won| |o lomiliorizo
|homsolvos wi|h |his oorlior hondbook. Howovor, o briol ovorviow ol |ho
DM s|ro|ogic plonning procoss is providod in |ho lirs| chop|or ol Soc|ion
l, An Inlroduclion lo 5lrclegic Mcncgemenl.
How should
|his hondbook
bo usod
1
S-ci|ox |:
Cc|d\xc-
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion 2
3
Who| is
s|ro|ogic
monogomon|
Ax |xiaodcci|ox io
Sia\i-q|c
V\x\q-w-xi
`Wh\i w- ih|xk, kxow, oa b-l|-v- |x |s, |x ih- -xd,
o| l|iil- coxs-pc-xc-.
Th- oxly coxs-pc-xc- . . . |s wh\i w- do.
(H\|x-s, !5)
S|ro|ogic monogomon| os o |orm ond concop| is no| now. Tho |orm wos
lirs| usod in |ho 1Z0s, ond i| moon| |ho| o s|oll ol s|ro|ogic plonnors
moro or loss |hough| up s|ro|ogic progroms ond |hon |riod |o soll |hom
|o docision mokors. ln |ho 10s, |ho viow ol s|ro|ogic plonning ond
s|ro|ogic monogomon| is much dilloron|. Goods|oin, Molon, ond Ploillors
dolini|ion ol s|ro|ogic plonning |okos us owoy lrom |ho no|ion |ho| s|ro|o
gic plonning is o s|oll |ob ond locusos us moro on o procoss |ho| roquiros
|ho sonior loodors ol on orgonizo|ion |o so| i|s s|ro|ogic diroc|ion.
`... ih- paoc-ss by wh|ch ih- qc|d|xq w-wb-as o| \x oaq\x|t\i|ox
-xv|s|ox |is |cica- \xd d-v-lop ih- x-c-ss\ay paoc-dca-s
\xd op-a\i|oxs io \ch|-v- ih\i |cica-.
(Coodsi-|x, Nol\x, \xd ||-|||-a, !2)
Tho concop| ol s|ro|ogic monogomon| builds on |his dolini|ion ol s|ro|ogic
plonning, rocognizing |ho| ol|hough plonning is |ho proludo ol s|ro|ogic
monogomon|, i| is insullicion| il no| lollowod by |ho doploymon| ond
implomon|o|ion ol |ho plon ond |ho ovoluo|ion ol |ho plon in oc|ion.
Pre-Planning
Activities
Organizational
Assessment
Pre-Planning
Mission
Vision
Guiding
Principles
Strategic
Foundations
Gap
Analysis
Strategic
Goals
Objectives
Strategic Planning
Develop
Measurement
Plan
Phase I:
Complete
the Plan
Phase II:
Communicate
the Plan
Deployment
Communicate
Progress
Track Status Take Action
Develop
Action Plans
Implementation
Measurement
and Evaluation
Communicate
Results
Analyze
and
Evaluate
Collect
Data
Resource
Allocation
Strategies
S|ro|ogic monogomon| is o syslems cpprocch |o idenlilying cnd mcking
lhe necesscry chcnges ond mecsuring lhe orgcnizclions perlormcnce os
i| movos |oword i|s vision. l| hos boon dolinod os o
` . . . w\x\q-w-xi . . . sysi-w . . . ih\i l|xks sia\i-q|c pl\xx|xq \xd d-c|s|ox
w\k|xq w|ih ih- d\y-io-d\y bcs|x-ss o| op-a\i|ox\l w\x\q-w-xi.
(Clcck, K\c|w\x, \xd W\ll-ck, !82)
Tho lollowing modol dopic|s |ho livo procossos ol s|ro|ogic monogomon|
which oro proplonning, s|ro|ogic plonning, doploymon|, implomon|o|ion,
ond moosuromon| ond ovoluo|ion.
The Strategic Management Model
Pre-Planning
Activities
Organizational
Assessment
Mission
Vision
Guiding
Principles
Strategic
Foundations
Gap
Analysis
Strategic
Goals
Strategies
Objectives
Pre-Planning Strategic Planning
Develop
Measurement
Plan
Phase I:
Complete
the Plan
Phase II:
Communicate
the Plan
Deployment
Develop
Action Plans
Communicate
Progress
Implementation
Communicate
Results
Analyze
and
Evaluate
Collect
Data
Measurement
and Evaluation
Resource
Allocation
5
S|ro|ogic monogomon| goos boyond |ho dovolopmon| ol o s|ro|ogic plon,
which includod |ho proplonning ond s|ro|ogic plonning procossos.
S|ro|ogic monogomon| is |ho doploymon| ond implomon|o|ion ol |ho
s|ro|ogic plon ond moosuromon| ond ovoluo|ion ol |ho rosul|s. Doploy
mon| involvos complo|ing |ho plon ond communico|ing i| |o oll omploy
oos. lmplomon|o|ion involvos rosourcing |ho plon, pu||ing i| in|o oc|ion,
ond monoging |hoso oc|ions. Moosuromon| ond ovoluo|ion consis|s no|
only ol |rocking implomon|o|ion oc|ions, bu|, moro impor|on|ly, ossossing
how |ho orgonizo|ion is chonging os o rosul| ol |hoso oc|ions ond using
|ho| inlormo|ion |o updo|o |ho plon.
l| is |ho rosponsibili|y ol sonior loodorship |o s|ro|ogicolly monogo |ho
orgonizo|ion. S|ro|ogic monogomon| is o con|inuous procoss ro|hor |hon
o ono|imo ovon|. Thoroloro, |ho sonior loodors mus| bocomo s|ro|ogic
|hinkors ond loodors ol |ho orgonizo|ion ond i|s cul|uro, chonging i| os
nocossory.
To bo |ho mos| succosslul, loodors nood |o bo locili|o|ors, coochos, con
sul|on|s, ond consonsusbuildors. Tronslormo|ionol loodorship is doscribod
by Bornord Boss os, suporior loodorship porlormonco |ho| occurs whon
loodors broodon ond olovo|o |ho in|oros|s ol |hoir omployoos, whon |hoy
gonoro|o oworonoss ond occop|onco ol |ho purposos ond mission ol |ho
group, ond whon |hoy s|ir |hoir omployoos |o look boyond |hoir own soll
in|oros| lor |ho good ol |ho group. Acquiring |ronslormo|ionol loodor
ship |roi|s roquiros hord work ond dodico|ion, willingnoss |o |oko somo
risks, ond in|ornolizing |ho orgonizo|ions vision ond guiding principlos.
Whon on orgonizo|ion is proc|icing s|ro|ogic monogomon|, |hinking
bocomos moro visionory, which is choroc|orizod by:
" Brook|hrough |hinking obou| |ho lu|uro; orgonizo|ionol boundorios
oro moro lloxiblo
Who| is |ho
rolo ol |ho
sonior
loodorship
|oom
Who| oro |ho
bonoli|s ol
s|ro|ogic
monogomon|
" A shil| in locus lrom |ho inpu|s |ho| oro usod |o run |ho businoss |o
|ho ou|pu|s ond ou|comos |ho orgonizo|ion dosiros |o ochiovo
" A locus on op|imizing orgonizo|ionol porlormonco ond procoss
quoli|y os koys |o dolivoring quoli|y produc|s ond sorvicos
" A movo |oword on orgonizo|ionol cul|uro |ho| odop|s oosily |o
chongo
Wi|h proc|ico, po|ionco, dodico|ion, ond hord work, |ho orgonizo|ionol
loorning |ho| |okos ploco |hrough |ho opplico|ion ol s|ro|ogic monogo
mon| will bring |ho orgonizo|ion closor |o roolizing i|s gools ond vision.
Wi|h ooch updo|o ol |ho s|ro|ogic plon, sonior loodors will bocomo bo||or
oblo |o doploy |ho plon, implomon| chongos, ond moosuro orgonizo|ionol
porlormonco.
Tho lirs| s|op |oword s|ro|ogic monogomon| is |o dovolop o s|ro|ogic plon
lor |ho orgonizo|ion.
A Hcndbook lor 5lrclegic Fcnning providos guidonco on how |o conduc|
|ho proplonning oc|ivi|ios |o proporo lor s|ro|ogic plonning. l| ou|linos o
procoss whoroby |ho sonior loodors ol on orgonizo|ion con onvision i|s
lu|uro ond bogin |o dovolop |ho nocossory procoduros ond oporo|ions
|o ochiovo |ho| lu|uro |hrough gools, s|ro|ogios, ond ob|oc|ivos.
Tho proplonning oc|ivi|ios oro |ypicolly conduc|od by s|ro|ogic plonning
locili|o|ors, ossis|od by on orgonizo|ions TL coordino|or. Al|or |ho
complo|ion ol |ho proplonning oc|ivi|ios, |ho sonior loodorship |oom con
bogin |ho s|ro|ogic plonning procoss. This |ypicolly occurs o| on ini|iol
s|ro|ogic plonning workshop. During |ho workshop, |ho sonior loodorship
|oom, in locili|o|od sossions, os|oblishos |ho loundo|ion lor i|s orgonizo
|ionol improvomon| ollor|s by:
Who| is |ho lirs|
s|op |oword
s|ro|ogic
monogomon|
How do wo
dovolop o
s|ro|ogic plon
Z
" Croo|ing o vision ol |ho orgonizo|ions lu|uro
" Dovoloping o so| ol guiding principlos [bohoviorol norms nocos
sory |o ochiovo |ho| vision}
" Clorilying |ho mission, or coro purposo, ol |ho orgonizo|ion
" Dovoloping s|ro|ogic gools [who| mus| chongo |o ochiovo |ho
vision}
ln |ho procoss ol dovoloping |ho gools, |ho |oom moy olso bogin |o do
volop somo ol |ho s|ro|ogios ond ob|oc|ivos lor ochioving |ho gools.
A| |ho ond ol |ho workshop, |ho |oom idon|ilios |ho s|ops noodod |o com
plo|o i|s plonning ond proporo lor doploymon| ond implomon|o|ion.
l| |okos obou| ono mon|h |o complo|o |ho proplonning oc|ivi|ios. Tho
s|ro|ogic plonning locili|o|or will |ypicolly nood obou| 20 doys ol ollor|,
|ho TL coordino|or obou| 4 doys ol ollor|, |ho sonior loodor obou| 4
doys ol ollor|, ond |ho o|hor mombors ol |ho sonior loodorship |oom
obou| 2 doys ol ollor| |o ongogo in |hoso proplonning oc|ivi|ios.
Tho ini|iol s|ro|ogic plonning workshop roquiros on invos|mon| ol 3 doys
by |ho sonior loodorship |oom, |ho s|ro|ogic plonning locili|o|or, ond |ho
TL coordino|or.
Tho long|h ol |imo roquirod |o complo|o, doploy, ond implomon| o s|ro|o
gic plon dillors by orgonizo|ion bocouso ol ooch onos uniquo circum
s|oncos ond cul|uro. Somo ol |ho loc|ors oro |ho:
" Dogroo ol commi|mon| |o |ho ollor| by |ho sonior loodors, s|ro|ogic
plonning locili|o|ors, ond TL coordino|or
" Lovol ol To|ol uoli|y [T} knowlodgo omong |ho sonior loodor
ship |oom
" Lovol ol omployoo involvomon| in plon complo|ion
" Doploymon| mo|hodology
" rgonizo|ions roodinoss lor chongo
How long will
i| |oko us |o
complo|o |ho
plonning
procoss
l| usuolly |okos obou| mon|hs lor on orgonizo|ion |o complo|o i|s lirs|
s|ro|ogic plon ond bo roody |o publish i|. During |his poriod, |ho orgoni
zo|ion con oxpoc| |ho sonior loodorship |oom ond TL coordino|or, wi|h
somo suppor| ollor|, |o spond o| loos| 20 doys complo|ing |ho plon ond
proporing |o doploy i|.
Tho procoss |o |his poin| is loirly s|ruc|urod ond locili|o|od. Howovor,
ol|or |ho ini|iol s|ro|ogic plonning workshop, |ho procoss is much moro
lloxiblo ond is dopondon| on |ho choicos modo by |ho sonior loodorship
|oom.
Cou|ion: Do no| bogin s|ro|ogic plonning unloss |ho sonior
loodorship |oom is commi||od |o corrying |hrough |o doploy
mon| ond implomon|o|ion. ll |horo is no lollow|hrough,
conlusion orisos o| |ho oporo|ionol lovol. This rosul| could
lood |o cynicism obou| ony improvomon| ollor|s.

|h\s- | D-ployw-xi:
Cowpl-i|xq ih-
Sia\i-q|c |l\x
`A cowpa-h-xs|v-, loxq-i-aw, hoa|toxi\lly- \xd v-ai|c\lly-l|xk-d sia\i-qy
x--ds io b- d-v-lop-d. [|i] w|ll h\v- io cov-a ih- -xi|a- oaq\x|t\i|ox w|ih
\ll |is sysi-ws \xd paoc-dca-s . . .. Loxq-i-aw |wpaov-w-xis w|ll xoi b-
\ccowpl|sh-d w|ihoci p-aw\x-xi ch\xq-s |x ih- l-v-l o| -wploy--
|xvolv-w-xi, w|ihoci ch\xq-s |x ih- po|xis o| \cihoa|iy, a-spoxs|b|l|iy, \xd
d-c|s|ox-w\k|xq, w|ihoci ch\xq-s |x w\x\q-w-xi ph|losoph|-s, siyl-s, \xd
a-l\i|oxs, \xd w|ihoci ch\xq-s |x cl|w\i- \xd cclica-.
(V-it, !84)
Doploymon| hos |wo phosos. ln Phoso l, |ho plon is complo|od ond pub
lishod; in Phoso ll, i| is lormolly communico|od. Following oro oc|ions |ho|
oro koy |o succosslully complo|ing Phoso l ond oc|ions |ho| guoron|oo
loiluro.
Implementation
Measurement
and Evaluation
Resource
Allocation
Deployment
Phase I:
Complete the
Plan
Phase II:
Communicate
the Plan
Assign rolos ond rosponsibili|ios
Es|oblish priori|ios
lnvolvo midlovol monogomon|
os oc|ivo por|icipon|s
Think i| |hrough-docido how
|o monogo implomon|o|ion
Chorgo midlovol monogomon|
wi|h oligning loworlovol plons
Moko corolul choicos obou|
|ho con|on|s ol |ho plon ond
lorm i| will |oko
K-ys io Sccc-ss
|\cis o| |\|lca-
Mo occoun|obili|y lor doploymon|
Too mony gools, s|ro|ogios, or
ob|oc|ivos-no opporon| priori|y
Plon in o vocuum-lunc|ionol locus
Mo ovoroll s|ro|ogy |o implomon|
Moko no o||omp| |o link wi|h
doy|odoy oporo|ions
Mo| boing |horough-glossing
ovor |ho do|oils
Who doos who|
|o complo|o |ho
s|ro|ogic plon
S-x|oa
L-\d-ash|p
T-\w
Co\l Caocps
V|d-L-v-l
V\x\q-as
Bcdq-i
O|||c-a
TOL
Cooad|x\ioa
Ass|qx aol-s \xd a-spoxs|b|l|i|-s
Tho lollowing oro suggos|od rolos ond rosponsibili|ios:
" Roochos consonsus on linol s|ro|ogic plon
" S|ro|ogizos doploymon| ond implomon|o|ion mo|hods
" Choosos who| go|s publishod
" Complo|o dovolopmon| ol s|ro|ogios ond ob|oc|ivos
" Shoro drol| plon wi|h midlovol monogors
" Accop| ond incorporo|o opproprio|o loodbock lrom midlovol
monogors
" Briol sonior loodorship |oom on chongos
" Shoro drol| plon wi|h omployoos
" Provido loodbock |o sonior loodorship |oom during locili|o|od
loodbock sossions
" Plons woys |o incorporo|o s|ro|ogic plon rosourco roquiromon|s
in|o |ho budgo|ing procoss
" Assis|s |ho gool groups in |hoir indopondon| work by locili|o|ing
|hoir s|ro|ogy ond ob|oc|ivo dovolopmon| moo|ings
" Assis|s |ho sonior loodorship |oom by boing |ho con|rol poin| ol
con|oc| lor |ho s|ro|ogic plonning ollor|
" Hondlos |ho logis|ics ossocio|od wi|h sonior loodorship |oom
moo|ings
11
Whoso |ob
is i| |o
complo|o
|ho plonning
Who| is
consonsus
ond why is
i| nocossory
Whoro con
|ho sonior
loodorship
|oom go|
holp
Tho orgonizo|ions sonior loodorship |oom is rosponsiblo lor complo|ing,
doploying, ond dovoloping |ho implomon|o|ion mochonisms lor |ho s|ro|o
gic plon. Thoy oro rosponsiblo lor involving omployoos in |hoso s|ops ond
lor commi||ing |ho |imo ond rosourcos nocossory |o ochiovo succoss. As
|hoy ou|lino rolos ond rosponsibili|ios lor o|hors, |hoy mus| cloorly or|icu
lo|o |ho docision moking procoss |ho| will bo usod.
Advico: To |ho ox|on| possiblo, consonsus should bo
roochod. Howovor, somo|imos consonsus conno| bo
roochod. Tho| is |ho |imo lor loodorship |o moko |ho doci
sion.
Consonsus is o docision by o group |ho| is occop|oblo |o |hom, bu| is no|
unonimous nor orrivod o| by o vo|o. All mombors suppor| |ho docision,
ovon wi|hou| univorsol ogroomon|. Consonsus is nocossory |o promo|o
occop|onco ond ownorship ol |ho docision ond lor pooplo |o bo willing |o
work |oword common oims.
Tho TL coordino|or con ossis| |ho sonior loodorship |oom wi|h |ho nox|
phosos ol |ho s|ro|ogic plonning procoss. Tho s|ro|ogic plonning locili|o
|or, who conduc|od |ho ini|iol s|ro|ogic plonning workshop, moy olso bo
ovoiloblo |o holp.
Cou|ion: During doploymon|, i| is impor|on| lor |ho sonior
loodors |o con|inuo |o locus on |ho good ol |ho wholo orgo
nizo|ion, ro|hor |hon |us| on |hoir own lunc|ionol oroos.
Advico: Moin|oin opon ond condid communico|ion wi|h
ooch o|hor so |ho| rool issuos oro surlocod ond dool| wi|h
cons|ruc|ivoly.
Sinco ossis|ing |ho sonior loodors in dovoloping o s|ro|ogic plon is prob
obly o now undor|oking lor |ho TL coordino|or, |ho sonior loodors
should onsuro |ho| |his individuol hos o||ondod |ho DMs 7ecm 5kis
How is |ho
s|ro|ogic plon
complo|od
Who| oro
gool groups
How oro |ho
gool groups
lormod
cnd Concepls, Fundcmenlcs ol 7olc Cucily Lecdership, ond Melhods
lor Mcncging Cucily coursos.
By lorming gool groups.
Gool groups oro crosslunc|ionol |ooms os|oblishod |o work on |ho dovol
opmon| ond implomon|o|ion ol |ho gools ond |hoir ossocio|od s|ro|ogios
ond ob|oc|ivos. Thoy oro crosslunc|ionol bocouso ooch s|ro|ogic gool
|ouchos on mony ospoc|s ol |ho orgonizo|ion. Gool groups oro sub
groups ol |ho sonior loodorship |oom. As wo movo in|o implomon|o|ion,
|hoso gool groups moy link wi|h oxis|ing |ooms such os uoli|y Monogo
mon| Boords [MBs} ond ln|ogro|od Produc|/Procoss Tooms [lPPTs}, o|c.
Advico: Chooso |ho momborship ol ooch gool group wi|h
groo| coro sinco |hoso groups nood |o romoin in|oc| |o
monogo implomon|o|ion ollor|s. Romombor, |ho orgonizo
|ion should bo locusod on moo|ing i|s mission ond |ho now
gools. This moy involvo working on procossos curron|ly in
ploco or working on implomon|ing now procossos which
moy roquiro rochor|oring oxis|ing |ooms |o givo |hom now
diroc|ion in occordonco wi|h |ho s|ro|ogic plon.
Tho gools dovolopod o| |ho ini|iol ollsi|o should bo crosslunc|ionol.
Thoroloro, crosslunc|ionol |ooms oro noodod |o work on dovoloping |ho
s|ro|ogios ond ob|oc|ivos lor occomplishing |ho gools. ll subgroups ol
|ho plonning |oom woro lormod |o work on |ho gools o| |ho workshop,
|hon |hoso gool groups moy con|inuo |hoir work os in|oc| |ooms. ll gool
groups woro no| lormod o| |ho workshop, |hoy should bo os|oblishod o|
|his |imo.
13
Who| will
|hoy do
Con o gool
group ob|oin
ossis|onco
lrom o|hor
mombors ol |ho
orgonizo|ion
during |ho
dovolopmon| ol
|ho s|ro|ogios
ond ob|oc|ivos
Gool groups holp |ho sonior loodorship |oom dovolop |ho s|ro|ogios ond
ob|oc|ivos noodod |o occomplish |ho s|ro|ogic gools. Thoir |ob is |o do
volop idoos ond ol|orno|ivos obou| how |ho s|ro|ogic gools con bo
ochiovod ond |o briol |hoso rocommondo|ions |o |ho sonior loodorship
|oom. A| |his poin|, |hoy oro noi|hor solving probloms nor implomon|ing
|ho s|ro|ogios.
Advico: Romombor |ho dolini|ions:
S|ro|ogic gools dolino |ho chongos roquirod |o movo |ho
orgonizo|ion |oword i|s vision. Thoy oro longrongo chongo
|orgo|s |ho| guido on orgonizo|ions ollor|s in moving |oword
o dosirod lu|uro s|o|o. Achioving |ho s|ro|ogic gools roquiros
o subs|on|iol commi|mon| ol rosourcos ond |ho succosslul
complo|ion ol suppor|ing plons.
A s|ro|ogy oxploins how |ho gool will bo o||oinod.
An ob|oc|ivo is o spocilic, moosuroblo, shor| |o mid|orm
oc|ion nocossory |o moko o s|ro|ogy work. An ob|oc|ivo
doscribos who will do who| by whon.
Yos. A gool group moy nood |ho ossis|onco ol o|hors whon |ho sonior
loodorship |oom is smoll in sizo or |ho mombors nood |o ob|oin |ho ossis
|onco ol sub|oc|mo||or oxpor|s ond procoss ownors |o lur|hor dovolop |ho
s|ro|ogios ond ob|oc|ivos. For oxomplo, il o s|ro|ogy is boing wri||on |o
rovomp |ho rowords ond rocogni|ion sys|om, o porsonnol spociolis| migh|
bo o sub|oc|mo||or oxpor|.
Advico: ll gool groups onlis| |ho holp ol o|hors |o complo|o
|ho plonning, |hoy should moko i| cloor |ho| |ho plon is s|ill in
drol| lorm un|il consonsus is roochod by |ho on|iro sonior
loodorship |oom.
How do
gool groups
go| |hoir ou|pu|
bock |o |ho
sonior
loodorship
|oom
Should
crossbriolings
bo dono o|
rogulor s|oll
moo|ings
Tho gool groups con moo| indopondon|ly. Whon |ho| work is dono, |ho
sonior loodorship |oom roconvonos so |ho gool groups con briol |hom on
|ho s|ro|ogios ond ob|oc|ivos |hoy hovo dovolopod, incorporo|o loodbock,
ond proson| |hoir work lor consonsus.
Tho |orm crossbrioling is usod |o doscribo |ho procoss whoroby |ho
gool groups ropor| |o |ho sonior loodorship |oom on |ho progross |hoyro
moking on dovoloping |ho s|ro|ogic gools, s|ro|ogios, ond ob|oc|ivos. ln
|ho crossbrioling procoss, |ho gool group loodor proson|s |ho gool
groups work ond |hon liolds quos|ions ond common|s lrom |ho sonior
loodorship |oom. Tho rocordor |okos no|os on |ho sonior loodorship
|ooms common|s lor uso by |ho gool group |o improvo who| i| hos dovol
opod. Tho crossbrioling procoss is usod os o woy |o build consonsus
omong |ho sonior loodorship |oom mombors on |ho s|ro|ogios ond ob|oc
|ivos dovolopod by |ho gool groups. Thoroloro, |hoso giving |ho cross
briolings nood |o guord ogoins| rosponding dolonsivoly |o |ho loodbock
rocoivod lrom |ho sonior loodorship |oom.
Mo. This is lu|urolocusod |hinking |ho| is bos| occomplishod by hoving
|ho sonior loodorship |oom go| owoy lrom |ho ollico ond dodico|o ono |o
|wo doys |o complo|ing |his phoso ol i|s s|ro|ogic plonning work. By
looking o| oll |ho gools, s|ro|ogios, ond ob|oc|ivos |ogo|hor,
subop|imizo|ion ol ony ono gool con bo ovoidod.
Advico: ll |ho plonning |oom conno| go |o on ollsi|o
loco|ion, |ho |oom should imposo ond s|ric|ly odhoro |o |ho
100milo rulo, whoroby |oom mombors |hink ol |homsolvos
os 100 milos owoy lrom |hoir rospoc|ivo ollicos, s|olls,
phonos, ond doy|odoy issuos. This holps ovoryono s|oy
locusod on |ho |osk ol plonning lor |ho lu|uro ro|hor |hon
doing |odoys businoss.
How do gool
groups dovolop
s|ro|ogios ond
ob|oc|ivos
ol|or |ho ini|iol
workshop
15
Should
crossbriolings
bo locili|o|od
How con
|ho sonior
loodorship
|oom
do|ormino
who|hor |ho
s|ro|ogios ond
ob|oc|ivos will
moo| |ho gool
Yos. Crossbriolings should bo run by o s|ro|ogic plonning locili|o|or. l|
is during |his procoss ol rooching consonsus on |ho s|ro|ogios ond ob|oc
|ivos |ho| unrosolvod issuos ond hiddon ogondos moy surloco. Dovolop
mon| ol |ho s|ro|ogic gools wos o ro|hor lol|y undor|oking; dovolopmon|
ol |ho s|ro|ogios ond ob|oc|ivos brings |ho s|ro|ogic plon in|o rooli|y. All
ol |hoso involvod oro now proson|od wi|h o cloor pic|uro ol |ho chongos
roquirod ol |ho orgonizo|ion. Whon |hoso olomon|s ol |ho plon |oko
shopo, |ho impoc| ol |ho plon on curron| orgonizo|ionol sys|oms, pro
cossos, lunc|ions, rulos ond rogulo|ions, ond |ho powor s|ruc|uro bocomos
ovidon|. A s|ro|ogic plonning locili|o|or con koop |ho sonior loodorship
|oom locusod, holp roiso hiddon issuos, ossis| in no| ro|roo|ing on |ho
s|ro|ogic plon, locili|o|o rosolu|ion ol |hoso issuos, ond ossis| |ho group in
moking quoli|y docisions.
Advico: As |ho omoun| ond dillicul|y ol |ho work ossoci
o|od wi|h |ho plon bocomos ovidon|, somo moy won| |o
ro|hink |ho gools. Rosis| |ho |omp|o|ion. Dool wi|h |ho issuos
in s|ro|ogios ond ob|oc|ivos.
Somo|imos |ho s|ro|ogios ond ob|oc|ivos noodod |o occomplish o gool oro
ovolu|ionory. Gool groups don| olwoys hovo oll |ho solu|ions or oll |ho
onswors obou| how |o occomplish |ho gool. Somo|imos moro s|udy or
rosoorch is noodod. Tho lirs| s|op moy bo |o pu| |ogo|hor o |oom |o do
|his rosoorch or |o conduc| oddi|ionol s|udy. Tho rosul|s ol |ho rosoorch or
s|udy ollor| will do|ormino who| s|ro|ogios ond ob|oc|ivos will bo noodod
|o moo| |ho gool.
To do|ormino who|hor |hoir ollor|s oro proporly locusod |oword ochioving
|ho orgonizo|ions s|o|od vision, gool groups should considor who|hor |ho
s|ro|ogios ond ob|oc|ivos |hoy dovolop odoquo|oly oddross |ho lollowing:
" Doos ochioving |ho s|ro|ogic gool roquiro dosign ol now procossos
or rodosign ol oxis|ing procossos
Con o|hor
pooplo such
os s|oll, koy
cus|omors, or
s|okoholdors
o||ond |ho
crossbriolings
" Do in|ornol ond ox|ornol rulos, rogulo|ions, policios, or s|ondords
nood |o bo chongod |o succosslully implomon| |ho s|ro|ogy ond
ochiovo |ho gool
" Who| noods moro s|udy boloro o s|ro|ogy con bo dovolopod
ll |ho onswors |o |hoso quos|ions oro inodoquo|o, |hon |ho gool groups
nood |o considor oddi|ionol ol|orno|ivos or idoos in dovoloping |ho s|ro|o
gios ond ob|oc|ivos.
l| is usuolly bos| no| |o invi|o o|hor pooplo |o o||ond |ho crossbrioling
sossions. Sinco |ho sonior loodorship |oom hos no| yo| roochod consonsus
on |ho s|ro|ogios ond ob|oc|ivos, |ho prosonco ol pooplo who oro no| por|
ol |ho| |oom moy inhibi| |ho procoss ol surlocing ond rosolving issuos,
ond i| moy discourogo o condid diologuo omong |ho |oom mombors.
Cus|omors ond s|okoholdors should no| por|icipo|o in |ho s|ro|ogic plon
ning sossions o| |his poin| in |ho s|ro|ogic plonning procoss. Thoir por|ici
po|ion should bo doloyod un|il |ho sonior loodorship |oom is comlor|oblo
wi|h |ho plonnod diroc|ion ol orgonizo|ion.
Cou|ion: ll pooplo o|hor |hon |ho sonior loodorship |oom
o||ond |ho crossbriolings, |hoir rolos mus| bo modo cloor.
Aro |hoy |horo os obsorvors or os por|icipo|ing mombors
wi|h on oquol voico in |ho consonsus procoss Considor |ho
olloc| |hoir prosonco will hovo on |ho quoli|y ol group doci
sions. ls |ho sonior loodorship |oom conlidon| onough wi|h
i|soll |o bo oblo |o oir dilloroncos in lron| ol o|hors
Advico: Whon dociding who|hor |o includo o|hors in |ho
crossbrioling procoss, woigh |ho voluo ol hoving |hom |horo
ogoins| |ho possiblo inhibi|ing olloc| |hoir prosonco will
couso. ls |ho buyin ol midlovol monogors o| |his s|ogo so
impor|on| |ho| including |hom is cruciol r oro |horo s|ill so
mony unrosolvod issuos |ho| i| would no| bo possiblo |o hovo
on opon discussion wi|h o|hors proson|
1Z
Should |ho
gools ond
s|ro|ogios bo
priori|izod
Should |ho
ob|oc|ivos bo
priori|izod
Advico: ll inpu| lrom cus|omors ond s|okoholdors is do
sirod, |hoy should por|icipo|o in |ho in|orviows conduc|od
during |ho proplonning phoso ol subsoquon| i|oro|ions ol
|ho s|ro|ogic plonning procoss.
|si\bl|sh pa|oa|i|-s
Mo. Priori|izo|ion should no| occur o| |ho s|ro|ogic gool or s|ro|ogy lovol.
All ol |ho gools mus| bo ochiovod |o rooch |ho vision. Singling ou| o low
migh| subop|imizo |ho ollor|.
Yos, |ho ob|oc|ivos should bo priori|izod. Sinco oll ol |ho ob|oc|ivos
conno| bo workod o| onco, |ho sonior loodorship |oom noods |o do|ormino
which ob|oc|ivos con bo occomplishod bosod on monoy, pooplo, |imo,
ond curron| worklood. Tho sonior loodorship |oom noods |o do on ini|iol
schodulo ol oll ol |ho ob|oc|ivos bosod on who| i| |hinks is mos| impor|on|.
Koop in mind |ho| |his is on i|oro|ivo procoss, so |ho schodulo moy nood
od|us|mon|s. ln os|oblishing |ho schodulo, considor who|hor or no| implo
mon|o|ion ol ono ob|oc|ivo noods |o occur boloro o|hors con bogin, ond il
ond whon rosourcos will bo ovoiloblo.
Advico: This is on ini|iol o||omp| o| |imophosing |ho
ob|oc|ivos. Firming |ho schodulo ond idon|ilying |ho cri|icol
procossos involvod will occur whon |ho midlovol monogors
oro oskod |o roviow |ho drol| plon ond provido inpu| ond
loodbock.
Tho sonior
loodorship |oom
hos roochod
consonsus on
|ho gools,
s|ro|ogios,
ond ob|oc|ivos.
Who|s nox|
Cou|ion: This is o s|ro|ogic plon; i| moy |oko 5 |o 10 yoors
|o implomon| lully. Wi|h |his in mind, don| bogin oll ol |ho
ob|oc|ivos in |ho lirs| yoor or |wo. Thoro oro novor onough
rosourcos |o do |ho|, ond i| is impor|on| no| |o nogloc| |ho
orgonizo|ions curron| missionsus|oining work.
By croo|ing o schodulo, |ho sonior loodorship |oom con go| o pic|uro ol
|ho ovoroll implomon|o|ion ollor|, whoro od|us|mon|s oro noodod, ond
which ob|oc|ivos will roquiro implomon|o|ion lirs|. This schodulo providos
o viow ol o visiondiroc|od ollor| |ho| con bo usod in |ho onnuol budgo|
ing procoss.
|xvolv- w|d-l-v-l w\x\q-w-xi \s \ci|v- p\ai|c|p\xis
A| |his poin|, i| is impor|on| |o onsuro |ho| midlovol monogors go| in
volvod in |ho plonning procoss lor |wo roosons. Go||ing loodbock bon
oli|s |ho sonior loodorship |oom bocouso |hoy moy discovor |ho| |hoy hovo
lol| ou| on impor|on| issuo |ho| |ho loodbock will highligh|. By moking
|hom por|icipon|s in |ho plons dovolopmon|, |hoy oro moro likoly |o
suppor| implomon|o|ion oc|ions. Thoir porspoc|ivos ond insigh|s con
moko o bo||or, moro oxocu|oblo plon. Thoir involvomon| will olso dispol
|ho porcop|ion |ho| |ho s|ro|ogic plon is o documon| croo|od by |hoso in
chorgo ond |hrus| upon |ho orgonizo|ion. For |his rooson, i| is vi|olly
impor|on| lor |ho sonior loodorship |oom |o os|oblish o procoss lor ob|oin
ing loodbock lrom midlovol monogors. Tho s|ro|ogic plon should no| bo
linolizod un|il |hoir inpu| hos boon considorod.
Advico: Koop in mind |ho| i| is |ho sonior loodorship
|ooms rosponsibili|y |o so| |ho s|ro|ogic diroc|ion, guiding
principlos, mission, ond s|ro|ogic gools ol |ho orgonizo|ion.
Mid ond loworlovol omployoos |ypicolly don| hovo |ho
broodor sys|oms viow ol |ho orgonizo|ion noodod |o os|ob
lish or chongo i|s s|ro|ogic diroc|ion. Thoroloro, |ho sonior
1
loodorship |oom moy won| |o go| loodbock on |ho clori|y ol
|ho vision, guiding principlos, mission, ond s|ro|ogic gools;
bu| no| on |ho s|ro|ogic diroc|ion.
Mony sonior loodorship |ooms idon|ily koy ob|oc|ivos ond lo| |ho omploy
oos complo|o |ho oc|ion plons bocouso |hoy |ond |o bo moro knowlodgo
oblo obou| |hoir procossos. Tho sonior loodorship |oom should osk lor in
dop|h loodbock on |ho s|ro|ogios ond ob|oc|ivos bocouso |hoy loy ou| how
|ho orgonizo|ion in|onds |o ochiovo |ho vision. l| is wi|hin |ho s|ro|ogios
ond ob|oc|ivos-ond por|iculorly |ho ob|oc|ivos-|ho| |ho chongos ro
quirod ol |ho orgonizo|ion oro oxplici|ly oxprossod.
Sonior loodors should chooso on opprooch |ho| li|s wi|h how |ho orgoni
zo|ion bos| dools wi|h now inlormo|ion.
" Hold on ollsi|o |o proson| |ho plon |o |ho midlovol monogors ond
solici| |hoir loodbock. ll possiblo, uso |ho somo s|ro|ogic plonning
locili|o|or who conduc|od |ho s|ro|ogic plonning |oom ollsi|o |o
onsuro con|inui|y.
" Hold locili|o|od locus groups.
" Uso |ho choinolcommond. Hovo ooch mombor ol |ho sonior
loodorship |oom shoro |ho drol| plon wi|h |hoir rospoc|ivo midlovol
monogors, osking |hom |o roviow |ho plon, go| inpu| lrom |hoir
omployoos, ond provido loodbock |o |ho sonior loodorship |oom in
o locili|o|od sossion.
Cou|ion: S|ro|ogic plonning is obou| chongo |ho| loods |ho
orgonizo|ion |oword o bo||or lu|uro. Thoroloro, don| osk lor
loodbock on |ho plon by sonding i| ou| wi|h o covor lo||or
ond osking lor common|s by o cor|oin do|o. This will bo
porcoivod os businoss os usuol ond will no| so| |ho s|ro|ogic
plon opor|.
Advico: To los|or ownorship ol |ho plon, dovolop o lood
bock procoss |ho| oc|ivoly involvos midlovol monogomon|.
Who| oro
somo woys
|o go| loodbock
lrom midlovol
monogors on
|ho drol| plon
Who| obou|
union loodors
How do wo go|
|hom on boord
Should
cus|omors bo
invi|od |o
givo loodbock
on |ho plon
boloro i| is
publishod
Tho sonior loodorship |oom moy won| |o solici| loodbock lrom oll omploy
oos on |ho s|ro|ogic plon. Foodbock con bo colloc|od by:
" Midlovol monogors holding sossions wi|h |hoir omployoos
" Holding on ollhonds moo|ing lollowod by o quos|ion ond onswor
sossion
" Dis|ribu|ing |ho drol| plon vio omoil ond roquos|ing common|s
l| is impor|on| |o go| omployoos involvod oorly in |ho procoss so |ho| |hoy
oro inlormod ol |ho now diroc|ion ol |ho orgonizo|ion ond |o holp |hom
undors|ond how |hoy con con|ribu|o |o |ho orgonizo|ions succoss.
ln somo orgonizo|ions, union mombors si| on |ho Exocu|ivo S|ooring
Commi||oo or on o Por|norship Council ond, |horoloro, por|icipo|o in |ho
plonning procoss. ll no|, union loodors con por|icipo|o in |ho plonning
procoss by providing loodbock on |ho plon olong wi|h |ho midlovol
monogors. Whon oskod who| oncourogod |ho union loodors |o go|
involvod in quoli|y ond procoss improvomon|, ono rocon| winnor ol |ho
Mccom 8cdrige Mclionc Cucily Awcrd soid: Wo could con|inuo |o
ligh| monogomon| ond soo our compony disoppoor or |oin wi|h monogo
mon| in ligh|ing |ho compo|i|ors. Wo choso |ho lo||or!
Advico: Tho docision on involving union loodors should
bo bosod on |ho rolo|ionship |ho| |ho union hos wi|h sonior
monogomon|, ond |ho unions curron| or po|on|iol por|icipo
|ion in ond inlluonco on |ho orgonizo|ion.
Probobly no|. l| is |ho solo rosponsibili|y ol |ho sonior loodorship |oom |o
so| |ho s|ro|ogic diroc|ion ol |ho orgonizo|ion ond mop ou| how |ho
orgonizo|ion will go| |horo. Whilo |ho sonior loodorship |oom mus| bo in
|uno wi|h |ho noods ond dosiros ol |ho orgonizo|ions cus|omors |o od
dross |hom odoquo|oly, boing cus|omordrivon doos no| moon |ho| cus
|omors dic|o|o |ho s|ro|ogic diroc|ion ol |ho orgonizo|ion.
Should |ho
sonior
loodorship
|oom solici|
loodbock lrom
oll omployoos
on |ho s|ro|ogic
plon
21
Whon should
cus|omors bo
involvod
How should
|ho loodbock
bo incorporo|od
in|o |ho
s|ro|ogic plon
Who| olso
should bo
considorod
boloro
linolizing |ho
s|ro|ogic plon
Cus|omors inpu| should bo go|horod o| |ho boginning ol |ho s|ro|ogic
plonning procoss-during |ho proplonning ond ossossmon| phosos.
Cus|omor in|orviows ond o|hor |ypos ol survoys con bo usod |o go|hor
cus|omor inpu| ond rovool cus|omors dosiros ond oxpoc|o|ions. Tho koy
is |o locus on who| |ho cus|omors oxpoc| os o rosul| ol using your produc|s
ond sorvicos. Shoro |ho plon wi|h your cus|omors ol|or i| is complo|od.
[Somo mo|hods lor shoring your plon wi|h your cus|omors oro discussod
in |ho Fhcse II Depoymenl chop|or ol |his hondbook.}
Tho sonior loodorship |oom is rosponsiblo lor considoring oll ol |ho lood
bock ond incorporo|ing who| is opproprio|o. Tho sonior loodorship |oom
os o wholo should corolully considor |ho common|s on |ho vision, guiding
principlos, ond mission. Tho gool groups should oddross goolspocilic
common|s. Al|or |ho sonior loodorship |oom hos roochod consonsus on
ony updo|os, i| should lo| |ho omployoos know how |hoir inpu| wos usod.
Exploining why somo loodbock wos no| incorporo|od moy bo holplul,
ospociolly il o koy issuo hod boon roisod by mony. This holps omployoos
undors|ond why somo oc|ions con occur ond why o|hors conno|.
Th|xk |i ihaocqh - d-c|d- how io w\x\q- |wpl-w-xi\i|ox
Tho sonior loodorship |oom should bogin dovoloping implomon|o|ion
s|ro|ogios boloro publishing |ho plon. Tho lollowing implomon|o|ion issuos
should bo considorod:
" Do loworlovol plons nood |o bo croo|od
" How do wo os|oblish ovorsigh| ond occoun|obili|y lor implomon|o
|ion oc|ions
" Do |ho curron| procoss improvomon| |ooms, working groups,
ls o soporo|o
budgo| noodod
lor
implomon|ing
|ho s|ro|ogic
plon
Why do wo
hovo |o |hink
obou|
moosuromon|
boloro wo
ovon publish
|ho plon
commi||oos, o|c., link wi|h |ho plon Do |hoy nood |o bo rolocusod
|o olign wi|h |ho plon Do |hoy nood |o bo olimino|od
" How doos |ho plon link wi|h |ho budgo|ing procoss
" How will wo moosuro ond ovoluo|o progross
Tho sonior loodorship |oom should ou|lino who is going |o bo rosponsiblo
lor implomon|o|ion ollor|s, i.o., who is |ho poin| ol con|oc| lor |ho plon,
who monogos |ho implomon|o|ion oc|ions, who monogos |ho rosourcos.
A somplo chocklis|, usod by |ho Uni|od S|o|os Mili|ory En|ronco Procoss
ing Commond, lollows in 5eclion II. Ccse 5ludies ol |his hondbook.
Mo. Tho sonior loodorship |oom should no| os|oblish o spociol budgo| lor
implomon|ing |ho s|ro|ogic plon. Bocouso mos| orgonizo|ions oporo|o
undor budgo|s |ho| oro dovolopod ono |o |wo yoors in odvonco, |ho
budgo|ing procoss is olwoys ono s|op ohood ol curron| work. Tho s|ro|o
gic plon noods |o bocomo on in|ogro|od por| ol |ho budgo| dovolopmon|
ond rosourco olloco|ion procoss. For inlormo|ion on rosourcing |ho
plon, soo |ho Impemenling lhe 5lrclegic Fcn chop|or ol |his hondbook.
Tho sonior loodorship |oom should docido which koy |oplovol porlor
monco indico|ors will bo usod |o moosuro progross. Por| ol moosuromon|
ond ovoluo|ion comos lrom |rocking |ho gools, s|ro|ogios, ond ob|oc|ivos.
Tho o|hor por| ol moosuromon| ond ovoluo|ion is |ho moro lormol sys|om
ol do|o colloc|ion ond onolysis. Rolor |o |ho 5lrclegic Mecsuremenl
chop|or ol |his hondbook lor moro guidonco.
How oro
ovorsigh| ond
occoun|obili|y
lor |ho
implomon|o|ion
oc|ions
os|oblishod
23
How should
|ho sonior
loodorship
|oom do|ormino
il loworlovol
plons oro
noodod
Who| should
bo includod in
|ho publishod
documon|
Ch\aq- w|d-l-v-l w\x\q-w-xi w|ih \l|qx|xq low-a-l-v-l
pl\xs
Tho corporo|o sonior loodorship |oom should oncourogo suborgonizo|ions
|o croo|o loworlovol s|ro|ogic plons il:
" Tho corporo|ions sizo is lorgo onough |o suppor|
suborgonizo|ions |ho| oc| os soporo|o businoss on|i|ios
" Thoro is o divorso produc| or sorvico lino omong |ho
suborgonizo|ions
" Tho croo|ion ol o s|ro|ogic plon o| |ho lowor lovol will no| porpo|u
o|o o s|ovopipo cul|uro |ho| |ho sonior loodorship |oom is |rying |o
chongo
Suborgonizo|ions |ho| oro smollor ond whoso produc|s ond sorvicos rosul|
in |ho somo ou|pu| os |ho corporo|o orgonizo|ion should hovo o plon |ho|
includos s|ro|ogios ond ob|oc|ivos |ho| con|ribu|o |o |ho corporo|o vision,
mission, guiding principlos, ond gools. ln |his coso, roproson|o|ivos lrom
|ho lowor orgonizo|ions should hovo boon includod in |ho originol s|ro|o
gic plonning procoss. ll |ho sonior loodorship |oom docidos |ho| lowor
lovol plons oro noodod, s|ro|ogic plonning guidonco should bo dovolopod
lor |ho loodors ol |ho suborgonizo|ions. Troining ond locili|o|ion suppor|
is olso noodod.
V\k- c\a-|cl cho|c-s \boci ih- coxi-xis o| ih- pl\x \xd
ih- |oaw |i w|ll i\k-
Typicolly |ho publishod s|ro|ogic plon includos |ho vision, guiding prin
ciplos, mission, s|ro|ogic gools, s|ro|ogios, ond ob|oc|ivos. By publishing
|o |ho ob|oc|ivo lovol, |ho in|on| ol |ho s|ro|ogic plon is oxplici|ly loid ou|
lor ovoryono in |ho orgonizo|ion.
Who| obou|
shoring |ho
s|ro|ogic plon
ox|ornolly;
who| should
bo includod
Somo|imos orgonizo|ions chooso |o publish only |o |ho s|ro|ogy lovol sinco
ob|oc|ivos chongo ovor |imo, ou|do|ing |ho publishod plon. Tho wooknoss
in |his opprooch is |ho| |ho implico|ions lor oc|ion oro no| roodily oppor
on| ond |ho plon moy bo porcoivod os o lol|y documon| wi|h no rool
opplico|ion |o |ho orgonizo|ion. ll |ho sonior loodorship |oom choosos
no| |o includo |ho ob|oc|ivos, i| should considor publishing |hom os on
occomponying |oc|icol plon.
Cou|ion: Employoos moy hovo dillicul|y undors|onding |ho
nood lor oc|ion in o plon |ho| only publishos |ho vision,
guiding principlos, ond mission, ond possibly |ho s|ro|ogic
gools.
Advico: For in|ornol uso, includo |ho ob|oc|ivos in |ho
publishod plon so |ho| |ho worklorco will bo oblo |o soo how
work go|s dono. l| is possiblo |o publish |ho plon in o lormo|
|ho| is lloxiblo onough |o includo updo|os. Tho plon con bo
orrongod wi|h chongooblo insor|s, pockogod soc|ionolly in o
|hrooring bindor, or |ronsmi||od in on odi|oblo oloc|ronic
lorm.
ln oddi|ion |o shoring |ho plon wi|hin |ho orgonizo|ion, considor shoring
|ho plon ou|sido ol |ho orgonizo|ion. For ox|ornol oudioncos, o soporo|o
plon moy bo noodod |ho| disploys only |ho vision, guiding principlos,
mission, gools, ond s|ro|ogios. Tho omoun| ol do|oil choson |o bo in
cludod in |ho plon lor ox|ornol purposos noods |o bo |oilorod |o ooch
oudionco. Rolor |o |ho Fhcse II Depoymenl chop|or ol |his hondbook lor
idoos on shoring |ho plon ox|ornolly.
25
Doos ony|hing
olso nood |o bo
includod in |ho
publishod plon
Who| should
|ho s|ro|ogic
plon look liko
Tho sonior loodorship |oom migh| considor including:
" Tho ro|ionolo lor croo|ing |ho plon
" Tho procoss usod |o croo|o |ho plon
" A glossory ol |orms
" S|ro|ogic plonning |oom momborship
" lmplomon|o|ion rolos ond rosponsibili|ios
" An ovorviow on how curron| T ollor|s |io in|o |ho plon
" An ovorviow on how progross will bo moosurod ond ovoluo|od
Thoro is no s|ondord lormo|. How |ho linol documon| looks is no| os
impor|on| os who| i| soys, how i| soys i|, ond how i| inlluoncos ond mo|i
vo|os pooplo. For oxomplo, i| moy bo nocossory |o publish |ho plon in |ho
orgonizo|ions lormol policy sys|om [i.o., os on ins|ruc|ion, diroc|ivo, or
ordor} |o los|or crodibili|y.
Advico: Koop |ho in|ondod purposo ond oudionco ol |ho
publishod plon in mind in dociding how bos| |o produco i|.
For somo orgonizo|ions, i| is impor|on| |o hovo o slick
looking publico|ion; lor o|hors, o simplo, highquoli|y copy is
opproprio|o. Somo orgonizo|ions moy nood bo|h docu
mon|s. Romombor-whilo high cos| produc|ion moy rolloc|
impor|onco ond soriousnoss, i| con olso imply |ho| |ho plon
roproson|s o linishod produc| whon |ho work is oc|uolly |us|
boginning.
2Z
|h\s- || D-ployw-xi:
Cowwcx|c\i|xq
ih- Sia\i-q|c |l\x
Implementation
Measurement
and Evaluation
Resource
Allocation
Deployment
Phase I:
Complete the
Plan
Phase II:
Communicate
the Plan
`Sia\i-q|c pl\xx|xq, |x oad-a io b- -||-ci|v-, wcsi b- \cc-pi-d
by \ll ihos- p-asoxx-l who w|ll cli|w\i-ly b- -xp-ci-d io
|wpl-w-xi, wox|ioa, \xd b- h-ld a-spoxs|bl- |oa a-sclis o| ih- pl\x.
(Rol| |. Roy-as, socac- cxkxowx)
ln |ho los| chop|or, wo |olkod obou| shoring |ho s|ro|ogic plon wi|h mid
lovol monogors ond mombors ol |ho worklorco in ordor |o rolino |ho
s|ro|ogios ond ob|oc|ivos, onsuro |hoir undors|onding ol |ho plons in|on|,
ond goin |hoir suppor| lor implomon|o|ion. This chop|or ol |ho hondbook
dools wi|h communico|ing |ho s|ro|ogic plon |o c members ol |ho orgoni
zo|ion |o onsuro |hoir undors|onding ol |ho orgonizo|ions s|ro|ogic diroc
|ion so |hoy con |oko oc|ion on |ho gools, s|ro|ogios, ond ob|oc|ivos.
Following oro oc|ions |ho| oro koys lor succosslully communico|ing |ho
s|ro|ogic plon ond oc|ions |ho| guoron|oo loiluro.
Communico|o |ho plon cons|on|ly
ond consis|on|ly
Rocognizo |ho chongo procoss
Holp pooplo |hrough |ho chongo
procoss
K-ys io Sccc-ss
|\cis o| |\|lca-
Mo occoun|obili|y
Movor |olk obou| |ho plon
lgnoro |ho omo|ionol impoc| ol
chongo
Focus only on |osk occomplishmon|
Who doos who|
|o communico|o
|ho s|ro|ogic plon
" Providos ovoroll loodorship ond guidonco |o |ho orgonizo|ion
rogording |ho s|ro|ogic plon
" Formolly ond inlormolly communico|os |ho publishod s|ro|ogic
plon |o |ho worklorco, cus|omors, ond s|okoholdors
" Chompions |ho chongo |ho| |ho plon roproson|s
" Works wi|h |ho budgo| ollicor |o plon lor rosourco olloco|ion |o
implomon| |ho s|ro|ogic plon
" Dovolops |ho bos| mo|hod lor lormolly communico|ing |ho plon
" Chompions |ho s|ro|ogic plon wi|hin own oroo ol rosponsibili|ios
" Communico|os wi|h omployoos obou| progross, lossons loornod
" Aligns own dopor|mon|, division, o|c., wi|h |ho s|ro|ogic plon
" Guidos sonior loodorship in communico|ion s|ro|ogios
" Sorvos os o sounding boord lor quos|ions
" Works wi|h midlovol monogors |o build commi|mon|
" Coordino|os communico|ion mochonisms
" Suppor| |ho plon
" Proson| omployoo briolings or hold &A sossions on |ho plon
" Tronslo|o s|ro|ogios ond ob|oc|ivos in|o oc|ion implico|ions lor
omployoos
" Align curron| work oc|ivi|ios wi|h |ho s|ro|ogic plon
S-x|oa
L-\d-ash|p
T-\w
V|d-L-v-l
V\x\q-as
TOL
Cooad|x\ioa
S-x|oa
L-\d-a
2
Bcdq-i
O|||c-a
" Suppor|s |ho plon
" Plons woys |o incorporo|o s|ro|ogic plon rosourco ini|io|ivos in|o
|ho budgo|ing procoss
Cowwcx|c\i- ih- pl\x coxsi\xily \xd coxs|si-xily
Tho mo|hod by which |ho sonior loodorship |oom choosos |o communico|o
|ho plon is ox|romoly impor|on|. n |ho lollowing pogos oro mo|ricos ol
prin|od, orol, ond |ochnologicol communico|ion |ools |ho| con bo usod,
|hoir bonoli|s, ond how |o uso |hom.
Advico: Tho lormol communico|ion ol |ho publishod
s|ro|ogic plon should bo hondlod os o spociol ovon| |o mork
o now boginning, o locus on |ho lu|uro. Chooso o combino
|ion ol mo|hods |ho| will mos| olloc|ivoly domons|ro|o |o
omployoos |ho| |his plon is rool ond will bo implomon|od.
Mono ol |ho prin|od or |ochnologicol |ools should bo usod
wi|hou| porsonol involvomon| lrom |ho sonior loodorship
|oom. Romombor |ho| s|ro|ogic monogomon| is o con|inuing
procoss, |horoloro, koop |hoso mo|hods in mind |hroughou|
|ho implomon|o|ion procoss.
Cou|ion: ll |ho orgonizo|ion hod o provious s|ro|ogic plon
|ho| wos unsuccosslul, omployoos moy oxpross cynicism
|oword |ho concop| ol s|ro|ogic plonning. ll |his is |ho coso,
i| is impor|on| |o build occop|onco ond suppor| lor |ho plon
during |ho plon complo|ion phoso [Phoso l Doploymon|}. ll
|his is no| dono boloro lormolly communico|ing |ho plon,
cynicism moy doopon.
How should
|ho plon bo
shorod wi|h |ho
orgonizo|ion
Baochca- Convoys |ho s|ro|ogic plon |o |ho
orgonizo|ion wi|hou| o lo| ol do|oil
Dis|ribu|o |o oll omployoos o| o
spociol ollhonds sossion ond o| now
omployoo orion|o|ions
|a|xi-d Tools B-x-||is How io Us-
B|xd-a
Educo|os |ho worklorco in do|oil
obou| |ho s|ro|ogic plon ond plonning
procoss
Koops |ho worklorco inlormod ol
s|ro|ogic plon occomplishmon|s
Shoros progross ropor|s
Emphosizos commi|mon|
Shows |ho plons link wi|h ovorydoy
work
Koops |ho locus on |ho plon
Floxiblo
Accommodo|os plon updo|os
Dis|ribu|o |o ooch omployoo down |o
ob|oc|ivo lovol
Should bo rogulorly updo|od
L-ii-a|V-wo
Exploins |ho s|ro|ogic plon in |ho
words ol |ho sonior loodor
Dis|ribu|o |o oll omployoos |o commu
nico|o |ho plon ond i|s progross
Do no uso olono or wi|hou| o lormol
moons ol dis|ribu|ion
Aro por|oblo
Holp omployoos locus on |ho plon
Convoy |ho s|ro|ogic plon |o |ho
orgonizo|ion wi|hou| o lo| ol do|oil
L\w|x\i-d C\ads Uso |o locus on bosics ol plon
|osi-as Romind omployoos ol |ho plon Disploy in common oroos in |ho
orgonizo|ion
Sia\i-q|c pl\x|
pc\l|iy x-wsl-ii-a
Uso |ho lirs| issuo |o communico|o
|ho plon ond |ho procoss
Uso subsoquon| issuos |o communi
co|o progross, rosul|s, lossons loornod,
ond now s|ro|ogic ini|io|ivos
Dis|ribu|o |o oll omployoos
Educo|os |ho worklorco obou| |ho
s|ro|ogic plon ond plonning procoss
Koops |ho worklorco inlormod ol
s|ro|ogic plon occomplishmon|s
Shoros progross ropor|s
Emphosizos commi|mon|
Shows |ho plons link wi|h ovorydoy
work
Koops |ho locus on |ho plon
Sia\i-q|c |l\x
colcwx |x ih-
oaq\x|t\i|oxs
x-wsl-ii-a
Es|oblish o spociol soc|ion dovo|od
|o s|ro|ogic plonning
Shows sonior loodor commi|mon|
Koops omployoos inlormod ond
locusod on |ho plon
S-x|oa l-\d-as
\ai|cl- |x ih-
x-wsl-ii-a
Sonior loodor wri|os obou| s|ro|ogic
plonning ond providos updo|os in |ho
orgonizo|ions nowslo||or
Exploins |ho plon
Allows |ho now omployoo |imo |o
roviow |ho plonboloro ropor|ing
Shows commi|mon| |o |ho plon
L-ii-a \ccowp\xy|xq
x-w -wploy-- oad-as
Moil plon, wi|h o lo||or ol oxplono
|ion, wi|h now omployoo ordors
|xi-ax\l Cowwcx|c\i|ox Tools
31
All-h\xds w--i|xqs Encourogo &A on |ho por| ol
omployoos
Roinlorco sonior loodor commi|
mon|
Sonior loodor colls on ollhonds |o
in|roduco ond oxploin |ho plon
Discuss s|ro|ogic plon ond progross
Oa\l Tools B-x-||is How io Us-
Ba|-||xq w\i-a|\ls
w|ih \ sca|pi
lnvolvos oll omployoos ond loodors
diroc|ly
Educo|os ond providos diroc|ion on
|ho plon
Encourogos omployoos |o por|icipo|o
Ensuro consis|oncy ol mossogo by
loodors
Show commi|mon| |o |ho plon
Dis|ribu|o |o ooch dopor|mon| hood
ond midlovol monogor |o oxploin |o
|hoir omployoos
Mus| bo rogulorly updo|od
Moy roquiro o briol |roining sossion
D-p\aiw-xi
w--i|xqs
Show sonior loodor commi|mon|
Rolo|o plon |o ovorydoy work
Koop omployoos inlormod on o
rogulor bosis
Dopor|mon| hoods hold dopor|mon|ol
moo|ings |o communico|o |ho plon ond
shoro progross ropor|s
Moy roquiro brioling mo|oriols so
|ho| oll dopor|mon| hoods convoy |ho
somo inlormo|ion
Hold moo|ings ol|or plon roviow
sossions wi|h |ho sonior loodorship |oom
llor opon lorum lor idoos ond
quos|ions
|occs qaocps Hold locus groups |o onswor quos
|ions obou| |ho plon
OA s-ss|oxs Allow omployoos |o osk quos|ions Hold ol|or o dopor|mon| or oll
honds moo|ing o| |ho subgroup lovol
Sp-c|\l k|ck-o||
-v-xi
Rolor |o 5eclion II. Ccse 5ludies |o
loorn how |ho Con|or lor Vo|orinory
Modicino doployod i|s plon
Fomiliorizos |ho now omployoo wi|h
|ho plon
Shows orgonizo|ionol ond sonior
loodorship commi|mon|
Allows |hom |imo |o liguro ou| how
|hoy con con|ribu|o
N-w -wploy--
oa|-xi\i|ox
Es|oblish o spociol soc|ion dovo|od
|o s|ro|ogic plonning
Thoro oro ox|ornol pooplo wi|h whom |ho sonior loodorship |oom moy
chooso |o shoro |ho plon-o poron| orgonizo|ion, cus|omors, suppliors,
s|okoholdors. ll |ho sonior loodorship |oom won|s |o shoro |ho plon
ox|ornolly, i| noods |o bo cloor obou| i|s dosirod ou|comos. Tho lovol ol
do|oil providod moy bo dilloron| lrom who| is noodod lor on in|ornol
oudionco. Following oro roosons |o shoro |ho plon wi|h vorious ox|ornol
orgonizo|ions.
" To improvo rolo|ions wi|h cus|omors by domons|ro|ing o locus on
|hoir noods
" To goin suppor| ol o|hor orgonizo|ions who moy bo oblo |o holp
your orgonizo|ion sovo rosourcos ond ochiovo common gools
" To goin |ho poron| orgonizo|ions suppor| ond |o |us|ily oddi|ionol
rosourcos or |ho rodiroc|ion ol rosourcos
" To omphosizo suppliors rolos in doing businoss wi|h |ho orgonizo
|ion
Should |ho plon
bo shorod
ou|sido |ho
orgonizo|ion
T-chxoloq|c\l
iools
B-x-||is How io Us-
V|d-oi\p-s|
T-l-cox|-a-xc|xq
Providos o moons ol communico
|ion lor on orgonizo|ion |ho| hos
mul|iplo si|os in romo|o or disporsod
loco|ions
Providos o consis|on| mossogo
Vidoo|opo |ho sonior loodor oxploin
ing |ho plon |o |ho orgonizo|ion
Dis|ribu|o |o ooch dopor|mon|/
division/si|o wi|h copios ol |ho wri||on
plon ond o lo||or oxploining |ho pur
poso ol |ho vidoo|opo
Chooso o poin| ol con|oc| o| ooch si|o
|o onswor quos|ions [|ho sonior loodor
ol |ho si|o}
|-w\|l
ls occossiblo |o oll omployoos
Eosy |o updo|o
Communico|os |ho plon ond progross
updo|os
Mossogos should como lrom |ho
sonior loodor
All omployoos mus| hovo omoil
occossibili|y
All omployoos moy no| rood son|
mossogos, so |his is no| o subs|i|u|o lor
porsonol in|orloco wi|h |ho sonior
loodor
33
" To olign s|okoholdors wi|h |ho vision
" To goin union loodors occop|onco ond por|icipo|ion
" To domons|ro|o |o Congross o locus on ou|comos [|his oligns wi|h
Public Low 1032, |ho Govornmon| Porlormonco ond Rosul|s Ac|
ol 13}
Bolow oro somo |ools lor communico|ing |ho plon ox|ornolly. Tho sonior
loodorship |oom noods |o |oilor |hom |o |ho oudionco rocoiving |ho plon.
Baochca-s|
h\xdocis
Convoy |ho s|ro|ogic plon wi|hou|
o lo| ol do|oil
Provido po|on|iol suppliors wi|h
undors|onding
Dis|ribu|ion o| prolossionol moo|
ings ollows oppor|uni|y |o no|work
wi|h s|okoholdors
Tronspor|oblo mo|hod ol inlormo
|ion dissomino|ion
Dis|ribu|o wi|h o lo||or
Porsonolly dis|ribu|o or hovo ovoil
oblo in conloronco room or whoro
moo|ings occur wi|h ox|ornol cus|omors
Tools B-x-||is How io Us-
L-ii-a \xd copy
o| pl\x
Shoros |ho plon
Convoys commi|mon| lrom |ho
sonior loodor ond |ho orgonizo|ion
Con bo usod |o roquos| loodbock,
supplomon|ol plons, ond rosourcos
Moil or hond dolivor |o cus|omors,
s|okoholdors, ond poron| orgonizo|ion
oxploining |ho s|ro|ogic plon ond how i|
olloc|s |hom
Dis|ribu|ion mo|hod is cri|icol
|-asox\l w--i|xq Porsonol shoring ol |ho plon by |ho
sonior loodor
Allows lor immodio|o loodbock
ond quos|ions
Sonior loodor holds ini|iol ond
poriodic moo|ings wi|h ox|ornol cus|om
ors
R-coqx|t- ih- ch\xq- paoc-ss
As soon os |ho plon is lormolly doployod, loodors mus| bo proporod |o
onswor quos|ions ond loco skop|icism ond chollongos. Employoos will
roolizo |ho| implomon|o|ion ol |ho s|ro|ogic plon moons |ho| rool chongo
will |oko ploco ond |ho| |ho orgonizo|ion will go |hrough o poriod ol
|ronsi|ion, mooning |ho| inilicy pooplo moy nood |o lind |imo |o |oko on
oddi|ionol work. Mony orgonizo|ions hovo no| logi|imizod ond proc|icod
plonning lor |ho lu|uro os o rogulor por| ol |ho sonior loodorships doily
work; nor do |hoy considor implomon|o|ion os o rogulor por| ol |ho
omployoos work. Howovor, |ho old work mus| s|ill bo dono whilo now
work procossos, mo|hods, o|c., oro boing dovolopod.
Whon pooplo oro locod wi|h chongo, mony oc| by donying, rosis|ing,
oxploring, ond |hon commi||ing |o |ho chongo. Pooplo moy go |hrough
|hoso lour s|ogos ol chongo o| |hoir own poco. Somo moy novor occop|
now rolos ond mo|hods. l|on |hoso pooplo loovo orgonizo|ions. Tho
sonior loodorship |oom noods |o ocknowlodgo ond logi|imizo |hoso
s|ogos.
Doniol During doniol, sonior loodors nood |o locus on |ho nood lor
chongo ond ropoo|odly provido |ho roosons lor |ho
chongo. Roosons ol survivol holp locus ovoryono.
Rosis|onco Sonior loodors nood |o lis|on, ompo|hizo, ond ossis| in
so||ing priori|ios during |ho rosis|onco s|ogo.
Exploro|ion During |ho oxploro|ion s|ogo i| is impor|on| lor |ho sonior
loodorship |oom |o koop |ho ollor| onorgizod, koop pooplo
locusod, ond oncourogo |hom no| |o loop |o oc|ion boloro
|ho idoos hovo boon lully oxplorod.
Commi|mon| nco commi|mon| is ob|oinod lrom |ho orgonizo|ion, |ho
sonior loodors should ocknowlodgo ond shoro |ho succoss
ond proporo |ho orgonizo|ion lor chongos |o como.
nco |ho plon
is publishod,
who| hoppons
35
H-lp p-opl- ihaocqh ih- ch\xq- paoc-ss
This bogins during |ho lirs| phoso ol doploymon| whon |ho sonior loodor
ship |oom includos |ho mid ond loworlovol omployoos in |ho plonning
procoss |o linolizo |ho s|ro|ogic plon. How |ho publishod plon is lormolly
communico|od is olso por| ol |ho woy |ho sonior loodorship holps pooplo
monogo chongo.
Loodors nood |o locus pooplo on who| |hoy con con|rol ond how |hoy con
olloc| |ho chongo. Thoy mus| givo omployoos inlormo|ion |o ooso |ho
|ronsi|ion so |hoy con lool somo ownorship in |ho chongo. l| is impor|on|
|o rocognizo |ho| pooplo nood s|obili|y during chongo. Emphosizing |o
ovoryono who| hos no| chongod con holp moin|oin s|obili|y ond loodor
ship conlidonco.
Midlovol monogors should:
" Exploin why chongo is imporo|ivo
" Bo oc|ivo por|icipon|s in |ho communico|ion procoss
" Lis|on ond bring suggos|ions |o |op loodors
" Holp so| gools, dolino plons, ond chooso |oom loodors
" Monogo by consonsus, whoro possiblo
" So| o posi|ivo work climo|o |o oncourogo mo|ivo|ion
" Ask quos|ions rolo|od |o |ho s|ro|ogic plon
How con |ho
sonior
loodorship
|oom holp
pooplo |hrough
|ho chongo
procoss
How con
midlovol
monogors
holp monogo
chongo
ln dovoloping |ho lormol communico|ion mo|hodology lor |ho s|ro|ogic
plon, |ho sonior loodorship migh| uso |hoso quos|ions |o holp s|ruc|uro |ho
inlormo|ion communico|od |o omployoos.
" Who| is |ho chongo
" ls i| rool
" ls i| good lor |ho orgonizo|ion
" ls i| possiblo |o do in |his orgonizo|ion
" Who| hoppons il |ho orgonizo|ion doosn| do i|
" ls i| good lor mo
" Con l olloc|ivoly con|ribu|o |o chongo
" Who| is my now rolo
" Who| hoppons il l don| holp
" Who| hoppons il woro succosslul
By onsworing |hoso quos|ions, |ho sonior loodorship |oom will holp pro
poro omployoos lor |ho chongo |ho| |ho s|ro|ogic plon roproson|s. l|
should como lrom |ho sonior loodor, who noods |o omphosizo |ho| |his is
|ho now diroc|ion ol |ho orgonizo|ion, ond ovoryono is oxpoc|od |o do
|hoir shoro.
Tho sonior loodorship olso noods |o con|inuolly communico|o progross,
rosul|s, lossons loornod, now s|ro|ogic ini|io|ivos, ond how orgonizo|ionol
oc|ivi|y loods |o |ho occomplishmon| ol |ho s|ro|ogic gools ond vision in
inlormol os woll os lormol woys.
Tho guiding principlos oro |hoso orgonizo|ionol voluos |ho| |ho sonior
loodorship consciously choso ond dovolopod |o shopo |ho orgonizo|ions
cul|uro |o ochiovo |ho vision. Tho guiding principlos oro o cruciol ospoc|
ol |ho nowly dovolopod plon. Thoroloro, os soon os |ho guiding prin
ciplos oro publishod in |ho s|ro|ogic plon, orgonizo|ionol mombors will
How should
|ho sonior
loodorship |oom
communico|o
chongo
How oro |ho
now guiding
principlos
por| ol |ho
doploymon|
procoss
3Z
bogin moosuring loodorship bohovior ogoins| |hom. ll |ho loodors ond
monogors ol |ho orgonizo|ion do no| bohovo in occordonco wi|h |ho
guiding principlos, |hon |ho o|hor orgonizo|ionol mombors will loso ro
spoc| lor |hoir commi|mon| |o chongo. Thoroloro, |ho bohoviorol ospoc|s
nocossory |o ochiovo |ho vision mus| bo domons|ro|od doily. This is why
spocilic bohoviorol guiding principlos oro so vi|ol |o oxocu|ing o succoss
lul s|ro|ogic plon.
Advico: Livo |ho principlos; bo o good rolo modol ovory
doy. Don| undoros|imo|o |ho impor|onco ol |his bohovior.
Sonior loodors mus| oc| in occordonco wi|h |ho guiding principlos ond in
occordonco wi|h |ho |ono|s ol TL bocouso bohovior is boliovoblo. This
moy roquiro now lorms ol bohovior lrom |ho sonior loodorship |oom
mombors |oword ooch o|hor, |ho ros| ol |ho orgonizo|ion, ond |hoir
cus|omors, suppliors, ond s|okoholdors. ll loodors oro no| living by |ho
principlos, opproprio|o sonc|ions nood |o bo onoc|od |o omphosizo |ho
soriousnoss ol |ho principlos.
A vory olloc|ivo woy |o holp ooch o|hor modol |ho orgonizo|ionol voluos
is |o proc|ico opon ond condid loodbock in bo|h individuol ond group
in|oroc|ions. This con bo dillicul| ond uncomlor|oblo. Tho purposo ol
giving ond rocoiving posi|ivo loodbock is |o roinlorco ond oncourogo
opproprio|o bohovior. Mogo|ivo loodbock is ol|on ovoidod bu| is
oquolly impor|on|. Tho purposo ol giving ond rocoiving nogo|ivo
loodbock is |o chongo bohovior by moking |ho individuol oworo ol how o
bohovior impoc|s o|hors ond |ho orgonizo|ion. Mogo|ivo simply moons
|ho bohovior is no| diroc|ly on courso, dovio|ing |o o smoll or lorgo do
groo. This is inlormo|ion, ond |ho only woy pooplo con moko inlormod
chongos is by using |his inlormo|ion. Tho idoo is |o romovo |ho omo|ionol
conno|o|ions lrom |ho loodbock, whilo ro|oining prolossionolism ond
locusing on |ho work in |ho in|oroc|ion.
How con |ho
sonior loodors
show |ho
impor|onco
ol |ho guiding
principlos
How should
sonior loodors
holp ooch o|hor
livo |ho
guiding
principlos
Advico: Tho sonior loodor noods |o so| |ho |ono lor mok
ing i| occop|oblo |o givo ond rocoivo nogo|ivo loodbock.
By croo|ing o climo|o whoro o loodbock procoss con occur
lrooly omong |ho loodorship |oom, loodors con holp ooch
o|hor livo |ho guiding principlos by shoring insigh|s on how
ooch o|hors bohoviors olloc| |ho orgonizo|ion ond i|s
progross |oword |ho vision.
3
|wpl-w-xi|xq ih-
Sia\i-q|c |l\x
`|is b--x a\ih-a -\sy |oa cs io d-c|d- wh-a- w- w\xi-d io qo.
Th- h\ad p\ai |s io q-i ih- oaq\x|t\i|ox
io \ci ox ih- x-w pa|oa|i|-s.
(|loyd \xd Woola|dq-, !2)
lmplomon|o|ion is |oking |ho oc|ions nocossory |o occomplish |ho gools,
s|ro|ogios, ond ob|oc|ivos. l| roquiros oc|ion plonning, sonior loodorship
involvomon|, commi|mon| |o |ho plon, rosourcing [pooplo, |imo, ond
monoy}, ond involvomon| lrom |ho on|iro orgonizo|ion.
Tho s|ro|ogic plonning procoss |ho| wos usod |o croo|o |ho plon is invor|od
in |ho implomon|o|ion phoso. Complo|ion ol |ho ob|oc|ivos impoc|s
complo|ion ol |ho s|ro|ogios, |hon |ho gools, ond loods |oword occom
plishing |ho vision. To implomon| |ho s|ro|ogic plon succosslully, i| is
nocossory lor |ho orgonizo|ion |o hovo o lormol implomon|o|ion plon wi|h
oc|ions ossignod |o oi|hor |ooms or individuols who oro rosponsiblo lor
|hoir occomplishmon|.
ll |ho orgonizo|ion hos boon proc|icing procoss improvomon| using |ho
T modol, monogors ond loodors will bo lomilior wi|h |ho T |oom
s|ruc|uro. ll |ho orgonizo|ion hos roolizod succossos using |his s|ruc|uro,
|hoy will probobly won| |o con|inuo i| ond will coll |hoir sonior loodorship
|oom on Exocu|ivo S|ooring Commi||oo or Group [ESC/G} ond |hoir
implomon|o|ion |ooms uoli|y Monogomon| Boord [MBs} ond Procoss
Ac|ion Tooms [PATs}. Howovor, in somo orgonizo|ions, |ho s|ro|ogic
plonning procoss hos lod |ho sonior loodors |o |ho conclusion |ho| curron|
MBs ond PATs nood |o bo rochor|orod, ros|ruc|urod, or roolignod wi|h
Deployment
Implementation
Measurement
and Evaluation
Resource
Allocation
Communicate
Progress
Take Action
Develop
Action Plans
Track Status
|ho now s|ro|ogic diroc|ion. For |his rooson, |ho sonior loodors hovo
somo|imos choson |o coll |ho now |ooms-|hoso |ho| oro dooling wi|h
implomon|o|ion issuos-Gool Groups, S|ro|ogy Tooms ond b|oc|ivo
Tooms. Who| |hoy oro collod is no| os impor|on| os who| |hoy occom
plish-implomon|o|ion ol |ho s|ro|ogic plon.
Following oro oc|ions |ho| oro koys lor succosslully implomon|ing |ho
s|ro|ogic plon ond oc|ions |ho| guoron|oo loiluro.
lnvolvo sonior loodors
Dolino on inlros|ruc|uro
Link gool groups
Phoso in|ogro|ion ol implomon|o
|ion oc|ions wi|h worklood
lnvolvo ovoryono wi|hin |ho
orgonizo|ion
K-ys io Sccc-ss
|\cis o| |\|lca-
Mo occoun|obili|y
Disongogomon| lrom procoss
Unmonogod oc|ivi|y
Frogmon|od occomplishmon| ol
ob|oc|ivos loods |o subop|imizo|ion
Forco pooplo |o chooso bo|woon
implomon|o|ion ond doily work;
|oo mony |ooms
Mo olignmon| ol s|ro|ogios
Alloco|o rosourcos lor
implomon|o|ion
Focus only on shor| |orm nood
lor rosourcos
Monogo |ho chongo procoss lgnoro or ovoid chongo
Evoluo|o rosul|s Mo moosuromon| sys|om
Shoro lossons loornod; ocknowl
odgo succossos |hrough opon ond
lroquon| communico|ion
Hido mis|okos/loy blomo;
limi|od/no communico|ion
41
" Loods |ho implomon|o|ion ollor|
" Es|oblishos cloor rolos ond rosponsibili|ios
" Alloco|os rosourcos lor oc|ion i|oms
" Holds mon|hly s|ro|ogic plon moo|ings wi|h |ho sonior loodorship
|oom |o moni|or |ho s|o|us ol |ho plon
" Loods by consonsus, bu| mokos koy docisions whon nocossory
" lncorporo|os briol s|o|us updo|os o| wookly s|oll moo|ings
" Communico|os plon s|o|us, occomplishmon|s, ond lossons loornod
wi|h |ho worklorco
" Communico|os rosul|s os opproprio|o |o cus|omors, s|okoholdors,
poron| orgonizo|ion
" Suppor| |ho s|ro|ogic plon ond incorporo|o in |o doy|odoy busi
noss ond procossos
" Priori|izo ob|oc|ivos
" Alloco|o rosourcos lor oc|ion i|oms
" Dolino moosuros lor progross ond mission porlormonco
" Sponsor ossossmon| survoys [o.g., in|ornol omployoo climo|o
survoys, cus|omor survoys, o|c.}
" Provido |roining rosourcos
" A||ond mon|hly s|ro|ogic plon moo|ings
S-x|oa L-\d-a
Who doos who|
|o succosslully
implomon| |ho
s|ro|ogic plon
S-x|oa
L-\d-ash|p
T-\w V-wb-as
" Givo briol s|o|us updo|os o| wookly s|oll moo|ings
" Lood gool groups
" Sorvo os linking pins on s|ro|ogylovol |ooms
" Chor|or |ooms
" Guido |ho worklorco |hrough implomon|o|ion issuos
" Romovo orgonizo|ionol borriors |o gool occomplishmon|
" Croo|o or roviso policios ond procoduros |o ochiovo gools
" Communico|o plon s|o|us, occomplishmon|s, ond lossons loornod
wi|h |hoir omployoos
" Croo|o loworlovol plons |o suppor| |ho corporo|o plon
" Sorvos on sonior loodorship |oom
" ldon|ilios rosourco issuos rolo|od |o olloc|ivo implomon|o|ion
" Dis|ribu|os ond moni|ors uso ol olloco|od rosourcos
" Ensuros |ho| budgo| rolloc|s s|ro|ogic plon implomon|o|ion lunding
noods
" Do|orminos how |o rolloc| mission porlormonco wi|h budgo|
" Sorvos os poin| ol con|oc| lor |ho plon wi|h |ho sonior loodorship
|oom
" Providos T guidonco ond consul|o|ion |o sonior loodors
" Assossos ond coordino|os |roining noods
" Conduc|s ossossmon| survoys
" Trocks s|ro|ogic plon oc|ion i|oms
" Hondlos logis|ics lor updo|ing |ho plon
" Focili|o|os sonior loodorship |oom moo|ings ond ollors locili|o|ion
|o o|hor |oom moo|ings
" Works wi|h sonior loodor |o dovolop moo|ing ogondos
S-x|oa
L-\d-ash|p
T-\w V-wb-as
(coxi|xc-d)
Bcdq-i O|||c-a
TOL
Cooad|x\ioa
43
" Works wi|h linking pin |o chooso |oom momborship
" Es|oblishos |oom moo|ing schodulo
" Loods |oom moo|ings
" Coordino|os wi|h s|ro|ogic plonning locili|o|or/quoli|y odvisor on
moo|ing ogondos
" Moni|ors plon ol oc|ion ond milos|onos
" Briols s|o|us |o highor lovol |ooms
" Roquos|s nocossory rosourcos
" Asks sub|oc| mo||or oxpor|s |o o||ond cor|oin moo|ings
" Ensuros dis|ribu|ion ol moo|ing minu|os
" Croo|o plon ol oc|ion ond milos|onos
" A||ond moo|ings
" lmplomon| |osks
" Dolino moosuros
" Dovolop do|o colloc|ion plon
" Colloc| do|o
" ldon|ily implomon|o|ion problom oroos
Mony pooplo oro lomilior wi|h |ho |oom s|ruc|uro lor implomon|ing T.
Tho somo ro|ionolo usod lor os|oblishing |ho |oom s|ruc|uro in o T
orgonizo|ion is volid lor os|oblishing implomon|o|ion |ooms. Gools
should bo rolo|od |o curron| ond lu|uro businoss procossos cu||ing ocross
|ho mo|or lunc|ions in |ho orgonizo|ion. Thoroloro, s|ro|ogic plon implo
mon|o|ion |ooms oro similor |o T |ooms [os shown on |ho nox| pogo}.
Gonorolly, |ho dilloroncos bo|woon curron| MBs ond now gool groups
oro |ho| oxis|ing MBs oro working on improving/roonginooring curron|
signilicon| mission procossos; gool groups will bo working on dosigning
now produc|s or dovoloping now mission oroos.
|wpl-w-xi\i|ox
T-\w L-\d-a
(|oa Co\l
Caocps,
Sia\i-qy T-\ws,
\xd Obj-ci|v-s
T-\ws)
|wpl-w-xi\i|ox
T-\w V-wb-as
How should
implomon|o|ion
|ooms bo
orgonizod
Team Hierarchy
Objective Team
(PAT)
Objective Team
(PAT)
Strategy Team
(QMB)
Strategy Team
(QMB)
Strategy Team
(QMB)
Goal Group
(QMB)
Goal Group
(QMB)
Goal Group
(QMB)
Goal Group
(QMB)
Senior Leadership Team
(ESC/G)
ESC/G Toom modo up ol |ho sonior loodorship ol on orgonizo
|ion [olso collod Sonior Loodorship Toom}
MB Crosslunc|ionol |oom |ho| works |ho s|ro|ogic gool
[olso collod S|ro|ogic Gool Groups}
MB Toom |ho| works |ho s|ro|ogios [olso collod S|ro|ogy
Tooms}
PAT Toom |ho| go|hors do|o noodod |o work |ho ob|oc|ivos,
dovolops implomon|o|ion oc|ion plons, oxominos pro
cossos |ho| oro |orgo|od lor chongo, mokos rocommon
do|ions lor implomon|o|ion, ond |okos oc|ion [olso
collod b|oc|ivo Tooms}
Gool groups, consis|ing ol mombors ol |ho sonior loodorship |oom, con
bo usod |o lood ond moni|or implomon|o|ion wi|hin |ho gool oroo os
signod |o |hom. Tho gool groups moy chor|or s|ro|ogy |ooms [MBs} or
chor|or ob|oc|ivos |ooms [PATs}, il noodod, or ossign on individuol |o
work on ob|oc|ivo il i| doos no| roquiro o |oom ollor|. Chor|oring ol
|ooms doponds on |ho priori|ios loid ou| in |ho s|ro|ogic plon.
45
Advico: Uso on oxis|ing highlovol crosslunc|ionol |oom
s|ruc|uro. ll possiblo, don| so| up now gool groups. Do
ponding on how woll |ho oxis|ing MB s|ruc|uro oddrossos
work procossos, considor modilying somo ol |ho chor|ors or
|oom mombors. Who| |ho |ooms oro collod is no| impor|on|;
|ho loundo|ion upon which |hoy oro buil| ond who| |hoy oro
|o occomplish oro |ho osson|iol loc|ors. Uso consis|on| lon
guogo |o roduco conlusion ond dollo|o |ho idoo |ho| o now
progrom is supplon|ing ono|hor.
For moro inlormo|ion on |ho DM MB s|ruc|uro, rolor |o |ho DM TL
courso curriculum.
|xvolv- s-x|oa l-\d-as
Tho sonior loodorship |oom is rosponsiblo lor ovorsooing implomon|o|ion.
Tho |oom con|inuos |o scon |ho onvironmon| |o idon|ily ony oddi|ionol
s|ro|ogios or ob|oc|ivos, ond discussos implico|ions ol chongos. l| is
rosponsiblo lor moking cruciol docisions obou| |ho diroc|ion ol |ho orgoni
zo|ion, od|us|ing |ho plon os nocossory, ond chor|oring |ooms |o holp i|
occomplish |ho s|ro|ogios ond ob|oc|ivos. By kooping o cus|omor ond
mission locus ond promo|ing communico|ion bo|woon dopor|mon|s, |ho
sonior loodorship |oom consciously |rios |o combo| subop|imizo|ion.
How ol|on |ho sonior loodorship |oom moo|s vorios by orgonizo|ion, bu|
during |ho implomon|o|ion phoso, poriodic moo|ings, which moy bo
locili|o|od, oro roquirod |o locus sololy on |ho s|ro|ogic plon. Sonior
loodorship |ooms lind |ho| by os|oblishing o rogulor roviow schodulo, |hoy
oro oblo |o koop |ho orgonizo|ion locusod on implomon|o|ion. Somo
orgonizo|ions hovo os|oblishod o procoss whoroby ono or |wo ol |hoir
s|ro|ogic ini|io|ivos oro briolod o| ooch s|oll moo|ing on o ro|o|ing bosis,
providing o s|o|us |rocking ol oll |ho ini|io|ivos ooch mon|h.
How should
sonior
loodorship
bo involvod
Advico: Unloss |hoso moo|ings oro locili|o|od, |ho locus
con quickly |urn |o rou|ino problom solving. To koop |ho
plon on |rock bo|woon |hoso moo|ings, briol s|o|us updo|os
should bo o s|ondord ogondo i|om during rogulor s|oll
moo|ings. Somo orgonizo|ions hovo succosslully usod
|rodi|ionol sonior s|oll moo|ings |o work on s|ro|ogic issuos.
Mos| conno|, o| loos| oorly in implomon|o|ion. Thoroloro,
schodulo rogulor sonior loodor implomon|o|ion moo|ings un|il
|ho now s|ro|ogic woy ol conduc|ing businoss is incorporo|od
in|o doy|odoy docision moking.
D-||x- \x |x|a\siaccica-
Tho orgonizo|ion noods |o dolino |ho woy i| is going |o oc| on |ho ob|oc
|ivos |orgo|od lor implomon|o|ion. Do|ormining who| |ypo ol inlros|ruc
|uro is bos| doponds on |ho ob|oc|ivos |homsolvos ond |ho woy |ho orgoni
zo|ion is curron|ly orgonizod. For oxomplo:
" ll |ho ob|oc|ivo oddrossos chongos |o o procoss |ho| cu| ocross |ho
orgonizo|ion [|ho mos| likoly coso}, |hon o crosslunc|ionol |oom
should bo os|oblishod |o work on i|s implomon|o|ion. A cross
lunc|ionol |oom is ono whoso momborship includos |hoso lrom
moro |hon ono orgonizo|ionol lunc|ion. Eoch ol |ho mombors hos
rosponsibili|y lor somo por|ion ol on idon|iliod procoss.
" ll |ho ob|oc|ivo oddrossos o mo|or chongo wi|hin o lunc|ionol oroo
wi|h no impoc| on ono|hor oroo, |hon |ho loodor ol |ho| oroo
should bo |oskod |o implomon| |ho ob|oc|ivo oi|hor by ossombling
o |oom or |osking on individuol.
" ll |ho ob|oc|ivo dools wi|h o singlo, lunc|ionollylocusod oc|ion,
|hon i| could probobly bo |oskod |o on individuol who works in
|ho| lunc|ion. ll |his is |ruo, |his ob|oc|ivo moy bo |oo low o lovol |o
bo por| ol |ho lormol plonning procoss.
Who| |ypo ol
inlros|ruc|uro
is bos|
4Z
Advico: ll rosponsibili|y lor on oc|ion con bo ossignod |o
on individuol, i| moy no| bo nocossory |o chor|or o |oom.
ln ony coso, |ho inlros|ruc|uro noods |o bo dolinod |o onsuro occoun|obil
i|y ond rosponsibili|y lor oc|ion. Somo orgonizo|ions hovo |riod |o roor
gonizo ond |hon do s|ro|ogic plonning lor |ho now orgonizo|ion.
l|on|imos, orgonizo|ionol ros|ruc|uring is |hough| |o bo |ho woy |o
improvo |ho orgonizo|ions porlormonco. His|oricolly, roorgonizo|ions
hovo locusod on s|ruc|uro, who ropor|s |o whom ond who is rosponsiblo
lor who|. Roorgonizo|ions hovo no| locusod on |ho woy work go|s dono.
nly ol|or working on |ho work sys|oms will |ho mos| logicol s|ruc|uro
bocomo opporon|.
Advico: Do s|ro|ogic plonning ond |hon, il nocossory,
roorgonizo |o occomplish |ho mission ond s|ro|ogic gools.
Tooms should bo lormod lor o spocilic purposo. Thoy should consis| ol
mombors who hovo o diroc| impoc| on or rosponsibili|y lor |ho occom
plishmon| ol |ho |osk. Whonovor possiblo, |hoy should includo sub|oc|
mo||or oxpor|s ond ondusors.
Tooms should bo crosslunc|ionol il |ho gool, s|ro|ogy, ob|oc|ivo, or |osk
ox|onds ocross orgonizo|ionol boundorios. Howovor, il |ho gool, s|ro|
ogy, ob|oc|ivo, or |osk doos no| cross ovor lunc|ionol boundorios, |ho
|oom should consis| sololy ol mombors lrom |ho| ono lunc|ionol oroo.
uos|ions loodors migh| osk boloro os|oblishing o |oom includo:
" How doos |ho |oom suppor| |ho s|ro|ogic diroc|ion
" Who| oro |ho spocilic boundorios
" Who| rosourcos will bo noodod
" Do wo hovo |ho righ| pooplo on |ho |oom |o onolyzo/dosign o
procoss ond occomplish our ob|oc|ivo
How is |oom
momborship
do|orminod
" Who| pooplo no| on |ho |oom oro cri|icol |o i|s succoss
" Who will probobly suppor| |ho |ooms ollor|s, ond who moy bo
opposod
" Who| moosuros will bo usod |o indico|o succoss
Yos. Do|oilod chor|ors ou|lino |ho purposo ol |ho |oom, |ho oxpoc|o|ions,
ond |ho rosourcos commi||od |o do |ho |osk. Tho chor|or |olls |ho |oom
why |hoy hovo como |ogo|hor ond who| |hoy oro |o occomplish. Timo
limi|s should olso bo incorporo|od. Chor|or guidolinos ond o somplo
chor|or lor s|ro|ogic plon implomon|o|ion oro providod in |ho Movol Air
Focili|y Woshing|on Coso S|udy in 5eclion II. Ccse 5ludies.
Yos, por|iculorly whon go||ing s|or|od. ll o s|ro|ogic plonning locili|o|or is
no| ovoiloblo, |hon |ho orgonizo|ions quoli|y odvisor is o good sourco lor
locili|o|ion ol |ooms. Thoir rolo is |o work wi|h |ho |oom loodor |o croo|o
moo|ing ogondos, holp wi|h chor|ors, ond provido locili|o|ion during
|oom moo|ings primorily wi|h |ho oim |o |roin |ho group |o bocomo soll
sullicion|. l| is impor|on| lor |ho |oom |o ochiovo consonsus, |o go| oll
mombors ol |ho |oom |o spook |hoir opinions, ond |o holp |ho |oom loodor
dovolop ond oxocu|o o produc|ivo ogondo.
Advico: ll o s|ro|ogic plonning locili|o|or is no| oblo |o
locili|o|o your |ooms, don| lo| |ho| s|op implomon|o|ion
ollor|s. Uso quoli|y odvisors who con bo por|iculorly holplul
wi|h onolysis |ools, improvomon| mo|hods, ond moo|ing
mochonics. Thoy olso undors|ond |ho orgonizo|ions busi
noss. As |oom loodors bocomo moro conlidon| ond proli
cion| in |ools, |hoy con |oko lull rosponsibili|y lor |ho |oom,
rosul|ing in |oom cohosion ond progross |oword gools.
Aro chor|ors
noodod
Do wo nood o
locili|o|or lor
ovory |oom
4
Cou|ion: Toom loodors con roly |oo hoovily on quoli|y
odvisors ond obdico|o |hoir rosponsibili|ios. uoli|y odvisors
should ossis| |ho |oom loodor olllino wi|h |hoso skills ho or
sho is wook in ond |hon bocomo o consul|on| on on inlro
quon| bosis.
L|xk qo\l qaocps
l| is impor|on| lor highor lovol |ooms |o roviow lindings ond suggos|ions
lrom loworlovol |ooms ond moko noodod docisions in o |imoly monnor.
Advico: l| is impor|on| |o hovo o working inlros|ruc|uro,
ono whoro |ho sonior loodorship |oom ond highor lovol
|ooms moo| on o rogulor bosis ond roviow |ho progross ol
loworlovol |ooms. This is locili|o|od by hoving o linking
mombor lrom highorlovol |ooms |o loworlovol |ooms whoso
|ob i| is |o koop |ho highorlovol |oom obroos| ol implomon|o
|ion oc|ivi|ios. By hoving |his communico|ions link, inlormo
|ion con llow lrooly. Whon docisions oro roquirod, |ho
highorlovol |oom will olroody hovo |ho bockground inlormo
|ion ond bo oblo |o moko docisions in o |imoly monnor, |hus
domons|ro|ing commi|mon| |o |ho implomon|o|ion ollor|.
rgonizo|ions |ho| hovo hod |oom mombors |roinod in group dynomics
lound |ho| |hoir |ooms woro vory olloc|ivo. ll lormol |roining conno| bo
conduc|od boloro |ooms bogin |hoir work, |ho quoli|y odvisor or s|ro|ogic
plonning locili|o|or should promo|o on undors|onding ol group dynomics,
|ooch |ho |oom obou| oc|ivo lis|oning, ond provido |ho Dopor|mon| ol |ho
Movys |roining coursos-7ecm 5kis cnd Concepls, Melhods lor Mcncg-
Why oro
linkogos
impor|on|
Who| mokos
somo |ooms
moro
produc|ivo
|hon o|hors
ing Cucily, 5yslems Approcch lo Frocess Improvemenl, ond Impemenl-
ing 7CL, oll ol which con|oin |oomrolo|od |opics. TL Coordino|ors
should bo lomilior wi|h |hoso coursos.
|h\s- |xi-qa\i|ox o| |wpl-w-xi\i|ox \ci|oxs w|ih
woaklo\d
lmplomon|o|ion |ooms should dovolop implomon|o|ion plons |o oddross
how |hoy will corry ou| |hoir chor|ors. A plon ol oc|ion ond milos|onos
[PA&M} |o dovolop implomon|o|ion plons ond, subsoquon|ly, |o mon
ogo implomon|o|ion con bo usod. l| con provido o doscrip|ion ol |ho
|osks |ho| nood |o bo occomplishod, show rosponsibili|y ond rosourco
roquiromon|s, oxpoc|od ou|comos, moosuros |o bo usod, ond s|o|us. For
implomon|o|ion |o occur smoo|hly, considoro|ion mus| bo poid |o |ho
priori|y ond soquoncing ol |osks ond s|ops.
Bolow is on oxomplo ol o common PA&M.
How oro
implomon|o|ion
plons
dovolopod
Tasks
and
Steps
Responsible
Individual
Due
Date
Expected
Outcomes
Measures Resources
Required
Status
Advico: Don| |oko on |oo mony oc|ions o| |ho somo |imo.
For shor||orm succoss, complo|o oc|ions |ho| oro impor|on|,
hovo shor| |imo linos, ond oorly s|or| do|os. Mony ob|oc|ivos
do no| roquiro lormol |ooms ond oc|ion plons. Do no|
ovorlook |hom, |hoy moy bo oosy |o implomon| ond pro
vido oorly succoss. lmplomon|ing oosy ob|oc|ivos noods |o
bo boloncod wi|h implomon|ing ob|oc|ivos |ho| hovo groo|or
impoc|, o|horwiso omployoos moy |riviolizo |ho s|ro|ogic
plonning ollor|.
51
To ossoss who| oc|ion |o |oko, |ho sonior loodorship |oom should:
" ldon|ily curron| commi||oos, working groups, MBs, ond PATs-
bo|h in|ornol ond ox|ornol-|ho| |ho orgonizo|ion is involvod wi|h
" ldon|ily |oom momborship ond purposo/chor|or
" Mop curron| |oom |oskings |o s|ro|ogic gools
" Assoss |oom occomplishmon|s |o do|ormino il |hoy should bo
disbondod
" Do|ormino which |ooms con |oko on oddi|ionol oc|ions consis|on|
wi|h implomon|ing |ho orgonizo|ions s|ro|ogic plon
" Rodiroc|/rochor|or oxis|ing |ooms |o implomon| |ho s|ro|ogic plon
or obolish |ooms |ho| no longor con|ribu|o |o |ho vision
Cou|ion: Boworo ol |oo mony |ooms, working groups,
spociol commi||oos, o|c. l| is impor|on| |o |horoughly scrub
|hom so os no| |o duplico|o ollor|, couso conllic|ing priori|ios
lor pooplo, ovorlood pooplo, subop|imizo orgonizo|ionol
ou|pu|, ond dilu|o |ho orgonizo|ions s|ro|ogic ollor|s ond
ovorydoy work occomplishmon|s.
Mony corporo|o orgonizo|ions oncourogo suborgonizo|ions |o croo|o
loworlovol plons. Tho implomon|o|ion oc|ions in |hoso plons nood |o
olign wi|h |ho corporo|o plon. Tho suborgonizo|ions con uso |ho somo
plonning mo|hodology |ho| wos usod by |ho corporo|o orgonizo|ion [os
doscribod in A Hcndbook lor 5lrclegic Fcnning} bu| |hoy nood |o |oilor i|
|o |ho lovol ol plonning roquirod. For oxomplo, |ho somo proplonning
procoss con bo usod |ho| on|oils in|orviowing |ho plonning |oom mombors
ol |ho suborgonizo|ion; howovor, |ho in|orviow quos|ions will nood |o bo
|oilorod |o oddross |ho suborgonizo|ions plonning ou|comos.
How do wo
in|ogro|o
curron|
commi||oo,
working group,
MB, ond
PAT ollor|s
wi|h |ho
s|ro|ogic plon
How do
suborgonizo|ions
suppor| |ho
s|ro|ogic plon
Tho suborgonizo|ions plon moy bo |orgo|od o| ono ol |ho s|ro|ogic gools
in |ho corporo|o lovol plon or i| moy includo sovorol s|ro|ogic, corporo|o
lovol ini|io|ivos |ho| |ho suborgonizo|ion noods |o corry ou|. Who|hor or
no| |ho suborgonizo|ion noods |o dovolop i|s own vision, mission, ond/or
guiding principlos doponds on |ho sizo, comploxi|y, ond produc| lino ol
|ho| suborgonizo|ion os comporod |o |ho| ol |ho corporo|o lovol.
Advico: Tho guiding principlos should romoin in|oc| lrom
ono orgonizo|ionol lovol |o ono|hor, wi|h possibly on oddi
|ionol principlo or |wo |ho| moy bo rolovon| |o |ho| orgoni
zo|ionol lovol. Tho impor|on| por| is |o onsuro |ho| lowor
lovol plons oro olignod wi|h suporordino|o plons |o ochiovo
|ho gools. l| is o| |hoso lowor lovols |ho| |ho linkogo ol |ho
s|ro|ogic plon wi|h businoss plons occurs.
|xvolv- -v-ayox- w|ih|x ih- oaq\x|t\i|ox
Yos, bu| i| is oc|uolly moro impor|on| |o link |ho doy|odoy businoss |o
|ho |ono|s ol |ho s|ro|ogic plon. l| is o sub|lo bu| impor|on| dis|inc|ion.
Tho locus is on moving |ho curron| businoss |owords o moro s|ro|ogic
lu|uro businoss ro|hor |hon moko |ho lu|uro businoss li| |odoys businoss
s|ruc|uro. Tho groo|or |ho ox|on| |o which |ho plon so|s o now ond chol
longing s|ro|ogic diroc|ion lor |ho orgonizo|ion, |ho hordor i| will bo |o
olign |ho doy|odoy businoss sinco |ho ox|on| ol chongo roquirod |o bo
succosslul will olso bo |ho| much groo|or. Soid ono|hor woy, |ho loss
s|ro|ogic |ho plon, |ho oosior |ho s|ro|ogic monogomon|. Howovor, |ho
rosul|s moy bo nogligiblo.
Advico: l| is cruciol |o moko |ho s|ro|ogic plon o living
documon| ond onsuro |ho| |ho worklorco lools i| is con|ribu|
ls i| impor|on|
|o link |ho
s|ro|ogic plon
|o doy|odoy
businoss
53
ing diroc|ly |o |ho orgonizo|ions succoss in working |oword
i|s vision. Sonior loodorship con ocknowlodgo |ho| |ho moro
s|ro|ogic |ho plon, |ho hordor i| is |o monogo ond bo succoss
lul, bu| |ho| i| is possiblo wi|h ovoryono working |ogo|hor.
Loodors con s|or| by using |ho longuogo in |ho s|ro|ogic plon
ond by osking quos|ions obou| how doily work rolo|os |o |ho
plon. This will holp ovoryono locus on how |hoir work in|o
gro|os wi|h |ho s|ro|ogic diroc|ion.
As |ho orgonizo|ion bogins |o work on implomon|ing i|s priori|y ob|oc
|ivos, |ho oc|ions moy |ronslo|o in|o oddi|ionol work. Tho orgonizo|ion
noods |o olloc|ivoly monogo go||ing |ho produc| ou| ond rosponding |o
liros whilo oc|ing on |ho orgonizo|ions s|ro|ogic priori|ios. l| will |oko
|imo |o ins|i|u|o now procossos, |o |hink ond oc| on woys |o do |hings
dilloron|ly in doily work. lmplomon|ing |ho s|ro|ogic plon mus| |oko on
|ho impor|onco ol o liro drill lor |ho lu|uro.
Truo. Tho orgonizo|ion oxis|s in o world |ho| is cons|on|ly chonging,
opplying prossuros lrom oll sidos. ln ordor |o survivo ond succood, lood
ors nood |o bo oworo ol |hoso ox|ornol lorcos ond on|icipo|o |ho chongos
|hoy bring. Exomplos ol |hoso lorcos oro highor ou|hori|y s|ro|ogic plons,
omorging |ochnologios, domogrophic chongos, sociol lorcos, oconomic
issuos, |ho lodorol budgo|, chonging cus|omors, ond |ho chonging noods
ol oxis|ing cus|omors.
Cou|ion: Whilo loodors mus| |ry |o on|icipo|o chongo in
|hoir onvironmon| ond bo prooc|ivo in |hoir rosponsos, |hoy
should rosis| |ho urgo |o moko impulsivo, unilo|orol chongos
in |ho s|ro|ogic diroc|ion ol |ho orgonizo|ion.
How doos
implomon|o|ion
impoc| |ho
doy|odoy
businoss
Bu| |horo oro
ox|ornol lorcos
wo hovo no
con|rol ovor . . .
Mo, cor|oinly no| in |ho lirs| yoor ol s|ro|ogic plonning. Bu| omployoos
con look o| |hoir own work bosod on whoro |ho orgonizo|ion is going
ond who| i| is |rying |o ochiovo. Thoy con oxomino |ho woy |hoy op
prooch |hoir work ond chongo |ho |hings |hoy con|rol |o olign wi|h |ho
vision ond guiding principlos. Bocouso |hoy know |ho in|ricocios ol |ho
procossos involvod in |hoir |obs, omployoos con moko rocommondo|ions
|o |hoir monogors obou| noodod chongos in |ho doy|odoy businoss |o
holp ochiovo |ho vision.
Tho dogroo |o which docisions oro linkod |o |ho plon doponds |o o lorgo
ox|on| on |ho usolulnoss ond spocilici|y ol |ho plon. ll |ho plon is |ruly
s|ro|ogic, i| providos diroc|ion lor |ho orgonizo|ion. Evoryono in |ho
orgonizo|ion con soo whoro ho or sho li|s in|o |ho orgonizo|ion ond con
olign bo|h |hoir doy|odoy ond s|ro|ogic docisions on how |hoy will
conduc| businoss wi|h |ho plons gools ond s|ro|ogios. ln |his sconorio,
docisions oro closoly |iod |o |ho |ono|s ol |ho plon. Romombor |ho| |ho
plon is |ho moons lor communico|ing ond ochioving olignmon| ond
diroc|ion in |ho orgonizo|ion. Howovor, whilo i| is impor|on| |o link
docisions wi|h |ho in|ondod ou|comos, |ho plon should no| bo proscrip|ivo.
Docisionmokors mus| bo lloxiblo so |hoy con rospond opproprio|oly bu|
in o coordino|od woy |o chongos in |ho onvironmon|.
Advico: Somo monogors ond omployoos moy nood |o bo
guidod by quoli|y odvisors in how |o uso |ho plon lor doci
sion moking sinco |his moy no| hovo boon |ho |rodi|ionol
woy businoss wos conduc|od.
Tho plon noods |o bocomo on ou|lino lor docision moking bocouso busi
noss docisions oro rolo|od |o olloco|ion ol rosourcos. ll |hoso docisions
oro modo in |ho con|ox| ol |ho s|ro|ogic plon, |hon rosourco olloco|ion
bocomos olignod wi|h |ho plon.
ls ovoryono
involvod on
o |oom
How oro
docisions
linkod |o |ho
s|ro|ogic plon
55
Alloc\i- a-socac-s |oa |wpl-w-xi\i|ox
Rosourcing o s|ro|ogic plon involvos providing |ho pooplo, monoy, ond
mo|oriols |o onsuro succosslul implomon|o|ion. Mony orgonizo|ions link
|ho s|ro|ogic plon wi|h |ho budgo|ing procoss o| |ho ini|iol s|ro|ogic plon
ning sossion or soon ol|orword whon |hoy croo|o implomon|o|ion |ooms.
Somo chooso |o hovo implomon|o|ion |ooms idon|ily rosourcos ond
proson| |hom |o |ho sonior loodorship |oom lor opprovol. This holps |ho
sonior loodorship |oom priori|izo implomon|o|ion oc|ions ond ollo| ro
sourcos |o movo |ho orgonizo|ion |oword ochioving i|s s|ro|ogic gools.
Thoro oro o| loos| lour rosourcos |ho| oro cri|icol: |ho suppor| ol |ho comp
|rollor [or budgo| ollicor}, |ho suppor| ol |ho humon rosourcos monogor,
suppor| lor |ho implomon|o|ion |ooms, ond o vioblo progrom lor ochiov
ing |ho s|ro|ogic ini|io|ivos. no woy |o onsuro |ho suppor| ond commi|
mon| ol bo|h |ho comp|rollor ond |ho humon rosourcos monogor is |o
includo |hom on |ho sonior loodorship |oom ond, |horoloro, in |ho s|ro|ogic
plonning procoss. Too ol|on, |hoso vory impor|on| pooplo oro rologo|od
|o od|udico|ing |ho compo|ing plons ol o|hors ond oro no| includod in |ho
plonning procoss i|soll. This is on oppor|uni|y |o onsuro |hoir undors|ond
ing ol |ho vision ond gools ond solici| |hoir idoos obou| how |o dovolop
s|ro|ogios |ho| will succood. ll no| dono during |ho dovolopmon| ol |ho
s|ro|ogic plon, |hoy should bo involvod os soon os possiblo in |ho doploy
mon| phoso.
Too ol|on, implomon|o|ion oc|ions lloundor bocouso implomon|o|ion
|ooms oro no| givon odoquo|o suppor|. Eorlior in |his soc|ion, roquiro
mon|s lor |oom |roining, |ools, |imo |o moo|, ond chor|ors woro doscribod.
Bocouso |ho |ooms oro ol|on crosslunc|ionol, |horo moy bo no singlo
porson in |ho orgonizo|ion who is rosponsiblo lor providing |hom wi|h
|hoso rosourcos. This is whoro |ho comp|rollor ond |ho humon rosourcos
How is |ho
s|ro|ogic plon
rosourcod
Who| rosourcos
do wo nood
monogor con in|orvono. ll |hoy hovo o |horough undors|onding ond oro
commi||od |o occomplishing |ho gools ol |ho s|ro|ogic plon, |hoy con
ossis| in providing |ho rosourcos lor |ho implomon|o|ion |ooms.
Wi|hou| o progrom lor ochioving |ho s|ro|ogic ini|io|ivos, dopor|mon|s will
spond |hoir progrom dollors on ochioving shor||orm dopor|mon|ol ro
sul|s. And why no| ll |hoy don| spond |ho monoy, |hoy will loso i|-no|
only |his yoor, bu| probobly in |ho lu|uro os woll. Wi|h o s|ro|ogic locus,
howovor, somo dopor|mon|s hovo lound |ho| |hoy con combino olloco|od
monios ond |horoby ochiovo o synorgis|ic olloc| lor |ho dollors spon| whilo
occomplishing |ho orgonizo|ions s|ro|ogic ini|io|ivos.
Mow budgo| roquiromon|s con bocomo on issuo il |ho plon colls lor
|roining, oquipmon|, o|c., |o suppor| dovolopmon| ond implomon|o|ion ol
o now woy ol doing businoss or porhops o now mission oroo. A plon
|ho| is |ruly s|ro|ogic roproson|s chongos |o how |ho orgonizo|ion oxocu|os
i|s curron| businoss. Somo succosslul orgonizo|ions hovo choson |o
in|ogro|o |hoir plonning ond budgo|ing procossos by |iming s|ro|ogic
plonning ovon|s so |ho| |hoy will lood in|o budgo|ing ovon|s such os
Progrom b|oc|ivo Momorondum [PM} dovolopmon| ond |ho midyoor
roviow procoss. ln loc|, s|ro|ogic plonning is on oxcollon| woy |o moko
|ho plonning procoss oxplici| in |ho Dopor|mon| ol Dolonsos Plonning,
Progromming, ond Budgo|ing Sys|om [PPBS}.
This quos|ion, ol|hough lroquon|ly oskod, is |oo simplis|ic. ln |ho bogin
ning, |ho s|ro|ogic plon drivos budgo| lormuclion. S|ro|ogic plons holp
|ho orgonizo|ions loodors know |hoir roquiromon|s so |hoy con budgo|
lor |ho pooplo, |ho progroms, |ho oquipmon|, o|c., |hoy nood |o corry ou|
|hoir s|ro|ogic diroc|ion. ll |ho budgo| is no| lully lundod lor |hoso pooplo,
progroms, oquipmon|, o|c., i| is in |ho budgo| execulion phoso |ho| |ho
How is |ho
s|ro|ogic plon
incorporo|od
in|o |ho
budgo|ing
procoss
Doos |ho
budgo| drivo
|ho plon or
doos |ho plon
drivo |ho
budgo|
5Z
budgo| drivos |ho s|ro|ogic plon. Howovor, il |ho s|ro|ogic plonning
procoss hos includod priori|izo|ion ol |ho ob|oc|ivos, i| is oosior lor |ho
orgonizo|ion |o oc| on |hoir highos| priori|ios ovon whon |ho budgo| is no|
lully lundod.
Somo|imos |ho ovoilobili|y ond uso ol rosourcos is no| roodily opporon|,
bu| s|ro|ogic plonning con moko |hom moro visiblo. For oxomplo, whon
|ho orgonizo|ion os|oblishos who| is roolly impor|on|, i| olso mokos ox
plici| |hoso oc|ions or |osks which oro no| impor|on|. Elimino|ing rodun
doncios in ossignmon|s or orgonizo|ions con lroo up |ho uso ol rosourcos,
moking |hom ovoiloblo lor s|ro|ogic oc|ions.
Somo|imos rosourcos oro no| roodily ovoiloblo. Tho lollowing oc|ions oro
ol|on succosslul in ob|oining noodod rosourcos:
" Rodiroc| curron| rosourcos
" Ropriori|izo implomon|o|ion oc|ions
" Por|nor wi|h ono|hor division or orgonizo|ion |o combino lunding
lovols
" Ask |ho poron| orgonizo|ion or sponsor lor moro rosourcos
Advico: Uso |ho s|ro|ogic plon |o domons|ro|o |ho volidi|y
ol |ho s|ro|ogy ond |ho concomi|on| nood lor rosourcing.
Po|on|iol sponsors or por|nors oro moro oosily convincod
whon porsuodod |ho| |hoir por|icipo|ion is groundod in rool
s|ro|ogy |ho| loods |o mu|uolly dosirod ou|comos.
Who| il
rosourcos oro
no| ovoiloblo
|o implomon|
on impor|on|
s|ro|ogy in |ho
plon
V\x\q- ih- ch\xq- paoc-ss
Tronsi|ions con couso mo|or uphoovol in |ho group dynomics ol |ho
sonior loodorship |oom ond |ho diroc|ion in which |ho orgonizo|ion is
moving. Howovor, il |ho plon is |ho produc| ol |ho enlire loodorship
|oom, i| hos o much bo||or chonco ol surviving loodorship |ronsi|ions. Tho
plon noods |o bo ownod by |ho loodorship |oom, no| dopondon| on o
singlo loodor. Go||ing occop|onco ond inpu| |o |ho plon lrom now mom
bors ol |ho sonior loodorship |oom is cruciol |o |ho plons succoss.
Advico: Mony orgonizo|ions uso posi|ion |i|los in ploco ol
individuol nomos whon ossigning rosponsibili|y lor oc|ion
i|oms. This romovos |ho porsonol ospoc| ond locili|o|os
|ronsi|ions.
During |ho |urnovor, i| is impor|on| lor |ho lormor sonior loodor |o oxploin
|ho s|ro|ogic plon ond |ho diroc|ion ol |ho orgonizo|ion |o |ho now loodor.
Tho sonior loodorship |oom mombors con oxploin |ho his|ory involvod in
moking docisions, shoro wi|h |ho now sonior loodor |ho progross |ho| |ho
orgonizo|ion hos modo, ond show rosul|s |ho| hovo occurrod. Tho
groo|or |ho ox|on| |ho plonning implomon|o|ion procoss is in ploco, |ho
groo|or likolihood |ho| |ho s|ro|ogic ini|io|ivos will survivo.
Tho now loodor ol |ho orgonizo|ion moy won| |o updo|o |ho s|ro|ogic
plon |o incorporo|o porsonol vision olomon|s. ll so, rolor |o |ho kevisiling
lhe 5lrclegic Fcn chop|or ol |his hondbook lor idoos on how |o updo|o
|ho plon.
Advico: l| is impor|on| lor |ho now loodor |o domons|ro|o
suppor|-|o |ho on|iro orgonizo|ion-ol |ho s|ro|ogic plon
ond ony plons lor rovisi|ing i|.
How do wo
koop chongos
in loodorship
lrom chonging
|ho courso
Tho sonior
loodor ol |ho
orgonizo|ion
is looving.
How do wo go|
|ho now loodor
onboord wi|h
our s|ro|ogic
monogomon|
ollor|s
5
l| is impor|on| |ho| now mombors ol |ho sonior loodorship |oom undor
s|ond |ho impor|onco ol |ho plon ond ol |hoir rolo in ochioving |ho vision.
Tho dopor|ing mombor ol |ho |oom should briol |ho now mombor on |ho
s|ro|ogic plon ond |ho s|ro|ogic monogomon| ollor|s |hus lor. Tho dopor|
ing mombor should show |ho now mombor how |ho rosponsibili|ios ol |ho
posi|ion impoc| |ho plon ond who| rolo |ho individuol ploys on |ho plon
ning |oom. Tho sonior loodor should olso briol now mombors on oxpoc|o
|ions rogording |ho plon.
Advico: l| is cri|icol |o givo |ho now loodor or mombor c
ol |ho bockground inlormo|ion such os:
" Why |ho plon wos croo|od [drivors}
" Tho procoss |ho| wos usod |o croo|o |ho plon
" Any onvironmon|ol condi|ions |ho| oxis|od o| |ho |imo
ol i|s croo|ion
" Tho impoc| |ho plon hos hod on |ho orgonizo|ion
" How |ho plon is boing implomon|od [gool groups,
crosslunc|ionol |ooms, o|c.}
" How progross is boing moni|orod ond moosurod
[mon|hly sonior |oom moo|ings, moosuros boing usod}
" Rolos ond rosponsibili|ios
" Lossons loornod
" Rosul|s |ho| hovo boon ochiovod
" Plons lor lormolly rovisi|ing |ho plon
A mombor ol
our sonior
loodorship |oom
is looving.
How do wo
involvo |ho
now loodor
in our s|ro|ogic
monogomon|
ollor|s
Yos. For oxomplo, |ho sonior loodorship |oom migh| won| |o olign |ho
lormol roword sys|oms wi|h |ho s|ro|ogic plon. ln so doing, |ho |oom
migh| ovoluo|o who| loc|ors nood |o chongo in |ho curron| roword sys|oms
ond moy docido |o os|oblish cri|orio in |ho sys|om |o rolloc| |oom por|ici
po|ion ond procoss improvomon| rosul|s. Porlormonco opproisol cri|orio
moy olso hovo |o chongo lor purposos ol olignmon| wi|h |ho s|ro|ogic
plon.
Advico: rgonizo|ionol policios ond procoduros should
bo roviowod ond updo|od |o suppor| |ho orgonizo|ions
s|ro|ogic diroc|ion. Thoso no| in olignmon| should bo obol
ishod. This roviow ond updo|o should bo por| ol implomon
|o|ion |oom oc|ivi|ios.
|v\lc\i- a-sclis
Uso |ho PA&M lormo| |o holp |rock s|o|us. Toom loodors |rock |ho
s|o|us ol oc|ion plons. Tho group loodor usos |ho s|o|us updo|o |o briol
|ho sonior loodorship |oom on progross.
Cou|ion: This is only o |rocking lunc|ion, no| o lormol
moosuromon| sys|om. Trocking |olls you il you oro doing
who| you soid you woro going |o do whon you soid you
woro going |o do i|. l| doos no| show |ho impoc| ol |ho
plons implomon|o|ion on |ho orgonizo|ion.
Advico: Two |ypos ol moosuromon| sys|oms oro nocossory
|o givo o complo|o pic|uro ol implomon|o|ion. no |ypo
involvos |rocking progross, |ho o|hor involvos colloc|ing do|o
|o moosuro olloc|ivonoss ol ooch ol |ho gools. Soo |ho
5lrclegic Mecsuremenl chop|or ol |his hondbook lor oddi
|ionol guidonco on moosuromon|.
Will s|ro|ogic
plonning
implomon|o|ion
chongo our
curron| policios
ond procoduros
How do wo |rock
progross ol
implomon|o|ion
oc|ions
1
Bocouso |horo oro |wo |ypos ol moosuromon| sys|oms |ho| oro nocossory,
dilloron| lorms ol ovoluo|ion occur. no |ypo is |ho ovoluo|ion ol oc|ivi|y,
which involvos looking o| who| implomon|o|ion oc|ions hovo occurrod ond
ovoluo|ing |ho progross in implomon|ing |hoso oc|ions. Somo implomon
|o|ion ollor|s moy |oko longor |hon originolly on|icipo|od, roquiring work
on o|hor implomon|o|ion oc|ivi|ios |o bo doloyod. This is porloc|ly no|urol.
Tho impor|on| |hing is lor |ho sonior loodorship |oom |o koop up|odo|o
on implomon|o|ion oc|ions o| rogulor roviow sossions, |o moko oppropri
o|o od|us|mon|s, ond |o romovo orgonizo|ionol impodimon|s.
Tho o|hor |ypo ol ovoluo|ion onolyzos |ho moosuromon| do|o rosul|ing
lrom |ho s|ro|ogic moosuromon| sys|om. This do|o is |orgo|od o| moosur
ing ou|comos ol mission olloc|ivonoss now ond in|o |ho lu|uro. Typicolly,
|his |ypo ol moosuromon| is now lor orgonizo|ions who oro moro |hon
likoly moosuring o| |ho produc| ou|pu| lovol [numbor ol por|s producod,
numbor ol ropor|s complo|od, or numbor ol doys |o complo|o ropoirs}.
Thoso |ypos ol moosuros oro impor|on| |o monoging doily businoss, bu| i|
is in |ho s|ro|ogic moosuros |ho| o pic|uro ol |ho orgonizo|ions olloc|ivo
noss is givon. Through |ho s|ro|ogic plonning procoss, |hoso ou|comos
bocomo oxplici| ond o s|ro|ogic moosuromon| sys|om ol |ho mocrolovol
moosuromon|s con bo croo|od.
Sh\a- l-ssoxs l-\ax-d, \ckxowl-dq- sccc-ss-s ihaocqh
op-x \xd |a-pc-xi cowwcx|c\i|ox
ngoing communico|ion is cruciol lor succoss. l| is ox|romoly impor|on|
lor |ho sonior loodorship |oom |o shoro lossons loornod, |o shoro suc
cossos, ond |o show |ho| work is boing occomplishod. Tho loc| |ho| sonior
loodors oro poying o||on|ion |o gool occomplishmon| will locus ovoryonos
o||on|ion on |ho plon.
Advico: Bo honos| obou| progross ond chongos in diroc|ion.
How do wo
ovoluo|o rosul|s
ls i| nocossory
|o rogulorly
communico|o
|ho s|o|us ol
|ho plon
Tho sonior loodorship |oom noods |o chooso lormol communico|ion
mo|hods |ho| will rooch |ho widos| oudionco on o con|inuol bosis. Somo
orgonizo|ions uso |hoir nowslo||ors or mogozinos |o provido s|o|us up
do|os ond lossons loornod. |hors pos| |hoir PA&Ms on morquoos or
bullo|in boords. ln somo lorgo orgonizo|ions, |ho loodors uso vidoo or
oloc|ronic communico|ions.
Advico: Tho sonior loodorship |oom mus| domons|ro|o |o
i|s omployoos |ho| i| boliovos in |ho plon by |olking obou| i|
ond by chonging policios ond procoduros bosod on |ho
plon.
Mony orgonizo|ions includo |ho s|ro|ogic plon in |hoir now omployoo
indoc|rino|ion procoss. Somo TL coordino|ors sond o copy ol |ho
s|ro|ogic plon wi|h |ho now omployoos ordors, ou|lining how his/hor
rosponsibili|ios impoc| |ho plon. ll |ho sonior loodor oddrossos now
omployoos in |hoir orion|o|ion, o discussion obou| |ho s|ro|ogic plon moy
bo includod. Mowslo||ors or ony lormol wri||on policy dooling wi|h |ho
plon con bo dis|ribu|od |o |ho now omployoos. Tho now omployoos
immodio|o monogor should oxploin how doily work procossos impoc| |ho
succoss ol |ho orgonizo|ion os rolloc|od in |ho plon.
Advico: Mow omployoos should bo oosily ossimilo|od in|o
|ho s|ro|ogic monogomon| ollor|s il monogors hovo ox
ploinod rolos ond rosponsibili|ios, |oom momborship, ond
|ho sonior loodorship |ooms commi|mon| |o |ho plon.
How do wo
|oll now
omployoos
obou| |ho
plon ond |hoir
rolo in i|
3
Resource
Allocation
Deployment Implementation
Measurement
and Evaluation
Communicate
Results
Analyze and
Evaluate
Collect
Data
S|ro|ogic moosuromon| is |ho idon|ilico|ion, dovolopmon|, communico|ion,
colloc|ion, ond ossossmon| ol soloc|od ou|como moosuros |ho| oro diroc|ly
linkod |o |ho orgonizo|ions porlormonco ol i|s mission ond o||oinmon| ol
i|s vision. Thoso moosuros should bo ou|comolocusod [i.o., ondusor
moosuros in |ho coso ol produc|s ond sorvicos ond mission olloc|ivonoss in
oll o|hors}, |o ossoss |ho impoc| ol |ho orgonizo|ions s|ro|ogic ollor|s.
|hor moosuros oro impor|on| ond will bo discussod lo|or in |his chop|or
S|ro|ogic moosuromon| is on in|ogrol por| ol s|ro|ogic monogomon| os
dopic|od in |ho grophic on |ho nox| pogo. Tho grophic dopic|s olomon|s
ol s|ro|ogic monogomon| in o s|opwiso loshion |o illus|ro|o |ho| |ho pro
coss ol idon|ilying ond dovoloping s|ro|ogic moosuros is bogun boloro |ho
s|ro|ogic plon is complo|o. l| olso shows |ho| implomon|o|ion oc|ions don|
bogin un|il |ho do|o colloc|ion plon-which idon|ilios |ho do|o noodod
ond how i| is going |o bo colloc|od, s|orod, onolyzod, ond updo|od-is
dovolopod.
Sia\i-q|c
V-\sca-w-xi
`Uxl-ss yoc kxow how yoc \a- do|xq \s yoc wov- \loxq,
yocll x-v-a kxow wh-x yoca- dox- oa || yoc h\v- sccc--d-d.
(Caosby, !7)
Cou|ion: Sinco s|ro|ogic moosuros oro bosod on gools lor
|ho lu|uro, |hoy could bo somowho| dilloron| lrom curron|
mission porlormonco moosuros. ll gools oro locusod on now
produc|s or sorvicos, lor oxomplo providing oxpor|iso in
modoling ond simulo|ion, moosuros |o oddross progross in
bocoming oxpor|s will nood |o bo dovolopod. Don| conluso
curron| moosuros wi|h |o bo dovolopod moosuros. This
soc|ion locusos on moosuring s|ro|ogic gools ond |ho nood |o
look o| curron| moosuros |o do|ormino il |hoy provido do|o
|ho| con bo usod |o moosuro |ho s|ro|ogic gools.
Planning and Implementation Hierarchy
Measurement Plan
Development
Outcomes
Performance
Indicators
Baselines
Data Collection Plan
Feedback System
Step 2
Strategic Plan
Development
Vision
Guiding Principles
Mission
Gap Analysis
Goals
Strategies
Objectives
Step 1
Measurement Plan
Step 3
Track
implementation
actions
Collect data
to measure
performance
Evaluate
outcomes
Feedback to update plan
Act on
objectives
Implement
strategies
Achieve goals
Strategic Plan
5
Following oro oc|ions |ho| oro koys |o succosslul s|ro|ogic moosuromon|
ond oc|ions |ho| guoron|oo loiluro.
Uso moosuromon| |o undors|ond
|ho orgonizo|ion
Uso moosuromon| |o provido o
consis|on| viowpoin| lrom which |o
gougo porlormonco
Uso moosuromon| |o provido on
in|ogro|od, locusod viow ol |ho
lu|uro
K-ys io Sccc-ss
|\cis o| |\|lca-
Mo occoun|obili|y
Subop|imizo|ion-locus only on
ollicioncios
Uso moosuros |ho| provido no rool
inlormo|ion on porlormonco; uso
|oo mony moosuros
Uso moosuromon| |o locus on |ho
bo||omlino only
Uso moosuromon| |o communico|o
policy [now s|ro|ogic diroc|ion}
Uso moosuromon| |o con|rol
Updo|o |ho moosuromon| sys|om Movor roviow moosuros
Uso moosuromon| |o provido
quoli|y loodbock |o |ho s|ro|ogic
monogomon| procoss
Foil |o uso moosuromon| |o moko
s|ro|ogic, loc|bosod docisions; uso
only lor con|rol
Tho lollowing oro suggos|od rolos ond rosponsibili|ios: Who doos
who| in
s|ro|ogic
moosuromon|
" Loods dovolopmon| ol s|ro|ogic moosuromon| plon
" lncorporo|os moosuromon| plon in|o doploymon| ond implomon|o
|ion ol |ho s|ro|ogic plon
" Moni|ors ond ovoluo|os s|ro|ogic moosuros
" Communico|os moosuromon| rosul|s |o worklorco
" Ad|us|s moosuromon| plon os nocossory
" Ad|us|s s|ro|ogic plon os nocossory
" Alloco|os rosourcos |o implomon| s|ro|ogic moosuromon| plon
" Suppor| |ho s|ro|ogic moosuromon| plon
" Chompion |ho nood lor s|ro|ogic moosuros
" Dolino s|ro|ogic moosuros ond porlormonco indico|ors
" Chor|or moosuromon| |oom ond idon|ily mombors
" Provido guidonco |o moosuromon| |oom
" Approvo linol s|ro|ogic moosuromon| plon
" Moni|or ond ovoluo|o s|ro|ogic moosuros
" Communico|o moosuromon| rosul|s |o omployoos
" Ad|us| moosuromon| plon os nocossory
" Ad|us| s|ro|ogic plon os nocossory
" Alloco|o rosourcos |o implomon| |ho s|ro|ogic moosuromon| plon
" lndividuolly, dovolop moosuros wi|hin |hoir oroo ol rosponsibili|y
|ho| link wi|h s|ro|ogic moosuros
" lndividuolly, provido do|o ossocio|od wi|h s|ro|ogic moosuros
S-x|oa L-\d-a
S-x|oa
L-\d-ash|p
T-\w V-wb-as
Z
" Dovolops bosolinos, do|o colloc|ion ond ovoluo|ion procoss, ond
loodbock sys|om
" Dovolops rosourcing plon
" Dovolops o plon ol oc|ion ond milos|onos lor implomon|o|ion
" Dovolops o doploymon| opprooch
" Disbonds whon s|ro|ogic moosuromon| plon is opprovod
" Sorvos on sonior loodorship |oom
" Dis|ribu|os ond moni|ors olloco|od rosourcos
" lncorporo|os s|ro|ogic moosuromon| implomon|o|ion lunding noods
in|o budgo| os por| ol s|ro|ogic plon implomon|o|ion
" Assis|s moosuromon| |oom in undors|onding how budgo| rolo|os |o
mission olloc|ivonoss
" Dovolops moosuros lor do|ormining cos|olloc|ivonoss ol s|ro|ogic
moosuros
" Dovolops plon |o roinvos| sovings
" Sorvos os o poin| ol con|oc| lor s|ro|ogic moosuromon| plon
" Assossos ond coordino|os |roining noods
" Trocks s|ro|ogic moosuromon| plon oc|ion i|oms
" Hondlos logis|ics lor updo|ing |ho s|ro|ogic moosuromon| plon
V-\sca-w-xi
T-\w
Bcdq-i
O|||c-a
TOL
Cooad|x\ioa
Tho sonior loodorship |oom chor|ors o moosuromon| |oom |o complo|o |ho
dovolopmon| ol |ho moosuromon| plon. Tho moosuromon| |oom:
" Dolinos moosuromon| odminis|ro|ion rosponsibili|ios
Moosuromon| odminis|ro|ion rosponsibili|ios includo who will
colloc|, go|hor, s|oro, ond onolyzo |ho do|o noodod |o suppor| |ho
porlormonco indico|ors.
" Go|hors do|o |o dovolop bosolinos lor ooch porlormonco indico|or
Tho moosuromon| |oom go|hors |ho do|o |o dovolop bosolino
porlormonco ond |hon proson|s |hoso bosolinos |o |ho sonior
loodorship |oom so |ho| i| con os|oblish |ho bosolinos.
" Dovolops o loodbock sys|om
A loodbock sys|om |olls |ho sonior loodorship il i| is moosuring
in|ondod mission olloc|ivonoss, using |ho bos| indico|or lor |hoso
i|oms, ond il i| is progrossing |oword |ho vision.
" ldon|ilios rosourco roquiromon|s
" Dovolops o plon ol oc|ion ond milos|onos |o implomon| |ho s|ro|o
gic moosuromon| plon
" Croo|os o doploymon| s|ro|ogy lor |ho moosuromon| plon
Doploymon| ol |ho moosuromon| plon noods |o bo in|ogro|od wi|h
|ho ovoroll s|ro|ogic plon doploymon|.
Tho sonior loodorship |oom choosos mombors who roproson| o cross
soc|ion ol |ho on|iro orgonizo|ion, including o| loos| ono mombor ol |ho
sonior loodorship |oom |o sorvo os o downword link. Momborship is
do|orminod by |ho numbor ol indico|ors |ho orgonizo|ion dovolops ond
by sub|oc| mo||or oxpor|iso obou| |ho vorious procossos lor which do|o
will bo colloc|od.
Why do wo
nood o
moosuromon|
|oom
Who should
bo on |ho
moosuromon|
|oom

Advico: Considor mombors who oro woll vorsod in |ho
procoss or sys|om |ho| is boing moosurod, rogordloss ol
who|hor or no| |hoy hovo o solid bockground in moosuro
mon|. l| is odvisoblo |o hovo o| loos| ono mombor on |ho
|oom who is knowlodgooblo obou| moosuromon|.
Us- w-\sca-w-xi io cxd-asi\xd ih- oaq\x|t\i|ox
Suppliers
Inputs
Organization
people
machines
material
methods
processes
structure
Products
and Services
Outputs
Customers
Outcomes
Strategic Measurement in the Organizations Extended System
Feedback Feedback
Strategic Measurement
Tho purposo ol |his modol is |o dopic| |ho bosic llow ol work ond inlormo
|ion in ony orgonizo|ion. All orgonizo|ions dool wi|h in|ornol ond ox|or
nol suppliors who provido inpu|s |o |ho orgonizo|ion in |ho lorm ol
monoy, pooplo, mo|oriol, inlormo|ion, o|c. Tho orgonizo|ion |hon u|ilizos
pooplo, mo|hods, mochinos, mo|oriol, procossos, ond i|s s|ruc|uro |o
|ronslorm |ho| inpu| in|o |ho produc|s ond sorvicos [ou|pu|s} i| providos |o
i|s cus|omors or ondusors. Tho cus|omor |hon usos |ho produc|s or sor
vicos ond oxporioncos o rosul| or ou|como lrom |ho| uso. For |hoso orgo
nizo|ions wi|h no cloor ondusors, such os oporo|ionol uni|s in |ho mili
|ory, ou|comos oro dolinod os mission olloc|ivonoss.
How doos |ho
orgonizo|ion
oporo|o
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion Z0
Moosuromon| ol ony improvomon| or chongo ini|io|ivo |hroughou| |ho
ox|ondod sys|om is impor|on| in ordor |o ossoss who|hor o chongo hos
hod |ho in|ondod olloc|. Whon ongogod in moosuromon| o| |ho procoss
lovol, |horo oro lour oppor|uni|ios lor moosuring ond ossossing |ho olloc|s
ol procoss improvomon| oc|ivi|ios, ou|comos, ou|pu|s, procossos, ond
inpu|s. A| |his lovol |ho ou|comos oro ossocio|od wi|h so|isloc|ion ol |ho|
por|iculor ondusors roquiromon|s or mission olloc|ivonoss.
Whon ongogod in o s|ro|ogic monogomon| procoss, s|ro|ogic moosuros
mus| bo idon|iliod ond dolinod wi|h |ho ossocio|od do|o colloc|od ond
onolyzod |o suppor| |hoso moosuros. ln s|ro|ogic moosuromon|, |ho
s|ro|ogic moosuros dolino |ho oggrogo|od ou|comos ol mission olloc|ivo
noss now ond in|o |ho lu|uro os doscribod in |ho orgonizo|ions vision
ond s|ro|ogic gools. Thoso oggrogo|od ou|comos oro o| o highor lovol
|hon o singlo ondusor lor o singlo produc| or sorvico lino. S|ro|ogic
moosuros dolino moosuromon| o| |ho orgonizo|ionol lovol |o indico|o
ovoroll orgonizo|ionol porlormonco.
nco |ho s|ro|ogic moosuro is do|orminod, i| is impor|on| |o soloc| moo
suromon|s lor |ho inpu|s, procossos, ond ou|pu|s which diroc|ly con|ribu|o
|o |ho ou|como moosuro. ln o|hor words, i| is bos| |o s|or| by do|ormining
|ho ou|como moosuro lirsl ond |hon soloc| inpu|, procoss, ond ou|pu|
moosuros |ho| hovo o cloor rolo|ionship |o |ho| ou|como. For oxomplo, il
ship roodinoss is |ho dosirod s|ro|ogic moosuro, o procoss moosuro |ho|
moosuros |ho copoci|y ol |ho ships loundry or on inpu| moosuro |ho|
moosuros |ho quoli|y ol i|s soop powdor would hovo no booring on |ho
ou|como. Thoy moy bo good indico|ors ol ono|hor dosirod ou|como,
such os quoli|y ol lilo, bu| |hoy oro no| good indico|ors ol roodinoss.
Whoro roodinoss is |ho dosirod ou|como, o procoss moosuro migh| bo
moin|ononco ol ships ond on ou|pu| moosuro migh| bo numbor ol ships
ovoiloblo lor soo du|y.
How do
orgonizo|ionol
moosuromon|s
link |ogo|hor
Who| is |ho
rolo|ionship
bo|woon |ho
lour |ypos ol
moosuros
Z1
Typicolly, govornmon| orgonizo|ions hovo o lo| ol moosuromon| do|o
oround inpu|s, procossos, ond ou|pu|s, bu| lock |ho do|o |o ossoss orgoni
zo|ionol ou|comos. Thoro oro o couplo ol roosons lor |his. Tho orgonizo
|ion moy no| hovo o s|ro|ogic plon |ho| oxplici|ly s|o|os |ho ou|comos;
|horoloro, moosuros hovo novor boon dovolopod |o suppor| |hom. r |ho
orgonizo|ion moy hovo |ho do|o |o suppor| |ho ou|comos, bu| is no|
colloc|ing, s|oring, ond onolyzing |ho| do|o so |ho| i| bocomos usolul
inlormo|ion in do|ormining mission olloc|ivonoss. Mony orgonizo|ions
colloc| cus|omor so|isloc|ion do|o bu| do no| hovo o moosuromon| sys|om
in ploco |o olloc|ivoly uso |ho| inlormo|ion |o improvo |ho orgonizo|ion.
Tho moin rooson is |ho| ou|como do|o oro dillicul| |o dolino ond colloc|,
por|iculorly lor public soc|or orgonizo|ions.
This is no| |o soy |ho| ono |ypo ol moosuromon| is bod ond ono |ypo is
good. Moosuros oro only usolul whon opproprio|oly oppliod. For ox
omplo, procoss moosuros oro usolul whon undor|oking procoss improvo
mon| oc|ivi|ios, whon moni|oring |ho procoss |o onsuro i| is s|oblo, ond |o
hovo o bosolino lor comporisons whon moking sys|om chongos. Finon
ciol moosuros oro usolul lor moni|oring oxpondi|uros ogoins| obligo|ion
ond |o con|rol orgonizo|ionol sponding. Thoy moy bo usolul os on ou|pu|
moosuro whon ollicioncios ond procoss improvomon|s oro oppliod. lnpu|
do|o, por|iculorly quoli|y do|o, oro nocossory |o do|ormino whon |o bogin
improvomon| ollor|s. As wi|h ony |ypo ol moosuromon| i| is impor|on| |o
undors|ond who| is boing moosurod ond why.
Any good moosuromon| sys|om should includo ou|como, ou|pu|, procoss,
ond inpu| moosuros. For oxomplo, il o s|ro|ogic gool lor o shipyord
locusos on moin|oining o cloonor onvironmon|, |horo oro sovorol possiblo
moosuros |ho| con bo |okon rolo|od |o ships looking oil. no moosuro
migh| bo |ho number ol oil spills givon |ho number ol ships. Tho numbor
ol ships in |his coso is |ho inpu| ond |ho numbor ol oil spills is |ho ou|pu|.
So il |ho do|o show |ho| |ho numbor ol oil spills hos doclinod givon on
incrooso in |ho numbor ol ships, |his sooms liko o vory good indico|or ol o
cloonor onvironmon|. Bu| looking closor, |ho numbor ol oil spills doos no|
indico|o how much domogo is boing dono |o |ho onvironmon|. u|como
moosuros moy bo rolo|od |o lish con|omino|ion, docrooso in wildlilo,
wo|or pollu|ion, o|c. A good surrogo|o, or proxy, moosuro lrom |ho
shipyords poin| ol viow moy bo voume ol oil spillod. Bo|h |ho ou|pu| ond
ou|como moosuros oro noodod |o provido o complo|o pic|uro.
Don|
orgonizo|ions
olroody colloc|
|hoso do|o
Us- w-\sca-w-xi io paov|d- \ coxs|si-xi v|-wpo|xi |aow
wh|ch io q\cq- p-a|oaw\xc-
Tho soloc|od moosuros mus| moo| |ho noods ol |ho orgonizo|ions loodor
ship lor ossossing |ho progross ol |ho orgonizo|ion ond s|ill provido
mooninglul policy guidonco |o |ho lowor ocholons. Thoro oro oigh| bosic
moosuromon| principlos:
!. V-\sca-s, io b- cs-|cl, wcsi b- l|xk-d.
Moosuros o| ono lovol in on orgonizo|ion should rosul| in moosuromon|s
o| |ho nox| lowor lovol. Ackoll [181} wri|os |ho| |horo oro |wo |ypos ol
links-coordino|ion ond in|ogro|ion. Coordino|ion moons |ho| no por|
ol on orgonizo|ion con bo plonnod lor olloc|ivoly il i| is plonnod lor
indopondon|ly ol ony o|hor uni| o| |ho somo lovol. ln|ogro|ion moons
|ho| olloc|ivo plonning noods |o bo corriod ou| in|ordopondon|ly o| oll
lovols. Links |o oddross bo|h |hoso issuos mus| bo oddrossod by |ho |oom
s|ruc|uro ond moosuros usod |o |io |hom |ogo|hor.
2. V-\sca-s \a- -xp-a|w-xi\l.
A porlormonco moosuro soloc|od lor o procoss or sys|om con only bo |ho
orgonizo|ions bos| guoss os |o |ho mos| opproprio|o indico|or por|icu
lorly os i| rolo|os |o chonging missions lor |ho orgonizo|ion. l| moy bo
nocossory |o modily |ho moosuromon| il o rolo|ionship bo|woon who| is
moosurod ond |ho gool |o bo ochiovod conno| bo os|oblishod.
J. V-\sca-s w\y b- |xcowpl-i-.
Moosuromon|s moy provido only o por|iol pic|uro ol who| is boing moo
surod, por|iculorly whon lirs| go||ing s|or|od. As o lirs| s|op, oporo|ionol
dolini|ions ol moosuros oro cri|icol |o undors|onding who|hor o moosuro
Who| principlos
should bo
usod |o croo|o
s|ro|ogic
moosuros
Z3
is odoquo|o. Somo|imos ou|como do|o oro noorly impossiblo |o ob|oin;
or, |hoy occur so inlroquon|ly os no| |o bo proc|icol. Who| moy bo
noodod oro surrogo|o moosuros |ho| oro closoly |iod |o |ho ou|como |o
opproximo|o-or bo o surrogo|o lor-|ho dosirod moosuros. For ox
omplo, succoss in winning o bo||lo is |ho in|ondod mission olloc|ivonoss
ou|como ol o mili|ory oporo|ion, bu| no| o proc|icol moosuro. Mission
roodinoss, or proporodnoss |o ligh| ond win, bocomos |ho surrogo|o. This
is why i| is impor|on| |o corry ou| |ho socond s|op, which is |ho idon|ilico
|ion ol loc|ors |ho| moko up |ho ou|como moosuro. Thoso loc|ors lorm |ho
porlormonco indico|ors lor |ho moosuros oround which do|o will bo
colloc|od. Whon surrogo|os oro usod, i| is impor|on| |o do o volidi|y
chock |o moko suro |hoy do rolo|o |o in|ondod ou|comos. Expor|s in |ho
sub|oc| mo||or ond his|oricol do|o moy nood |o bo consul|od. Tho moro
lu|uroorion|od |ho moosuro, |ho hordor ond moro cri|icol i| is |o dolino
ond moosuro |ho rolo|od loc|ors.
4. |-opl- \i ih- \ppaopa|\i- l-v-l x--d io b- |xvolv-d |x
d-v-lop|xq ih- w-\sca-w-xi.
Tho sonior loodorship |oom dolinos |ho s|ro|ogic moosuros |o bo usod lor
|ho somo roosons |ho| s|ro|ogic plonning mus| bo dono by |ho sonior
loodorship: |hoy oro rosponsiblo lor os|oblishing |ho s|ro|ogic diroc|ion ol
|ho orgonizo|ion. |hors will dolino suppor|ing moosuros, such os pro
coss moosuros ond ou|pu|, lor |ho s|ro|ogic moosuros.
5. A |\w|ly o| w-\sca-s |s x-c-ss\ay io \d-pc\i-ly d-sca|b-
ih- oaq\x|t\i|ox, paoc-ss, oa sysi-w.
Trodi|ionol moosuros oro gonorolly linonciol in no|uro-which only covors
ono ospoc| ol |ho orgonizo|ion. Mul|iplo moosuros, doscribing dilloron|
ospoc|s ol |ho orgonizo|ion, oro bo||or |hon singulor moosuros lor provid
ing o comprohonsivo pic|uro ol |ho orgonizo|ion. This rolors |o |ho nood
|o link moosuros ond |o onsuro |ho| |ho do|o colloc|od oro nocossory ond
sullicion| |o suppor| |ho lomily ol moosuros.
. V-\sca-s ov-a i|w- show ia-xds, \dd|i|ox\l |x|oaw\i|ox |s
a-pc|a-d io d-i-aw|x- ih- c\cs-s o| sccc-ss oa |\|lca-.
Whilo o porlormonco indico|or con show |ho| somo|hing is boing dono
bo||or ovor |imo, |ho moosuromon| will no| provido |ho rooson lor |his
improvomon|. Tooms wi|h procoss knowlodgo oro nocossory |o onolyzo
|ho do|o.
7. V-\sca- oxly wh\i |s |wpoai\xi.
rgonizo|ionol rosourcos mus| bo oxpondod |o colloc|, s|oro, ond ono
lyzo moosuros. Thoroloro, moosuromon| oc|ivi|ios should no| bo con
duc|od sololy os on oxorciso in moosuring. Tho purposo ol moosuromon|
mus| bo cloor. Undors|onding how moosuros oro |o bo usod is cri|icol.
8. Th- w-\sca-s s-l-ci-d wcsi scppoai d-c|s|ox w\k|xq.
Moosuromon| do|o roquiros onolysis |o provido inlormo|ion |o bo usolul
|o docision mokors. Considoroblo |imo ond ollor| mus| bo givon |o ossoss
how |ho do|o would improvo docisions ond who| would bo dono wi|h |ho
do|o. lnlormo|ion |ho| hos no booring on |ho docision hos no voluo o|
|ho |imo ol |ho docision. Colloc|ion ol do|o |ho| is no| usod should bo
discon|inuod.
S|ro|ogic moosuros locus on vision o||oinmon|. Hold o workshop, similor
|o |ho s|ro|ogic plonning workshop, wi|h |ho sonior loodorship |oom |o
dovolop s|ro|ogic moosuros. Following oro s|ops |ho| |ho sonior loodor
ship |oom should lollow |o dovolop o s|ro|ogic moosuromon| sys|om:
How do wo
dovolop
s|ro|ogic
moosuros
Z5
" poro|ionolly dolino |ho s|ro|ogic moosuros
S|ro|ogic moosuros oro oporo|ionol dolini|ions ol |ho ou|comos ol
mission olloc|ivonoss now ond in|o |ho lu|uro.
ll |ho orgonizo|ion hos o comprohonsivo vision suppor|od by
s|ro|ogic gools |ho| oporo|ionolly dolino |ho ou|comos oxprossod in
|ho vision, |hon |ho sonior loodorship |oom con dorivo porlormonco
indico|ors lrom |ho s|ro|ogic gools. ll |ho vision ond s|ro|ogic
gools oro vory brood, |hon i| moy bo nocossory lor |ho sonior
loodorship |oom |o lur|hor discuss |ho ou|comos ond gools ond
oporo|ionolly dolino who| |hoy oro |rying |o ochiovo.
" Dolino porlormonco indico|ors
Porlormonco indico|ors oro dorivod lrom |ho s|ro|ogic moosuros.
Thoy oro |ho koy ovidonco wi|h which |o moosuro porlormonco.
Bocouso |ho oporo|ionol dolini|ions ol |ho koy concop|s oro on o
mocrolovol, |ho porlormonco indico|ors will bo similorly brood.
" Chor|or o s|ro|ogic moosuromon| |oom
Tho s|ro|ogic moosuros oro |ho loundo|ion ol o s|ro|ogic moosuro
mon| plon. Thoy oro givon |o o moosuromon| |oom who complo|os
|ho moosuromon| plon.
" Es|oblish bosolinos
Bosolinos oro |ho curron| porlormonco lovols lor |ho porlormonco
indico|ors soloc|od. ll do|o |ho| suppor| o porlormonco indico|or
oro curron|ly boing colloc|od, |hon o his|oricol bosolino oxis|s. ll
|ho do|o oro no| curron|ly boing colloc|od, o bosolino noods |o bo
os|oblishod. Tho moosuromon| |oom will do|ormino |ho bosolinos
lor |ho porlormonco indico|ors lrom curron| do|o [il ovoiloblo} or
by colloc|ing do|o ovor o shor| poriod ol |imo |o provido on op
proximo|o bosolino os o s|or|ing poin|. Thoir s|ro|ogic moosuro
mon| plon will includo |hoso rocommondod bosolinos lor opprovol
by |ho sonior loodorship |oom.
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion Z
" Approvo |ho s|ro|ogic moosuromon| plon
Tho sonior loodorship |oom will roviow |ho rocommondo|ions
modo by |ho moosuromon| |oom, including |ho bosolinos ond |ho
do|o colloc|ion mo|hodology, ond opprovo |hom whon ogroomon|
is roochod.
" lnlorm |ho worklorco
Tho sonior loodorship |oom noods |o communico|o |o |ho
worklorco |ho now s|ro|ogic moosuromon| sys|om |ho| will bo pu|
in|o ploco ond how |hoy con con|ribu|o |o |ho succoss ol |ho|
sys|om.
" lmplomon| |ho moosuromon| plon
Toko |ho oc|ions nocossory |o pu| |ho s|ro|ogic moosuromon|
sys|om in|o ploco. Clorily impor|on| rolos in moosuromon| dovol
opmon| ond do|o colloc|ion ond onolysis.
Fivo |o sovon s|ro|ogic moosuros oro rocommondod. Too mony moosuros
con lood |o colloc|ing do|o |ho| is mooningloss. Try |o colloc| o slo|o ol
moosuros |ho| covor |ho brood|h ond indico|o |ho hool|h ol |ho orgonizo
|ion.
Tho moosuromon| |oom do|orminos who| do|o oro nocossory |o colloc|.
To do|ormino who| do|o nood |o bo colloc|od, |ho |oom noods |o:
How mony
s|ro|ogic
moosuros
should wo
hovo
Who| do|o
should wo
colloc|
ZZ
" Dolino |ho indico|ors
" Do|ormino who| do|o oro noodod |o moosuro |ho indico|ors
" Do|ormino il |ho| do|o oro olroody boing colloc|od
" ll no|, liguro ou| how |o colloc| |ho do|o
" Dolino do|o colloc|ion rulos |ho| ou|lino how |ho do|o opply |o |ho
indico|ors
Cou|ion: Tho sonior loodorship |oom noods |o onsuro |ho|
|ho porlormonco indico|ors con bo moosurod ond |ho|, il
moosurod, |hoy will no| odvorsoly olloc| |ho orgonizo|ion.
Colloc|ion ol somo indico|ors con moko on orgonizo|ion
bohovo o| cross purposos |o |ho vision. Porlormonco con bo
dis|or|od il |ho indico|or inoccuro|oly rolloc|s |ho priori|ios ol
|ho orgonizo|ion. Ano|hor couso ol dis|or|ion could como
lrom mombors monipulo|ing o porlormonco indico|or |o
ochiovo highor ro|ings.
Advico: A| |his poin|, mos| orgonizo|ions nood somo holp
lrom on in|ornol or ox|ornol porson who hos oxpor|iso in
moosuromon| ond vorio|ion.
Yos, il |ho do|o colloc|od suppor|s |ho porlormonco indico|ors choson lor
|ho s|ro|ogic moosuromon| sys|om. A roviow ol curron| moosuros noods |o
bo dono by |ho moosuromon| |oom |o do|ormino il |hoy suppor| |ho indi
co|ors; il i| doos, |hon |ho| do|o noods |o bo orgonizod in|o |ho s|ro|ogic
moosuros. Howovor, il |ho roviow rovools moosuros |ho| do no| suppor|
|ho s|ro|ogic moosuros ond oron| roquirod by low, s|o|u|ory roquiromon|s,
or highor ocholon roquiromon|s; oron| boing usod lor monogomon|
con|rol purposos [o.g., linonciol moosuros}; or oron| boing usod lor
procoss improvomon| ollor|s, |hon s|op using |hom ond oxponding |ho
ollor| |o colloc| |ho ossocio|od do|o.
Con wo
incorporo|o |ho
moosuros wo
olroody uso
l| is impor|on| |o colloc| do|o on oll ol |ho s|ro|ogic moosuros bocouso,
ovon |hough concor|od work moy bo locusod only on ono or |wo gool
oroos, |ho rosul|s ol |ho| work moy impoc| oll ol |ho moosuros. Un|il
|horo is onough do|o |o undors|ond rolo|ionships omong |ho gools, |horo
is no bosis |o know how much bonoli| diroc|od locus will hovo on ovoroll
ochiovomon| ol ou|comos.
Us- w-\sca-w-xi io paov|d- \x |xi-qa\i-d,
|occs-d v|-w o| ih- |cica-
Al|hough mos| pooplo oro unoblo |o locus on moro |hon o low |hings o|
ono |imo, loodors somo|imos ollow moosuromon| sys|oms |o cop|uro
ovory|hing, |ho usolul ond |ho no|sousolul. Such oc|ions con dis|roc| |ho
orgonizo|ion lrom rooching i|s vision. Voluoblo rosourcos moy bo ox
pondod on ollor|s |ho| do no| suppor| |ho s|ro|ogic plon. Tho uso ol
s|ro|ogic moosuromon|, on |ho o|hor hond, s|rong|hons |ho orgonizo|ions
locus on |ho lu|uro by lil|oring ou| inlormo|ion no| roquirod |o ochiovo |ho
s|ro|ogic gools. l| limi|s |ho numbor ol moosuros |o opproximo|oly six,
lorcing |ho orgonizo|ion |o concon|ro|o on |ho vi|ol ou|comos.
Wo hovo
|orgo|od only o
low oroos lor
implomon|o|ion
in |ho lirs| yoor.
How doos |ho|
olloc| who| do|o
wo colloc|
How doos
s|ro|ogic
moosuromon|
locus ovoryonos
sigh|s on
|ho lu|uro
orgonizo|ion
Z
Us- w-\sca-w-xi io cowwcx|c\i- pol|cy
(x-w sia\i-q|c d|a-ci|ox)
ln o |rodi|ionol moosuromon| schomo, ooch lunc|ion hos i|s own so| ol
moosuros. Thoso spociolizod moosuromon| sys|oms sogrogo|o lunc|ions
ond isolo|o suborgonizo|ions lrom |ho lorgor orgonizo|ion. nco |hoso
moosuros oro compor|mon|olizod by lunc|ion, |hoy conno| simply bo
oggrogo|od os o moons ol ossossing ovoroll corporo|o porlormonco.
rgonizo|ionol moosuros hovo |rodi|ionolly boon o mix|uro ol rogulo|ory
roquiromon|s, orror corroc|ions, loodors inlormo|ion noods, ond somo
|imos do|o on procoss porlormonco. Whilo somo ol |hoso moy bo volid
ond usolul, |hoy oro no| s|ro|ogic moosuros. ln gonorol, |hoso sys|oms oro
usod |o con|rol proson| oc|ivi|ios. ln con|ros|, o s|ro|ogic moosuromon|
sys|om communico|os |o oll ocholons ol on orgonizo|ion who| is vi|ol |o
ochioving i|s vision ol |ho lu|uro.
Tho s|ro|ogic plon hos os|oblishod o vision ol |ho lu|uro lor |ho orgonizo
|ion. Tho s|ro|ogic moosuromon|s roinlorco |ho s|ro|ogic plon by holping
|o locus ovoryonos o||on|ion on o||oining |hoso gools |ho| will lood |o |ho|
lu|uro. Whon |wo koy pro|oc|s, progroms, or oc|ivi|ios oro compo|ing lor
rosourcos, |ho locus ol |ho moosuros con holp loodors do|ormino which ol
|ho compo|ing oc|ions should rocoivo immodio|o suppor|.
Whon moosuromon|s oro undors|ood, docision moking con bo pushod
down |o o lovol whoro oc|ion con bo ini|io|od closo |o |ho problom, si|uo
|ion, or oppor|uni|y. Using s|ro|ogic moosuromon|, |hoso moking doci
sions con propol |ho orgonizo|ion lorword |oword |ho vision wi|hou|
hoving |o olovo|o ooch docision |o |ho highos| lovol.
How doos
s|ro|ogic
moosuromon|
chongo |ho
purposo ol
moosuromon|
lrom con|rol |o
communico|ing
policy
How doos
s|ro|ogic
moosuromon|
provido on
oppor|uni|y lor
ompowormon|
Yos. l| is lundomon|ol |ho| ony|hing |ho orgonizo|ion choosos |o oxpond
rosourcos on should bo moosurod. l| is impor|on| |o |rock oll oc|ions
rolo|od |o |ho implomon|o|ion ol |ho s|ro|ogic plon. Loodors mus| know
|ho s|o|us ol progross |okon on |ho ob|oc|ivos, s|ro|ogios, ond gools so
|hoy con ossoss individuol, |oom, ond orgonizo|ionol porlormonco. Bu|
|hoy mus| olso bo oblo |o ossoss |ho olloc|ivonoss ol mission occomplish
mon| ond |ho chongos [|hoso s|ro|ogic gools} which woro os|oblishod in
ordor |o o||oin |ho vision.
Advico: Romombor |ho| s|ro|ogic moosuromon| is obou|
oporo|ionolly dolining |ho koy ou|comos |ho orgonizo|ion is
s|riving lor ond idon|ilying |ho porlormonco indico|ors |ho|
will bo usod |o moosuro |hoso ou|comos. To conduc| s|ro|o
gic moosuromon|, orgonizo|ionol moosuros mus| bo linkod |o
ou|comos |o provido |ho indico|ors ond do|o nocossory |o
ovoluo|o rosul|s.
Suborgonizo|ions should croo|o loworlovol moosuromon| plons |ho| link
wi|h |ho corporo|o s|ro|ogic moosuromon| plon. ll |ho suborgonizo|ion
hos o soporo|o s|ro|ogic plon, |hon i| will olso nood o soporo|o s|ro|ogic
moosuromon| plon. ll |ho suborgonizo|ions s|ro|ogic plon s|or|s o| |ho
s|ro|ogy or ob|oc|ivo lovol, i| noods |o hovo moosuros |ho| link diroc|ly |o
|ho corporo|o s|ro|ogic moosuromon|s. ln |ho ovon| |ho| only o low moo
suros con bo linkod, |ho suborgonizo|ion should croo|o oddi|ionol s|ro|o
gic moosuromon|s |ho| bo||or doscribo i|s ou|comos.
Do wo nood |o
hovo o moosuro
lor ovory gool,
s|ro|ogy, ond
ob|oc|ivo
Wo oro o
suborgonizo|ion;
who| moosuros
do wo nood
81
Upd\i- ih- w-\sca-w-xi sysi-w
ln somo ins|oncos, o s|ro|ogic moosuro soloc|od by |ho orgonizo|ion migh|
no| bo |ho corroc| ono. Tho oxpoc|od rolo|ionship bo|woon |ho moosuro
ond porlormonco migh| no| mo|oriolizo. Poriodic roviows |o do|ormino
who|hor |horo is o rolo|ionship bo|woon |ho moosuro ond who| is boing
moosurod con onsuro |ho| |ho righ| moosuros oro soloc|od. ll |ho rolo
|ionship is wook, onolysis mus| bo dono |o do|ormino |ho couso.
Cou|ion: ll |ho moosuros oro no| rolo|od |o how woll |ho
orgonizo|ion is doing, |hon |ho moosuros moy no| bo righ|.
ll li||lo or no progross is modo |oword gools, |ho moosuros
moy bo lino, bu| |ho s|ro|ogios-on implomon|o|ion issuo-
moy no| bo corroc|, or pooplo moy no| bo o||onding |o |hom.
r, |ho moosuros moy bo |oo oggrogo|od or gross |o show
chongo ovon il |horo wos progross modo |oword gools.
Boloro oc|ion is |okon, invos|igo|o |ho cousos. Alwoys hovo
sovorol do|o poin|s ovor |imo boloro |oking oc|ion |o
chongo-boworo ol |omporing.
S|ro|ogic moosuromon| holps loodors con|inuolly os|oblish ond ovoluo|o
progross |oword gools, |orgo|s, ond policy ovor o long poriod ol |imo.
Tho s|ro|ogic plon i|soll is usuolly wri||on lrom o 5, 10, or 15yoor por
spoc|ivo. Similorly, moosuring |ho o||oinmon| ol |ho gools is o long|orm
ondoovor.
How doos
s|ro|ogic
moosuromon|
provido on
orgonizod
mo|hod lor
roviowing
moosuros
How doos
s|ro|ogic
moosuromon|
holp |ho
orgonizo|ion
romoin cons|on|
in pursui| ol i|s
gools
Tho orgonizo|ion looks lor porlormonco improvomon|s by wo|ching |ho
s|ro|ogic moosuromon|s. Tho cousos lor ony chongos in porlormonco
should bo do|orminod by invos|igo|ing sys|om, subsys|om, ond procoss
moosuromon| do|o.
Us- w-\sca-w-xi io paov|d- pc\l|iy |--db\ck
io ih- sia\i-q|c w\x\q-w-xi paoc-ss
Somo s|ro|ogios dovisod |o ochiovo gools migh| no| work. Tho moosuros
will show |ho| |ho rolo|ionship bo|woon |ho s|ro|ogy ond |ho oxpoc|od
ou|como doos no| oxis|. By using grophic |ools, |his lock ol rolo|ionship
will bocomo opporon|. Fur|hor invos|igo|ion will rovool |ho cousos.
By using |ho loodbock lrom |ho s|ro|ogic moosuros |o volido|o or od|us|
[whon |ho| is |ho opproprio|o oc|ion} |ho s|ro|ogic diroc|ion ol |ho orgoni
zo|ion |ho loodbock do|o bocomos inpu| |ho| |ho loodors con uso |o moko
docisions in |hoir doily businoss. l| is |ho docisions |ho| oro modo |odoy
|ho| impoc| |ho lu|uro ol |ho orgonizo|ion.
Mos| pooplo won| |o know how |ho rosul|s impoc| |ho orgonizo|ion ond
|homsolvos. Shoring rosul|s should bo por| ol |ho lormol communico|ion
mochonism os|oblishod lor |ho s|ro|ogic plon.
How will |ho
do|o bo
ovoluo|od
How doos
s|ro|ogic
moosuromon|
provido do|o
|o clorily ond
updo|o
s|ro|ogios
How doos
s|ro|ogic
moosuromon|
holp in docision
moking
How will |ho
rosul|s bo
communico|od
|o |ho
worklorco
83
Moosuromon| con bo |hroo|oning. Tho sonior loodorship |oom noods |o
on|icipo|o pooplos possiblo rooc|ion |o moosuromon|. Bolow oro somo
roosons why pooplo moy disliko moosuromon|:
" Poor porlormonco moy bo lound
" Tho voluo ol moosuromon| is no| undors|ood
" Pooplo don| undors|ond how |o uso moosuros
" Pooplos con|ribu|ion |o |ho orgonizo|ion ond |ho moosuros is no|
ovidon|
" l| plocos occoun|obili|y on individuols
" Moosuromon| hos |ypicolly boon usod os o moons ol punishmon|
" Moosuromon| |okos |imo ond ollor|
Advico: S|ro|ogic moosuromon| is obou| ovoroll orgonizo
|ionol porlormonco, i|s subsys|oms, ond procossos. lndividu
ols con|ribu|o |o |hoso moosuros, bu| |o ovoluo|o on indi
viduol on |his bosis is no| only impossiblo |o do, bu| doloo|s
go||ing good moosuros. As loor ovor ovoluo|ion incroosos,
roliobili|y ol good do|o docroosos.
Tho rosul|s lrom |ho s|ro|ogic moosuros bocomo inpu|s |o updo|ing |ho
s|ro|ogic plon. Somo|imos |ho rosul|s moy rovool oroos whoro gools,
s|ro|ogios, or ob|oc|ivos oro inodoquo|o. Thoroloro, |ho gool, s|ro|ogy, or
ob|oc|ivo moy nood |o bo od|us|od. l| moy olso show |ho| |ho o||oinmon|
ol |ho gool, s|ro|ogy, or ob|oc|ivo is complo|o. Tho sonior loodorship
|oom noods |o od|us| |ho plon os noodod.
How do wo
ovorcomo
pooplos
disliko ol
moosuromon|
ond boing
moosurod
How oro |ho
rosul|s linkod
|o |ho s|ro|ogic
plon
85
Formolly rovisi|ing |ho plon on o poriodic bosis [o.g., onnuolly} is nocos
sory |o onsuro |ho| |ho plon con|inuos |o drivo |ho orgonizo|ion. This |imo
oround, |ho sonior loodorship |oom hos o common undors|onding ol who|
s|ro|ogic plonning is ond who| i| con do |o holp locus ond olign |ho ollor|s
ol |ho on|iro orgonizo|ion. Tho orgonizo|ion is probobly roody |o s|ro|ch.
Following oro oc|ions |ho| oro koys |o succosslully rovisi|ing |ho s|ro|ogic
plon ond oc|ions |ho| guoron|oo loiluro.
Pre-Planning
Activities
Organizational
Assessment
Pre-Planning
Mission
Vision
Guiding
Principles
Strategic
Foundations
Gap
Analysis
Strategic
Goals
Objectives
Strategic Planning
Develop
Measurement
Plan
Phase I:
Complete
the Plan
Phase II:
Communicate
the Plan
Deployment
Communicate
Progress
Develop
Action Plans
Implementation
Measurement
and Evaluation
Communicate
Results
Analyze
and
Evaluate
Collect
Data
Resource
Allocation
Strategies
R-v|s|i|xq ih-
Sia\i-q|c |l\x
`. . . wosi p-opl- h\v- |oaqoii-x ih\i pl\xx|xq |s ih- pa|w\ay |cxci|ox o|
w\x\q-w-xi \xd shocld l-\d \ll o| |is oih-a |cxci|oxs. Th- cacsh o| oih-a
w\x\q-w-xi |\ds \xd ih-oa|-s h\s c\cs-d cs io los- s|qhi o| ih- b\s|cs.
(H\|x-s, !5)
Why rovisi|
|ho plon
Rocognizo whon |o updo|o |ho plon
Modily s|ro|ogic plonning procoss
|o occommodo|o |ho moro mo|uro
orgonizo|ion
lncorporo|o now loodors in|o |ho
s|ro|ogic plonning procoss
K-ys io Sccc-ss
|\cis o| |\|lca-
Mo occoun|obili|y
Poor |iming ond no| rocognizing
ox|ornol lorcos
Rigid opplico|ion ol s|ro|ogic
plonning procoss; ignoro lossons
loornod lrom provious ollor|s
lgnoro impoc| ol now loodors
ln|ogro|o moosuromon| wi|h
s|ro|ogic plonning
Don| uso moosuromon| inlormo|ion
Uso oxporioncod s|ro|ogic plonning
locili|o|ors
Shor|cu| |ho procoss
" Choosos ond con|roc|s wi|h s|ro|ogic plonning locili|o|or
" Dovolops oxpoc|o|ions lor rovisi|ing |ho plon
" Dovolops in|orviow quos|ions wi|h s|ro|ogic plonning locili|o|or lor
sonior loodorship |oom ond, il opproprio|o, lor koy cus|omors ond
in|ornol locus groups
" Dovolops |imolino lor rovisi|ing |ho s|ro|ogic plon
" Alloco|os rosourcos
" Loods plonning sossions
" Engogos in proplonning oc|ivi|ios
" Con|ribu|os inpu| |o cus|omor ond locus group in|orviow quos|ions
" Por|icipo|os in plonning sossions
" Coordino|os logis|ics
" Works wi|h s|ro|ogic plonning locili|o|ors
" Providos |rocking ond moosuromon| inlormo|ion
" Coordino|os plonning group mombor in|orviows, cus|omor in|or
viows, ond locus group sossions
Who doos who|
whon wo rovisi|
|ho s|ro|ogic
plon
S-x|oa L-\d-a
S-x|oa
L-\d-ash|p
T-\w
TOL
Cooad|x\ioa
8Z
" Shoro lossons loornod lrom implomon|o|ion ollor|s
" Provido s|o|us ol gool occomplishmon|s
" Con|inuo |o coordino|o s|ro|ogic monogomon| ollor|s
" Providos rosourcos lor rovisi|ing sossions
" Por|icipo|os on sonior loodorship |oom
" Holps in|ogro|o s|ro|ogic plon in|o budgo| procoss
" Go|hor inpu| lrom |hoir omployoos
" Rovisi| suborgonizo|ion plons
R-coqx|t- wh-x io cpd\i- ih- pl\x
Thoro oro livo roosons lor |ho sonior loodorship |oom |o rovisi| |ho s|ro|o
gic plon:
" Environmon|ol lorcos ond chonging ox|ornol condi|ions
" Signilicon| occomplishmon| ol |ho gools, s|ro|ogios, ond/or ob|oc
|ivos
" Moosuromon| do|o moy show |ho| s|ro|ogios nood |o bo rolocusod
" Tronsi|ion ol sonior loodor
" A yoor hos gono by
Co\l Caocp
L-\d-as
Bcdq-i O|||c-a
|xd|v|dc\l
S-x|oa
L-\d-ash|p
T-\w V-wb-as
How doos
|ho sonior
loodorship
|oom know
whon |o rovisi|
|ho s|ro|ogic
plon
Tho originol plon wos lormulo|od undor o so| ol ossump|ions: o por|iculor
orgonizo|ionol inlros|ruc|uro, budgo|ory ollluonco or cons|roin|s, on
orgonizo|ionol cul|uro, loors, borriors, poli|icol considoro|ions, oconomic
loc|ors, |ochnologicol brook|hroughs, rosourco cons|roin|s, o|c. Whon |ho
ossump|ion[s} chongo, |ho plon mus| bo rovisi|od. Fur|hormoro, os gools,
s|ro|ogios, ond ob|oc|ivos oro occomplishod, |ho orgonizo|ion mus|
con|inuously so| now onos il i| is |o grow ond romoin dynomic. Wi|hou|
|hoso updo|os, |ho orgonizo|ion will bocomo s|ognon|. This is why
s|ro|ogic monogomon| is on i|oro|ivo procoss.
Tho long|h ol |imo doponds on how much progross wos modo in ochiov
ing |ho gools, how long i|s boon sinco |ho los| plonning sossion, ond |ho
quoli|y ol |ho s|ro|ogic plon dovolopod during |ho| sossion. Addi|ionol
loc|ors includo:
" Tho oxpoc|o|ions ol |ho sonior loodor
" Anolyzing locus group ond cus|omor loodbock lrom |ho in|orviow
procoss
" Tho ox|on| ol chongo roquirod |o |ho plon
" lncorporo|ing s|ro|ogic moosuromon| dovolopmon|
" lncorporo|ing now doploymon| ond implomon|o|ion s|ro|ogios
bosod on lossons loornod ond now idoos
How long doos
rovisi|ing |ho
plon |oko
8
Vod||y sia\i-q|c pl\xx|xq paoc-ss io \ccowwod\i- ih-
woa- w\ica- oaq\x|t\i|ox
l| doponds on |ho sonior loodors oxpoc|o|ions lor rovisi|ing |ho plon. ll
|ho sonior loodor |hinks |ho| |horo hovo boon signilicon| chongos in ox|or
nol ond in|ornol loc|ors, |ho vision or mission moy nood |o bo od|us|od.
Guiding principlos should chongo loss dros|icolly ond loss ol|on. Tho
sonior loodorship |oom moy nood |o rovisi| |us| |ho gools, s|ro|ogios, ond
ob|oc|ivos bosod on moosuromon| loodbock ond who| hos boon occom
plishod.
Tho procoss moy olso chongo by ol|oring how |ho sonior loodorship |oom
dovolops |ho s|ro|ogic plon. Tho |ools |ho| |ho s|ro|ogic plonning locili|o
|or usos-in|orviows, broins|orming, ollini|y diogroms, |ho ground rulos,
consonsus docision moking, o|c.-will ogoin bo usod in somo lorm. For
orgonizo|ions |ho| hovo hod mony rovisi|s, i| moy bo holplul lor |hom |o
croo|o now broins|orming oxorcisos.
Following oro rocommondo|ions on how rovisi|ing |ho procoss con dillor
lrom |ho ini|iol procoss:
ln |ho proplonning phoso:
" Croo|o in|orviow quos|ions bosod on |ho sonior loodors oxpoc|o
|ions ond mo|uri|y ol |ho orgonizo|ion
" Conduc| locus groups |o go|hor monogor ond omployoo inpu|
" Conduc| cus|omor in|orviows
" Anolyzo rocon| survoy rosul|s, bo|h in|ornol [omployoo climo|o}
ond ox|ornol
" Undors|ond rosul|s ol moosuromon| onolysis
" Evoluo|o implomon|o|ion s|o|us bosod on |rocking inlormo|ion
" lndividuol sonior loodorship |oom mombors moo| wi|h |hoir om
ployoos |o go|hor inpu|
Should wo
uso |ho somo
s|ro|ogic
plonning
procoss os
boloro
ln |ho plonning phoso:
" Vory |ho broins|orming mo|hods |o oxploro possibili|ios
" Ensuro |ho| s|ro|ogic moosuromon| plon dovolopmon| is incorpo
ro|od
" Focus on now doploymon| ond implomon|o|ion idoos bosod on
lossons loornod
rgonizo|ions whoso sonior loodorship |oom hos boon rogulorly roviow
ing implomon|o|ion progross o| mon|hly moo|ings, brioling gool s|o|us o|
rogulor s|oll moo|ings, ond rogulorly communico|ing |ho plons s|o|us ond
occomplishmon|s |o |hoir omployoos hovo lound |ho| rovisi|ing |ho plon
onnuolly is o no|urol por| ol doing businoss.
Cou|ion: Rovisi|ing o s|ro|ogic plon |ho| hos boon
shollworo lor o long |imo is viowod os o choro ond moy
no| bo |okon soriously.
Tho sonior loodorship |oom ond locus group in|orviow quos|ions should
oddross:
" Volido|ion ol ond modilico|ions |o |ho vision, mission, ond guid
ing principlos
" Ex|ornol drivors ond |hoir po|on|iol impoc| [oppor|uni|ios ond
|hroo|s}
" ln|ornol issuos [s|rong|hs ond wooknossos}
" How |o closo |ho porlormonco gop bo|woon oxis|ing condi|ions
ond |ho dosirod vision
" S|ro|ogic gool roviow |o do|ormino con|inuing rolovonco
" Roorgonizo|ion/downsizing concorns [il opplicoblo}
" Moosuromon|
Who| should
|ho in|orviow
quos|ions
oddross
1
Tho cus|omor in|orviow quos|ions should oddross:
" Thoir porspoc|ivo ol |ho orgonizo|ions vision ond mission
" S|ro|ogic issuos |hoy oro locing |ho| |ho orgonizo|ion should
oddross
" Thoir porcop|ion ol |ho orgonizo|ions s|rong|hs ond wooknossos
" Thoir oxpoc|o|ions ol |ho orgonizo|ion
" How |hoy moosuro |ho orgonizo|ion in moo|ing |hoso oxpoc|o|ions
Cus|omor por|icipo|ion is goinod |hrough |ho in|orviow procoss. By
involving |ho koy cus|omors in |ho in|orviow procoss, |hoir inpu| is go|h
orod ond con bo usod |hroughou| |ho procoss.
l| is |ho rosponsibili|y ol |ho corporo|o orgonizo|ion |o communico|o |o |ho
suborgonizo|ions |ho chongos |o |ho plon ond how |hoso chongos olloc|
|hom.
|xcoapoa\i- x-w l-\d-as |xio ih- sia\i-q|c pl\xx|xq
paoc-ss
Tho now sonior loodor should bo o por| ol |ho rovision procoss. Timing is
impor|on|. Coming on boord, o now loodor is locod wi|h obsorbing o
|romondous omoun| ol inlormo|ion |o bocomo lomilior wi|h |ho now
orgonizo|ion: how i| oporo|os, who |ho cus|omors ond suppliors oro, who|
|ho produc|s ond sorvicos oro, |ho orgonizo|ions cul|uro, ond |ho
orgonizo|ions s|ro|ogic plonning procoss.
Should
cus|omors bo
invi|od |o
por|icipo|o
|his |imo
How doos |ho
rovision olloc|
suborgonizo|ions
ur sonior
loodor is
looving; doos
|ho| impoc|
whon ond how
wo rovisi| |ho
plon
Advico: Woi| |o rovisi| |ho s|ro|ogic plon un|il |ho now
loodor:
" Assossos |ho s|ro|ogic plon ond i|s impoc|
" Undors|onds who| chongos |ho orgonizo|ion hos
boon |hrough
" Undors|onds |ho procoss ol s|ro|ogic plonning
" Tolks wi|h omployoos
" Tolks wi|h cus|omors
" Hos o sonso ol mo|or in|ornol issuos
" Hos o sonso ol ox|ornol drivors
" ls woll onough inlormod obou| |ho orgonizo|ion |o
moko s|ro|ogic docisions
Al|or |ho sonior loodor hos ossossod |ho orgonizo|ion ond |ho s|ro|ogic
plon, ho or sho noods |o docido whon |o rovisi| |ho plon.
Whon mombors loovo ond o|hors |oin |ho |oom, hovo |ho now mombor[s}
involvod in |ho rovisi|ing procoss. ll possiblo, in|orviow bo|h |ho ou|going
ond |ho incoming mombors |o incorporo|o |ho wisdom ond oxporionco ol
|ho ou|going mombors ond |o bring |ho now mombors in|o |ho plonning
procoss. Mow mombors bonoli| lrom |his involvomon| by boing oxposod
|o |ho orgonizo|ions s|ro|ogic monogomon| procoss. Thoy olso go| on
oppor|uni|y |o provido now ond lrosh idoos. By hoving |ho now mombors
por|icipo|o os soon os possiblo, |hoy will lool moro o por| ol |ho plon ond
will moro lully undors|ond |ho plonning procoss.
Who| obou|
o|hor sonior
loodorship |oom
mombors
|ronsi|ioning
3
Advico: Sonior mombors should hovo o||ondod |ho DM
5enior Lecders 5emincr [SLS}, which will provido |hom wi|h
o common undors|onding ol procoss monogomon|, lon
guogo, s|ruc|uro, ond |ho nood lor s|ro|ogic diroc|ion.
|xi-qa\i- w-\sca-w-xi w|ih sia\i-q|c pl\xx|xq
Whon rovisi|ing o s|ro|ogic plon |ho| hos no| hod s|ro|ogic moosuromon|s,
i| is impor|on| |o includo |hoir dovolopmon| in |his i|oro|ion ol |ho procoss.
Whon rovisi|ing o s|ro|ogic plon |ho| hos moosuromon|s, |ho sonior lood
orship |oom mus| volido|o |hoso moosuromon|s. Do |hoy indico|o progross
|oword |ho vision Hovo |hoy lod |o o|hor moosuros |ho| moy bo usod lor
idon|ilico|ion ol roo| cousos ol probloms ll, os o rosul| ol rovisi|ing |his
plon, |horo is o signilicon| chongo |o |ho s|ro|ogic diroc|ion ol |ho orgoni
zo|ion, |hon s|ro|ogic moosuromon|s mus| bo updo|od os woll. For ox
omplo, il |ho orgonizo|ion is |oking on o now produc| lino, s|ro|ogic
moosuromon|s moy nood |o bo dovolopod |o indico|o porlormonco in |ho|
now oroo.
Advico: Moosuromon| is ol|on |hough| ol os |oo hord |o
do ond is |horoloro pu| oll. l| is |ho sonior loodors ro
sponsibili|y |o moko s|ro|ogic moosuromon| o primory,
priori|y por| ol |ho procoss.
ll on orgonizo|ion hos olroody boon moosuring i|s s|ro|ogic gools, |ho
rosul|s or ou|pu| ol |ho| moosuromon| ollor| should bocomo inpu| in|o |ho
nox| i|oro|ion ol |ho s|ro|ogic plonning procoss. This loodbock |o |ho
sonior loodors bocomos oi|hor posi|ivo [|o roinlorco |ho bohovior} or
nogo|ivo loodbock [|o chongo |ho bohovior} ol |ho s|ro|ogic monogomon|
How do wo
moro olloc|ivoly
in|ogro|o
moosuromon|
wi|h our
s|ro|ogic
plonning
procoss
How do wo uso
moosuromon|
rosul|s
sys|om. Tho inlormo|ion con bo providod |o |ho sonior loodorship |oom os
por| ol |hoir nox| proplonning phoso or during |ho onvironmon|ol scon.
Us- -xp-a|-xc-d sia\i-q|c pl\xx|xq |\c|l|i\ioas
Uso s|ro|ogic plonning locili|o|ors |o ossis| wi|h |ho rovisi|ing procoss.
Thoy will holp locus |ho roviow ond con holp loodors uso |hoir |imo moro
ollicion|ly. Bocouso ol |hoir ox|ornol porspoc|ivo ol |ho orgonizo|ion ond
|ho issuos |ho| i| is |rying |o oddross, ox|ornol s|ro|ogic plonning locili|o
|ors oro bo||or posi|ionod |o ossis| |ho sonior loodorship |oom wi|h i|s
s|ro|ogic doliboro|ions.
Advico: Ex|ornol con moon ou|sido ol |ho individuol
orgonizo|ion, bu| no| nocossorily ou|sido ol |ho on|iro Do
por|mon| ol |ho Movy. Tho odvon|ogo ol ox|ornol locili|o|ors
is |ho| |hoy con odviso condidly bocouso |hoy oro no| sub|oc|
|o in|ornol suporvisory con|rols. A good ox|ornol s|ro|ogic
plonning locili|o|or hos dilloron| s|ro|ogic monogomon|
oxporioncos |ho| con onrich |ho rovision procoss ond provido
lossons loornod |o |ho sonior loodorship |oom.
Yos. ll, os Hoinos soid, . . . plonning is |ho primory lunc|ion ol mon
ogomon|, |hon s|ro|ogic monogomon| is |ho primory lunc|ion ol loodor
ship. Think obou| Dr. W. Edwords Domings PlonDoS|udyAc| [PDSA}
cyclo. S|ro|ogic monogomon| is |ho woy |ho| |ho Dopor|mon| ol |ho Movy
oporo|ionolizos his |oochings obou| PDSA. P considors bo|h |ho pro
plonning ond s|ro|ogic plonning procossos; D oncompossos bo|h |ho
doploymon| ond implomon|o|ion ol |ho plon; S |rocks progross, moo
suros rosul|s ond ou|comos, ond ovoluo|os oll |hroo. A loods |ho ovolu
o|ion bock |o |ho sys|om ond oi|hor od|us|s or s|ondordizos |ho sys|om
bosod upon |ho| loodbock.
Should wo |ry
rovisi|ing |ho
plon on our
own, or should
wo uso s|ro|ogic
plonning
locili|o|ors
So |ho s|ro|ogic
monogomon|
procoss con bo
ovon moro
chollonging
|ho socond
|imo oround
5
S-ci|ox ||:
C\s- Sicd|-s
Z
This hondbook hos providod guidonco bosod on ox|onsivo work wi|h
clion| orgonizo|ions in dovoloping, doploying, ond implomon|ing s|ro|ogic
plons. This inlormo|ion hos boon supplomon|od by rosoorch |ho| includod
in|orviows wi|h DM ond o|hor govornmon| loodors who hovo lod s|ro|o
gic monogomon| ollor|s wi|hin |hoir orgonizo|ions.
Evory orgonizo|ion hondlos i|s s|ro|ogic monogomon| ollor| dilloron|ly.
Loodorship s|ylo, mo|uri|y ol |ho orgonizo|ion, s|ruc|uro, morolo-oll ol
|hoso loc|ors inlluonco how on orgonizo|ion will opprooch i|s s|ro|ogic
monogomon| ollor|s. Soc|ion l ol |his hondbook hos ollorod guidonco.
To provido rool oxomplos ol |his guidonco in oc|ion, lour coso s|udios
lollow. Eoch coso s|udy ollors o dilloron| porspoc|ivo on s|ro|ogic mon
ogomon| ini|io|ivos.
Tho coso s|udios oro no| in|ondod |o bo hollmorks ol how s|ro|ogic mon
ogomon| should bo implomon|od, bu| ro|hor how loodors oppliod |hoir
knowlodgo ond bos| ollor|s |oword croo|ing o bo||or orgonizo|ion.
Tho cosos oro s|ruc|urod occording |o |ho procossos ol s|ro|ogic monogo
mon|: plonning, complo|ing |ho plon, communico|ing |ho plon, implo
mon|ing |ho plon, ond moosuromon| ond ovoluo|ion. ln oddi|ion, lossons
C\s- Sicd|-s:
Sia\i-q|c |l\xs \i Woak
`Th- b-si pl\x |s oxly \ pl\x, ih\i |s, qood |xi-xi|oxs,
cxl-ss |i d-q-x-a\i-s |xio woak. Th- d|si|xci|ox ih\i w\aks \ pl\x
c\p\bl- o| paodcc|xq a-sclis |s ih- coww|iw-xi o| k-y p-opl-
io woak ox sp-c|||c i\sks. Th- i-si o| \ pl\x |s wh-ih-a
w\x\q-w-xi \cic\lly coww|is a-socac-s io \ci|oxs
wh|ch w|ll paodcc- a-sclis |x ih- |cica-.
Uxl-ss scch \ coww|iw-xi |s w\d-,
ih-a- \a- oxly paow|s-s \xd hop-s, bci xo pl\x.
(Dacck-a, !8)
loornod oro providod |o holp o|hor orgonizo|ions moko choicos obou|
|hoir own plons. Koop in mind |ho| who| works lor ono orgonizo|ion will
no| nocossorily bo succosslul lor ono|hor. To bo mos| succosslul, bolonco
|hoso coso s|udios wi|h |ho guidonco providod by |his hondbook ond your
own orgonizo|ionol cul|uro.
Eoch ol |ho orgonizo|ions prolilod ollors o dilloron| s|rong|h. Movol Air
S|o|ion, Borbors Poin|, which is schodulod lor closuro, undor|ook s|ro|ogic
plonning |o holp i|s pooplo dool wi|h issuos rolo|od |o closuro, roduc|ion
in sizo, ond |ronsi|ioning. Movol Air Focili|y Woshing|on hos o mo|uro
procoss lor u|ilizing |ooms lor implomon|o|ion ollor|s. U.S. Mili|ory
En|ronco Procossing Commond usod |hoir lormol policy doploymon|
sys|om |o ou|lino do|oilod implomon|o|ion plons, including rolos ond
rosponsibili|ios. Con|or lor Vo|orinory Modicino omployod o uniquo
opprooch lor communico|ing |hoir s|ro|ogic plon |o |ho worklorco.
Wi|hin ooch coso s|udy oro quo|os |okon lrom in|orviows wi|h |ho sonior
loodors ond s|ro|ogic plonning coordino|ors. Thoso insigh|lul common|s
provido o |os|o ol |hoir oxporioncos, |hough|s, ond loolings-in |hoir own
words. ur in|on| is no| |o |udgo |hoir ollor|s, bu| |o loorn lrom |hom.

Tho Movol Air S|o|ion Borbors Poin| [MASBP} hos boon plocod on |ho
Boso Roolignmon| ond Closuro [BRAC} lis|. Tho sonior loodorship ol |ho
commond undor|ook s|ro|ogic plonning |o holp i|s pooplo dool wi|h
BRACrolo|od issuos. Thoy noodod |o includo closuro in |hoir mission,
roducing |hoir sizo ond |ronsi|ioning much ol |hoir romoining oc|ivi|y |o
Morino Corps Boso Howoii o| Konooho Boy.
ur closuro do|o is 1uly . Woro moving oll |ho oporo|ionol
uni|s ond o lo| ol |ho oir s|o|ion osso|s ond porsonnol ovor |o
Konooho Boy, |us| ocross |ho islond. Tho s|ro|ogic plon holpod
locus o||on|ion on |ho| ond wo oro woll on our woy in working
|oword |ho movo bocouso ol i|.
Thoir gools ond ob|oc|ivos rolloc| |hoir dosiro |o bocomo o modol lor
moin|oining |ho quoli|y ond con|inui|y ol |hoir sorvico |o |ho oporo|ing
lorcos ond suppor|ing ond improving |ho quoli|y ol lilo lor |hoir porsonnol
whilo |ronsi|ioning |o closuro.
ln o 3doy ollsi|o in Docombor 14, |ho sonior loodorship ol MASBP
dovolopod i|s mission, vision, guiding principlos, ond brood gool oroos
using |ho DM s|ro|ogic plonning modol ond guidod by o s|ro|ogic
plonning locili|o|ion |oom lrom |ho TL Troining Toom Pocilic. Tho
por|icipon|s, numboring obou| 20, woro |ho dopor|mon| hoods ond
spociol ossis|on|s-oll pooplo wi|h o s|oko in oporo|ing ond, ul|imo|oly,
closing |ho boso.
Tho 3doy ollsi|o roolly go| us |ogo|hor os o |oom ond locusod
our common ollor|s on who| wos signilicon| lor our orgonizo
|ion-|ronsi|ioning |o closuro.
Following |ho ini|iol s|ro|ogic plonning ollsi|o, |ho Boso Tronsi|ion S|ooring
Commi||oo [BTSC} wos lormod os on Exocu|ivo S|ooring Commi||oo |o
ovorsoo complo|ion ond implomon|o|ion ol |ho plon. Thoro wos o doloy
B\ckqaocxd
C\s- Sicdy:
N\v\l A|a Si\i|ox, B\ab-as |o|xi
Sia\i-q|c
|l\xx|xq
|aoc-ss
in complo|ing |ho s|ro|ogic plon ond no s|ruc|urod oc|ivi|y on doploying
|ho plon lor o numbor ol mon|hs.
Tho |ronsi|ion procoss lor |ho boso hod no| yo| boon do|orminod.
Wo didn| know who| wos hopponing wi|h |ho oporo|ionol uni|s,
who|hor |ho oir s|o|ion would closo up, who|hor wo would movo,
or who| |ho |imo lino wos. So o s|ro|ogic plon |o corry us |hrough
lor who knows how long or lor who| gools-wo ligurod |ho| wod
bo||or woi| |o linish i| un|il wo go| |ho word on who| wos hoppon
ing.
Tho mission, vision, ond guiding principlos bolow woro providod by |ho
TL Coordino|or lrom |ho unpublishod MAS Borbors Poin| s|ro|ogic plon:
Mission
Closo MAS Borbors Poin| consis|on| wi|h public low.
Moin|oin quoli|y sorvico |o |ho oporo|ing lorcos.
Toilor suppor| inlros|ruc|uro.
Con|inuo quoli|y ol lilo suppor|.
Vision
A good noighbor
Environmon|ol s|oword
Modol lor |ronsi|ion |o o succosslully in|ogro|od communi|y
Guiding Principlos
7o inspire cn cllilude ol exceence we wi.
Encourogo ond ombroco innovo|ion ond chongo.
Work |ogo|hor wi|h mu|uol rospoc|, |rus|, ond
occoun|obili|y lor our oc|ions.
Koop pooplo inlormod o| oll lovols ond moin|oin s|rong
communi|y rolo|ionships.
Allow oll porsonnol |o provido inpu| |o |ho |ronsi|ion
procoss whilo boing sonsi|ivo |o |hoir porsonol noods ond
prolossionol grow|h.
101
Work on |ho plon rosumod ol|or |ho unonsworod quos|ions obou| |ho
BRAC woro rosolvod.
Wo go| |ho word obou| our roolignmon| ond |ronsi|ion lrom |ho
CommondorinChiol, Pocilic Floo|, in c|obor 5 ond wo s|or|od
picking up ogoin whoro wo lol| oll on |ho s|ro|ogic plon.
Eorly ollor|s |o uso MBs |o lur|hor dovolop |ho gools woro no| vory
succosslul.
Wo roolly didn| go| onywhoro bocouso |ho MBs gonorolly
didn| hovo |imo |o moo|. Thoy woro so crosslunc|ionol |ho| |hoy
olmos| go| in |ho woy ol |ho doily rou|ino.
no ol |ho principlo mission oroos is |oiloring |ho inlros|ruc|uro [|ho
numbors ol pooplo ond locili|ios noodod |o suppor| |ho lloo|}. Tho procoss
ownors dovolopod |hoir own PA&Ms lor |oiloring |hoir inlros|ruc|uro.
Thoso woro roviowod by |ho BTSC ond morgod in|o o common PA&M
lor |ho boso.
Tho sonior loodors docidod |o givo |ho drol| plon |o |ho midlovol monog
ors-|ho chiol po||y ollicors [CPs}-|o roviow ond volido|o. Tho chiols
mo| in 1onuory 15 in o locili|o|od, closoddoor sossion. Tho Commond
Mos|or Chiol, who is o mombor ol |ho BTSC, oc|od os o downlink. This
Chiols Round Toblo modo posi|ivo con|ribu|ions |o |ho complo|ion ond
lur|hor doploymon| ol |ho s|ro|ogic plon.
Tho chiols |ook |ho gools ond como up wi|h somo groo| ob|oc|ivos
ond olomon|s. Thoy roolly pu| moro oc|ion in|o |ho plon.
" Tho chiols roviowod, volido|od, ond ougmon|od |ho s|ro|ogic plon.
" Tho chiols buyin |o |ho plon wos ob|oinod.
" Tho chiols con|ribu|od o workorion|od porspoc|ivo |o |ho plon.
" Tho sossion rosul|od in |oombuilding wi|hin |ho midlovol monogo
mon| group.
" Tho chiols woro oxposod |o TL procossos.
|h\s- |
D-ployw-xi:
Cowpl-i|xq ih-
Sia\i-q|c |l\x
Up un|il |hon, wod hod o lo| ol rosis|onco lrom |ho chiols obou|
|oking lormol TL |roining. Bu| |hoy go| somo |roining lrom |ho
locili|o|or, ond |hoy usod i|, ond i| wos olloc|ivo. Wo oc|uolly go|
somo convor|s, guys who soid, l guoss |his TL s|ull works.
Tho BTSC mo| ond complo|od |ho plon bosod on |ho inpu|s lrom |ho
Chiols Round Toblo ond subsoquon| BTSC moo|ings.
A| |ho Chiols Round Toblo, |ho drol| plon wos proson|od |o |ho midlovol
monogomon| group by |ho Commond Mos|or Chiol in on onvironmon|
whoro |hoy could moko unrosorvod inpu|s wi|hou| nogo|ivo consoquoncos.
Tho rooson why [|ho Commonding llicorj didn| proson| |ho
plon wos |ho| ho didn| won| |ho chiols |o go| |ho improssion |ho|
|his wos his plon, |ho| il |hoy chongod i|, |hoy woro chonging |ho
skippors plon. Ho didn| won| ony in|imido|ion.
Tho plon hos boon communico|od |o |ho worklorco vio |ho dopor|mon|
hoods or division ollicors.
Wo lool i|s impor|on| |o hovo i| como down lrom |ho bossos.
Tho| woy pooplo know |ho| |ho boss |hinks i|s impor|on|.
Mow |ho| |ho s|ro|ogic plon hos boon complo|od, plons lor communico|
ing i| bo|h in|ornolly ond ox|ornolly oro boing dovolopod:
" Dopor|mon| hoods will hold lormol briolings on |ho plon lor |hoir
pooplo.
" Tho plon will bo covorod in |ho commonds Gonorol Mili|ory
Troining sossions.
" Tho Public Alloirs llico communico|ion plon will bo implomon|od
|o dissomino|o inlormo|ion |o s|o|ion porsonnol, rosidon|s, |ho
choinolcommond, ond |ho communi|y using loco|oloco proson
|o|ions ond prin| ond oloc|ronic modio.
Tho complo|od s|ro|ogic plon is boing shorod wi|h |ho boso |ho| MASBP is
|ronsi|ioning |o o| Konooho Boy.
|h\s- ||
D-ployw-xi:
Cowwcx|c\i|xq
ih- Sia\i-q|c
|l\x
103
Tho mission, vision, ond guiding principlos hovo boon publishod ond
communico|od |o |ho nox| lovol up in |ho choinolcommond.
Tho gools woro rocon|ly communico|od up |ho choinolcommond in
rosponso |o o roquos| lor |ho commonds gools lor 1. Using i|s
s|ro|ogic plon os |ho bosolino, |ho BTSC syn|hosizod o lis| ol gools lrom
|ho plon.
Thoy woro oblo |o do |ho| bocouso wo hovo boon using our
s|ro|ogic plon os our roodmop |o |ho lu|uro. Wo hovo our
PA&Ms oll loid ou|. Pu||ing |ogo|hor |ho gools lor wos |us| o
cokowolk lor us.
no ol |ho mo|or procossos wo nood |o complo|o wi|hin |ho nox|
couplo ol yoors is closing down |ho boso ond |ronsi|ioning oll |ho
oporo|ionol oc|ivi|ios |o |ho Morino Corps Boso Howoii o|
Konooho Boy.
A combinod roloco|ion |oom hos boon os|oblishod o| |ho sonior loodor
ship lovol. l| will moo| ovory wook |o work |hrough |ho boso closuro ond
|ronsi|ion procoss.
MASBP sonior loodorship so| in on |ho Morino Corps s|ro|ogic plonning
sossions ond is working |o coordino|o |ho MASBP plon wi|h |ho Morino
Corps plon.
A BRAC llico wos oponod |o go| s|or|od on |ho now mission ol closing
|ho boso.
Tho BRAC llico wos ins|rumon|ol in coordino|ing o numbor ol
oc|ions |ho| como ou| ol |ho s|ro|ogic plon ond |ho| woro in |ho
commond PA&M. ln loc|, i| wos ono ol |ho pooplo lrom |ho
BRAC ollico who |ook |ho individuol dopor|mon| PA&Ms ond
morgod |hom in|o |ho commond ono.
Toiloring |ho inlros|ruc|uro hos rosul|od in o roduc|ion in mili|ory ond
s|rong|h roquiromon|s by 200, or olmos| ono|hird ol |ho onlis|od
worklorco.
|wpl-w-xi|xq
ih- Sia\i-q|c
|l\x
Tho procoss ownors oll occomplishod o lo| moving us |oword
|oiloring our inlros|ruc|uro. Wo won|od |o know who| wo could
downsizo |o ond s|ill suppor| |ho lloo|.
Tho principol s|ro|ogy usod lor onds|rong|h roduc|ion hos boon olimino
|ion ol rodundon| lunc|ions.
Con wo por|nor wi|h |ho locol woopons mogozino |o roduco |ho
numbor ol ordnonco mon wo hovo on s|o|ion Con wo por|nor
wi|h locol supply con|ors |o roduco |ho numbor ol supply porsonnol
wo hovo on boord ll you ros|ruc|uro your oircrol| in|ormodio|o
moin|ononco dopor|mon|, how mony pooplo do you roolly nood
S|ro|ogios woro implomon|od |o roduco |ho impoc| on |ho civilion
worklorco ol |oiloring |ho inlros|ruc|uro. For oxomplo, |ho now por|nor
ship wi|h |ho locol supply con|or modo i| possiblo |o olimino|o 18 [olmos|
o |hird} ol |ho civilion posi|ions in |ho supply dopor|mon|. Tho workors
woro plocod in o|hor |obs modo ovoiloblo by o||ri|ion or ollorod oorly
ro|iromon| wi|h o bonus.
Wo woro oblo |o do |ho| bocouso wo dovolopod o plon on how
|o do i|, plonnod woll ou| in|o |ho lu|uro, ond go| ovorybody
working by |ho plon.
Wi|hou| hoving |ho s|ro|ogic plon lully implomon|od, work on |ho gools
hos s|oyod mos|ly o| |ho dopor|mon| hood lovol.
Eoch individuol mombor ol |ho BTSC wos oxpoc|od |o |olk |o |ho
vorious pooplo in his or hor oroo ol rosponsibili|y ond, in |ho
in|orim, work |oword |ho bosic gools.
Tho s|ro|ogic plon diroc|s |ho chor|oring ol MBs lor ini|io|ing ond moni
|oring implomon|o|ion in |ho oroos ol porsonnol ond roodinoss, boso
roolignmon| ond closuro, ond quoli|y ol lilo. Momborship is curron|ly
boing dolinod ond idon|iliod.
Wo oro hoving |ho vorious lunc|ionol oroos roviow |hoir pro
cossos ond idon|ily whoro |hoir produc|s ond sorvicos impoc| |ho
s|ro|ogic gools. Tho BTSC will como bock |ogo|hor, collo|o |ho
inpu|s, ond idon|ily mombors lor |ho vorious MBs.
105
Signilicon| occomplishmon|s ond |ho mo|or i|oms boing workod on oro
briolod |o |ho BTSC quor|orly. Tho BTSC poriodicolly roviows |ho
PA&Ms ond discussos modilico|ions.
Evory dopor|mon| hos hod o lo| ol occomplishmon|s, subs|on|ivo
onos |ho| show woro doing |hings moro ollicion|ly, wi|h lowor
pooplo, doing |hings |ho| woro righ| lor closuro ond lor oporo|ing
|ho boso o| |ho somo |imo.
Tho BTSC poriodicolly roviows occomplishmon|s. Whilo |hoy oro no|
spocilicolly |ying mo|rics |o |ho plon, |hoy soo rosul|s.
l hovon| go| ony moosuromon|s on hond |ho| will |oll you |ho| our
bocklogs in moin|ononco hovo boon roducod. Bu|, ovon |hough
woro roducing our moin|ononco porsonnol signilicon|ly, our
bocklogs hovo novor boon lowor. Tho|, l |hink, is |us| o rosul| ol
good plons ond good monogomon|.
Evidonco |ho| |ho guiding principlos oro hoving on impoc|:
lnnovo|ion is wolcomo bocouso ol |ho possibili|ios lor improvo
mon|. Thoro is o roolizo|ion |ho| chongos oro going |o bo modo
ond now is |ho |imo |o look ovor ovory|hing wi|h o viow |o innovo
|ion.
Pooplo oro looking o| how wo con do |hings bo||or os wo robuild
ovor o| |ho Morino Corps Boso o| Konooho.
Tho dopor|mon| hoods work wi|h ooch o|hor, looking o| |ho
procoss, |rying |o como up wi|h bo||or woys ol doing |hings, ro|hor
|hon |us| individuolly |rying |o lix o problom or pu| ou| o liro.
Sinco |ho Round Toblo, |ho dopor|mon| hoods oro working moro
wi|h |ho CPs.
Thoro sooms |o bo o good llow ol in|ordopor|mon|ol communico
|ion.
ur logol probloms on boso hovo droppod ovor |ho pos| yoor.
Tho commond is holding o quoli|y ol lilo conloronco.
Tho commonds hono [Howoiion lor lomily} uoli|y ol Lilo Conlor
onco is |iod in wi|h |ho guiding principlos os woll os ono ol |ho mission
oroos: con|inuing quoli|y ol lilo suppor| ovon |hough |ho boso is moving.
Woro going |o roviow oll |ho concorns obou| quoli|y ol lilo,
priori|izo who| pooplo |hink oro |ho mos| impor|on| issuos lor
quoli|y ol lilo, ond |hon dovolop on oc|ion plon.
Por|icipon|s will bo dologo|os lrom |ho oir s|o|ion ond lrom oll ol |ho
|onon| commonds who oro cus|omors.
Tho dologo|os will bo coming up wi|h |ho mos| impor|on| quoli|y
ol lilo issuos. Evorybody hos o chonco |o suggos| idoos ond ollor
solu|ions. Thoy oro oll por| ol |ho procoss. l|s no| |us| o bunch ol
Cop|oins or Morolo Wolloro ond Rocroo|ion Diroc|ors soying how
wo improvod quoli|y ol lilo oround horo; i|s |ho dockplo|o lovol.
Tho dologo|os will soporo|o in|o locus groups ond moo| |o roviow inpu|s
rocoivod lrom |ho ox|ondod novol communi|y-|ho mili|ory porsonnol,
|hoir lomily mombors, ro|iroos, ond civilion workors.
This procoss goos |o |ho dockplo|o lovol |o lind ou| who| |hoy
roolly won|, who| |ho lomilios won|, who| |ho cus|omors won|. l|s
no| |us| o |own moo|ing whoro pooplo oro |hrowing up |hoir
individuol ogondo i|oms; i|s o woy lor |his group |o como |o
consonsus on |ho livo highos| priori|y quoli|y ol lilo issuos.
Eoch locus group will briol |ho livo i|oms mos| nooding improvomon| in
|hoir |opic oroo |o |ho Commondor ol |ho Movol Boso ond |ho ins|ollo|ion
commondors. lssuos |ho| oro Movywido will go| lorwordod |o |ho Chiol
ol Movol poro|ions uoli|y ol Lilo Ponol, bu| mos| oro oxpoc|od |o bo
ins|ollo|ionspocilic.
Whon you |olk obou| onhoncing quoli|y ol lilo, |ho| is |ho pro
coss. l|s o TL procoss. l|s o s|ro|ogic procoss. l|s ovory|hing
rollod in|o ono, ond i| roolly works.
10Z
You nood |o includo pooplo o| oll lovols |hroughou| |ho commond
so |hoy lool |ho| |hoyvo boon por| ol |ho procoss ond hovo o s|oko
in |ho plon; so |hoy will suppor| |ho plon.
Wo sonior loodors oro only comlor|oblo go||ing |o |ho gools in on
ollsi|o. Wo provido |ho loodorship ond guidonco. Woro mission,
vision, ond gools pooplo. Tho CPs, |ho midlovol monogors-
|hoy oro |ho doors. Thoyro |ho onos |o dovolop |ho ob|oc|ivos ond
olomon|s.
As you go| lur|hor down |hrough |ho |osks ond olomon|s dovolop
ing oc|ion plons, i|s impor|on| |o go| inpu| ond por|icipo|ion lrom
|ho pooplo who oro going |o bo implomon|ing |ho plons. Thoy oro
|ho onos who bos| know |hoir |obs ond who|s noodod.
Tho Commonding llicor noods |o onsuro |ho| pooplo oro oworo
|ho| loodorship bocks |ho plon ond oxpoc|s pooplo |o conduc|
businoss in occordonco wi|h |ho plon.
Hoving |ho midlovol monogors [|ho CPs} volido|o our s|ro|ogic
plon ond |hon lully dovolop |ho ob|oc|ivos wos o poworlul procoss.
l| holpod |hom gol os o |oom. l| holpod |hom go| on boord ond
buy in|o |ho mission, vision, ond gools.
Tho plon won| go onywhoro unloss |ho procoss ownors oro on
boord wi|h |ho gools ond working os o |oom |o occomplish |hom.
Thoir loodorship is noodod |o guido |ho pooplo bonoo|h |hom.
Tho|s why wo coll i| TL.
Tho koy |o succoss is |ho linkogo bo|woon |ho s|ro|ogic plon ond
|ho oxis|ing procossos-no| hoving |wo dilloron| orgonizo|ions, or
|wo woys ol monoging |hings, bu| linking |hom. For ins|onco, |ho
locili|ios ond onvironmon| MB is linkod |o |ho Focili|ios Plonning
Boord. l|s on oxis|ing procoss |ho| is |oilorod |o occomplish |ho
gools ol |ho plon. ll you don| hovo |ho| linkogo, you moy no| go|
buyin.
Tho quoli|y ol lilo conloronco is o poworlul |ool. This is |ho woy
|o go whon youro liguring ou| priori|izing who| cus|omors won|
lor quoli|y ol lilo.
Don| |ry |o lorco lood |ho s|ro|ogic plon. Toko i| slow ond moko
suro |ho| |ho righ| pooplo oro in |ho righ| ploco.
L-ssoxs
L-\ax-d
Whon ovorybody in |ho room lools good obou| |ho o|hor guys
ochiovomon|s-|hoyro no| compo|ing wi|h ooch o|hor, bu| proud
ol |hoir porlormonco os o group-|hon |ho |oomwork |us| koops
going.
Whon |ho s|ro|ogic plon is pu| on popor, pooplo moy |roo| i| os
|us| ono|hor llyor. Tho mission, vision, ond gools s|o|omon|s moon
o lo| |o |ho pooplo who dovolopod |hom, bu| moy no| moon o lo|
|o |ho pooplo who oro rooding i|. Tho dopor|mon| hoods who
communico|o on o doily bosis wi|h |ho |roops oro |ho onos who
will |oko |ho s|ro|ogic plon ond moko i| por| ol |hoir livos.
Tho rooli|y is, il you don| hovo on inpu| in|o o procoss, you don|
locus on i|. Tho|s why hoving |ho worklorco moko inpu|s |o |ho
hono uoli|y ol Lilo Conloronco is so impor|on|. Youro go||ing
down |o |ho s|ull |ho| roolly mo||ors |o |ho |roops.
lmplomon|ing |ho plon would go smoo|hor il moro pooplo hod o
bo||or bockground in who| o s|ro|ogic plon is oll obou| ond why
wo nood |o go in |ho| diroc|ion.
Tho skippor hos omphosizod |ho| il wo don| moko |his plon work
lor us, wovo wos|od oll |ho ollor| wo pu| in|o i|. l|s no| |us| |o
moko us look good.
You nood |o onsuro |ho| pooplo o| oll lovols who oro going |o bo
working |ho plon hovo o loodbock mochonism |o chongo |ho plon,
il nocossory, |o moko i| bo||or.
Wo lound i| cruciol |o hovo o |roinod s|ro|ogic plonning locili|o
|or ossis| wi|h |ho s|ro|ogic plonning procoss. Tho locili|o|or
providod |roining in s|ro|ogic plonning, procoss monogomon|, ond
|oom skills in oddi|ion |o guiding |ho o||ondoos |owords complo
|ion ol o drol| plon. Any o|hor commond |us| s|or|ing |ho s|ro|ogic
plonning procoss is s|rongly odvisod |o uso o |roinod locili|o|or.
10
Movol Air Focili|y Woshing|on [MAF Woshing|on} is o |onon| commond
o| Androws Air Forco Boso, Morylond. l| omploys noorly 00 mili|ory
ond civilion porsonnol in 10 dopor|mon|s. Tho orgonizo|ion hod dono
somo s|ro|ogic plonning ond hod boon o||omp|ing |o implomon| TL wi|h
li||lo succoss lor obou| o yoor ond o holl whon o now Commonding
llicor como on boord. Ho lound |ho| |ho work ol |ho MBs wos no|
coordino|od ond hod mos|ly como |o o s|onds|ill. Thoro wos no rool plon
lor implomon|ing |ho gools |ho| |ho orgonizo|ion hod os|oblishod. And
|horo wos li||lo buyin |o |ho s|ro|ogic plon.
For|uno|oly, |ho MAFs sonior loodorship rocognizod |ho probloms ond
occop|od on invi|o|ion |o por|icipo|o in |ho DM S|ro|ogic Plonning
Focili|o|or Dovolopmon| Progrom in |ho Foll ol 13. Tho koy mombors
ol |ho commond-18 sonior loodors, including |ho dopor|mon| hoods, |ho
Commonding llicor, ond his spociol ossis|on|s-por|icipo|od in o 3doy
ollsi|o ro|roo|. Thoy complo|od |ho mission, vision, guiding principlos,
ond gools, looving |ho s|ro|ogios ond ob|oc|ivos |o bo complo|od lollow
ing |ho ollsi|o. Bocouso |hoir s|ro|ogic plon hos boon rovisi|od poriodi
colly, |ho gools rolorrod |o in |his coso s|udy oro lrom |ho 1 April 15
i|oro|ion ol |ho plon.
Tho s|ro|ogic plonning ro|roo| broo|hod now lilo in|o TL in our
orgonizo|ion.
Tho lollowing mission, vision, ond guiding principlos oro quo|od lrom |ho
pocko|sizod cords givon by MAF Woshing|on |o oll now porsonnol ond
o|hor in|oros|od por|ios.
C\s- Sicdy:
N\v\l A|a |\c|l|iy W\sh|xqiox
B\ckqaocxd
Sia\i-q|c
|l\xx|xq
|aoc-ss
V|ss|ox
7he mission ol [MAF Wcshinglon is lo oplimize
7olc Force recdiness by providing.
Logis|ics ond moin|ononco suppor| |o locol squodrons . . . ond dis|in
guishod visi|ors.
Troining ond |roining suppor| lor rosorvo ougmon| uni|s ond |onon| com
monds.
A wido rongo ol mo|oriol, locili|ios, ond suppor| sorvicos |o rosorvo uni|s
ond oc|ivo du|y porsonnol ol |ho Mo|ionol Copi|ol Rogion.
Spociolizod ond rosponsivo lloo| suppor|.
V|s|ox
Wo oro Movol Air Focili|y Woshing|on.
Wo oro |ho promior Movol Rosorvo commond providing o modol
communi|y in por|norship wi|h our cus|omors in pursui| ol quoli|y.
Wo cul|ivo|o on innovo|ivo, prooc|ivo, procossorion|od orgonizo|ion |ho|
mokos us |ho cus|omors providor ol choico.
Wo lovorogo our |oin| loco|ion o| Androws |o moximizo copobili|ios lor
our cus|omors bonoli|.
Wo copi|olizo on our domogrophics |o complomon| our grow|h po|on|iol.
Wo omploy omorging |ochnology |o provido lloxiblo, |imoly, ond cos|
olloc|ivo |roining |o moo| |ho chonging noods ol our cus|omors.
Wo pursuo oppor|uni|ios |o provido spociolizod ond rosponsivo lloo|
suppor|.
Wo onsuro op|imol rosourco u|ilizo|ion |hrough dynomic plonning ond
sys|oms monogomon|.
111
Following |ho s|ro|ogic plonning ollsi|o, |ho Commonding llicor lormod
o now Exocu|ivo S|ooring Commi||oo [ESC}, soloc|ing |ho six pooplo lrom
|ho plonning group who con|rol mos| ol |ho monoy ond porsonnol ro
sourcos. This group complo|od |ho plon.
l won|od on ESC |ho| wos smoll onough |o moko docisions ond
s|ill provido o brood inpu|. l know |ho work wos going |o bo |imo
consuming, ond l didn| won| |o |io up 18 pooplo. l olso know |ho|
|ho moro pooplo l hod, |ho moro |imoconsuming i| wos going |o
bo.
|h\s- |
D-ployw-xi:
Cowpl-i|xq ih-
Sia\i-q|c |l\x
Cc|d|xq |a|xc|pl-s
In pursuil ol conlinuousy improving qucily, we cre commilled lo.
Honos|y, in|ogri|y, prolossionolism, ond |ho highos| s|ondords ol conduc|.
Sololy occomplishing our mission |hrough |oomwork ond dodico|ion.
Boing good ci|izons.
Troo|ing pooplo wi|h |rus| . . . oquoli|y, ond rospoc|, providing oppor|uni
|ios . . . |o oxcol.
Acknowlodging porsonol ollor|s ond |oom con|ribu|ions.
Boing good s|owords ol |oxpoyor dollors.
Promo|ing procoss ownorship by involving workors ond suporvisors in
docision moking.
Providing quoli|y cus|omor sorvico |hrough communico|ion ond loodbock.
Sologuording pooplo, rosourcos, ond |ho onvironmon|.
Empoworing porsonnol by dologo|ing ou|hori|y ond rosponsibili|y . . .
Boing innovo|ivo in moo|ing proson| ond lu|uro roquiromon|s.
Providing prolossionol |roining [ondj oquol oppor|uni|y, ond oncouroging
porsonol dovolopmon| ond grow|h.
Rolying on do|o, knowlodgo, ond communico|ion |o moko inlormod
docisions ond moosuro progross.
Whilo complo|ing |ho MAF s|ro|ogic plon, |ho ESC chockod i| ogoins| |ho
s|ro|ogic plon ol i|s immodio|o suporvisor, |ho Commondor, Movol Air
Rosorvo Forco, |o soo how |hoy olignod.
Tho plonning |oom wos no| disbondod. nco |ho ob|oc|ivos ond |osks
woro dovolopod, |ho ESC crossbriolod |ho plon |o |ho plonning |oom.
Tho ESC moo|s wi|h |ho lull |oom |wo or |hroo |imos o yoor.
Tho ESC moo|s lor 4 hours ooch wook. l| hos ovolvod in|o o boord ol
diroc|ors, working on docisions, such os midyoor roviows, policy doci
sions lor |ho orgonizo|ion, ond budgo| plonning lor |ho nox| yoor. Holl
ol ooch moo|ing is dovo|od |o |roining lor |ho ESC.
Tho ESC dovolopod o |imolino lor |ho |osks, indico|ing whon ooch would
bo complo|od ond how ooch would suppor| gool o||oinmon|.
ln |ho commond indoc|rino|ion sossion, ovoryono is in|roducod |o |ho
gools ond givon o TL hondbook con|oining |ho mission, vision, ond
guiding principlos.
Wo hovo o onodoy in|roduc|ory courso lor pooplo nowly chock
ing on boord. Pooplo know up lron| |ho| woro o TL orgonizo
|ion whon |hoy go| |hoir sponsor pockogo.
Lomino|od, pocko|sizod cords prin|od wi|h |ho mission, vision, ond
guiding principlos oro hondod ou| |o ooch porson who |oins |ho com
mond ond |o o|hor in|oros|od por|ios.
Al|or wo publishod |ho plon, wo dovolopod |hoso hondy li||lo lD
vorsions ol i|, which wo givo ou| oll |ho |imo.
Tho s|ro|ogic gools oro disployod on pos|ors |hroughou| |ho commond.
l lromod obou| 50 ol |hom ond pu| |hom oround |ho spocos, so
|ho pooplo soo |hom oll |ho |imo.
Ar|iclos obou| s|ro|ogic plon oc|ivi|ios hovo oppoorod in |ho s|o|ion
nowspopor.
|h\s- ||
D-ployw-xi:
Cowwcx|c\i|xq
ih- Sia\i-q|c
|l\x
113
Tho Commonding llicor oddrossos |ho s|ro|ogic plon o| |ho Cop|oins
Coll, which is hold onco o mon|h wi|h dilloron| groups, ond discussos
s|ro|ogic plon oc|ivi|y o| uor|ors on o loirly rogulor bosis.
Whon wo do somo|hing |ho| |ios in|o ono ol our s|ro|ogic gools,
lll mon|ion |ho| o| uor|ors.
Tho s|ro|ogic plon wos son| |o Commondor, Movol Air Rosorvo Forco.
As por| ol |ho implomon|o|ion plon, |ho ESC idon|iliod whon dollors
would bo roquirod |o go ogoins| |osks, bu| no| |ho omoun|, sinco |ho| wos
unknown.
Tho ESC os|oblishod o |imolino lor occomplishing |ho gools, ob|oc|ivos,
ond |osks.
Tho ESC os|oblishos |ooms |o work on |ho |osks ond providos |hom wi|h o
chor|or.
Tho Commonding llicor sonds lo||ors |o |oom mombors osking lor |hoir
por|icipo|ion, communico|ing |ho nood lor |hoir oxpor|iso ond commi|
mon|, osking |hom |o koop |hoir dopor|mon| hoods odvisod ol |hoir schod
ulo ond ossignmon|s, ond |honking |hom lor |hoir holp.
Tho chor|ors woro wri||on in occordonco wi|h |ho lollowing guidonco. A
somplo chor|or olso lollows.
|wpl-w-xi|xq
ih- Sia\i-q|c
|l\x
Cc|d\xc- |oa Ch\ai-a|xq T-\ws
Chor|or: A mission s|o|omon| givon |o o |oom |ho| olloc|ivoly idon|ilios o procoss
lor improvomon| bosod upon |ho orgonizo|ions s|ro|ogic plon. Tho chor|or |olls |ho
|oom why i| hos como |ogo|hor ond who| i| is |o occomplish. Tho chor|or should:
" ldon|ily |ho procoss/sys|oms soloc|od lor improvomon|
" Provido bockground inlormo|ion on why |ho procoss hos boon soloc|od
" So| boundorios ond limi|o|ions
" Provido o cloor idoo ol whoro |o bogin
" Toll |ho |oom oxoc|ly who| is oxpoc|od ol i|
" Provido guidonco on ropor|ing cri|orio |o |ho chor|oring |oom
" Dolino limi|s ol ou|hori|y
" ldon|ily |oom mombors
uos|ions |o osk boloro roloosing |ho chor|or |o |ho |oom, ond |ho quos|ions |ho
|oom should osk i|soll:
" ls |ho |ooms chor|or cloor [i.o., do you know who| monogomon| oxpoc|s
you |o do}
" Doos |ho |osking covor |ho on|iro procoss or only por| ol i|
" Whoro doos |ho |oom li| in
" Whoro doos our procoss s|or| ond ond
" Who| oro |ho spocilic boundorios
" Who| will bo ou|sido our |urisdic|ion
" Who| improvomon| gools hovo boon so| ond oro |hoy roolis|ic
" Who| rosourcos [insido ond ou|sido |ho dopor|mon|} will bo noodod
" Hos monogomon| commi||od |hoso rosourcos |o |ho |oom
" Do wo hovo |ho righ| pooplo on |ho |oom |o onolyzo |ho procoss ond
occomplish our ob|oc|ivo
" Who| pooplo no| on |ho |oom oro cri|icol |o our succoss
" Who con wo oxpoc| |o suppor| |ho |ooms ollor|s, ond who moy bo op
posod
" Who| oro |ho po|on|iol roodblocks |o |his procoss improvomon|
" Who| s|ro|ogios con wo uso |o minimizo opposi|ion |o |ho |ooms ollor|s
" Con coun|ormoosuros |o |hoso roodblocks bo idon|iliod
115
Whilo |hoso quos|ions oro no| oxhous|ivo, |hoy provido o s|or|ing poin| lor
|ho |oom |o goin on undors|onding in|o |ho procoss |hoy hovo boon chor
|orod |o improvo. l| is vory impor|on| |ho| |ho downword linkingpin bo
proson| o| |ho lirs| low moo|ings |o onsuro |ho |oom hos o lirm grosp ol
|ho procoss.
S\wpl- o| \ Ch\ai-a |oa \ |aoc-ss Aci|ox T-\w
1. Purposo: Tho purposo ol |his |oom is |o idon|ily oll |roining ond oduco|ion
rosourcos lor prolossionol grow|h ond porsonol dovolopmon| |ho| moy bo ovoil
oblo |o mombors ossignod |o MAF Woshing|on. This do|o will bo usod |o conduc|
on onolysis ol oppor|uni|ios vorsus noods/dosiros os compilod by o survoy ol
porsonnol ossignod |o MAF Woshing|on.
2. Bockground: Tho Exocu|ivo S|ooring Commi||oo is working on implomon|ing
|ho MAF S|ro|ogic Plon. no ol |ho gools spocilicolly dools wi|h Prolossionol
Grow|h ond Porsonol Dovolopmon| [soo onclosuro 1: S|ro|ogic Plon [no| in
cludodj}. Thoro is o roquiromon| |o compilo who| |roining ond oduco|ion ro
sourcos oro ovoiloblo. This compilo|ion should includo oll |ypos ol |roining ond
oduco|ion |ho| will ossis| o mombor in growing prolossionolly ond dovoloping
porsonolly.
3. Guidonco:
o. For purposos ol |his |oom, onclosuro [2} [no| includodj is o lis| ol
cus|omors ond s|okoholdors.
b. Tho linol lis| mus| con|oin |ypo ol |roining, ovoilobili|y, cos| por s|u
don|, ond how i| opplios |o |ho mombor, i.o., prolossionol grow|h |oword
MEC lor ro|ing . . . or porsonol dovolopmon| in who| rogord.
c. This inlormo|ion will bo oppliod ogoins| |ho noods/won|s do|o go|h
orod lrom |ho mili|ory ond civilion mombors ossignod |o MAF Woshing
|on. Tho survoy is providod os onclosuro [3} [no| includodj.
d. Tho |oom will hovo |ho lo|i|udo |o sook ou|sido oxpor|iso.
o. Tho inlormo|ion will bo in such o lormo| os |o ollow oosy comporison
|o |ho do|o lrom |ho survoy wi|h rospoc| |o so|isloc|ion ol won|s ond
noods.
l. This inlormo|ion will bo proson|od |o |ho ESC by 4 April 1.
g. This |oom moy bo dissolvod upon complo|ion ond occop|onco ol |ho
inlormo|ion by |ho ESC.
Downword Linking Pin: ____________________________
uoli|y Advisor: ____________________________
Momborship: ____________________________
lmplomon|o|ion progross is moni|orod |hrough |oom ropor|s |o |ho ESC.
Tho ESC os|oblishos |imo linos lor occomplishing |osks ond roviows |hom
ovory 0 doys.
Wo osk oursolvos, hovo wo boon |oo ombi|ious Hovo wo boon
ovorly cou|ious Aro wo going |o moo| |ho milos|onos |ho| wovo
so| ll no|, by consonsus, wo will od|us| |ho |imo lromo.
ln |rying |o docido whoro |hoy would spond monoy, whoro |hoy
would pu| rosourcos, |ho ESC hos commi||od |o doing i| in o woy
|ho| will suppor| |ho s|ro|ogic plon.
MAF Woshing|on hos o gool |o odminis|or o survoy dooling wi|h prolos
sionol dovolopmon| ond porsonol grow|h. Tho survoy wos givon ou| |o
ovory porson, bo|h civilion ond mili|ory, o| work on |ho boso on |ho doy
ol |ho survoy. Two|hirds [433} ol |ho commonds porsonnol rospondod.
Tho ESC in|onds |o priori|izo rosourcos ogoins| |ho oduco|ionol won|s ond
noods oxprossod in |ho survoy rosponsos.
Woro in|o gop onolysis. Mow |ho worklorco is woi|ing |o soo
how wo oc| on |ho inlormo|ion |hoy govo us.
Tho commonds |roining procoss hos boon oxpondod |o oduco|o pooplo
obou| |ho s|ro|ogic plon ond how |o implomon| i| using TL.
Tho ESC docidod |o uso |ho 5yslems Approcch lo Frocess Improvemenl
modol os |ho opprooch lor implomon|ing i|s s|ro|ogic plon using TL
mo|hods.
1us|in|imo |roining in |oom skills ond in uso ol |ho |ools is providod |o
|ooms boloro |hoy work on |hoir ossignmon|s.
Tho| sooms |o work loirly woll bocouso |ho |oom mombors go| |ho
|roining |ogo|hor. Thoy hovo olroody go||on occus|omod |o work
ing |ogo|hor boloro |hoy oc|uolly o||ock |ho problom.
To implomon| |hoir gool ol cul|ivo|ing o cul|uro loundod in TL, |ho MAF
undor|ook on in|onsivo poriod ol worklorco |roining using |ho DM
|wpl-w-xi\i|ox
R-sclis
11Z
7ecms 5kis ond Fundcmenlcs ol 7CL coursos. Approximo|oly 80 por
con| ol |ho orgonizo|ion wos |roinod.
An Inlroduclion lo 7CL closs is hold onco o mon|h lor porsonnol who
oi|hor missod |ho oorlior |roining or oro nowly ossignod.
Al|or |hoy complo|o |ho courso, o lo||or s|o|ing |ho| |hoy o||ondod
o onodoy in|roduc|ory TL courso is son| |o |ho porsonnol dopor|
mon| lor |hoir |roining rocords.
Ano|hor gool s|o|os MAFs commi|mon| |o moximizing i|s con|ribu|ion |o
|ho To|ol Forco by idon|ilying now missions ond oxploring produc|s,
sorvicos, ond idoos |o sorvo cus|omors bo||or. As por| ol |ho budgo|ing
procoss, monoy wos olloco|od lor oddi|ionol ADP |ochnologicol copobil
i|y. As o rosul|, |ho MAF is now |ho do|o si|o lor |wo ini|io|ivos:
" A locol oroo no|work wos ins|i|u|od in |ho liold.
" Work on mul|i |ochnology roodor cords wi|h |ho llico ol |ho
Socro|ory ol Dolonso.
Wo won| lrom vory li||lo ADP copobili|y |o o lo|. l don| |hink wo
could hovo dono |hoso |hings il wo hodn| implomon|od such o
s|rong progrom |o purchoso compu|or hordworo ond sol|woro.
" A compu|or |roining lob, wi|h on ins|ruc|or ovoiloblo |o oll |ho
commonds pooplo, civilion ond mili|ory, is boing os|oblishod.
ln pursui| ol por|noring wi|h o|hor orgonizo|ions |o sook |oin| oppor|uni
|ios ond roduco duplico|ion ol ollor|, |ho MAF dovolopod o momorondum
ol undors|onding wi|h |ho Air Forco |o consolido|o socuri|y lorcos on
Androws Air Forco Boso.
no por| ol our s|ro|ogic plon wos |o look lor woys |o s|op
duplico|ion wi|h |ho Air Forco. Wo como up wi|h |ho idoo ol
blonding our socuri|y lorcos in wi|h |hoirs.
Tho ESC hos oncourogod dopor|mon|s |o do plonning, os|oblish gools,
ond work moro closoly wi|h o|hor dopor|mon|s |ho| oro |hoir cus|omors
ond suppliors.
Tho plon hos onoblod us |o coordino|o ollor|s ond locus liko o
losor on cor|oin procossos |ho| oro cri|icol |o |ho MAFs oporo
|ion.
ln implomon|ing |ho s|ro|ogic plon, |oko o long viow ol |hings, |ry
no| |o go| boggod down in |ho woods, ond ovoid lloshin|hopon
succossos.
Publicizing your gools ond go||ing pooplo involvod |o build o
cri|icol moss oro vory impor|on|. You con| undoros|imo|o |ho
voluo ol lo|s ol publici|y.
Eoch orgonizo|ion hos |o lind ou| lor i|soll |ho idool numbor ol
koy ployors. You moy hovo |on pooplo who oro vory impor|on|,
bu| you probobly con go| by wi|h only six on your ESC os long os
you covor |ho spoc|rum ol sorvicos porlormod by your orgonizo
|ion.
Whon you hovo o lorgo ESC, you moy novor como |o consonsus,
or you moy hovo lolso consonsus. You moy hovo ono porson who
is |us| woi|ing |o ombush you.
Tho procoss ol go||ing |o consonsus con bo |odious. Bu| you hovo
|o go |hrough i|.
You hovo |o bo vory corolul obou| group|hink in your |oom.
Tho| cousos somo probloms |o go unmon|ionod.
To moko |ho s|ro|ogic plon ond TL work, |ho sonior loodors
hovo |o moko i| ovidon| |ho| |hoy boliovo |his is no| |us| on op|ionol
woy |o do businoss, bu| |ho only woy. Mo| only do |hoy hovo |o
suppor| i|, |hoy hovo |o ombroco i| on|husios|icolly ond sincoroly.
ll pooplo oro givon ony woy |o go oround |ho sys|om, or |o
con|inuo doing |hings |ho woy |hoy did in |ho pos|, |ho procoss
won| chongo. Whon |ho| op|ion is romovod, ond |hoy oro |old
lrom |ho |op |ho| |his is how wo do businoss, |hon TL works
wondors.
l|s o long procoss |o go| |o |ho moosuromon| por| ol how youro
doing. l| hos |okon us woll in|o our socond yoor boloro woro
roody |o s|or| moosuring our ini|iol movos.
L-ssoxs
L-\ax-d
11
To olloy loor ond ollovio|o pooplos concorns obou| privocy,
survoys hovo |o bo odminis|orod in o vory doliboro|o monnor. l|s
o boloncing oc| bo|woon how spocilic |ho inlormo|ion will bo ond
giving pooplo |ho looling |ho| |hoy con| bo pickod ou|, |ho| |horo
oron| going |o bo ony roporcussions.
Whon you lorm |ooms i|s go| |o bo o |opdown opprooch.
Pooplo nood |o know |ho| |hoy hovo |ho lull suppor| ol |ho Com
monding llicor, |ho| ovoryono is bohind i|, |ho| |hoir |obs won|
sullor bocouso |hoyro sorving on o |oom. Thoy nood |o know |ho|
suppor|ing |ho s|ro|ogic plon is por| ol |hoir ovorydoy work.
Whon chor|oring o |oom, so| o roosonoblo poriod ol |imo lor i| |o
complo|o i|s |osk. Whon |ho |osk is ovor, |ho |oom is ovor.
Troining pooplo boloro |hoy hovo on oppor|uni|y |o uso who|
|hoyvo loornod is o wos|o. Thoy lorgo| who| |hoy loornod ond
|hoy go| lrus|ro|od bocouso |horos no woy |o proc|ico i|.
121
USMEPCM, |ho Uni|od S|o|os Mili|ory En|ronco Procossing Commond, is
hoodquor|orod in Mor|h Chicogo, lllinois, whoro i| omploys opproxi
mo|oly 280 civilion ond mili|ory porsonnol. Ropor|ing |o |ho hoodquor
|ors oro |wo soc|or commonds, ooch wi|h opproximo|oly 25 porsonnol,
who ovorsoo 5 Mili|ory En|ronco Procossing S|o|ions [MEPS} hoving 24
|o 54 porsonnol ooch.
Tho impo|us bohind USMEPCMs s|ro|ogic plonning ond monogomon|
ollor|s is |wolold. Firs|, occording |o USMEPCMs 5lrclegic Fcnning
lor lhe 21sl Cenlury-Ensuring lhe Cucily ol lhe Force, |ho Corporo|o
lnlormo|ion Monogomon| lni|io|ivo roquiros oll DoD monogors |o idon|ily
ond implomon| procoss improvomon|s in |hoir lunc|ionol oroos ol rospon
sibili|y. Sinco oll procoss rodosign bogins wi|h mission ond oc|ion plons,
ooch orgonizo|ion mus| hovo o cloor mission s|o|omon| ond o s|ro|ogic
plon |ho| loys ou| gools ond ob|oc|ivos. Func|ionol Procoss lmprovomon|
is o koy componon| ol dolonso policy |ho| is guiding |ho ros|ruc|uring ond
roorgonizo|ion ol |ho DoD. Socond, |ho Govornmon| Porlormonco ond
Rosul|s Ac| roquiros oll Fodorol ogoncios |o do s|ro|ogic plonning ond
porlormonco moosuromon|. Tho s|ro|ogic plon dovolopod by |ho
commonds sonior loodorship will couso USMEPCM |o idon|ily ond
implomon| lunc|ionol procoss improvomon|s ond porlormonco moosuro
mon|s. l| will oxpond USMEPCMs prosonco |hroughou| |ho Fodorol
Govornmon| ond pu| i| on o courso |ho| |ronslorms |ho orgonizo|ion in|o
o highor porlorming sys|om.
C\s- Sicdy:
Ux|i-d Si\i-s V|l|i\ay
|xia\xc- |aoc-ss|xq Coww\xd
B\ckqaocxd
USMEPCM hirod o consul|on| who usod |ho DM S|ro|ogic Plonning
Modol |o guido |hom |hrough |ho procoss. Tho proplonning ond orgoni
zo|ionol ossossmon| phosos woro complo|od ond, in 1uly 15, |ho 12
porson sonior loodorship group mo| lor o 3doy sossion o| which |hoy
crol|od |ho mission, vision, guiding principlos, s|ro|ogic gools, s|ro|ogios,
ond drol| ob|oc|ivos. Thoir mission, vision, ond guiding principlos lollow.
Tho procoss |ho| [|ho consul|on|j brough| ollowod us |o broin
s|orm probloms . . . ond whi||lo |hom down in|o somo|hing work
oblo.
A lo| ol who| wo oro doing is bosod on consonsus. Tho| is |ho
mos| improssivo |hing obou| |ho procoss.
Sia\i-q|c
|l\xx|xq
|aoc-ss
V|ss|ox
[Wo} quolily opplicon|s ond ship rocrui|s who moo| sorvico s|on
dords, ond . . . conduc| |ho DoD s|udon| |os|ing progrom.
Wo oro o por|nor in |ho succoss ol |ho rocrui|ing, quolilying, ond
|roining |riod during pooco|imo ond mobilizo|ion.
V|s|ox
USMEPCM is o mo|or por|nor in |ho occossion procoss,
onsuring |ho uoli|y ol |ho Forco in|o |ho 21s| Con|ury.
Wo oro o uniquo, innovo|ivo occossion commond ond |ho . . . modol
lor on|rylovol quolilico|ion in|o |ho lodorol sys|om . . .
Wo oxcol o| providing occuro|o, |imoly, cos|olloc|ivo ovoluo|ion ol
opplicon|s . . . Wo oro |ho nuclous lor monoging inlormo|ion
por|inon| |o occossion procossing.
Cc|d|xq |a|xc|pl-s
ur wholo oxis|onco doponds on cus|omor |rus| ond our
compo|onco. Wo mus| romoin indopondon| ond impor|iol
in |ho occossion procoss.
Wo cons|on|ly ovoluo|o ond improvo how wo do businoss by
op|imizing rosourcos, boing . . . innovo|ivo, promo|ing |oomwork,
ond working in por|norship wi|h our cus|omors.
Wo rospoc| ooch o|hor ond hovo |ho morol courogo |o bo opon ond
honos|. Wo conduc| oursolvos wi|h prido ond hold oursolvos
occoun|oblo in |ho porlormonco ol our mission.
123
Tho oc|ion plonning, |imophosing, ond rosourco os|imo|ion is |ho
hord por|. Coming up wi|h |ho gools lor |ho s|ro|ogic plon ond
|hon |ho s|ro|ogios ond ob|oc|ivos |o suppor| |hoso gools won|
pro||y woll.
Following |ho ini|iol s|ro|ogic plonning sossion, |ho Commondor hold on
ollhonds moo|ing |o |olk obou| s|ro|ogic plonning ond doscribo |ho drol|
plon. lnlormol loodbock wos rocoivod.
Wo did o good |ob |olling |ho worklorco |ho| wo woro working
on o s|ro|ogic plon. lni|iolly |ho| wos mo| wi|h o groo| dool ol
skop|icism, givon |ho commonds pos| loiluro |o como up wi|h o
workoblo s|ro|ogic plon.
A mon|h lo|or |ho sonior loodorship group mo| ogoin, considorod |ho
inlormol loodbock, ond linolizod |ho ob|oc|ivos.
Diroc|oro|o hoods briolod |ho drol| plon |o |hoir midlovol monogors ond
invi|od |hom |o o loodbock sossion |ho lollowing mon|h.
A onodoy loodbock sossion wos hold lor opproximo|oly Z0 midlovol
monogors. Tho sonior loodorship |oom briolly cloriliod |ho vision, mis
sion, ond guiding principlos. Thon |ho midlovol monogors woro ossignod
|o rondomly soloc|od groups ol obou| 20 |ho| mo| in |urn wi|h ooch ol |ho
gool groups in soporo|o rooms. ln |hoso locili|o|od gool group sossions,
do|oilod loodbock on |ho gools, s|ro|ogios, ond ob|oc|ivos wos go|horod.
no doy wos no| onough lor |ho midlovol monogors loodbock
sossion. ll i| hodn| boon locili|o|od, i| would hovo |urnod in|o o
big gripo sossion ond vory li||lo would hovo como ou| ol i|.
Tho gool groups ollini|izod |ho midlovol monogors loodbock, docidod
which i|oms |o incorporo|o in |ho drol| plon, ond compilod |ho loodbock
wi|h onno|o|ions: who|hor incorporo|od, whoro, ond il no| incorporo|od,
why no|.
Tho loodbock sossion wos voluoblo bocouso i| govo |ho midlovol
monogors |ho looling |ho| |hoy woro involvod. Thoy con|ribu|od
somo good idoos |ho| wo woro oblo |o incorporo|o in |ho plon.
Tho bonoli|s lor ou|woighod |ho cos|.
|h\s- |
D-ployw-xi:
Cowpl-i|xq ih-
Sia\i-q|c |l\x
Tho plon wos updo|od ond dis|ribu|od, wi|h |ho onno|o|od loodbock, |o
|ho sonior loodorship.
Thon |ho Commondor mo| wi|h loodbock sossion por|icipon|s ond dis|rib
u|od |ho drol| plon ond |ho onno|o|od loodbock.
Foodbock wos moro posi|ivo |hon i| hos ovor boon. Pooplo woro
soying, Thoy oro sorious |his |imo. Wo hovo o plon, o wri||on
plon, ond whilo i| is no| porloc|, i|s moro |hon wovo ovor hod
boloro.
Tho sonior loodorship |oom mo| ogoin |o linolizo |ho plon ond dovolop i|s
doploymon| ond implomon|o|ion s|ro|ogios.
Thoro is o |ondoncy |o lool o li||lo |irod ond burnod ou| ond
lrus|ro|od. l| is impor|on| lor |ho group |o go| |ogo|hor ogoin |o
roinlorco |ho impor|onco ol |ho plon, whoro i| is, ond |ho obili|y |o
go| |horo.
Tho Commondor briolod |ho plon |o ovoryono o| hoodquor|ors in o
socond ollhonds moo|ing. A| |ho somo |imo, |ho soc|or commondors ond
MEPS commondors proson|od |ho plon |o |hoir porsonnol o| loco|ions
ocross |ho coun|ry.
Tho s|ro|ogic plon wos publishod os USMEPCM rdor 1 on 31
c|obor 15.
l |hink |ho loc| |ho| wo s|oyod on courso ond publishod o s|ro|o
gic plon on |ho |orgo| do|o ol 31 c| 5 improssod |ho worklorco.
Thoy woro improssod by who| |hoy sow.
Following publico|ion, o porsonolizod copy ol |ho s|ro|ogic plon wos
givon |o ooch omployoo o| hoodquor|ors.
7he Messenger, |ho commond mogozino |ho| goos |o ovory individuol in
|ho commond, dodico|od on issuo |o |ho s|ro|ogic plon, oxploining
progross in oxocu|ing |ho gools. ln oddi|ion, |ho commond plons |o
dodico|o |ho 1onuory/Fobruory 1Z issuo oxclusivoly |o |ho s|ro|ogic
plon.
|h\s- ||
D-ployw-xi:
Cowwcx|c\i|xq
ih- Sia\i-q|c
|l\x
125
To doploy |ho plon ou|sido |ho commond, copios woro moilod |o |ho choin
olcommond; porsonolly hondod |o |ho Commondors boss; ond moilod
|o |ho commonds cus|omors ond por|nors, |ho rocrui|ing commonds, |ho
MEPS, ond |ho |roining con|ors.
Fu|uro doploymon| ini|io|ivos oro |o:
" Roviow succossos in moo|ing |ho s|ro|ogic plon o| commondwido
moo|ings.
" Es|oblish o column oddrossing |ho s|ro|ogic plon |ho| will oppoor
in ovory issuo ol 7he Messenger.
" Uso omoil ond oword coromonios os vohiclos |o koop |ho idoo
lrosh in ovoryonos mind |ho| |ho orgonizo|ions succossos oro
olmos| olwoys |iod in somo woy |o |ho occomplishmon| ol |ho
s|ro|ogic plon.
Wo nood |o koop |ho plon in lron| ol |ho worklorco.
" b|oin |ho s|ro|ogic plons ol por|nors ond cus|omors, primorily |ho
rocrui|ing sorvicos, |o s|udy |hom ond o||omp| |o bring |hoirs ond
USMEPCMs closor.
Shown bolow oro rosponsibili|ios ol sonior loodorship ond monogomon|
lor implomon|o|ion os ou|linod in USMEPCM rdor 01.
" Romoins in|oc|
" Chor|orod |o ovorsoo implomon|o|ion ol s|ro|ogic plon
" Moo|s lormolly ovory 2 mon|hs |o:
- roviow s|o|us ol implomon|o|ion oc|ivi|ios
- discuss ond rooch consonsus on implomon|o|ion noods
" Providos loodorship ond guidonco |o |ho Commond
" Moo|s onnuolly or os noodod |o lormolly roviso |ho s|ro|ogic plon
|wpl-w-xi|xq
ih- Sia\i-q|c
|l\x
Sia\i-q|c
|l\xx|xq T-\w
D-pciy
Coww\xd-a|
Ch|-| o| Si\||
" Romoin in|oc|
" vorsoo implomon|o|ion ol gool oroo
" Moo| lormolly o| loos| ovory 2 mon|hs wi|h ob|oc|ivo loodors |o
roviow progross ond provido guidonco
" Convono gool group moo|ings
" Work wi|h USMEPCM locili|o|or ossignod |o gool group |o
os|oblish moo|ing ogondos, o|c.
" Koop rocord ol gool oroo implomon|o|ion oc|ivi|y
" Briol s|o|us ol gool oroo implomon|o|ion |o plonning group o|
mon|hly S|oll Coll
" Provido guidonco ond loodorship |o ob|oc|ivo loodors
" Convono ob|oc|ivo implomon|o|ion |ooms
" Koop rocord ol ob|oc|ivo implomon|o|ion oc|ivi|y
" Briol s|o|us ol ob|oc|ivo implomon|o|ion |o gool group ond olso |o
plonning group os roquirod
" Work wi|h locili|o|or |o os|oblish moo|ing ogondos, o|c.
" Lood ob|oc|ivo implomon|o|ion
" Chor|orod by gool groups [|hoy dovolop |hoir own chor|ors |ho|
oro opprovod by gool group}
" Dovolop ond implomon| implomon|o|ion plons lor ob|oc|ivos
[|osks, rosponsibili|ios, |imo linos, rosourcos roquirod}
" vorsoos plon implomon|o|ion oc|ivi|y
" Ro|oins |osking ou|hori|y lor oll loco|s ol |ho s|ro|ogic plon
" Coordino|os implomon|o|ion issuos roquiring immodio|o o||on|ion
wi|h |ho Commondor
" Roquiros updo|od llicor Evoluo|ion Ropor| [ER} suppor| lorms
ond civilion suppor| lorms lrom plonning group mombors |ho|
rolloc| s|ro|ogic plon implomon|o|ion rosponsibili|ios
Co\l Caocps
Co\l Caocp
L-\d-as
Obj-ci|v-
L-\d-as
Obj-ci|v-
|wpl-w-xi\i|ox
T-\ws
12Z
" Roquiros |roining plons lrom plonning group mombors |ho| rolloc|
rocoiving |roining in oroos ossocio|od wi|h s|ro|ogic plon implo
mon|o|ion
" Briols now mombors ol |ho s|oll on |ho s|ro|ogic plon
" Providos ovoroll loodorship ond guidonco |o Commond rogording
s|ro|ogic plon implomon|o|ion
" Convonos plonning group moo|ings
" Works wi|h locili|o|or |o os|oblish ogondos, o|c.
" Shoros guidonco lrom highor ocholons wi|h plonning group mom
bors ond onsuros |ho| guidonco is rolloc|od in |ho s|ro|ogic plon os
opproprio|o
" Chompions |ho s|ro|ogic plon |o s|okoholdors ond cus|omors
" Holds ollhonds moo|ings |o shoro plon implomon|o|ion progross
wi|h Commond
" Briols now Commondor rogording |ho s|ro|ogic plon
" Providos odvico |o Commondor |hrough |ho Progrom Budgo|
Advisory Commi||oo [PBAC} procoss lor |ho s|ro|ogic plon
" Providos lor locili|o|ion suppor|
" Moin|oins s|ro|ogic plon documon|o|ion os |ho con|rol poin| ol
con|oc|
" Updo|os |ho s|ro|ogic plon documon|o|ion os opproprio|o
" Providos Gool Group suppor|
" Por|icipo|o lully in s|ro|ogic plon dovolopmon| ond implomon|o|ion
os plonning group ond gool group mombors
" Chompion |ho s|ro|ogic plon wi|hin own oroos ol rosponsibili|ios
" Dovolop |ob s|ondords |ho| includo s|ro|ogic plon rosponsibili|ios
ond omond ERs
" Dovolop |roining plons |o oddross |roining in |ho oroos ol |ho
s|ro|ogic plon
Coww\xd-a
D|a-cioa,
R-socac-
V\x\q-w-xi
D|a-cioa,
|aoqa\w Ax\lys|s
\xd |v\lc\i|ox
|xd|v|dc\l
|l\xx|xq Caocp
V-wb-as
Eoch gool group mo| wi|h i|s ob|oc|ivo loodors |o ou|lino |hoir rosponsi
bili|ios, soloc| ob|oc|ivo implomon|o|ion |ooms, discuss chor|or ond implo
mon|o|ion plon dovolopmon|, ond os|oblish o |imolino lor gool group
roviow.
l|s dillicul| |o como up wi|h implomon|o|ion plons ond |imolinos,
ond olloco|o rosourcos, whon you oro |rying |o look 5 |o 15 yoors
ohood.
lmplomon|o|ion is monogod o| |ho gool lovol. Tho gool group
loodors oro rosponsiblo lor kooping |ho sonior loodorship in
lormod on |ho s|o|us ol |ho s|ro|ogios ond ob|oc|ivos |ho| suppor|
|ho gools.
Tho s|ro|ogios ond ob|oc|ivos oro lis|od in oc|ion plon lormo|, ond |ho
gool group loodors or ob|oc|ivo loodors ropor| |hoir s|o|us |o |ho dopu|y
commondor.
n o mon|hly bosis, wo oro roquiring |hom |o givo o sub|oc|ivo
ovoluo|ion ol |ho impoc| ol |ho occomplishmon|s |hoy oro mok
ing.
A| wookly commondwido moo|ings, |ho Commondor inlormolly shoros
|ho s|o|us ol s|ro|ogic plon ollor|s.
You con| do |his wi|hou| commondwido involvomon|, bu| you
olso nood involvomon| ol |ho sonior loodor in mo|or oroos.
Tho oc|ion plons lor |ho ob|oc|ivos submi||od by |ho gool groups hovo
boon roviowod ond opprovod or disopprovod.
n somo ol |hom wovo soid, Woll, |his sounds good, wo con do
i|. Lo|s procood |wo s|ops o| o |imo. n somo o|hors wovo soid,
Woll, i| wos o groo| idoo bu| wo con| do i| ond horos why.
Evory 2 mon|hs, |ho sonior loodorship |oom moo|s lor o locili|o|od holl
doy sossion |o do o do|oilod roviow ol plon implomon|o|ion, modily |ho
plon il nocossory, ond ob|oin consonsus whon noodod.
Tho procoss wo oro using onoblos us |o rolino |ho s|ro|ogic plon
os wo go olong. Wo will no| givo up on |ho plon ond coll i| o
12
loiluro, bu| rolino i| |o somo|hing |ho| romoins monogooblo ond
workoblo.
no ol |ho MEPS commondors |iod oll ol hor mo|or occomplish
mon|s |o |ho lour gools ol |ho s|ro|ogic plon whon sho submi||od
inpu| lor hor onnuol ovoluo|ion ropor|. ll wo con moko |ho| |ho
s|ondord, wo con roolly s|or| |o ins|i|u|ionolizo |ho s|ro|ogic plon.
Somo midlovol monogors oro roquiring |hoir civilion omployoos |o |io
who| |hoy oro doing |o |ho s|ro|ogic plon.
ll you soy, Woro going |o s|or| moosuring procossos, ond your
omployoos soy, Why Wovo novor dono |ho| boloro, you con
soy, Bocouso |his is ono ol |ho s|ops involvod in occomplishing |ho
gools in |ho s|ro|ogic plon.
Thoros boon somo chongo in bohovior-pooplo working |ogo|hor, |rying
|o solvo probloms, |rying |o moko suro |ho| |hoy look ol|or ooch o|hor ond
|ho| ovorybody is crodiblo.
Tho comorodorio ond morolo oro bo||or bocouso |horos o pub
lishod s|ro|ogic plon |ho| pooplo con look o| ond soy, l con idon
|ily wi|h |his. Bu| wo nood |o bo lor|hor down |ho rood boloro wo
con soy pooplo roolly boliovo in |ho guiding principlos ond proc
|ico |hom ovory doy.
Tho civilion oword sys|om is boing roovoluo|od ond |ho| is o||ribu|oblo |o
|ho s|ro|ogic plon.
As you implomon| |ho s|ro|ogic plon, you oro ins|i|u|ionolizing |ho
guiding principlos, vision, ond |ho occomplishmon| ol |ho gools.
no ol |ho gools ol |ho plon is |o os|oblish quon|ilioblo porlormonco
moosuros |ho| oro |iod |o occomplishing ob|oc|ivos.
Woro s|ill s|ruggling wi|h |ho moosuromon| por|.
|wpl-w-xi\i|ox
R-sclis
Sia\i-q|c
V-\sca-w-xi
Gool group loodors |rock progross on ob|oc|ivos using oc|ion plons |o
chock oll ob|oc|ivos which oro occomplishod.
Foodbock lrom cus|omors on who|hor sorvico is bo||or is go|horod, bo|h
orolly ond by lo||or.
How do you moosuro who|hor you oro giving good cus|omor
sorvico l don| know ony o|hor woy bu| |olking |o |ho pooplo you
oro sorving ond going by who| |hoy soy.
Wo moy bo |rying |o do |oo much |oo los|. l| looks liko wo oro
|rying |o do ovory|hing o| onco bocouso wo hovo shor| |imolinos
wi|h oorly s|or| |imos.
Rosourco monogors or budgo| monogors hovo |o bo por| ol |ho
plonning |oom. As you moko |ho s|ro|ogic plon moro lorword
looking-whon you s|or| looking o| undor|oking now oroos ol
businoss or giving up oroos ol businoss or |oking on now pro
groms-you hovo |o progrom monoy or i| will novor hoppon.
Tho s|ro|ogic plon hos |o bo linkod |o |ho budgo| procoss bocouso
you only go| so mony dollors. ll you oro looking |o do improvo
mon|s-which ol courso wo oll oro-youvo go| |o |io |ho| |o
dollors.
l| is vory dillicul| |o |hink s|ro|ogicolly 10 |o 15 yoors ou| il you
hovo o lo| ol noor|orm |hings |ho| nood |o bo lixod lirs|-|hings
liko cul|urol probloms, |ho ovoluo|ion sys|om, cus|omor rolo|ions,
ond porlormonco improvomon| moosuromon|s.
l| is dillicul| |o roploco sub|oc|ivo ovoluo|ions wi|h quon|ilioblo
porlormonco moosuromon|s. Tho gools |ho| dool wi|h chonging
|ho commond cul|uro ond improving cus|omor rolo|ionships ond
so|isloc|ion oro o bi| hord |o moosuro.
You don| go| rid ol mis|rus| ovornigh|. Following |ho plon mokos
pooplo boliovo- |ho| |ho loodorship is sorious, |ho| i| is o rool
plon, |ho| wo con od|us| i|, bu| bosicolly |his is our guidonco lor
|ho lu|uro.
L-ssoxs
L-\ax-d
131
Succosslul implomon|o|ion roquiros commi|mon| |o |ho plon. ll
somobody soys, Lo|s go oll ond do |his, you con soy, Show mo
how |ho| suppor|s |ho s|ro|ogic plon. You hovo |o con|inuo |o
locus on |ho plon, ol|hough occosionolly you moy hovo |o s|op
ou|sido ol i|.
Communico|ion is obsolu|oly osson|iol |o succosslul implomon|o
|ion. As long os wo con|inuo |o omphosizo |ho plon ond commu
nico|o who| woro occomplishing, pooplo con|inuo |o boliovo wo
oro sorious. Kooping |ho plon visiblo |o |ho loodorship ond |ho
worklorco, using who|ovor rosourcos you hovo ovoiloblo, is prob
obly |ho koy |o implomon|o|ion succoss.
Wo nood |o go bock poriodicolly ond rocop|uro |ho closonoss |ho|
wo hod ol|or wo linishod our ini|iol s|ro|ogic plonning sossion. l|
|us| |okos s|opping ou|sido ol |ho doy|odoy onvironmon| lrom
|imo |o |imo, si||ing bock, rohoshing, |olking |o ooch o|hor, rool
lirming our |oomwork principlo.
133
C\s- Sicdy:
C-xi-a |oa V-i-a|x\ay V-d|c|x-
Tho Con|or lor Vo|orinory Modicino [CVM}, por| ol |ho Food ond Drug
Adminis|ro|ion, is on orgonizo|ion ol opproximo|oly 250 pooplo wi|h
locili|ios in Rockvillo ond Bol|svillo, Morylond. CVM ini|io|od |ho s|ro|ogic
plonning procoss in rosponso |o domonds lor spooding up |ho roviow ond
opprovol ol now onimol drugs whilo incroosing vigilonco in pro|oc|ing |ho
public ogoins| unsolo ond lroudulon| produc|s. Worklood wos incroosing
in o poriod ol doclining rosourcos. Thoy sow |ho nood |o shil| lrom locus
ing sololy on pro|oc|ing |ho public lrom unsolo onimol produc|s ond lroud
|o onsuring |ho| solo ond olloc|ivo drugs noodod lor uso in onimols could
goin occoss |o |ho morko| in o |imoly monnor.
Wo noodod |o ro|hink who| wo oc|uolly did in |orms ol |ho sorvico
wo provido |o |ho |oxpoyors. Tho|s who| s|or|od us ou| in our
s|ro|ogic plonning procoss.
Tho CVM hirod o consul|on| |o guido |hom |hrough |ho s|ro|ogic plonning
procoss. Sho ossossod |ho orgonizo|ion by in|orviowing |ho 30mombor
sonior loodorship |oom |ho| lormod |ho plonning group os woll os locus
groups ol omployoos. Tho rosul|ing do|o pockogo wos usod os |ho bosis
lor |ho s|ro|ogic plonning undor|okon o| o 3doy ollsi|o in Movombor
14. Tho sonior loodorship |oom dovolopod |ho mission, vision, ond
guiding principlos, ond ollini|izod |ho issuos in|o livo brood gool co|ogo
rios.
l| wos o vory long |hroo doys. Wo workod lrom 8 in |ho morning
|o olmos| midnigh| ovory nigh|.
CVMs mission, vision, ond guiding principlos lollow:
B\ckqaocxd
Sia\i-q|c
|l\xx|xq
|aoc-ss
V|ss|ox
[CVMj is o public hool|h orgonizo|ion |ho| onoblos |ho morko|ing ol olloc
|ivo onimol drugs, lood oddi|ivos, lood ingrodion|s, ond onimol dovicos |ho|
oro solo |o onimols, humons, ond |ho onvironmon|. Wo, in por|norship wi|h
Fodorol ond s|o|o ogoncios ond o|hor Con|or cus|omors, onsuro onimol
hool|h ond |ho solo|y ol lood dorivod lrom onimols. Wo . . . |oko rogulo
|ory oc|ions . . . porlorm rosoorch, moni|or produc| solo|y ond ollicocy, ond
con|inuolly s|rivo |o improvo |ho quoli|y ol our procossos.
V|s|ox
Wo oro on in|orno|ionolly rocognizod public hool|h orgonizo|ion rospon
siblo lor |ho ovoluo|ion, opprovol ond/or survoillonco ol onimol drugs, lood
oddi|ivos, lood ingrodion|s, ond onimol dovicos. Wo oro prooc|ivo in our
ollor|s |o incrooso |ho ovoilobili|y ond divorsi|y ol solo ond olloc|ivo prod
uc|s |ho| roliovo onimol poin ond sulloring, sus|oin |hoir hool|h, improvo
onimol produc|ivi|y, ond do no| compromiso public hool|h. Wo . . . [usoj
s|o|o ol |ho or| scionco ond |ochnologios |o . . . occomplish our mission.
Pooplo . . . work cooporo|ivoly os on in|ogro|od |oom. Wo los|or opon ond
collogiol por|norships wi|h our cons|i|uoncios . . . Wo oll livo by, ond our
monogors oxomplily, |ho Con|ors guiding principlos . . .
Cc|d|xq |a|xc|pl-s
Hool|h Pro|oc|ion: Wo honor our rolo in pro|oc|ing |ho hool|h ol mon ond
o|hor onimols, ond voluo |ho principlos . . . ol |ho suppor|ing lows ond
rogulo|ions.
ln|ogri|y: Wo conduc| oursolvos wi|h honos|y. . . rocognizing |ho| uphold
ing |ho public |rus| roquiros |ho highos| s|ondords ol morol ond o|hicol
conduc|.
uoli|y: Wo ochiovo oxcollonco |hrough con|inuous. . .improvomon| in oll
our procossos . . . wo rocognizo |ho voluo . . . ol scionco in rooching rogu
lo|ory docisions.
Toomwork: Evoryonos con|ribu|ion is impor|on|. Working |ogo|hor, wo
ploco |ho mission ol |ho Con|or lirs| ond olign our con|ribu|ions . . . |oword
|ho| ond.
Communico|ion: Wo communico|o inlormo|ion, idoos, ond docisions, bo|h
in|ornolly ond ox|ornolly, in o condid, |imoly, ond comprohonsiblo monnor.
Equi|y: Wo |roo| our cus|omors ond ooch o|hor wi|h loirnoss, cour|osy,
rospoc|, ond compossion whilo los|oring on o|mosphoro ol mu|uol |rus|.
Divorsi|y: Wo promo|o cul|urol ond gondor divorsi|y in |ho worklorco |o
s|rong|hon ond onrich |ho Con|or.
lnnovo|ion: Wo opply now concop|s, idoos, ond croo|ivo opproochos |o
improvo curron| oporo|ions ond moo| |ho chollongos ol |ho lu|uro.
135
ln rosponso |o |ho in|oros| |ho| hod boon gonoro|od ol|or |ho lirs| ollsi|o,
|ho sonior loodorship docidod |o includo o broodor roproson|o|ion ol |ho
worklorco in |ho s|ro|ogic plonning procoss. Consoquon|ly, o lo||ory wos
hold in Docombor 14, ond 20 oddi|ionol pooplo woro choson lor |ho
plonning |oom, including scion|ilic ond |ochnicol s|oll, cloricol omployoos,
ond monogors.
[Woj lol| |ho| |ho plon should roolly bo coming lrom |ho orgoni
zo|ion, ro|hor |hon boing dic|o|od down lrom monogomon|. Wo
woro |olking obou| ros|ruc|uring |ho procossos by which wo do
work, ond |ho pooplo who know how |o do |ho| oro |ho pooplo
who oc|uolly do |ho work.
A| o socond locili|o|od ollsi|o, |ho now 50porson plonning |oom lormod
gool groups; linolizod |ho gools ond proson|od |hom |o |ho plonning |oom
lor consonsus; ond dovolopod |ho s|ro|ogios ond ob|oc|ivos lor rooching
|hoso gools. Eoch gool group wos modo rosponsiblo lor priori|izing |ho
s|ro|ogios ond ob|oc|ivos lor i|s gool.
Wi|h 50 pooplo on |ho plonning |oom, driving lor consonsus is
vory hord work. Bu| wo |hink |ho| including moro omployoos
oncourogos ownorship ol |ho plon |hroughou| |ho Con|or ond
producos o lo| ol good idoos. ur plon will bo bo||or bocouso wo
brough| in os mony pooplo os possiblo.
Al|or |ho socond ollsi|o, o copy ol |ho drol| plon wos son| |o ovory om
ployoo in |ho Con|or wi|h o roquos| lor common|s.
Tho mission, vision, guiding principlos, gools, s|ro|ogios, ond
ob|oc|ivos-ovory|hing wo hod wos pu| in lron| ol |ho omployoos.
A| on ollhonds moo|ing lor ovoryono in |ho Con|or, ooch ol |ho livo gool
groups govo o 20minu|o brioling on who| i|s gool wos oll obou| ond
who| |ho| gool wos in|ondod |o occomplish.
Tho drol| plon wos modo ovoiloblo on omoil ond o spociol omoil oc
coun| wos so| up |us| |o colloc| common|s.
Boxos woro plocod o| |hroo dilloron| loco|ions |o colloc| ononymous
common|s.
|h\s- |
D-ployw-xi:
Cowpl-i|xq ih-
Sia\i-q|c |l\x
Abou| 15 porcon| ol |ho omployoos common|od in somo monnor.
A |hird locili|o|od ollsi|o producod |imo lromos ond milos|onos covoring o
5yoor poriod. Tho issuo ol rosourcos wos lol| |o oxocu|ivo oc|ion.
Tho Con|or s|ogod on innovo|ivo kickoll ovon| lor |ho publishod s|ro|ogic
plon.
ln |ho lo|o morning ol Sop|ombor 20, 15, |ho Con|or Diroc|or go|horod
|ho omployoos lrom bo|h locili|ios ond |old |hom |ho| ho wos closing |ho
wholo Con|or lor |ho ros| ol |ho doy. Ho govo ooch omployoo o copy ol
|ho now s|ro|ogic plon ond |old |hom |o go owoy lor |wo hours |o |hink
obou| how |hoyd liko |o li| in|o |ho orgonizo|ion onvisionod in |ho plon
ond bocomo involvod in o||oining |ho vision.
Whon |ho omployoos como bock, |ho Con|or Diroc|or doscribod his vision
ol |ho now Con|or ond how |ho s|ro|ogic plon wos going |o bo implo
mon|od. Thon ho invi|od oll ol |ho omployoos |o como bock in|o |ho
building ond |oko |ho ros| ol |ho doy |o moo| |ho gool groups ond lind ou|
moro obou| |ho plon.
Whilo |ho omployoos woro gono, |ho gool groups hod so| up boo|hs wi|h
pos|ors |o oxploin |hoir gools, ond bolloons ond snocks |o o||roc| o||on
|ion. As |ho omployoos visi|od ooch boo|h, |hoy woro invi|od |o work on
|ho ob|oc|ivos.
To oncourogo |ho omployoos |o loorn obou| oll ol |ho gools, ooch porson
wos givon o |icko| |o go| punchod by ooch gool group visi|od. Ticko|s
punchod by oll livo gool groups woro pu| in o ho| lor o drowing lor
obou| 20 smoll prizos.
All ol |his modo o nico, loirliko o|mosphoro. Pooplo hod o good
|imo whilo |hoy woro loorning obou| |ho s|ro|ogic plon ond how i|
wos going |o bo implomon|od.
Thoro wos olso o pho|o con|os| ond |ho pic|uros woro disployod lor obou|
3 mon|hs so |ho| pooplo could vo|o on |hom. Winnors woro onnouncod
in six co|ogorios.
|h\s- ||
D-ployw-xi:
Cowwcx|c\i|xq
ih- Sia\i-q|c
|l\x
13Z
Wo hod o lo| ol por|icipo|ion, o lo| ol pic|uros |ho| wo disployod.
Wo kop| in|oros| up |ho| woy. Wo kop| i| in lron| ol pooplo.
Tho Con|or publishos o nowslo||or obou| s|ro|ogic plonning oc|ivi|ios ovory
o|hor mon|h.
A vorsion ol |ho plon wos |oilorod lor ox|ornol dis|ribu|ion wi|hou| |ho
|imo lromos, nomos, ond somo o|hor do|oils. This wos dis|ribu|od, wi|h o
lo||or osking lor common|s, |o |ho Con|ors cus|omors, s|okoholdors, ond
vorious ollicos in FDA. Vorbol loodbock wos rocoivod, bu| no wri||on
common|s.
Wo spocilicolly oskod |hoso groups lor |hoir common|s so |hoy
would lool |hoy woro por| ol |ho procoss, bu| wo didn| go| o lo| ol
loodbock.
Tho plon wos oddrossod in spoochos ond wri||on up in |ho |rodo |ournols.
FDA monogomon| govo opprovol |o go ohood wi|h |ho plon.
Wo now hovo o roodmop lor bocoming |ho orgonizo|ion |ho| wo
soy wo won| |o bocomo in our vision s|o|omon|.
An oxocu|ivo boord wos croo|od |o monogo implomon|o|ion oc|ions ond
moni|or implomon|o|ion progross. no ol i|s lirs| oc|s wos |o |oko |ho
priori|ios ol |ho individuol gool groups ond moko o mos|or priori|y lis| ol
|hings |ho| noodod |o bo occomplishod.
Tho oxocu|ivo boord is o subso| ol |ho s|ro|ogic plonning |oom consis|ing
ol 1 mombors: ooch ol |ho livo gool group loodors, |ho Dopu|y Con|or
Diroc|or, |ho diroc|ors ol ooch ol |ho lour ollicos, ond o nonmonogomon|
mombor lrom ooch ol |ho gool groups.
A| i|s mon|hly moo|ings, |ho lirs| ordor ol businoss is lor |ho gool groups
|o ropor| who| |hoyvo boon doing ond |io |his |o |ho milos|ono chor|. ll
|hoy oro no| oblo |o complo|o o spocilic ob|oc|ivo by |ho do|o dosigno|od
in |ho plon, |hoy mus| lormolly roquos| on ox|onsion lrom |ho oxocu|ivo
boord.
|wpl-w-xi|xq
ih- Sia\i-q|c
|l\x
Tho oxocu|ivo boord roviows gool group ropor|s ond mokos rocommon
do|ions |o |ho Con|or Diroc|or.
A sixmombor plonning s|oll suppor|s |ho oxocu|ivo boord ond is chorgod
wi|h moni|oring progross in rolo|ion |o |ho |imo horizon ol 5 yoors,
|rocking |ho porcon|ogo ol |ho gools |ho| hovo boon occomplishod, ond
moking suro |ho| milos|onos oro mo|. Tho hood ol |his s|oll is |ho pormo
non| socro|ory |o |ho oxocu|ivo boord ond soos |ho| ony|hing |ho| noods |o
bo dono go|s on |ho boords ogondo.
To dovolop |ho plons lor implomon|ing |ho spocilic s|ro|ogios ond ob|oc
|ivos undor |hoso gools, s|ro|ogic implomon|o|ion groups [SlGs}, woro
lormod. Plonning |oom mombors moy or moy no| bo mombors ol SlGs.
Anybody in |ho orgonizo|ion con volun|oor ond sign up |o por
|icipo|o in ony ono ol |ho SlGs. Tho|s how wo oc|uolly go| |ho
work dono.
A schodulo ol whon |ho vorious gool groups ond SlGs oro moo|ing is
publishod ovory wook ond |his is disployod in |ho hollwoy.
Advor|isomon|s lor pooplo |o por|icipo|o in |ho SlGs oro publishod whon
work on ob|oc|ivos is obou| |o bo ini|io|od occording |o |ho schodulo.
nco o quor|or, |ho normol work ol |ho Con|or is shu| down lor |wo
doys, ond oc|ivi|ios oro dodico|od |o|olly |o |ho s|ro|ogic plon. Tho oxocu
|ivo boord moo|s |o moko suro |ho| s|ro|ogic plonning oc|ivi|ios oro on
|rock ond |ho| |hings oron| boing ollowod |o slido. Employoos who oro
involvod in o gool group or SlG pu| osido |hoir rogulor work ond dodi
co|o |hoir |imo |o s|ro|ogic plonning oc|ivi|ios. Thoso who oloc| no| |o bo
por| ol |hoso oc|ivi|ios oro oxpoc|od |o do |hoir normol work.
Tho loc| |ho| wo shu| down oll normol work lor |hoso poriods ol
|imo is o romindor |o ovorybody |ho| |ho plon is olivo ond |horos
oc|ivi|y on i|.
Whon o gool group comos |o |ho oxocu|ivo boord soying |hoy won| |o
implomon| on ob|oc|ivo, |ho oxocu|ivo boord possos |ho| roquos| on |o |ho
Con|or Diroc|or. Thon |ho Con|or Diroc|or sonds i| |o who|ovor ollico is
going |o bo in chorgo ol doing |ho implomon|o|ion osking who|hor ro
13
sourcos oro ovoiloblo. Bosod on |ho rosponso, |ho Diroc|or mokos o
docision on who|hor |hoso rosourcos should bo usod |o occomplish |ho|
spocilic ob|oc|ivo.
l [|ho Con|or Diroc|orj soy, Horo is who| is proposod lor your
orgonizo|ion |o do. You do |ho cos| onolysis, ond |oll mo who|hor
or no| you con ollord |o do |his; il no|, why no|; il no| now,
whon Thon l moko |ho docision.
Pooplo hovo moro ownorship in |ho orgonizo|ion bocouso |hoyro
por|icipo|ing in |ho plon. l|s |hoir plon. l|s no| |ho Con|or
Diroc|ors plon. l|s no| monogomon|s plon. l|s |ho
orgonizo|ions plon. Thoy own i|.
Tho plon hos hod on impoc| on bohovior. Tho omployoos won| |o hovo
inpu| in|o |ho diroc|ion ol |ho Con|or, |ho work oc|ivi|ios, ond o|hor os
poc|s ol work o| |ho Con|or.
Boloro |ho plon, pooplo woro only concornod wi|h who| |hoy woro
doing ond who| wos hopponing in |hoir own por|iculor oroo.
Mow |hoyro looking moro o| |ho big pic|uro.
Tho sonior s|oll is now s|opping |o |hink boloro |hoy |oko on oc|ion |o
moko suro |ho| i| li|s wi|h |ho plon.
Monogomon| osks, How doos i| li| in wi|h |ho s|ro|ogic plon ls i|
in occord wi|h |ho guiding principlos Doos i| holp us rooch |ho
vision Doos i| suppor| |ho mission
Toomwork os o woy |o conduc| oc|ivi|ios is ono ol |ho guiding principlos.
ln rocogni|ion |ho| ovoryonos con|ribu|ion is impor|on|, momborship on
|ooms is opon |o ovoryono in|oros|od in sorving.
Toomwork is olso o gool. Troining on how |o uso |ooms hos boon con
duc|od. Pooplo hovo boon |roinod |o locili|o|o |ooms ond |hoir sorvicos
oro modo ovoiloblo |o oll |ooms.
Communico|ion ol inlormo|ion ond docisions, bo|h insido ond ou|sido
CVM, in o condid ond |imoly monnor is ono ol |ho guiding principlos.
|wpl-w-xi\i|ox
R-sclis
Rosul|s indico|ing |ho| |his principlo is bocoming por| ol |ho cul|uro in
cludo:
" A guidonco policy hos boon dovolopod concorning wri||on docu
mon|o|ion ol oll subs|on|ivo in|ornol ond ox|ornol communico|ion
|ho| rolo|os |o rogulo|od produc|s.
" Signilicon| ollor|s oro boing modo |o communico|o |o cus|omors
|ho nood lor improving |ho quoli|y ol drug opprovol submissions
|o spood up |ho roviow procoss.
" Tho ondolwook signilicon| ovon|s ropor|, which is proporod by
ooch ol |ho lour ollicos, is now ovoiloblo |o ovorybody, ro|hor
|hon |o only o low.
Troining onnouncomon|s, odvor|isomon|s lor SlG por|icipon|s, ond o|hor
onnouncomon|s oro now ovoiloblo |o ovorybody on omoil.
Pooplo oro cor|oinly inlormod, ond somo pooplo oro ovon com
ploining obou| |oo much omoil!
Schodulos ol |oom moo|ings oro pos|od in |ho hollwoys.
Whon pooplo wolk by, |hoy con immodio|oly soo whon ond
whoro |hoso groups oro schodulod. Thoy con soo |ho| |ho gools
ond ob|oc|ivos oro boing workod on.
Doy|odoy businoss is combinod wi|h work on |ho plon.
Tho Diroc|or hos soid |ho| wo could slip doodlinos ond pu| oll up
|o 20 porcon| ol |ho doy|odoy work in ordor |o moo| |ho s|ro|ogic
plon milos|onos.
Abou| 10 ol |ho 1Z0 ob|oc|ivos in |ho plon hovo boon complo|od ond on
oddi|ionol 3 procoss improvomon|s hovo cloorod |ho opprovol procoss
ond oro obou| |o bo implomon|od.
Tho s|ro|ogic plon will bo rovisi|od in |ho summor ol 1.
l |hink |ho| |ho ini|iol plon wos |ho lirs| cu|. Mow woro going |o
lino|uno i| ond locus i|.
141
Wo roolly hovon| gropplod wi|h how |o moosuro |ho impoc|.
Tho| will bo ono por| ol |ho rovisi| |o |ho plon.
You hovo no woy ol knowing in odvonco who| kind ol rosourcos
i|s going |o |oko |o do |ho |hings you won| |o do. You hovo |o
cons|on|ly od|us| |o moin|oin o propor bolonco bo|woon |ho s|ro|o
gic plonning procoss ond |ho oc|uol doy|odoy ou|pu| ol who|
your orgonizo|ion is supposod |o bo doing.
Undors|ondobly, |ho monogors soy |ho| |hoy nood moro rosourcos
|o do somo|hing, or wovo go| |o slow implomon|o|ion down, or
wo hovo |o moko somo od|us|mon|s in |ho plon.
Wo nood |o go bock ond rovisi| |ho plon.
Tho s|ro|ogic plon didn| dool wi|h oll |ho s|ro|ogic issuos ol |ho
Con|or. Wo don| won| |o |hrow owoy ony|hing |ho|s in |ho plon;
who| wo nood |o do is odd somo |hings. All |ho |hings |ho| oro
curron|ly in |ho plon oro impor|on| |o go||ing |o |ho vision. l|s |us|
|ho| somo piocos woro lol| ou|.
l|s impor|on| |o includo midlovol monogors in |ho plonning
procoss, |o go| |hoir olignmon| ond suppor|.
Wo probobly didn| priori|izo |o |ho ox|on| |ho| wo should hovo
ond somo|imos wo lool ovorwholmod. Somo ol |ho probloms
woro hoving oriso lrom |ho loc| |ho| wo |us| hovo |oo much on our
plo|os.
Tho s|ro|ogic plon noods |o bo on in|ogrol por| ol |ho budgo|
dovolopmon| ond rosourco olloco|ion procoss.
Thoro oro |hings |ho| como up |ho| hovo |o do wi|h |ho plon |ho|
no ono won|s |o lund.
Evorybody hos |o rocognizo |ho| |horo is no |urning bock. l| |okos
os mony pooplo os possiblo |o bo bohind i| pushing i|, no| |us| |ho
sonior loodorship.
Wo cons|on|ly roollirm |ho mossogo |ho| |horo is no Plon B.
Woro going lorword wi|h |his. Wo soy, Moko i| os good os you
con bocouso |his is |ho woy wo plon |o movo in|o |ho lu|uro.
Sia\i-q|c
V-\sca-w-xi
L-ssoxs
L-\ax-d
Moko suro |ho| s|ro|ogic plon work is highly visiblo, |ho| pooplo
oro |olking obou| i| ovory doy. You con| roolly bo vory succosslul
in implomon|ing |ho s|ro|ogic plon unloss you go| o mo|ori|y ol |ho
omployoos involvod in i|.
Throwing |ho spo|ligh| on o low succosslul ollor|s usuolly goos o
long woy |oword go||ing buyin, commi|mon|, ond ovorybody
pushing |ho plon.
A1
S-ci|ox |||:
App-xd|x
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion A2
A3
Tho lollowing |orminology is dolinod in |ho con|ox| ol s|ro|ogic monogomon|.
B\s-l|x-: Curron| porlormonco lovol ol porlormonco indico|ors.
Ch\ai-a: A wri||on documon| |ho| doscribos |ho boundorios, oxpoc|od
rosul|s, ond rosourcos |o bo usod by o quoli|y improvomon| |oom.
Coxs-xscs: A docision by o group |ho| is occop|oblo |o |hom, bu| is no|
unonimous nor orrivod o| by o vo|o. All mombors suppor| |ho docision,
ovon wi|hou| univorsol ogroomon|.
Caoss-ba|-||xq: A procoss usod by o working group |o ropor| |hoir progross
|o |ho docision moking |oom.
Caoss-|cxci|ox\l i-\w: A |oom whoso momborship includos |hoso lrom
moro |hon ono orgonizo|ionol lunc|ion ond who hovo rosponsibili|y lor
somo por|ion ol on idon|iliod procoss.
Ccsiow-a: Tho porson or group who os|oblishos |ho roquiromon|s ol o
procoss ond rocoivos or usos |ho ou|pu| ol |ho| procoss.
D\i\ coll-ci|ox pl\x: A plon |ho| providos guidonco lor go|horing inlor
mo|ion. l| os|oblishos |ho why, who, who|, how, whoro, ond whon ol do|o
colloc|ion.
D-ployw-xi: Tho in|roduc|ion ond communico|ion ol |ho s|ro|ogic plon |o
|ho mombors ol |ho orgonizo|ion. l| hos |wo phosos. ln Phoso l, |ho plon is
complo|od ond publishod. ln Phoso ll, |ho plon is communico|od |o oll
mombors ol |ho orgonizo|ion.
|xv|aoxw-xi\l sc\x: Tho oc| ol moni|oring in|ornol ond ox|ornol condi|ions
ol |ho orgonizo|ion. Tho inlormo|ion is |ypicolly clossiliod os in|ornol
s|rong|hs ond wooknossos ond ox|ornol oppor|uni|ios ond |hroo|s.
|--db\ck: Communico|ing inlormo|ion obou| o sys|om or procoss |o |ho
sys|om or procoss ownor. ll |ho loodbock is nogo|ivo, i| is in|ondod |o cor
roc| bohovior ol |ho sys|om. ll |ho loodbock is posi|ivo, i| is in|ondod |o
roinlorco bohovior ol |ho sys|om.
Closs\ay
|occs qaocp: A group go|horod |o provido inpu| on spocilic issuos.
Moy includo suppliors, cus|omors, procoss ownors, o|c.
C\p \x\lys|s: Tho dilloronco bo|woon who| on orgonizo|ion is doing
|odoy |o occomplish i|s mission ond who| noods |o chongo |o ochiovo i|s
vision.
Co\l qaocp: A crosslunc|ionol |oom modo up ol sonior loodorship
group mombors |ho| dovolops |ho s|ro|ogios ond ob|oc|ivos lor occom
plishing o gool. This |oom olso con bo usod |o ovorsoo implomon|o|ion ol
s|ro|ogic gools.
Cc|d|xq pa|xc|pl-s : Tho voluos ond philosophy ol on orgonizo|ion |ho|
guido |ho bohovior ol i|s mombors.
|wpl-w-xi\i|ox: Toking |ho nocossory oc|ions |o occomplish |ho gools,
s|ro|ogios, ob|oc|ivos, ond oc|ion plons.
|xpci: Mo|oriols or inlormo|ion usod |o produco o produc| or sorvico.
|xpci w-\sca-: Doscribos |ho rosourcos usod by |ho orgonizo|ion.
Thoso moosuros includo lunding, |imo, ond s|olling.
V-\sca-w-xi: A cri|orion, bosis, or s|ondord lor comporison.
V-\sca-w-xi |--db\ck sysi-w: A coordino|od so| ol procossos |ho|
includo oc|ion plon |rocking, rosul|s onolysis ond communico|ion, ond
rowords. l| is dosignod |o provido inlormo|ion |o |ho por|icipon|s ond
ownor ol |ho sys|om.
V|ss|ox: An onduring s|o|omon| ol purposo. Doscribos who| |ho orgoni
zo|ion doos, who i| doos i| lor, ond how i| doos i|.
Obj-ci|v-s : Spocilic, moosuroblo, shor||orm ond mid|orm porlormonco
|orgo|s nocossory lor ochioving long|orm gools; doscribos who will do
who| by whon.
Op-a\i|ox\l d-||x|i|ox: Agrood upon moonings ol |orms ond concop|s
s|o|od so |hoy con bo spocilicolly moosurod.
A5
Ocicow-: Somo|hing |ho| lollows os o rosul| or consoquonco [Morriom
Wobs|or, lnc., 183j.
Ocicow- w-\sca-: lndico|or ol how woll |ho produc| or sorvico so|isliod
ondusors noods.
Ocicow- w-\sca-w-xi: An ossossmon| ol |ho rosul|s ol o progrom
comporod |o i|s in|ondod purposo.
Ocipci: Tho produc|s or sorvicos producod by o procoss.
Ocipci w-\sca-: Doscribos |ho goods ond sorvicos |ho| oro producod.
Thoso moosuros could includo produc| uni|s or hours ol sorvico providod.
|-a|oaw\xc- |xd|c\ioa: Tho koy ovidonco wi|h which |o moosuro porlor
monco.
|l\x o| \ci|ox \xd w|l-siox-s (|OAV): A |ool usod |o provido o
cloor locus on |ho |osks |ho| nood |o bo occomplishod; shows rosponsibil
i|y ond rosourco roquiromon|s, includos moosuros; providos o mo|hod lor
|rocking |ho s|o|us ol oc|ions.
|aoc-ss w-\sca-s: Moosuro |ho omoun| ol con|rol |horo is ovor |ho
in|ornol procossos by do|oiling how woll |ho procoss is lunc|ioning.
Oc\l|iy \dv|soa: A TL suppor| posi|ion wi|hin o DM orgonizo|ion.
This porson ossis|s MBs ond PATs in do|o colloc|ion, onolysis, ond
in|orpro|o|ion. Tho odvisor olso |roins |hoso |ooms in |ho uso ol mo|hods
ond |ools lor procoss improvomon|.
Si\k-hold-as: Tho groups ond individuols insido or ou|sido |ho orgoni
zo|ion who olloc| ond oro olloc|od by |ho ochiovomon| ol |ho
orgonizo|ions vision, mission, gools, ond s|ro|ogios.
Sia\i-q|c qo\l: A longrongo chongo |orgo| |ho| guidos on
orgonizo|ions ollor|s in moving |oword o dosirod lu|uro s|o|o.
S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion A
Sia\i-q|c w\x\q-w-xi: A syslems cpprocch |o idenlilying cnd mcking
lhe necesscry chcnges ond mecsuring lhe orgcnizclions perlormcnce os
i| movos |owords i|s vision. l| hos boon dolinod os o . . . monogomon| . .
. .sys|om . . . |ho| links s|ro|ogic plonning ond docision moking wi|h |ho
doy|odoy businoss ol oporo|ionol monogomon| [Gluck, Koulmon, ond
Wollock, 182j.
Sia\i-q|c w-\sca-w-xi: Tho idon|ilico|ion, dovolopmon|, communico
|ion, colloc|ion, ond ossossmon| ol soloc|od ou|como moosuros |ho| oro
diroc|ly linkod |o |ho orgonizo|ions porlormonco ol i|s mission ond
o||oinmon| ol i|s vision.
Sia\i-q|c w-\sca-s: poro|ionol dolini|ions ol |ho ou|comos ol mission
olloc|ivonoss now ond in|o |ho lu|uro.
Sia\i-q|c pl\xx|xq: Tho procoss by which |ho guiding mombors ol on
orgonizo|ion onvision i|s lu|uro ond dovolop |ho nocossory procoduros
ond oporo|ions |o ochiovo |ho| lu|uro [Goods|oin, Molon, ond Ploillor,
12j.
Sia\i-q|c pl\xx|xq |\c|l|i\ioa: An individuol who con onhonco |ho
quoli|y ol s|ro|ogic plonning moo|ings by providing s|ro|ogic plonning
guidonco ond locili|o|ion suppor| |o |ho |oom loodor ond |oom mombors.
Sia\i-qy: A moons lor ochioving o longrongo s|ro|ogic gool; oxploins
how |ho gool will bo o||oinod.
Scppl|-a: Tho porson or group who providos on inpu| |o o procoss [cl.
Moon o| ol., 11j.
Scaaoq\i- w-\sca- (oa paoxy w-\sca-): Moosuromon| ol o rolo|od
vorioblo ro|hor |hon ol |ho |orgo| vorioblo [Thor, 14j.
Toi\l pc\l|iy: An ox|onsion ol |ho quoli|y concop| |o includo improvo
mon| ol oll ol |ho quoli|y choroc|oris|ics |ho| inlluonco cus|omorporcoivod
quoli|y. This includos sourcos ol vorio|ion lrom incoming supplios, oll ol
|ho signilicon| procossos wi|hin on orgonizo|ion, ond oll |hoso |ho| con
inlluonco cus|omor so|isloc|ion, noods, or oxpoc|o|ions whon |ho produc|
or sorvico hos lol| |ho orgonizo|ion.
AZ
Toi\l Oc\l|iy L-\d-ash|p (TOL): Tho opplico|ion ol quon|i|o|ivo mo|hods
ond |ho knowlodgo ol pooplo |o ossoss ond improvo: mo|oriols ond
sorvicos suppliod |o |ho orgonizo|ion; oll signilicon| procossos wi|hin |ho
orgonizo|ion; ond moo|ing |ho noods ol |ho ondusor, now ond in |ho
lu|uro [Dopor|mon| ol |ho Movy, 11j.
TOL cooad|x\ioa: A porson soloc|od by |ho commonding ollicor |o ossis|
in |ho implomon|o|ion ol procoss monogomon|.
V|s|ox: An idoolizod viow ol o dosiroblo ond po|on|iolly ochiovoblo
lu|uro s|o|o.
A
B|bl|oqa\phy
Ackoll, R. L. [181}. Crecling lhe Corporcle Fulure. Mow York, MY:
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Bockhord, R. [18}. A modol lor |ho oxocu|ivo monogomon| ol |ronslor
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A11
Koplon, R. S., & Mor|on, D. P. [1, 1onuoryFobruory}. Using |ho
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Cucily Frogress, 58.
Monogomon| Moccos. [15, 18 Sop|ombor}. 8usiness Week, 122134.
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Accoun|ing
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Dovolopmon| Con|or.
llico ol Monogomon| ond Budgo|. [15, Fobruory 28}. Frimer on
Ferlormcnce Mecsuremenl. Avoiloblo Emoil: GRSZYK_W@ A1.EP.GV
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Crgcnizclion ol lhe Fulure. Morcross, GA: lEM Pross.
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Dovolopmon| Con|or.
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120.
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A13
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mcnce mecsuremenl cnd moniloring in governmenl. Mow York: lns|i|u|o lor
ln|orno|ionol Rosoorch.
Uni|od S|o|os Dopor|mon| ol Dolonso. [15}. Governmenl Ferlormcnce
cnd kesuls Acl Working Group. DoD-wide Ferlormcnce Mecsure keporl.
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Diroc|oro|oj}. Woshing|on, DC.
Uni|od S|o|os Mili|ory En|ronco Procossing Commond. [15, c|obor
31}. 5lrclegic pcnning lor lhe 21sl cenlury. Ensuring lhe qucily ol lhe lorce.
[USMEPCM ordor 01}. Groo| Lokos, lL.
Woolchli, F., & Wos|ormonn, D. [188, MovomborDocombor}. Tho
Dupon| modol ond |ho oxporionco olloc| os |ools ol s|ro|ogic monogomon|.
Frogrcm Mcncger, Z13.
Wolls, D. L. & Dohor|y, L. M. [14}. A Hcndbook lor 5lrclegic Fcnning
[Publico|ion Mo. 402}. Woshing|on, DC: Dopor|mon| ol |ho Movy To|ol
uoli|y Loodorship llico.
A15
D-x|s- L|xds-y W-lls
Doniso Lindsoy Wolls is |ho Diroc|or ol |ho Exocu|ivo Suppor| Division ol
|ho To|ol uoli|y Loodorship llico, llico ol |ho Undor Socro|ory ol |ho
Movy. Hor primory rosponsibili|y is suppor|ing Movy ond Morino Corps
loodorship in implomon|ing To|ol uoli|y Loodorship [TL}, principolly
|hrough s|ro|ogic plonning ond s|ro|ogic monogomon|.
Ms. Wolls is o no|ivo ol Ponnsylvonio who spon| mos| ol hor lilo in Sou|h
Corolino. Al|or groduo|ing os volodic|orion lrom Booulor| High School in
15, sho groduo|od lrom Win|hrop Univorsi|y in 18 wi|h o Bocholor
ol Ar|s in English. Sho bogon hor coroor wi|h |ho Air Forco, sponding
olmos| lour yoors in lndus|riol Enginooring boloro ro|iring |o bocomo
|ho mo|hor ol |wo childron, Dono ond Michool.
Sho roon|orod govornmon| sorvico in 1Z8 o| Chorlos|on Movol Ship
yord, working lirs| in produc|ion onginooring ond lo|or on |ho s|oll ol |ho
Shipyord Commondor. ln |ho| posi|ion, sho monogod |ho lirs| Modol
lns|ollo|ion Progrom wi|hin o novol shipyord, |horoby os|oblishing |ho
pro|o|ypo lor o|hors. Roloco|ing |o Woshing|on, DC, in 18Z, Ms. Wolls
spon| oigh|oon mon|hs o| |ho Movol Soo Sys|oms Commond ond o yoor
wi|h |ho Assis|on| Socro|ory ol |ho Movy [Shipbuilding ond Logis|ics}.
Sho occop|od hor curron| posi|ion in |ho llico ol |ho Undor Socro|ory in
Moy 10 ond rocoivod o Suporior Civilion Sorvico Aword in 13. Sho
hos complo|od sovorol coursos |oword o Mos|or ol Scionco in Adminis|ro
|ivo Scionco, spociolizing in rgonizo|ionol Monogomon|. Ms. Wolls is
|ho ou|hor ol A Hcndbook lor 5lrclegic Fcnning ond on odi|or ol Voices.
A Coeclion ol kecdings lrom 7CLecder. Sho is o 151 Follow in
|ho Council lor Excollonco in Govornmon| ond o mombor ol Vico Prosi
don| Goros Mo|ionol Porlormonco Roviow consor|ium s|udy on Cus|omor
Drivon S|ro|ogic Plonning. Sho rosidos in Folls Church, Virginio.
Aboci ih- Acihoa
TOLO |cbl|c\i|ox Ncwb-a -0J
D-p\aiw-xi o| ih- N\vy
Toi\l Oc\l|iy L-\d-ash|p O|||c-
2!! J-||-asox D\v|s H|qhw\y
Sc|i- 2000
Aal|xqiox, V|aq|x|\ 22202-40!

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Sia\i-q|c V\x\q-w-xi

|oa S-x|oa L-\d-as:

S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion

S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion

S|ro|ogic Monogomon| lor Sonior Loodors: A Hondbook lor lmplomon|o|ion

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