Good morning!!!!

To
Addis Chamber Training Institute
Training Workshop
On
Strategic Planning & Management
(SPM)
Nov.13 -17/2017

Abera Demsis (PhD)

Instructor (AAU, AXU…): Researcher, Trainer (EMI, ACTI, IPS),

 Strategic
Planning and
Management
INTRODUCTION
LET’S KNOW EACH
OTHER
The Training Environment/climate setting

• Group Introduction
• Expectations and Fears
• Ground Rules
• Project and Workshop overview
Facilitator: ABERA DEMSIS(PhD
Scholar )
• BA in MTPA Business
Management -AAU
• MBA – Business
Administration-AAU
• DBL- Doctor of
Business Leadership: SAU
• Instructor -@ AAU &
AkU….
• Associate consultant and
Trainer @EMI & aaccsa,
Ati,
• NHRD Policy & strategy
dev’t team
 Self/Group introduction:
Lets get to Know each other
• Who are you ?
• .

 Pair up yourself first.

 Do Short interview to your partner-participant
for about five minutes &
 Then introduce each other to the entire
participant.
• What is your 1Education level & 2profession/discipline?
• What is your 3 Job Title & 4 Experience ?
• What is Your 5 most admired quality
• Name Game: Picture your name
 Establishing learning agreements Ground rules
(Brain Storm for5’)
• Norm Setting
• Daily Reporters (Training and other
Observations)
• Manager
• Energizer Team
• Schedule
• Time keeper
• Mobiles silent or switch off!

• Ask questions anytime!

• Bring good mood!

√
Share You Practical Experience
√
Arrive On Time
Listen To Others
Do Not Interrupts
 Put your name in your
interest team and day
Activities Monday Tuesday Wednesday Thursday Friday

Time

Keepers

Energy

Team.

Evaluation

Team
 Schedule

Training 2:30 - 4:30

Tea break 4:30 - 4:45

Training 4:45 - 6:30

Effective Time Management is
Mandatory!!!

The door
Closed on
Time
 12

What do you expect from this training?

Training will neither
make a fish fly nor a
bird swim,
But
It certainly will help
the fish to swim faster
and the bird fly higher
 What do you Expect from this
training ?
1. Write your
Expectations!
2. List down your
Fears of achieving
your expectations ,
if any!!!
3. Write down a
Solutions for that
fears!!!

FromExpectations
The CourseFears From The Facilitator
Solutions
From Other trainees From yourself
 Entry Level Self Assessment
Explore/ponder the level of skill &confidence of yours on
major components of the SPMi.e.,
Concepts,
Concepts Processes,
Processes VMV,
VMV Perf Audit (SWOT Analysis),
GOS, GAP Analysis, Impln Action Plan & M &E.
&E
Project & workshop overview
1. Look the prepared scale on a flipchart stand
2. put your initial (ASK) on the scale where you think is your
level of knowledge and confidence on each component.
3. Put your KSA again on the scale at the end of the program
(Post-training)
4. Together evaluate transfer of learning (if there is any
development after the training is conducted)
 EXAMPLE: Thermo Scale
100%
90%
80%
70%
60% Series 3
50% AFTER TRAINING
40% PRE-TRAINING

30%
20%
10%
V M
C SW G G I
0% SPM P M
A &
SPM V OT O A
S P E
 How do you rate yourHighly
knowledge and skills in the
Adeq Fairly Inade Highly
SPM
following areas? PleaseAdequate
tick (√) theuate
columnAdequate
most applicable to you:ate
quate Inadequ

Concepts of SPM
Stages of SPM
Processes of SP
Vision, mission, & values
SWOT Analysis
Goals, & Objectives
GAP Analysis
Contingency Planning
Implementn Action Plan
Monitoring and evaluation
 Group formation
•How many
1. Group One of you
(eagle G.)

2. have participated
Group Two (jit g.)

3. in SP Dev’t so far?
Group Three (3-3 g.)

4.• A #(1,2,3…) be given

Group four (alet g.) to
5. Group five each
(hibret g.)
 “Remember,
Training is not what is
ultimately important…
performance is.”
 “Solutions to problems are like
keys in locks;
they don’t work if they don’t fit !!!

(Mager and Pipe 1970)

 SESSION ONE
Introduction to
strategic planning &
management (SPM)
 Goals of Training
Participants will understand
1. The basics of strategic planning & Mgt
2. Strategic Planning process Skills
3. How to develop good vision and mission statements for an
organization
4. The basics of SWOT Analysis: Identifying strengths,
weaknesses, opportunities and threats (barriers) of your
organization
5. How to develop goals and objective statements for an
organization
6. Practicing Skills of implementing via AP,
7.Practicing Skills of M&E of strategies
 Brainstorming
Strategic Planning –
1. What is this?
2. Why is this important?
3. What are the Components?
Strategic Management–
4. What is this?
5. Why is this important? Pros vs cons

6. What are the Components?

Think - pair – share!!!
Good morning!!!!

? ?
e
e w
ar
r e
he
W
 Thinking Strategically:
The Three Big Strategic Questions
• Where are we now?
• Where do we want to go?
• .

– Business to be in & market positions to stake out

– Buyer needs and groups to serve
– Outcomes to achieve
• How will we get there?
• .

– A company’s answer to “how will we get there?” is the

strategy
 What is Strategy?
• ‘Strategy’ Is a pattern of activities that seeks to achieve
the objectives of the company and adapt its scope,
resources and operations to environmental changes in the
long term.
• It Consists of the combination of competitive moves and
business approaches used by managers to run the company.
• Management’s “game plan” to:
• ,

– Attract and please customers

– Compete successfully, Grow the business
– Achieve targeted objectives
 The Hows that defines a Firm’s
strategy
• How to please customers
• How to respond to challenging market conditions
• How to outcompete rivals
Strategy
• How to grow the business is HOW
• How to manage each functional piece of to…
the
business and develop needed organizational
capabilities
• How to achieve strategic &functional objectives
Strategic Management –
Defined

Art & science of formulating, implementing,

and evaluating, cross-functional decisions
that enable an organization to achieve its
objectives.
 TERMINOLOGY
“Strategic Management”
Synonymous with
“Strategic Planning”

• •Strategic management
– Used more often in academia
• •Strategic planning
– Used more often in the business world
 TERMINOLOGY
• Strategic management
– Refers to:
–Strategy formulation
–Strategy implementation
–Strategy evaluation
• Strategic planning
– Refers to:
• Strategy formulation
 3 Stages of the Strategic Management
Process

• Strategy formulation

• Strategy implementation

• Strategy evaluation
Strategic Management Process
Strategy formulation
First Stage of Strategic Management
Vision
Mission
Environment
 Values
 Are the feelings and moral principles
that lie behind the company’s culture.
 Are the principles that guide
company’s behavior.
 Define the philosophy of operation
and the company’s culture being
practiced.
The nature of external Audit
Competitive Analysis: Porter’s Five
force Model
Internal environment
Summary of Strategy Formulation
 Assessment Model:
SWOT
Internal
InternalAssessment:
Assessment:Organizational
Organizationalassets,
assets,
resources, people, culture, systems,
resources, people, culture, systems,
partnerships,
partnerships,suppliers,
suppliers,. .. .. .

External
ExternalAssessment:
Assessment:Marketplace,
Marketplace,
competitor’s,
competitor’s, social trends,technology,
social trends, technology,
regulatory
regulatory environment, economiccycles
environment, economic cycles. .

SWOT SWOT

Good Points Possible Pitfalls

• Easy to Understand • Needs to be Analytical
• Apply at any and Specific
organizational level • Be honest about your
weaknesses
 Gap Analysis
Baseline / Org Profile Challenges / SWOT

Gap
Gap == Basis
Basis for
for Long-Term
Long-Term
Strategic
Strategic Plan
Plan
 Major Components of the
Strategic Plan / Down to Action

Strategic Plan

Action Plans
Mission Why we exist
Evaluate Progress

Vision What we want to be

Goals What we must achieve to be successful

Objectives O1 Specific outcomes expressed in

O2
measurable terms (NOT activities)

Initiatives Planned Actions to

AI1 AI2 AI3 Achieve Objectives

Measures Indicators and

M1 M2 M3 Monitors of success

Targets T1 T1 T1 Desired level of

performance and timelines
Strategic Management
achieves a firm’s success
through integration --

Management Marketing

Finance/Accounting Production/Operations

Research & Development MIS

Strategy Formulation

Vision & Mission

External Opportunities & Threats

Internal Strengths & Weaknesses

Long-Term Objectives

Alternative Strategies

Strategy Selection
Strategy Implementation

Annual Objectives

Policies

Employee Motivation

Resource Allocation
Strategy Evaluation

Internal Review

External Review

Performance Metrics

Corrective Actions
 Any
question?
 Strategic Management Process
• Various approaches are used in the SPM process.
• Some have developed five step planning process,
others six step planning process,
• Bryson has developed eight step planning and
management process, while
• Crosby goes as far as 10 step process.
• But all these authors generally agree on the
essential components.
•  We have therefore adapted a step by step process
that is simple, flexible and applicable to the
Ethiopian reality.
10-Step Strategic Planning Process
1. Agree on a strategic planning process
2. Identify organizational mandates
3. Clarify organizational mission and values
4. Establish an effective organizational vision
5. Assess internal and external environments
6. Identify strategic issues
7. Formulate plans of action to manage issues
8. Review and adopt the plan
9. Develop an effective implementation
process
10. Reassess strategies & planning process
Matt H. Evans,
matt@exinfm.com
 Strategic Planning Model
Where we are ABCDE Where we want to be How we will do it How are we doing

Assessment Baseline Components Down to Specifics Evaluate

• Environmental Scan • Situation – Past, • Mission & Vision • Performance • Performance

Present and Future Measurement Management
• Background • Significant Issues • Values / Guiding • Targets / Standards of • Review Progress –
Information Principles Performance Balanced Scorecard
• Situational Analysis • Align / Fit with • Major Goals • Initiatives and • Take Corrective
Capabilities Projects Actions
• SWOT – Strength’s, • Gaps • Specific Objectives • Action Plans • Feedback upstream –
Weaknesses, revise plans
Opportunities,
Threats
 Planning process
1. Establishing Planning Team
2. Vision, Mission and Mandate Analysis
3. Stakeholder Analysis (Managing Relationship
4. Setting Goals and Setting Objectives
5. Scanning the External Environment and Internal
Situation
6. Identifying Critical/Strategic Issues
7. Formulating Strategies
8. Departmental Level Strategic Planning
9. Preparing 3-5 years: Implementation Activity/Plan
10. Resource Planning (Staffing Plan and Strategic
Budgeting)
11. Monitoring and Evaluation and Assumptions and Risks
12. Implement the Plan (Strategic Management)
 Reflection
1. Compare and contrast
 Vision, Mission and values
 strategic issues, Goals and Objectives
2. What do we mean by environment:
 External environment analysis
 Internal environment analysis
3. How do you think a strategy will be
formulated?
Ch 1 -55
 Brain storming
Think of your organization
strategic plan
1. Write the steps you follow!
2. Discuss on the first steps (State
Vision, Mission, Values, &
comment)
3. Share your experiences first and
select one which become a best
lesson for others
4. Present to the plenary