Strategic Planning

STRATEGY

> Greek
> “stratgos”; stratus -
army
> “ago” –
leading/moving
Strategic Planning
• The number one issue we see within an organization’s operations is
that initiatives and programs are not aligned to and don’t support
the organization’s strategy.
• Setting the strategic plan is overwhelming
• Focused on meeting crucial deadlines

• This is how you create the environment within which your team
works – so getting it right is important.
STRATEGY/STRATEGIC PLANNING

• A well defined roadmap of an

organization
• Defines the overall mission, vision and
direction of an organization.
• Provides bigger picture and bridges the
gap between “where we are” and “where
we want to be”
• Provides clarity about what the institution
wants to achieve and how to go about
achieving it rather than a plan of action for
day-to-day operations
 VISION
STRATEGIC PLANNING
Is the path we take from WHY WE
EXIST (Mission) to WHAT WE
WANT TO BECOME (Vision)

MISSION
Modify or build foundational strategic vision, develop strategic plan to drive that strategy, and commit
to Key performance indicator/ metrices that measure the overall health of the organization
Hierarchy of Plans
Translation of the Hierarchy of Plans
GOALS

STRATEGIC
PLANS

OPERATIONAL PLANS

NON RECURRING ACTIVITIES RECURRING ACTIVITIES

SINGLE USE PLANS STANDING PLANS

POLICIES
PROGRAMS
BUDGETS
SOPS/METHODS
PROJECTS

RULES
WHY STRATEGIC PLANNING?

1. Sets Directions and Priorities

2. Simplifies decision making
3. Gets everyone on the same page
4. Drives alignment
5. Communicates the message