10 Steps to Successful Strategic Planning

Teri Lund, Susan Barksdale

Description

Create a dynamic strategic plan, central to your organizations ability to make critical business decisions, with this step-by-step walk through the strategic planning process.

10 Steps to Successful Strategic Planning offers a simple 10 step process to assessing your priorities, organizing your goals, and getting your organization on the path to planned success. Loaded with worksheets, exercises, tips, tools, checklists, and other easy-to-use and interactive learning aids, this title guides you through the entire strategic planning process. 

Sujets

• Efficacité professionnelle
• Business
• Economics
• Training
• Employabilité, métiers et formations

Informations

• Publié par: Association for Talent Development
• Date de parution: 26 mai 2023
• Nombre de lectures: 0
• EAN13: 9781607284529
• Langue: English
• Poids de l'ouvrage: 1 Mo

Extrait

10 STEPS TO SUCCESSFUL

Strategic Planning

Susan Barksdale and Teri Lund

© November 2006 by the American Society for Training & Development. All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, please go to www.copyright.com, or contact Copyright Clearance Center (CCC), 222 Rosewood Drive, Danvers, MA 01923 (telephone: [phone], fax: [phone]). ASTD Pressis an internationally renowned source of insightful and practical information on workplace learning and performance topics, including training basics, evaluation and return on‐investment (ROI), instructional systems development (ISD), e‐learning, leadership, and career development. Ordering information for print edition:Books published by ASTD Press can be purchased by visiting ASTD's website at store.astd.org or by calling 800.628.2783 or 703.683.8100. Library of Congress Control Number: 2006932460 (print edition only) Print edition ISBN: 978‐1‐56286‐457‐6 PDF e‐book edition ISBN: 978‐1‐60728‐452‐9 2006‐1 ASTD Press Editorial Staff Director: Cat Russo Manager, Acquisitions & Author Relations: Mark Morrow Editorial Manager: Jacqueline Edlund‐Braun Editorial Assistant: Kelly Norris Copyeditor: Christine Cotting Indexer: April Davis Proofreader: Kris Patenaude Interior Design and Production: UpperCase Publication Services, Ltd. Cover Design: David Cooper

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Let’s face it, most people spend their days in chaotic, fast-paced, time- and resource-strained organizations. Finding time for just one more project, as- signment, or even learning opportunity—no matter how career enhancing or useful—is difficult to imagine. The10 Stepsseries is designed for today’s busy professional who needs advice and guidance on a wide array of topics ranging from project management to people management, from business planning strategy to decision making and time management, from return on investment to conducting organizational surveys and questionnaires. Each

book in this new ASTD series promises to take its readers on a journey to ba-

sic understanding, with practical application the ultimate destination. This is truly a just-tell-me-what-to-do-now series. You will find action-driven lan- guage teamed with examples, worksheets, case studies, and tools to help you quickly implement the right steps and chart a path to your own success. The 10 Stepsseries will appeal to a broad business audience from middle man- agers to upper-level management. Workplace learning and human resource professionals along with other professionals seeking to improve their value proposition in their organizations will find these books a great resource.

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Preface

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Introduction

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Laying the Foundation

Scanning the Business Environment

S T E P T H R E E Collecting Relevant Data

S T E P F O U R

S T E P F I V E

S T E P S I X

Analyzing the Collected Data

Stating Mission, Vision, and Values

Prioritizing Needs and Identifying Risks

S T E P S E V E N Designing and Validating Tactics

S T E P E I G H T

S T E P N I N E

S T E P T E N

Prioritizing Tactics and Resources

Documenting and Communicating the Plan

Maintaining the Plan

Glossary

Index

About the Authors

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Most successful organizations practice strategic planning. These organi-

zations benefit not only from having a plan, but also from the plan- ning process itself. The plan is the road map to success, and the plan- ning process unites organizational leadership and enhances the communicating of critical company information. Today’s volatile mar- ketplace demands that employees, work groups, and organizations have a clear understanding of their roles, the products and services they of- fer, and the processes they use to navigate the continually changing waters they sail. A strategic plan that is directly related to group and individual planning provides an opportunity to create an outcome-

based organization culture.

In the face of rapid change, organizations have realized they can-

not compete on a global basis without a strategic plan that encourages

innovation and creates knowledge internally and that builds customer loyalty to their products and services. A strategic plan provides the path an organization will take in the future (whether it will stay on course or follow a different direction than in the past); the predictions of how the marketplace, customer base, and product line will change or react to the future; and the calculated risk that the organization will need to bear to move in that direction. During strategic planning, or- ganizations set their priorities for the next two to five years and iden- tify how major resources will be allocated. If done correctly, the strate-

gic plan should be a document that motivates emp

loyees to achieve the

plan’s stated goals and tactics. When realignment or redirection takes

place, it is the strategic plan that explains the change in direction and

refocuses the organization’s efforts by redefining the organizational

goals and major tactics.

But how do you develop a successful plan? The10 Steps to Success ful Strategic Planningis process driven and comprises the following 10 steps: 1.laying the foundation for the plan 2.scanning the business environment

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3. 4. 5. 6. 7. 8. 9. 10.

collecting relevant data

analyzing collected data

stating mission, vision, and values

prioritizing needs and identifying risks

designing and validating tactics

prioritizing tactics and resources

documenting and communicating the plan

maintaining the plan.

Strategic planning provides a plethora of opportunities for an or-

ganization, such as facilitating discussion and analysis of past perform-

ance using a methodical approach, providing a method to prioritize

performance needs and organization goals, supplying information that will assist in prioritizing resources, and enabling the organization to be proactive rather than reactive and therefore more in control. Develop- ing a plan will enable your organization to ensure the products and services delivered to its customer base are consistent and of high quality appraise past performance and identify successes and areas for future improvement

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create a consistent, sharp marketing message that promotes realistic expectations about the organization promote better use of resources (people, things, time, and fi- nances) manage customer expectations limit resource investment in activities that do not provide re- sults encourage individuals to be more proactive and resourceful in problem solving through understanding how the strategy af- fects their responsibilities and accountabilities resolve internal performance problems by clarifying expecta- tions and standardizing performance strengthen its culture by motivating emp loyees to embrace professional ethics and practices.

The uses of a strategic plan vary as much as one organization varies

from another. Organizations use strategic plans to direct business plan-

ning, to allocate funding during budgeting, to communicate with em-

Preface

ployees, to form the basis for new-emp loyee orientation materials, and to aid individual performance planning, among many other uses. Be- cause a strategic plan is the foundation for the organization’s future it should be used for organizational performance planning and evaluation, goal setting and assessment, communication, and financial planning.

10 Steps to Successful Strategic Planningis part of the 10-Step Se- ries and was written to provide you with a proven process and tool set to create a strategic plan. We hope that the tools contained in this book will guide you each step of the way in building a successful strat- egy. As you implement the strategic plan, you and your organization will continue to benefit from your strategic thinking.

Susan Barksdale and Teri Lund November 2006

Preface

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Mistakes are costly—so costly they can force out of business an or- ganization once seen as an industry leader and powerhouse. Strate- gic plans help alleviate mistakes because they support a company’s ability to apply resources where they are needed and “ignore” prac- tices that don’t need to be changed prioritize needs and tactics in a way that provides more benefit for the cost evaluaterealisticallyif a tactic can be achieved within the timeframe identified and with the resources that were to be allocated examine internal and external forces and business drivers that will affect the organization’s customers, products, and, ultimately, its business practices link the identified goals with the tactics it will take to achieve those goals.

This book,10 Steps to Successful Strategic Planning,provides a framework to use in developing a strategic plan quickly and effi- ciently. This book outlines a practical process and offers methods and tools that you can use to develop a strategic plan in a short timeframe. Case examples in every chapter illustrate each step in

the process and show how other companies have approached the

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process. The case studies feature organizations of various sizes and

styles—perhaps one just like yours.

Use whichever parts of this book you need. For example, if you

are in the midst of creating a strategic plan, you can focus on artic-

ulating the mission, vision, and values of the strategic plan, identi-

fied in Step 5. Or if you have already collected the data and must

analyze them quickly and meaningfully, you can use the methods

and tools outlined in Step 4: Analyzing the Collected Data.

This book,10 Steps to Successful Strategic Planning,brings you the proven and current techniques for strategic planning; it makes specific methods, case examples, checklists, worksheets, and other tools available for immediate use in your organization. Most impor- tant, it helps you develop a plan that provides direction and guide- lines quickly. This workbook will show you how to create a strategic plan to guide the initiatives and tactics in your organization that will meet organizational goals and objectives enhance others’ involvement in the planning effort formulate a practical process for developing a strategic plan for organizations and individual departments or units use methods, tools, and outlines for developing a strategic plan create a culture that encourages emp loyees to become strategic business partners integrate trends and new tactics into your strategic plan- ning process.

Target Audiences

Organization leaders and others who are responsible for initiating

and leading the development of a strategic plan, whether for the

whole organization or a department or unit, will find this book

most valuable.

If your job involves strategic planning, and you are interested

in quickly providing direction to your team, aligning your services

Introduction