strategic planning workshop 08.07.10

SHPE Chapter Strategic Planning

NILA 2010Barry Cordero, RVP6

“It takes as much energy to wish as it does to plan”

Eleanor Roosevelt

National Process

Envisioned Future

Big Goals

Vivid Description

Critical Factors

Mega Issues

Strategic Principles

Strategic Planning

Value

Goals

Objectives

Strategies

Operational Planning

Annual Strategic

Plan Review

Priority Setting

Program Planning

Action Planning

CorePurpose

20 Years 10 Years 5 Years I Year

AnnualReview Continuous

Improvement

Values Vision

Today

MissionStra

tegi

c Pla

n

Benefits of Strategic Plan

Define Chapter’s Purpose Establish goals/obj consistent with purposeCommunicate goals/obj to membershipDevelop ownershipEnsure effective use of resourcesMeet NRP requirements/deadlineDo something great in your term

“It is not only what we do, but also what we do not do, for which we are

accountable”- Moliere

Statement of Values

Statement defining who you are in:Your CommunityYour CityYour Region of SHPE

What is important to youDefine why someone would want to join your chapter

“Values are not just words, values are what we live by. They’re about the causes we champion and the people we fight for”

Sen. John Kerry

SHPE Value Propositions

SHPE Value Propositions

Exercise: Values

Write at least three chapter ValuesConsider:

Your strengthsYour ideal stateHow you want to be remembered

Chapter Vision

Chapter VisionDestinationIf we were excellent…..What would the community look like if they shared your vision?Unreasonable, almost irrational

PurposeConstant reminder of your ultimate destinationDriver for change

Chapter MissionMission

Stated Purpose for your organization’s existenceThe statement that helps accomplish the Community Vision

PurposeFocuses your values on one goalFurther assists in making big decisions. When you have options, which one gets you closer to your big goal (mission)All decisions are polar toward your mission

Example Vision/Mission:

Apple Mission: “Apple is committed to bringing the best personal computing experience to students, educators, creative professionals and consumers around the world through its innovative hardware, software and Internet offerings. “Apple Vision: “An Apple on Every Desk”

Example Vision/Mission

Mission - SHPE Is the Source for Quality Hispanic Engineers and Technical TalentVision - To realize and enhance the potential of Hispanics in science, technology, engineering and mathVision – A world where Hispanics are the world leaders in science, technology, engineering and math

Exercise: Vision/Mission

Consider your chapter’s Vision/Mission

Is it appropriate?

How would you change it?

“Goals are dreams with deadlines” Diana Hunt

Goals

“Only those who will risk going too far can possibly find out how far one can go”T.S. Elliot

GoalsAchievements which:

Align with the areas written on your NRP Report

• Professional Development• Outreach and Community Service• Leadership Development• Chapter Development

Align with your Mission/VisionAlign with your Values and the SHPE Value StatementEnsure chapter success in 2 years

Example Chapter Goals

Goal: Improve Univ Graduate Recruitment

Strategy 1: NetworkingStrategy 2: MentoringStrategy 3: Combined Events

Goal: Provide More Technical dev’t for chapter members

Strategy 1: In-House Course offeringsStrategy 2: Improve Conference Attendance

ExerciseConsider your Values and your Development Areas

Write 4-5 Goals for your chapter this year

Example NRP Value: Professional Development

Goal: Increase the number and quality of PD events in FY11Goal: Assist in development of RLDC PD program

SMART Objectives

Specific - Detailed and understandableMeasurable - Can you know success/failAttainable - Actually CrazyRealistic - In line with a specific goalTimely - By when?

Example SMART Obj.

NRP Requirement: Chapter Development

Goal: Improve Univ Graduate Recruitment (utilizing all strategies) • Objective: Sponsor $2000 Graduating

Senior Networking Social to be held November and May annually

Exercise: Objectives

For each goal, write 2-3 SMART ObjectivesExample Goal: Improve Univ Graduate Recruitment (utilizing all strategies)

Objective: Sponsor $2000 Graduating Senior Networking Social to be held November and May annually

Task AssignmentsCan be done with Strategic Planning or afterShould have following:

Task OwnersTask Time estimationTask Budget/ Budget SourceTask Due DatePreceding Task, Gating Task

Great place for PC: MS Project, MS VisioMac: Omni Plan, Omni Graffle

Overall Structure

Task 3

Task 2

Task 1

Objective 1

Task 3

Task 2

Task 1

Objective 2

Task 3

Task 2

Task 1

Objective 3

Goal Area 1

Task 3

Task 2

Task 1

Objective 1

Task 3

Task 2

Task 1

Objective 2

Goal Area 2

Task 3

Task 2

Task 1

Objective 1

Task 3

Task 2

Task 1

Objective 2

Goal Area 3

Overall Mission/Vision

Monitoring and Review (low level)

How will you measure success?What Task Completion/Milestones will indicate timeliness?How will the task owners report?What should be done if ahead of schedule? Behind?

High Level Monitoring: Annual Assessment

Our World

What's Going on?

Implications and

Challenges

Our Identity and

Direction

Who are we? And where

are we going

Review and affirm:

purpose

Our Progress

How are we doing?

Review and access

Lessons learned

Our Future

Where do we go need to go

next?

Setting Priorities

Key Issues for Year

Revisit Goals

Accountability

Thank You

Questions?

Barry.Cordero@shpe.org

One Crazy Goal

Name?Chapter?One Crazy Goal?`