strategic planning made waaay easier: chainsaw planning
TRANSCRIPT
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Strategic Planning MadeWaaay Easier:
Chainsaw Planning
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Orientation
• Introductions
- TCHRA Colleagues
- Bruce Miles, Ed.D.
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Goals for this session
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1) Briefly review why planning can be difficult
2) Learn how to immediately apply six new
planning tools
3) Ask questions, for crying out loud!
Goals
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Organizational Conflict – Why Teams Fail
Why managers say teams failed to meet expectations:
Goals unclear xxxxxxxxxxxxxxxxxxxxxxx 55%
Changing objectives xxxxxxxxxxxxxxxxxxxxxxx 55%
Lack of accountability xxxxxxxxxxxxxxxxxxxxx 51%
Lack of management support xxxxxxxxxxxxxxxxxx 49%
Lack of role clarity xxxxxxxxxxxxxxxx 47%
Ineffective leadership xxxxxxxxxxxxxx 45%
Low priority of team xxxxxxxxxxx 40%
No team-based pay xxxxx 30%
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Why is planning so difficult?
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1) Most planning models are dinosaurs
2) Most planning takes too long
3) Most planning yields too-general results
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Positive Results - Planning
Provides a framework for decisions Provides a reason for better employees to
align their efforts & follow a lead Essential strategies include:
ID issuesVision & Mission shortcutsPriorities WorksheetSpecificityAccountability
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Planning Funnel
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Step 1: Who to Invite?
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Houston, we have a problem!
1) We can increase employee engagement by
asking employees to help plan
2) Can we invite outsiders?
3) Planning assistance may be advisory or binding – specify in advance!
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Leader’s Window
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Step 2: Successes & Issues
Positive Less Than Positive
Intended 1) 2) 3)4)5)
1)2)3)4)5)
Unintended 1)2)3)4)5)
1)2)3)4)5)
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Planning Funnel
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Does Anybody Have a Map?
1) Vision – A New, Desirable Destination
A) Micro-Vision
B) 3 – to – 5 year vision
2) Mission – A Job Description to Get There
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Step 3: Vision & Mission
Vision Statements Describe New Destinations.A) An ideal organizationB) Ideal servicesC) Ideal livesD) Ideal products
Mission Statements are Job Descriptions.A) What an organization will doB) What services will be providedC) How lives will be changedD) What products will be delivered
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So we have vision & mission.
Big deal.
When do we get specific?
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Planning Funnel
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Step 4: PrioritiesWrite your organization’s new Vision here.
Identify between 4 & 6 Priorities.
1)
2)
3)
4)
5) (Optional)
6) (Optional)
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Now we are getting somewhere.
What’s next?
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Planning Funnel
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Step 5A: Benchmarks
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Step 5B: Workplans
Refine The Goal (in 20 words or less; 5 minutes)
Develop 4 or Fewer Objectives (10 minutes)
1)
2)
3)
4)
Timeline Resources Responsibility1) 1) 1)
2) 2) 2)
3) 3) 3)
4) 4) 4)
Develop an Evaluation Method (Quantitative or Qualitative, 5 minutes)
Admiration of the Problem (ID all sub-issues & hurdles; 5 minutes)
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Planning Funnel
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This is better planning than we’ve ever done!
What’s my role?
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Step 6: Accountability
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Is there a way to useour new plan to engage
employees?
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Youbetcha.
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Employee 90-Day Feedback
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Your Next Steps
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Who could diagnose problems?
Positive Less Than Positive
Intended 1) 2) 3)4)5)
1)2)3)4)5)
Unintended 1)2)3)4)5)
1)2)3)4)5)
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Who would benefit from a new Vision?
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Who needs clearer Priorities?
Write your organization’s new Vision here.
Identify between 4 & 6 Priorities.
1)
2)
3)
4)
5) (Optional)
6) (Optional)
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Who needs Accountability?
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Who needs even more Accountability?