Strategic Planning

Presented by: Amy Bocko

Laura HankinLuca Manna

Goals. Actions. Future.

Planning

“Planning is bringing the future into the present so that you can do something about it now.” - Alan Lakein

Strategic Planning“Disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and how it does it.” - John M. Bryson

Strategic Planning

• Examine the resources and circumstances• Establish your values• Focus on a vision and mission• Evaluate the progress• Communicate• Accept uncertainty• Prepare for change• Control the future

It's not easy

Watch me!

Assessment

• Examine both the internal and external factors that may affect the plan’s success

S.W.O.T.

P.E.S.T

(wikipedia.com )

S.W.O.T

StrengthWeaknessesOpportunitiesThreats

• An analysis ofo Internal (organization)o External (environment)

• Carefully examine factors that affect the success of the plan

• Recognize potentials and hindrances• Build upon the positives• Eliminate the negatives

P.E.S.T.

PoliticalEconomicSocialTechnological

• Examination of the macroenvironment• Environmental factors that influence the

organization• Often beyond organization’s control• Get a sense of the big picture

Values and Value Statements

• Ask yourself, "What are the values of our organization?”

• Determine o Your institution's place and relationship to the

communityo The services you provideo The qualities you look for in employeeso What you expect from yourself professionally

• This process facilitates the creation of mission and vision statements for your institution

Mission Statement

Mission statement• A description of the purpose and objectives of an

organization.• Not an outline of the services you offer

Example:

“The Champaign Public Library creates a community where popular materials are abundant, reading is valued, and learning never ends.”

Vision Statement

Vision statement• An outline of the future plans and aspirations of an

institution.

Example:

"The Monroe County Library System is a coalition of member libraries that provides materials and programs to meet the informational, educational and recreational needs of individuals, member libraries and local governments through 1) collaborative ventures in cost effective delivery of quality services; 2) centralized delivery of selected services; and 3) the fostering of fast, accurate access to materials and services in a seamless, consistent and uniform manner."

Monitoring & Evaluation

• Integral part of the implementation of any plan• Provide feedback for

o Members of the organizationo External stakeholders

• Provides insights ono The effectiveness of the plano Need for adjustments

Ask yourself...

• Are the goals and objectives realistic?• Are the deadlines realistic?• Does the staff have the necessary resources to

achieve the set goals? 

Be prepared to modify your course of action

Plan not achieving objectives?

Communicating change

Tips adapted from http://www.nsba.org/sbot/toolkit/tcp.html

• Consult and inform those who will be involved and affected by the change throughout the process• Be clear, concise and put the change in personal terms• Anticipate positive reactions, resistance and reluctance• Encourage questions, suggestions and responses• Ensure that your personal key communicators are up-to-date on their information• Keep communicating of the change after implementation• Recognize and celebrate its success

Want to learn more?

Explore our Strategic Planning Wiki

forVideos

ExplanationsTools

ExamplesSuggested readings

Discussion

Consider your place of work or the institution or organization you will be observing for your case study. What sort of values, goals, objectives should be considered in the development of a strategic plan that will ultimately guide the institution towards a successful future? What would you recommend as a vision or mission statement for your organization?

and/or

Managing change as a component of strategic planning.

Moving towards the vision set forth in a strategic plan will invariably involve the implementation of change in the organization. Expanding upon the notions of change established by last week's readings, how crucial is the handling of change to the success of a strategic plan and how could change be successfully implemented without negatively affecting workplace morale, productivity and efficiency? Please consider the aspects of a strategic plan (mission/vision statements, SWOT analysis, etc.) in your discussion.

Thank you!

Amy BockoLaura Hankin

&Luca Manna

See you in class!