strategic planning workshop 08.07.10
DESCRIPTION
Strategic Planning Presentation given at NILA2010TRANSCRIPT
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
One Crazy Goal
Name?Chapter?One Crazy Goal?`