“If we could first know where we are and whither we are tending, we could better judge what to do...

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212 SECOND STREET, SUITE 204 LAKEWOOD, NEW JERSEY 08701 Lakewood Resource & Referral Center “ Which way you ought to go, depends on where you’re trying to get too” Strategic Planning

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Transcript of “If we could first know where we are and whither we are tending, we could better judge what to do...

Page 1: “If we could first know where we are and whither we are tending, we could better judge what to do and how to do it.” “If we could first know where we.

212 SECOND STREET, SUITE 204 LAKEWOOD, NEW JERSEY 08701

Lakewood Resource & Referral Center

“Which way you ought to go, depends on where you’re trying to get too”

Strategic Planning

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“If we could first know where we are and whither we are tending, we could better judge what to do and how to do it.”

Strategic Planning

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What Is It

What does it Accomplish

How is it Done

Scope of Agency Involvement

The Topics We’ll be CoveringSt

rate

gic

Plan

ning

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The process of determining a company's long-term goals and then identifying the best approach for achieving those goals

Present

Future

How do we get from here to there

What Is It

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Full and active executive support

Effective communication

Employee involvement

Thorough organizational planning and competitive analysis

Widespread perceived need for the strategic planning

Scope of Agency Involvement

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Defines purpose and realistic goals

Makes goals known to stakeholders

Builds consensus about direction

Ensures resources directed to priorities

Establishes ways to measure progress

What does it Accomplish

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“If we do what is necessary, all the odds are in our favor.”

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Where are we trying to go?

Strategic Analysis

Strategic Positioning

Vision, Mission and Values

Where are we today?

How do we bridge the gap?

Three Step Process

How is it Done

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Vision, Mission and Values

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Vision Statement

Mission Statement

Values Statement

How my business will impact the

Future

What do we do, how we do it

And who do we do it for

What values drive our

mission and vision

Where are we trying to go? Vision, Mission and Values

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Vision Statement

Why did I start This Business?

When I move on from this Place, What do I want to leave Behind?

What am I really providing for My Customers, Beyond Products and Services?

If My Business could be everything I Dreamed, How would it Be?

“There will be a personal computer on every desk running Microsoft software.”

Where are we trying to go? Vision, Mission and Values

“The future belongs to those who believe in the beauty of their dreams.”

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Mission Statement

What do we do

Who do we Serve

Why do we Exist?

Where are we trying to go? Vision, Mission and Values

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Values Statement

Incorporate these values into the Mission Statement

What Values are driving our Vision?

What Values are important to the Market we are Targeting?

What are the Values of all the involved Stakeholders

Where are we trying to go? Vision, Mission and Values

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“Why do you sit there looking like an envelope without any address on it?”

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Strategic Analysis

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Macro Environment

Industry Environment

Micro Environment

Strategic AnalysisWhere are we today?

Understanding the Environment

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Macro Environment

Industry Environment

Micro Environment

What forces contribute to our industry’s

growth & contraction

What is the competitive landscape of our industry

What Strengths and

weaknesses does our

agency have as it relates to the

outside environment

Strategic AnalysisWhere are we today?

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Macro Environment

P

E

S

T

Political

Social

Economic

Technological

PEST Analysis

Strategic AnalysisWhere are we today?

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Industry Environment

Suppliers

Substitutes

Buyers

Entrants

Competitive Landscape

Porter’s Five

Forces

Strategic AnalysisWhere are we today?

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Micro Environment

Strengths Weaknesses

•Financial•Physical•Intellectual•Social

•Financial•Physical•Intellectual•Social

Strategic AnalysisWhere are we today?

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Opportunities Threats

Weaknesses

Helpful Harmful

Inte

rnal

Exte

rnal

Strengths

SWOTModel

This is where we Stand

Today

Strategic AnalysisWhere are we today?

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“By failing to prepare, you are preparing to fail.”

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Strategic Positioning

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Strategic Positioning How do we bridge the gap?

Setting the goals

Communicating the Tasks

Developing Action Plans

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Valu

es

Strategic Positioning How do we bridge the gap?

Setting the goals Vision

Mis

sion

Goal

s

Within the Framework of the Vision, Mission and

Values

Within the Environment that we Currently are in

Environment

Environment

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Setting the goals

Strategic Positioning How do we bridge the gap?

Exploit Opportunities

Resolve Weaknesses

Avoid Threats

Build on Strengths BEAR

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Strategic Positioning How do we bridge the gap?

M

A

R

T

Measurable

Accountable

Realistic

Time Based

S Specific

SMART Goals

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Strategic Positioning How do we bridge the gap?

Mission, Vision and Values

Timeline

Objective

Goal 1

Objective

Strategies

Tasks

Objective

Goal 2

Objective Objective

Goal 3

Objective

Timeline

Strategies

Tasks

Timeline

Strategies

Tasks

Timeline

Strategies

Tasks

Timeline

Strategies

Tasks

Timeline

Strategies

Tasks

Action Plan

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Communicating the Goals

Strategic Positioning How do we bridge the gap?

Inputs OutputsProcesses Outcome

PhysicalFinancialSocial/ HumanIntellectual

Tasks &Activities

Strategies &

ObjectivesGoals

LogicModel

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Summing It all up

What is It?

What does it Accomplish?

How is it done?

Vision, Mission & Values

Strategic Analysis

Strategic Positioning

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Thank You

Q&A

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Bryson’s Strategic planning in Public and Nonprofit OrganizationsAlliance for Non Profit ManagementManagement help.orgDr. Carter McNamara PhDVenture Philanthropy Partners PublicationsThe Kellogg Foundation PublicationsClifton Gunderson L.L.P. PublicationsBrody Weiss and Burns PublicationsManagance Consulting PublicationsU.S. Dept of Energy PublicationsMunicipal Government of Boise, Idaho PublicationsWikipediaSusan M Heathfield - Heathfield Consulting AssociatesKordell NortonThinking More Effectively about Long Term Management of Radio Active Waste – A Visual Analytics approach R.E. Horn, Stanford University 2004Competitive Advantage – Creating and Sustaining Superior Performance, Michael E. PorterThe Strategy Focused Organization – Robert S. Kaplan, David P. Norton - Harvard Business School PressBalanced Scorecard InstituteLewis Carroll – Alice’s Adventures in WonderlandLewis Carroll – Through the Looking GlassWalt Disney Pictures 1951 - Alice in WonderlandGoogle Images

Credits


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