STRATEGIC PLANNING WORKBOOK

This workbook is an aid for capturing ideas, findings, conclusions, and recommendations during a Strategic Planning project, and can be used in both electronic and hard copy form.

Strategic Planning Workbook

TABLE OF CONTENTS

• Definition of terms

• Methodology

- Preliminary mission statement (going-in position)- External analysis- Internal analysis

• Strategic plan:

- Core values and guiding principles

- Vision (external and internal)

- Mission

- Value proposition (benefits and features)

- Strategy: programs, projects, and constituencies

- For each program, project, and constituency:

❖ Objectives❖ Goals❖ Strategic initiatives

• Issues for resolution

• Next steps

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Strategic Planning Workbook

DEFINITION OF TERMS

Full presentation: techknowpartners.com/tl.as.pdf

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Strategic Planning Workbook

DEFINITION OF TERMS…(CONT’D)

Full presentation: techknowpartners.com/tl.as.pdf

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Strategic Planning Workbook

Methodology…

PRELIMINARY MISSION STATEMENT(Going-in position)

The mission of Tempe Leadership is to attract, develop, educate, and empower individuals through leadership programs… …to make a positive impact in the community through our Tempe Cares and Alumni programs

EXTERNAL ANALYSIS(Trend analysis)

• Civic (governmental posture)

• Community

• Competitive

• Economic

• Environmental

• Regulatory/political

• Social

• Technological

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Strategic Planning Workbook

Methodology…

INTERNAL ANALYSIS - SWOT

• Strengths -leverage

• Weaknesses -monitor

• Opportunities - pursue

• Threats - address

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Strategic Planning Workbook

Methodology…

INTERNAL ANALYSIS - GAP ANALYSIS(Narrowing the gap “from/to”)

INTERNAL ANALYSIS - COMPETENCIES

• Core: activities done well that create an advantage

• Capabilities: capacity and ability of individuals within the enterprise to realize value

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Strategic Planning Workbook

Strategic plan…

CORE VALUES AND GUIDING PRINCIPLES

Values form a system of beliefs that sets exception for behavior, establishes positions and priorities, and provides a framework for decision making.

Guiding principles are standards of behavior and directives supporting the values.

• Values

- Enterprise

- Constituencies

- Ecosystem

• Guiding principles

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Strategic Planning Workbook

Strategic plan…

VISION

Vision: inspirational statement of a future state (reasonably achievable) within the context of a longer-term aspirational statement of direction.

An external vision is what a community (local-to-global) can become as a consequence of the enterprise’s activities, and the products and/or services that it offers. An internal vision is what the enterprise itself can become.A short-term vision is what can be achieved within 2 - 3 years; a longer-term vision is what can be achieved in 3 - 5 years.

• External

‣ Short-term

‣ Longer-term

• Internal

‣ Short-term

‣ Longer-term

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Strategic Planning Workbook

Strategic plan…

MISSION

An aspirational and inspirational statement of purpose, supported by a strategy and a high-level set of objectives that leverage core competencies.

• Preliminary (going-in position):

The mission of Tempe Leadership is to attract, develop, educate, and empower individuals through leadership programs… …to make a positive impact in the community through our Tempe Cares and Alumni programs

• Final:

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Strategic Planning Workbook

Strategic plan…

VALUE PROPOSITION

Value: something of worth or usefulness.

Value proposition: a statement of benefits and differentiating features for an enterprise and its products and/or services.

• Benefits

• Features

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Strategic Planning Workbook

Strategic plan…

PROGRAMS, PROJECTS, AND CONSTITUENCIES

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Strategic Planning Workbook

Strategic plan…for each program, project, and constituency

_____________________________________ PROGRAM, PROJECT, OR CONSTITUENCY

• Objectives: specific realistic statements of direction and intended results in accordance with values, vision, and mission, with a description of purpose (if necessary)

• Goals: quantifiable measures of achievement. Specific - why, what, how, when, where, and who . Measurable . Actionable, achievable, and agreed to . Realistic. Tangible and time specific

- One year

- Three year

- Five year

- Target: final

• Strategic initiatives: action plans to achieve goals

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Strategic Planning Workbook

ISSUES FOR RESOLUTION

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Strategic Planning Workbook

NEXT STEPS

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