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1、Strategic PlanningA High-Level Overview of Process, Formulation and ImplementationStrategic PlanningOpening and IntroductionStrategic PlanningBefore we get started . . What are your expectations, or desired results for this course?Course OverviewlPurposelTarget AudiencelObjectiveslOrganizationlOutli
2、nelDescriptionlAgendalCourse Ground RulesCourse PurposeProvide a high-level overview of the strategic planning process, including strategic formulation, plan development and implementation.Participants will receive skills training needed to develop effective strategic plans for organizations, progra
3、ms and projects.Target Audience: Leaders and managers of projects, programs and organizations.Course ObjectiveslReview the major steps of the strategic planning processlHow to develop mission and vision statements and valueslHow to formulate effective strategies and approacheslHow to develop strateg
4、ic goals, objectives, expectations and measureslHow to assure successful strategic plan implementationCourse OrganizationlThis course is organized into a series of Parts, covering the course objectiveslEach Part addresses the accomplishment of one or more of the objectiveslObjectives have been devel
5、oped for each PartCourse OutlineA Three-Day CourseDay One: The Strategic Planning ProcesslDeveloping mission, vision, and valueslAssessmentlReview of major strategic planning process stepslReview roles and responsibilitiesCourse OutlineDay Two: Strategic FormulationlDeveloping appropriate strategies
6、lDeveloping strategic goals and objectiveslDeveloping strategic expectationsCourse OutlineDay Three: Strategic ImplementationlPerformance measureslCommunication and TrustlAssuring successful implementationCourse DescriptionCourse is presented in six parts:lPart 1: Vision, Mission and ValueslPart 2:
7、AssessmentlPart 3: The Strategic Planning ProcesslPart 4: Goals, Objectives, and ExpectationslPart 5: Developing Performance Measures and AccountabilitylPart 6: Assuring Successful Plan ImplementationCourse AgendalThree days of presentations, group exercises and discussionslAdequate breakslWarm-up e
8、xercises, as neededlDaily review of previous daylEnd-of-day course evaluationsStrategic PlanningPart 1: Vision, Mission, and ValuesVision, Mission, and ValuesPart 1 Objectives:lUnderstand the need for a shared visionlUnderstand how clarity of vision, mission and values creates alignmentVision, Missi
9、on, and ValuesVisionlSnapshot of a desired “future state”MissionlDescription and purpose of your businessValueslPrinciples that shape your cultureVision, Mission, and ValuesQuestions to ask during process of vision, mission, and valueslWhat does your organization do?lWho are your customers?lWhat bas
10、ic assumptions do you operate from?lWhat internal processes reinforce your values?lShould you be forging in new directions?The Visioning ProcesslVisioning is emotionallVisioning is the beginning of organizational, programmatic and/or project change process.lVisioning requires involvement.Vision shou
11、ld belClearlPositivelForcefullSimplelStretchinglInspiringVisionSample Vision StatementslNASA: Extending a human presence throughout the solar systemlIRS: The IRS in 2009 is a 21st Century agency with the human capital and technology capabilities to effectively and efficiently collect taxes owed with
12、 the least disruption and burden to tax payerslGirl Scouts: Help a girl reach her highest potentiallDOE: To achieve results in our lifetime ensuring: Energy Security, Nuclear Security; Science-Driven Technology Revolutions; and One Department of Energy Keeping our CommitmentsVisionGroup Exercise/Dis
13、cussionlIdentify those visions which have the characteristics of a good vision statementlWhat is a good vision for your organization?MissionClarify organizational MissionlReview formal and informal mandateslDo customer analysislClarify organizational purposeMission StatementStatement must have what
14、you do, for whom, and your uniquenesslAsk:lWhat business are you in?lWho are your customers?lWhat added value do you bring to your customers?lHow is your group distinctive and unique?MissionSample Mission StatementslThe First Tee: To impact the lives of young people by providing learning facilities
15、and educational programs that promote character development and life-enhancing values through the game of golflIRS: Provide Americas taxpayers top-quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to alllHUD: To inc
16、rease homeownership, support community development and increase access to affordable housing free from discriminationlDOT: Serve the United States by ensuring a fast, safe, efficient, accessible and convenient transportation system that meets our vital national interests and enhances the quality of life, the American people, today and into the futurelDOE: Discovering the solutions to power and secure Americas futureValuesOrganizational Culture: a gen
