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Step 1:
Describe your organization’s current purpose and mission. Step1
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Strategic Planning Objectives: Why do you want to do a strategic plan?
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Vision, Mission and Value Statements: Guides actions and
organizational direction.
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Historical Pattern Recognition: Understanding
historical patterns helps chart the future.
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Step
2: Assess the current environment, trends, strengths & weaknesses. Step2
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Observing Market Trends: Organizations that thrive
analyze trends and prepare for changes.
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Customer Observation: Knowing your customers is the
cornerstone of strategic planning.
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Voice of the Customer: The
VOC is used to capture customer needs or requirements.
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Product Observation: Identify new products, enhance old products, and
see new opportunities.
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Process Observation: Observe the current process and
identify improvement opportunities
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Futures Data: Understanding ‘facts as they may
exist’ clarifies potential outcomes.
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SWOT: Identify your
Strength-Weaknesses-Threats- Opportunities.
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SWOT “Jump Start” Survey: Get a quick read with a survey
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Step
3: Decide where you want your organization to be in 2-5 years. Step3
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Do Nothing Alternative: Predict what will happen if you
continue current course of action.
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Delphi Technique: Obtain “expert” opinions on the likelihood of future events.
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Futures Wheel: Explore cause and
effect relationships of future events
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Strategic Options & Checklist: Help
ensure all strategic alternatives have been considered.
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Assumption Reversal: Reversing
initial assumptions broadens thinking.
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Strategic Goal Statement: Without
a clear goal, projects can head down the wrong pathway.
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Step
4: Develop alternative strategies on how to reach your Strategic Goal step4
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STOP: Template for
Situation-Target-Obstacles-Proposal
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Scenario
Building: Scenarios (future history) are useful strategic
planning tools because they help explain the developments along the way
that may lead to a particular future.
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Backwards Thinking: Working backwards to the
beginning gives fresh perspectives on how to move forward.
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Brainstorming with Note Cards: Encourages independent
contributions from everyone.
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Personal Brainstorming: Frees people to create without
worry of others opinions.
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Step
5: Pick the strategic alternative(s) you want to implement step5
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Force Field Analysis: Understand the
driving/restraining forces in making a decision.
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Prioritization Matrix: A low-hanging-fruit decision-making
process.
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Consensus Builder: Develop a team decision with a great deal of commitment.
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Validate Decision: Make sure the decision does not create
more damage than it resolves.
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Step 6: Develop actions that align work efforts with strategic
goals. Step6
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Balance Scorecard: Improve performance by aligning
projects with strategic objectives.
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Milestone Chart: Helps guide and monitor work
efforts to reach the final goal.
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Strategic plan – Immediate Actions: Steps need to be taken now to prepare for the future/
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Strategic plan – Future Event Actions: What events will trigger future action
plans?
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