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Determine where your organization is
and where it needs to be, then involve everyone in closing the gap
Most organizations struggle to define their best
course of action, often because:
- They lack a clear understanding of the outside
forces that will affect their business
- They have little concrete information about
their current management system
- They have no formal process for selecting key
strategies
- They fail to implement their plans
As a result, an organization bounces from one
crisis to the next, forced to respond to the latest competitive threat,
economic shift, or operational setback, stuck in an endless cycle of
reacting.
This workshop is designed to help you develop and
implement a strategic plan that moves your organization from reacting to
anticipating and from following to leading. Through proven tools and
techniques and the best practices of world-class companies, it will show
how strategic planning can dramatically improve performance by:
- Supporting an effective management system
- Involving key stakeholders in a shared vision
and plan
- Clarifying challenges and opportunities
- More wisely using limited resources
- Promoting continuous and intelligent change
- Building consensus for the best course of action
- Aligning all work through a unified focus
The workshop will cover the big-picture perspective
of management systems and organizational change as well as the specific
steps necessary to create a vision, collect and analyze information, and
develop and implement a strategic plan.
Several special features are presented in this
workshop:
- You will benchmark how you plan against Malcolm
Baldrige Award winners and other leading companies. The lessons they
have learned will help you avoid the most common strategic planning
mistakes.
- You learn how to use powerful tools and
techniques to collect and analyze critical external and internal
information. The quality of this information and analysis is the
foundation of an effective strategic plan.
- You will understand how to adapt a proven
strategic planning process to your organization’s unique needs. You
will know who to involve, when to start, and how to proceed.
- You will be able to overcome one of strategic
planning’s biggest obstacle: implementing the plan. Group activities
will demonstrate how to translate strategies into action plans and
specific work unit and individual objectives.
Participants are encouraged to bring their
organizations’ planning process, plan, and/or implementation strategy to
the workshop for evaluation and discussion. At the conclusion of this
workshop you will be prepared to lead strategic planning at your
organization, understanding how it fits with the other key elements of
your management system and how it helps drive continuous improvement.
Strategic Planning
Course Outline
Introduction to Strategic Planning
- A Strategic View of Performance Excellence
- Strategic Planning Defined: What It Is, Who to Involve, When to
Plan
Shared Vision: Knowing Who You Are
- Why Your Organization Needs a Shared Vision
- The Visioning Process
- Criteria for an Effective Shared Vision
- The Visions of World-Class Organizations
- Measuring Progress Toward Your Organization’s Vision
External and Internal Analysis
- Goals and Focus of External Analysis
- Customer and Market Analysis
- Competitive Analysis
- Environmental Analysis
- Imagining the Future through Scenarios
- Goals and Focus of Internal Analysis
- Analysis through an Organizational Assessment
- Knowing Your Organization’s Core Competencies/Value
Proposition/Areas of Excellence
- Interpreting the External and Internal Analyses
Creating and Deploying the Strategic Plan
- Criteria for Strategy and Plan Selection
- Writing the Strategic Plan
- Communicating the Plan
- Translating Strategies into Actions
- Deploying the Plan
Reviewing Performance to Plan
- The Review Process and Senior Leadership
- Acting on Review Findings to Drive Continuous, Purposeful
Improvement
Institutionalizing the Planning Process
- Obstacles to Successful Planning and How to Overcome Them
- Refining the Process
- Best Practices of World-Class Organizations
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