Key questions are:
  • “What are our long term objectives and short term goals for the organization?”
  • “How will we measure our success in achieving these objectives and goals?”
  • “How do we ensure individual operating entities are aligned with the corporate direction and objectives?”

To increase the teamwork and partnership between and among the planning team.

Strategic Planning

To create and commit to a common documented vision and direction, to be used as guidance for aligning priorities, decisions, and actions throughout the organization.

Our Approach

Our strategic planning process is based on the planning model shown in Exhibit 1. This model is different from the often used “SWOT” (strengths, weaknesses, opportunities, and threats) planning approach. In this model, identification of key objectives is driven by the:
  • Needs and expectations of the organization’s customers,
  • Future direction (shared vision) of the organization, and
  • Realities of the priority business issues and environment in which the organization must operate.

This model forces a clearer understanding of the organization’s customer, the kind of organization they want to be and the demands of the business, including the expectations of owners and key stakeholders. The model directs the group through a process of identifying:
  • measurable success indicators,
  • partners and coordinating managers,
  • strategies for achieving the key objectives,
  • priority operational tactics, and action steps.

ORGANIZATION’S MISSION

SHARED VISION

REVIEW AND EVALUATE PROGRESS

IDENTIFY KEY STRATEGIES FOR ACHIEVING OBJECTIVES

IDENTIFY PARTNERS & COORDINATING MANAGERS SUCCESS INDICATORS

DEVELOP AND IMPLEMENT
ACTION STEPS

DEVELOP KEY OBJECTIVES

DEVELOP KEY OBJECTIVES’
SUCCESS INDICATORS

IDENTIFY CUSTOMERS’
NEEDS & EXPECTATIONS

IDENTIFY ORGANIZATIONAL ISSUES & REALITIES

Our Planning Model
EXHIBIT 1