Strategic Planning Tuneup

 
 

The Strategic Plan Tune-Up

Update your current strategic plan with our facilitation process.

Many times organizations don’t need to start all over with their plans. This program is for those organizations that have a plan, but it needs to be updated and revised.  At these strategic planning meetings, which last anywhere from a half day to a full day, the team assesses any changes in their operating environment, how well they accomplished their goals to date, a scorecard report, and what modifications may need to be made to goals.  The primary question at these sessions is, “Based on what we know today, what are the most important and impactful items that the organization needs to accomplish in the next quarter to achieve its annual priorities and targets and move closer to attaining its envisioned future?” The strategic plan manager should update the strategic plan and distribute the revised plan accordingly.

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The StrategicPlan Tune-Up Process

Updating your strategic plan through our facilitated process includes the following steps:

  • Environmental scan to assess current market and industry situation
  • Executive management interviews
  • Planning meeting (1 day) to update the Strategic Plan (see agenda below)
  • Finalize Strategic Plan System to implement the Strategic Plan (Delivery of plan, scorecard, implementation process), using MyStrategicPlan.
  • Strategic Implementation Meetings Quarterly

General Agenda for the Strategic Planning Tune-Up Meeting

Here is what you can expect in the one-day strategic planning meeting. Specific agendas are tailored to each organization.

  • Review your strategic position: Discuss up-to-date information on internal strengths and weaknesses and external opportunities and threats to develop an understanding of critical issues.  Use the SWOT Tool to organize your information.
  • Agree on priorities: Identify the broad approaches (strategies) for addressing critical issues and the results to be sought (long-term and short-term) objectives and goals. Then you and your team will have agreement on key priorities.
  • Organize the plan: Put the pieces together into one coherent document that is practical, implementable, and easily managed and monitored.
  • Identify next actions: Once the plan is together in one cohesive document, determine next actions for each team, individual, and department.
  • Roll-out the plan: Determine how you will communicate the plan across the organization so everyone know the game plan.
  • Hold everyone accountable: Determine how you will monitor your plan by reporting performance metrics on a monthly or quarterly basis. Keep track of all measures by regularly updating the organization’s scorecard. Hold people accountable for making sure organizational activities are happening. Link to incentive compensation if possible. Hold monthly or quarterly strategy staff meetings. Evaluate performance and what is happening. Make corrections based on key measurements.  Manage activities to drive future results.

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For more information: To learn more about our Strategic Planning Facilitation Programs and to get started, please contact us.