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Ryan Mitchell Rex Putnam - Steps for Better Strategic Planning
1.
2. Strategic planning is an organizational management
activity that is used to set priorities, focus energy and
resources, strengthen operations, ensure that employees
and other stakeholders are working toward common
goals, assess and adjust the organization's direction in
response to a changing environment.
3. InvestTime in Planning
Get Commitment from the CEO and Senior Management
Appoint a Project PlanningTeam
DetermineWhether to Use an Internal or External
Facilitator
Conduct the Strategic PlanningActivities
Understanding of the Key Elements of the Process
Implement the Action Plan
Review, Re-evaluate and Revise
4. Get Commitment from the CEO and Senior Management
Appoint a Project PlanningTeam
DetermineWhether to Use an Internal or External
Facilitator
5. This means clearing their
schedules to ensure
attendance in all face-to-face
strategic thinking sessions.
Be sure they understand that
the commitment of
resources extends beyond
face-to-face strategic
thinking sessions. Resources,
must be committed to the
implementation and
measurement stages in order
for the strategic plan to be
successful.
6. This team will usually consist of two to four people who
are responsible for making decisions about the structure
of the project and communicating with the others who will
be involved.
7. An external trainer
enables all those involved
to actively participate in
the strategic thinking
activities. An external
facilitator can manage the
group's participation
without concern of the
hierarchy, political
consequences or personal
repercussions.
8. Work with the facilitator to determine the logistics of any
pre-session activities. Determine how those activities will
be conducted by phone, email, fax or mail?
Work with the facilitator to develop an agenda for any
face-to face strategic thinking sessions.
9. Understand the current environment that your
organization operates within. It often includes market
research in the form of surveys, focus groups or industries
studies.
Developing an Action Plan that includes goals, objectives,
action steps, time lines and outcome measurement
strategies.
10. Implement the strategic plan to guide day-to-day activity,
budget development, research and development, etc.
Measure your progress by utilizing the outcome
measurement strategies that are part of the action plan.
11. Review the strategic plan at least annually. Better yet,
record progress quarterly. Then review the progress on an
annual basis. Re-evaluate the environment, core values,
mission, vision and key strategic issues/directions. If these
need to be revised, do so.
12. Ryan Mitchell Rex Putnam is a Salesforce Certified
Administrator who provides the help to build a great
strategic planning that is beneficial for your business.