2. Personal Strategic Planning A Colloquium Presentation Prof. Phillip R. Rosenkrantz Industrial & Manufacturing Engineering Department Cal Poly Pomona

3. Personal Strategic Planning Outline b Introduction b Definition of Success b Planning b Teamwork b Time Management Grid b Strategic Planning Grid b Recommendations for Personal Success

4. Introduction Some Basics: b Some people are consistently successful because of qualities and abilities they have developed in addition to their education and experience. b Value, as perceived by the customer, will determine your worth. b Genuine career happiness comes from achieving personal goals in harmony with organizational goals. b The objective of this presentation is to present some strategies that a professional can use to improve their chances of a productive career.

5. First: Food For Thought b Four Questions

6. What is the definition of “Success”? Paul J. Meyer b The progressive realization of worthwhile,worthwhile, predetermined,predetermined, personal goals, and…personal goals, and… b being well balanced in the six major areas of your life: mental, physical, spiritual, family, social, and career/financialmental, physical, spiritual, family, social, and career/financial –Paul J. Meyer

7. Do CEO’s who makes 100 times more than the average professional in the company know 100 times as much? b No. They are just a little better than anyone else. b Statistically, the best product, service or performance is usually not far ahead of second place. b The key is the winning edge.

8. What are the qualities of a great leader? b Understands the Big Picture. b Has vision and is a systems thinker b The ability to effectively empower, develop, and lead people/teams. b A great leader is able to see the context of the situation they are in -- whatever that is -- and react accordingly. They ADAPT to the situation and those they lead.

9. Seven Habits of Highly Successful People by Steven Covey b Habit 1 - Be Proactive b Habit 2 - Begin with the End in Mind b Habit 3 - Put First Things First b Habit 4 - Think Win/Win b Habit 5 - Seek First to Understand, Then to Be Understood b Habit 6 - Synergize b Habit 7 - Sharpen the Saw

10. So. What can be done to develop more of these qualities? b Personal Leadership Personal Strategic Planning combines strategic planning and time management together.Personal Strategic Planning combines strategic planning and time management together. Know where YOU fit in the organization and on your team.Know where YOU fit in the organization and on your team. Continuous improvement in all six areas of lifeContinuous improvement in all six areas of life Become a student of leadership and management stylesBecome a student of leadership and management styles Find a one or two mentorsFind a one or two mentors Read and take notesRead and take notes

11. Let’s Look at Strategic Planning b Where are we now? What is in the future? Environmental Scan/FuturesEnvironmental Scan/Futures Focus Groups (internal and external)Focus Groups (internal and external) SurveysSurveys b Assessment/Inventory/SWOT StrengthsStrengths WeaknessesWeaknesses OpportunitiesOpportunities ThreatsThreats

12. Strategic Planning Steps - cont’d b Vision Pie in the SkyPie in the Sky b Mission Statement b Organizational Goals Brainstorming & RefinementBrainstorming & Refinement b Operational/Departmental Plans The “walkabout”The “walkabout” b Implementation

13. Personal StrategicPlanning Basics (in Priority Order) b Self Assessment b Mission & Vision Personal VisionPersonal Vision Mission Statement (long range-lifetime)Mission Statement (long range-lifetime) b Goals PersonalPersonal OrganizationalOrganizational

14. Personal Planning Basics (in Order) - Cont’d b Plans (tactical) PersonalPersonal Personal Time ManagementPersonal Time Management OrganizationalOrganizational

15. Teamwork/Organizational Assessment b Your expections should vary based on what type of an organization you are in. Set Goals accordingly. b Be realistic. b Look for opportunities. b If the fit is bad, change companies.

16. Team Orientation / Learning Communities b Leadership - Long-term success requires good leadership.Long-term success requires good leadership. b Teamwork - Effective andempowered teams responsible for problem solving and product development.Effective andempowered teams responsible for problem solving and product development. b Culture - Core values and operating norms. Sense of community.Core values and operating norms. Sense of community. b It is important for you to know the status of each so you can assess your future.

17. Teamwork Stages of An Organization Low >>>>>>>>>> Team Focus >>>>>>>>>> High

18. Stage 1 Organization - Low Team Focus b No vision, mission or strategic focus. b Organizational goals unclear. b Disorganized with individuals doing whatever they think is best for them or their unit. Weak core values. b Customer is an afterthought.

19. Stage 2 Organization - Moderate Core Value Development and Team Effort b Some teams formed. b Some training at the interpersonal level. b No real sense of mission toward corporate objectives. b Customer is important but customer satisfaction is not the goal of all subgroups. b Upper management does not understand modern tools-- but pretends to anyway.

20. Stage 3 Organization - A Learning Community b Shared Vision (e.g., Xerox) b Effective Teamwork and Strategic Planning. b Core values important and well integrated into the company’s corporate culture. b Internal and external customers important. b Willingness to use TQM tools. b Sense that everyone succeeds or fails together.

21. Time Management Grid

22. Strategic Quality Grid

23. Quadrant II - Strategic Quality Grid

24. Affinities in the Strategic Planning Grid

25. Roles First Things First - Steven Covey b Define Your Roles - Brainstorm and identify all the roles you have in your life. Then identify the major or key roles. Keep total to seven or less: Major Personal Roles (father, husband, coach, writer, etc.)Major Personal Roles (father, husband, coach, writer, etc.) Major Corporate Roles (team leader, supervisor, trainer)Major Corporate Roles (team leader, supervisor, trainer) Add: Sharpen the Saw (exercise, reading, conferences, etc.)Add: Sharpen the Saw (exercise, reading, conferences, etc.)

26. Roles (cont’d) “ First Things First” - Steven Covey b Using your personal and corporate strategic plans and program goals, identify weekly goals for each role. Plan each week by scheduling for your goals first (Quadrant II). Combine as much as possible. Include time for Sharpening the Saw.Plan each week by scheduling for your goals first (Quadrant II). Combine as much as possible. Include time for Sharpening the Saw. Follow your plan and make changes based on priorities (mission and goals)...staying in Quadrants I & II. Avoid Quadrants III & IV.Follow your plan and make changes based on priorities (mission and goals)...staying in Quadrants I & II. Avoid Quadrants III & IV.

27. Summary of Personal Strategic Planning b Develop a personal mission statement b Set meaningful goals in the six areas of your life b Identify your 7 major roles b Set two realistic goals per week for each role b Plan the week b Manage the day