1. Theory & Framework Planning & Strategy

2. Pinnacle of our Planning Business Plans RoadTek Strategic Plan Department of Main Roads Strategic Plan Individual Performance Management Plans

3. Planning- Is? What? Fulfilling a Goal - Vision Defining Strategies to get there Developing milestones to keep you on track Why do we do it – We do it all the time In business we all need to know what we are trying to achieve

4. Strategy - Is? What? “Strategy is the direction and scope of an organisation over the long term...” (Johnson G, & Scholes K) Serves as a framework for decision making & for seeking support / approval Provides a basis for more detailed planning Is a communication device to our stakeholders > shareholder, customers, staff Serves as a reference point for performance monitoring Stimulates change

5. HUH! It is what? Demystify

6. Strategy Simply – how or a means to get what you want Or where you want to get to Could be fulfilling dream – Vision So do we do it – of course we do – holidays and so on We all want to know where we are going

7. Vision Is the the dream or goal About where you want to get to What you want to be Some examples

8. “Without leaps of the imagination, or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning.” - Gloria Steinham (American Author & Activist)

9. “We will strive to be number one in every market we serve by creating a workplace where teams are committed to our customers in a distinctively New Zealand way, resulting in superior industry returns.” Air New Zealand…

10. “To set new standards of excellence in delivering customers’ energy needs.” Energex… “managing Queensland’s natural resources for today and tomorrow.” Dep’t of Natural Resources and Water …

11. “Beat Coke.” Pepsi… “Just do it!” Nike…

12. “To become the most successful and respected lift truck company in the US.” Toyota… “To be the most desirable financial services company in Australia.” Suncorp-Metway Ltd…

13. Strategic Planning Why do we do it Share our direction – all on the same track Approval /backing of our owner Understanding from our customers Engage our Stakeholders Enables us to identify risks

14. Strategic Planning Why it matters Sets the direction for the business Is the pinnacle of all our planning Demonstrates we know where we are going Enables us to focus on what is best for the whole of RoadTek

16. Key Elements of a Strategic Plan Vision Mission statement Values Objectives Strategies Measures RoadTek Positioning Statement

17. Strategic Planning – “Where” Is dreaming of a future state- next 5 years Defining – where or what we want to be Is the path to achieving Our Vision

18. Show me someone who doesn’t dream about the future and I’ll show you someone who doesn’t know where they’re going

19. How do we do the “Where to”Visioning Scenario Planning – 4seeable futures Coastal Bloom SuperCity Global Bust Carbon Crunch

20. Planning for the Future The problem is never how to get, new innovative thoughts into your mind, but how to get the old ones out. Dee Hock, creator of Visa

21. Some Essential Points looking over the horizon 2 to 5 years Focus on matters of strategic importance Realistic, detached & critical approach by senior management Distinguish between cause & effect

22. So where do we start? - Now Environmental analysis to: Examine where we are - current state Develop SWOT analysis (strengths, weaknesses, opportunities & threats) Perform a Risk analysis

23. Tips to the Process (1) The framework is a logical linear process but it will be iterative Use hindsight when strategic planning Assess the current position of your vision How have the Purpose (Mission) and objectives changed? How have we performed How has the business environment changed?

24. Tips to the Process (2) Drill down on your business e.g. Review financial performance Review project performance Review capability & capacity Employ cause and effect technique The SWOT is the key to developing business strategy Keep the strategic plan short & simple

25. Workshop 4 x 4 Groups Doing SWOT analysis If time - develop strategies

26. Elements of a SWOT S trengths W eaknesses O pportunities T hreats Build on Strengths Resolve Weaknesses Exploit Opportunities Avoid Threats

27. The “How” Defining strategies to get to “WHERE” we want to be These are the things we will do We will set time lines – targets to measure how we are going We will review our progress We will adapt to business environmental changes

28. Strategic Plan We know where we are We know where we want to go We know what we need to do to get there We have a Strategic Plan Review RoadTek’s Strat Plan

29. Kerre’s examples

30. RoadTeks Vision & what it means

31. Rt Strat plan

33. Personal Performance Plan Set accountabilities/goals from Business/Operational plan objectives Review current performance plan Develop strategies of how you will achieve those goals

34. Next step - Business / Operational Planing We know the “HOW” The “HOW” becomes the “WHERE” for the Business Planing process

35. What is the Business Plan Short term document flowing on from Strat Plan Is tactical, focused, implementable & measurable Is made up of various sub-plans – operational plans Very detailed, prescriptive information & activities showing accountabilities and completion dates It is measured monthly and reported on It informs the organisation on its performance

36. The Business Plan It is developed around the Balanced Scorecard: The four Quadrants are :- Financial & Delivery performance Stakeholder Relationships Internal Processes and Practices People and Learning

37. People & Learning This is all about the people of the organisation – our most important asset! Having the right people in the right jobs with the right capability and being a learning organisation is critical to being a performing organisation. Focus on capabilities, skills and qualities that our people need to meet future business needs. Training, workforce planning, and succession planning.

38. Internal Processes & Practices How well is our internal processes and practices supporting business outputs? Having efficient and effective practices will ensure better stakeholder relations and be able to deliver on outcomes for our stakeholders. Focus should be on changes that can be made to improve the timeliness, quality or efficiency of the services provided.

39. Financial Performance & Delivery Relates to the financial performance and accountabilities of a position and also the effectiveness of how the business is delivered. Delivery of projects within budget and within agreed timeframes, to the agreed quality, is an example of financial performance and delivery. With the right people, right practices and processes and improved stakeholder relations, we can deliver on time and on budget.

40. Stakeholder Relationships Relates to a commitment to fostering strong stakeholder and customer relationships. Collaboration, responsiveness and integrity are key Main Roads’ values. Developing better relations with stakeholders ensures we understand their needs and are better able to meet them.

41. Performance Management Processes designed to support our people to align their personal development with business direction in a manner that produces effective business results and provides personal satisfaction and growth in their working careers. Framework’s purpose is to develop the capabilities and behaviours of employees to allow them to contribute to and meet the demands of strategic and business planning objectives. The Achievement Planning and Individual Performance Review processes are principal tools in our overall performance management strategy.

42. The How becomes the Where for the Business Plans

44. That’s all Folks! That’s our planning process Questions please