1. Fire Up!! Your Strategic Planning
Nancy Conway, SHRM-SCP
Callie Zipple, SHRM-CP
Fire Up!! Your Strategic Planning

2. Overview of Strategic Planning Toolkit
Why Plan?
Strategic Planning Cycle
Mission Statement Activity
Primary Objective Activity
Execution
Evaluation
Strategic Planning Resources

3. Why Plan?
Strategic Planning is a systematic process for understanding:
Where we have been, what we are doing, how we do it, whom we do it for, and what value we bring
Where we want to go
How and when we are going to get there
How we know that we are on track

4. Why Plan? To set the organization up for positive outcomes such as:
Also helps with succession planning and strategic budgeting!
To set the organization up for positive outcomes such as:
Better leadership—more cohesive team
A clear picture of trends which may impact the organization now and in the future
A clearly defined mission, vision, and strategy
Identification of short- and long-term “attention” areas
Specific plans to improve performance
Consistent, sustained success, as opposed to marginal success

5. Strategic Planning Cycle
Monitor and Course Correct
Mission Statement
Vision Statement
Environmental Scanning
Analytical Methods
Evaluate
Clarify
Execute
Plan
Communicate the Plan
Execute the Plan
Primary Objectives
SMART Goals
Action Planning
Strategic Budgeting

6. Mission Statement Fundamentals
Elements
Elements of an effective Mission Statement:
Clear, specific, concise, sharply focused, & memorable
Focuses on satisfying customer needs
Based on core competencies & strengths
Motivates & inspires employee commitment
Questions
The Mission should answer the following:
What is the purpose of our business?
What activity do we do to accomplish our purpose?
Who benefits from our work?

7. Mission Statement Fundamentals
Checklist Guidelines
The Mission Statement…
Yes No
1. Is a statement of the organization’s purpose.
2. Fits the current market environment.
3. Is based on the organization’s unique strengths (core competencies.)
4. Is motivating and inspires employee commitment.
5. Describes who is served or benefits from the organization.
6. Is specific, short, sharply focused, and memorable.
7. Says what the organization wants to be remembered for.
Note: If “No” is checked for two or more of the above, consider editing the statement to more effectively reflect the guidelines.

8. Mission Statement Activity
Read Mission Statements
Work in groups of 3-4
Use page from one person
Circle words individually on mission statements
Pass mission statement page to next person
Ensure every person has circled words
Review results

9. SWOT Analysis
SWOT ANALYSIS is a review by an organization to identify its internal strengths and weaknesses, as well as its external opportunities and threats. The quality of the SWOT analysis will be determined in large part by the research done prior to it.
STRENGTHS
INTERNAL
Positive element that is under your control and through planning you could USE it to create competitive advantage
 WEAKNESSES
Negative element that is under your control and through planning you can STOP to avoid objective/goal derailment
OPPORTUNITES
EXTERNAL
Positive condition that is out of your control, but through planning, you could BENEFIT FROM it as an advantage
THREATS
Negative condition that is out of your control, but through planning, you could DEFEND AGAINST it to reduce the impact

10. SWOT Activity Read SWOT Work in groups of 3-4
Use page from one person
Individually put a star by words on SWOT
Pass SWOT page to next person
Ensure every person has starred words
Review results of top 3 items starred

11. Primary Objective Activity
Review list of Primary Objectives
What are 1-2 actions you can take?

12. Execution & Evaluation
How will the plan be shared?
Celebrate small wins and progress
Keep members in the loop
When will Action Plans be reviewed?
Ensure continual review of progress
Watch for changes that would impact plans
The most important & difficult thing about strategic planning is FOLLOWING THROUGH

13. VLRC Strategic Planning Resources
Train-the-Trainer Workshop
Recertification Credits
Strategic Planning Toolkit
PowerPoint Presentation
Facilitator’s Guide
Workshop Worksheets
Contact Field Services Director

14. Strategic Planning Train-the-Trainer Workshop Objectives
Discuss the value of Strategic Planning
Walk through the Strategic Planning Life Cycle
Facilitate activities to write clear Mission and Vision Statements
Facilitate activities to identify Primary Objectives
Facilitate activities to develop of SMART Goals
Facilitate activities to develop Action Plans
Discuss the fundamentals of Strategic Budgeting
Discuss execution of the Strategic Plan
Discuss evaluation of the Strategic Plan

15. Thank You! Nancy Conway, SHRM-SCP Field Services Director