1. A View from the Other Side
Strategic Planning
A View from the Other Side

2. Questions Who has been involved in a strategic planning effort?
Who has been involved in a strategic planning effort, did the work, then after six months, it just “went away?”
Who has ever been involved in a strategic planning effort and has “felt” the plan was successfully implemented and completed?

3. **** **** **** *Metrics Vision/Planning Objective Assumptions
1. CEO & Leadership Team
2. Board
3. Staff
Vision/Planning Objective
Assumptions
Environmental Assessment
Vision: Driving force for quality of life in our community
Vision/Planning Objective
Inhibitors/Barriers
Strategic Initiatives/Goal Statements
GS #2
GS #4
GS #1
GS #3
****
GS #3: Be the regional transit leader
$$$
Objective #1
Objective #2
Objective #3
Obj #2: Grow svc area/ customer base
****
$$$
How do we know if we’re meeting our goals?
Task 1
Task 2
****
$$$
*Metrics
Task 3
Task 4
Task 5
Can we afford it?
$$$

4. The Tasks * 3.02.05 Complete sentence ONE Person Add’l People Involved
Seq #
Task
Who
Who Else?
Begin Date
End Date
On Target?
Completed
Report Interval
Complete sentence
ONE Person
Add’l People Involved
1st or 15th of month ✔ *
* Weekly, Monthly, Bi-Monthly, Quarterly, Semi-Annually, Annually

5. Accountability Documentation Staff Involvement & Participation
Tasks by Date, Person, Strategic Initiative
Staff Involvement & Participation
Performance Plan Incorporation
Monthly Meetings
“Checkup” Semi-Annually
Refine Annually

6. Contact Info