13. strategic plan guide

STRATEGIC PLAN

Select this paragraph and replace with the descriptive name of the project

[ C L I C K H E R E A N D T Y P E O R G A N I S A T I O N N A M E ]

S T R AT E G I C P L A NDescriptive Name of the Project

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You are free to copy, distribute or display this work for non-commercial purposes provided you do not alter, transform, or build upon this work; and you include this notice in any copy or display.

Prepared by

List names of

All the people

Who prepared this plan

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I N T R O D U C T I O N

Read the instructions which are on this template. Then select and replace this typing with your own introduction.

This template only helps you with the layout and presentation of your strategic plan. You must use your text book and study guide to learn how to develop the plan.

Remember the best presented and laid out plan is a waste of time if it is not participatory. If you plan does not reflect what the people who will be affected by it want, then it is a waste of time.

This is a working draft of an electronic publication in preparation. It is available only for purposes directly related to the preparation, including field trial and evaluation. These documents are not to be copied or used for any purpose without express permission of Ian Hughes. If you have any comments, feedback or comments please send them by email to [email protected]

ABOUT PARTICIPATORY STRATEGIC PLANNING

Participatory Strategic Planning is a development of the Applied Strategic Planning model of Leonard D. Goodstein, Timothy M. Nolan and J. William Pfeiffer.

N A M E O F O R G A N I S A T I O N

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HOW TO USE THIS STRATEGIC PLAN TEMPLATE

Change the information on the cover page to contain the information you would like.

Select the text in each of the labelled boxes, and replace it with the information required for your strategic plan.

To add information in the body of your plan, use Styles such as Heading 1-5, Body Text, Block Quotation, List Bullet, and List Number from the Style control on the Formatting toolbar.

This template is complete with Styles for a Table of Contents and an Index. From the Insert menu, choose Index and Tables. Click on the tab you would like. Be sure to choose the Custom Format.

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HOW TO CUSTOMISE YOUR STRATEGIC PLAN

TO CREATE YOUR OWN CUSTOMISED STRATEGIC PLAN, select and replace the text here with your own, delete features you do not want, and type in the new features you would like. When you make changes and save the document with a new name.

1) Insert your organisation name and address in place of the text on the cover page by clicking once and typing. The address should be typed in the frame in upper right corner of the title page.

2) Choose File Save As. Save the file under a new name to protect the original version. You may want to come back to earlier versions of your strategic plan.

HOW TO CREATE BULLETS AND NUMBERED LISTS

To create a bulleted list like this, select one or more paragraphs and choose the List Bullet style from the Style drop-down list.

To create a numbered list like the numbered paragraphs above, select one or more paragraphs and choose the List Number style from the Style drop-down list — Word will automatically number the paragraphs for you.

This Style—the Block Quotation—can be used for quotes, notes or paragraphs of special interest. To use the Block Quotation Style, highlight any paragraph and choose Block Quotation from the style drop-down list on the Formatting toolbar.

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MORE TEMPLATE TIPS

There are three ways to view the various style names of the template sample text:

1) In Normal view, choose Tools Options. Click the View tab. In the Style Area Width box, dial up a number such as “1” and click OK. Observe the style name next to each paragraph; or

2) In Page Layout view, click on any paragraph and view the style name on the Formatting toolbar; or

3) From the Format menu choose Style Gallery. In the Preview section click on Style Samples.

HOW TO CREATE A TABLE

TO CREATE A TABLE, Choose Insert Table From the Table menu. To have it look like the below table, click Table AutoFormat on the Table menu, and then choose the Elegant format.

TO MODIFY AN EXISTING TABLE, such as the table below, position your cursor in any cell. To modify the table, access the Table menu to select the desired action and/or result.

COMPETITOR RANKING CURRENT SHARE SHARE IN 3 YRS.

Largest competitor 50% 30%

Second largest competitor

25% 20%

Third largest competitor

15% 12%

Table: Projected growth of competitors over 3 years.

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V I S I O N

Descriptive Name of Project

Our vision of our future is ...

Give an expression of the vision here after you have read and discussed what is meant by ‘vision’ in participatory strategic planning. Do this when you are ready to, as early in the planning process as you can.

& Goodstein LD, Nolan TM & Pfeiffer JW (1992)Applied Strategic Planning: An IntroductionApplied Strategic Planning: A Comprehensive Guide

Chapter 2Chapter 2

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P L A N N I N G T O P L A N

OUR PROJECTWrite a descriptive title of the project

OUR COMMITMENTA statement that the Executive Officer or Coordinator will provide time and resources needed to complete the participatory planning cycle

OUR PLANNING TEAM

List the names and positions of the people who will make the plan

THE STAKE HOLDERSList the people, groups and organisations who may be affected by this plan

TIME FOR PLANNINGWhen will the planning team meet?

PLACE FOR PLANNING

Where will the planning team meet?

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STAKE HOLDER-TEAM RELATIONSHIPS

Draw a diagram connecting each stake holder to the planning team on a piece of paper and attach it to the strategic plan at the end of this part.. If you delete this paragraph you can use the heading.


Chapter 5Chapter 5

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E N V I R O N M E N TA L M O N I T O R

This Environmental Monitor should be copied and used from time to time during the planning cycle.

DATE

GLOBAL ENVIRONMENT

Are there any new technologies, or international events that may affect this project

NATIONAL AND STATE EVENTS

Any political events, Australian and State Government policies, economic changes or other elements in the national or state environment.

SOCIAL AND CULTURAL

ENVIRONMENT

What are the social and cultural expectations, events and changes which might affect the project?

INDUSTRY OR SERVICE SECTOR

Trends and events in the industry or service sector (eg Aboriginal health sector).

COMPETITIVE ENVIRONMENT

Description of similar organisations or projects, and monitoring their actions.

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LOCAL ENVIRONMENT

Local events, history, geography, economy, politics, interests, activities etc.

INTERNAL MONITORWhat happens in the organisation, project and planning team.


Chapter 6Chapter 6

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A P P L I C AT I O N C O N S I D E R AT I O N

This form should be kept and used when the planning process reveals a need for immediate action. Always use a copy of this form, and keep the original so you can take other copies to use later.

DATEDate the form is filled out

GAP IDENTIFIEDDuring the planning process differences between what is and what should be will be uncovered

URGENCYIf action is needed before the end of planning, when is action needed

ACTION PLANWhat you think should be done

RESPONSIBILITYWho will be responsible for application

COMMITTMENTExecutiveOffocer or Coordinator approves of action

ACTION TAKENReport of what is done

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OUTCOMEReport of what happened after the application


Chapter 6Chapter 6

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C U LT U R E S C A N

CUSTOMERSBrief description of the culture of service users

ORGANISATIONBrief description of the culture of the organisation

LOCAL COMMUNITYBrief description of cultures in the local community

COMPETITORSNotes on cultures of other service providers

PLANNING TEAMCultural background of each member of planning team

PLANImplications of the cultural context for the plan


Chapter 3Chapter 3

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VA L U E S S C A N

MEMBERS OF PLANNING TEAM

Name Personal valuesEach member of the planning team

lists his or her own values

use the tab key to add more rows

THE STAKE HOLDERS

Stake holder Values

List each main stake holder

List the values of each (if known)

Use statements made by stake holders when possible

THE ORGANISATION

Name of the Organisation

Stated philosophy, principles or values

Copy or attach a written statement if one exists

Source

THE PROJECT

Name of the Project

Statement of shared values

Type in a statement prepared by the planning team in consultation with others

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Chapter 7Chapter 7

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P U R P O S E F O R M U L AT I O N

The word "purpose" is often preferred to the word "mission". Another word preferred by stake holders may be used. Answer each of five questions, then combine the five answers into one statement of purpose.

1. WHAT What services will the project offer?What functions will the project perform?

2. WHOWho are the people who may use this service?For whom will the project perform this function?

3. HOWwhat will the project offer to meet this need?

4. WHY What are the reasons for the project?Why will the project exist?

What?

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How? Who?

DRIVING FORCES

SERVICESwhat will we do

CUSTOMERSwho will use our services

TECHNIQUESwhat methods will we use

COST CONTROLhow we can afford to do it

OPERATIONShow we can do it

DISTRIBUTIONhow we will sell or offer our services

RESOURCESresources we can make use of

REWARDSwhat stake holders will get

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DISTINCTIVE COMPETENCY

What makes our project different from others?


Chapter 8Chapter 8

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S TAT E M E N T O F P U R P O S E

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G O A L S & O B J E C T I V E S

Copy the template, and fill it out for each Goal. Objectives will be formatted as a numbered list automatically.

GOAL Type your goal here

OBJECTIVES1) First objective

GOAL Type your goal here

OBJECTIVES1) First objective

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S T R AT E G I C M O D E L

SERVICE1) List the service or services (‘Lines of Business’)

which the project will provide for the community.

2) The computer will generate a new item in a numbered list when you press the ‘Enter’ key.

SUCCESS INDICATORS

ACTIVITYSUCCESS INDICATORS

1) Select, copy and paste a copy of this box (with its title) for each major activity in your list.

2) Replace the title ‘ACTIVITY’ with the name of an activity from the list.

3) In this box list the indicators you will use to track progress in that activity.

BROAD STRATEGIESThis is the heart of the strategic plan. List the strategic thrusts which are the most important things you will do to achieve your vision. List a few broad strategies here. The detail comes later.

SHARED UNDERSTANDING

What common understanding do the members of the project team need to create these services, meet the success indicators and implement these strategies?

PROJECT CULTUREWhat kind of culture is needed in the project team to achieve this success? (refer back to 3).What do you need to do to achieve and maintain this culture in the project team?


Chapter 9Chapter 9

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S W O T A N A LY S I S

INTERNAL

STRENGTHS WEAKNESSES

EXTERNAL

OPPORTUNITIES THREATS


Chapter 10Chapter 10

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G A P A N A LY S I S

Copy the following table, and fill a copy out for each service or activity listed in the strategic model.

Under SITUATION briefly describe where we are at now.Under OBJECTIVE describe where you would like to be.In the ACTION box write what you intend to do about it.Copy what you write in the ACTION box into a copy of the Action Plan.

SERVICE OR ACTIVITY

SITUATION OBJECTIVE

ACTION



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A C T I O N P L A N

OBJECTIVE

ACTION WHO WHEN OUTCOME

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Copy the previous page, and use it many times in planning and implementing action to achieve your vision. For each action, mane a person with responsibility to achieve or coordinate that activity, when the person should report on progress. Make a brief note of the outcome when the report is made, or the date for completion arrives.



Congratulations on completing your strategic plan. _______________________________________

This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 2.1 Australia License.

You are free to copy, distribute or display this work for non-commercial purposes provided you do not alter, transform, or build upon this work; and you include this notice in any copy or display.

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