2015 aligned & integrated strategic planning -...
TRANSCRIPT
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2015 Aligned & Integrated
Strategic Planning
Presented by:
Ha Dao, BoD Member, Group 2 Chair
Allen Wong, TPC Chair, Society SPC Member
Eduardo Heidelberg, TCC SPP ChairFeb 22, 2014
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New Society Strategic Planning
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Outline
�Background & History
�2015 Strategic Planning Process
�Aligned & Integrated Process
�Collaborations with TC’s
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Why Strategic Planning?
�Improved Results
�Increased Engagement
�Better Focus & Alignment
Align goals, methods, and resources
throughout the organization around a
clearly understood vision.
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“Plans are nothing,
planning is everything.”
-
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Board Input in Feb 2013 – Themes
• ASQ needs a Strategy Process that directs, and aligns the whole
organization (HQ, ASQ Global, Member Units)
– Board sets direction
– Board defines success
– Board informs strategy development
– Board monitors progress
• The Board needs to be actively involved in strategy development
– Particularly future oriented
– Based in fact and the voice of the customer
• The planning process needs to be calendarized to allow appropriate
inputs from key stakeholders (including member units) and to provide
for timely utilization of the plan by all planning entities.
• Communications, templates, training, and PAR needs to enable
member unit deployment and performance measures
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2013 Team Charter & Members
A Chartered Task Force
– Stephen Hacker and Paul Borawski: Co-Champions
– Ha Dao, Kate Goonan, Eric Hayler, Brian LeHouillier, Tom Sladky,
Ale Vicenttin
“To develop and deploy a systemic org-wide strategy
and business planning process that involves key
stakeholders and partners (including specifically the
Board of Directors) that aims to be world-class and
does so efficiently.”
– The Task Force took on planning the May ‘13 ITAG and Board
Engagement as preludes to the larger task.
– The Task Force met on July 11-12 to undertake the larger
design exercise.
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2014 Strategic Planning Committee
1. Ale Vicenttin, Chair
2. Ha Dao
3. Eric Hayler
4. Cecilia Kimberlin
5. Jim Shore
6. Allen Wong
7. Brian LeHouillier (Staff)
8. Tom Sladky (Staff)
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1. Do you have a Systematic
Process to perform
Strategic Planning?
Discussion Questions
2. Are you happy with your
Strategic Planning Results?
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Outline
�Background & History
�2015 Strategic Planning Process
�Aligned & Integrated Process
�Collaborations with TC’s
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SPP = Strategic Planning Process
BPP = Business Planning Process
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Ja Feb Mar Apr May Jun Jul Aug Sep Oc Nov Dec
Annual Business
Review
Q1 Business Review EC & Summer Meeting Q3 Business Review
Inputs: 1) Business results
2) SPP
3) New Charters
4) Current Charter
Review
5) Key Strategic
Questions
1) Business results, including
SAC & TCC
2) Environmental Scan
3) ITAG Input
4) EC-identified Strategic
Imperatives
5) New Charters
6) Current Charter Review
1) MVV &
Transformational
Strategies
2) Board + Delta input
about what's working and
what needs work
3) Mid-year Business
Results
1) Business results,
including SAC & TCC
2) Business Plan & Budget
Presentation
3) New Charters
4) Current Charter Review
5) Key Strategic Questions
6) Review of Strategic
Planning Process
Discussion 1) Business Review
2) Understanding
current year's SPP
3) Review of new
Charters
4) Review of progress
on current Charters
5) Discussion on
Content
1) Review of performance
2-3) Strategic questions
discussion: Advantages,
Challenges, Customer
segmentation, etc.
4) Discussion about Strategic
Imperatives
5) Review of New Charters
6) Review of progress on
current Charters
1) Review Discussion
2-3) Effectiveness of the
Board & ASQ organization
4) Other business as
needed
1) Review of performance
2) Review of plan & budget
3) Review of New Charters
4) Review of progress on
current Charters
5) Discussion on Content
6) Discussion about what's
working and what needs
tweaking
Outputs: 1) Approved planning
process for the year
2) Updated SPP if
needed
3) Approved new
Charters
4) Feedback from the
BOD on current
Charters
5) Decision, New
Charter or Further
Dialog
1) Feedback from the BOD &
Changes to plans and priorities
2-3) MVV, Confirmed
objectives, Balanced scorecard,
answers to the SL key
questions.
4) Draft of Strategic Imperatives
5) Approved new Charters
6) Feedback from the BOD on
current Charters
1) Approval of Strategies
& Charge to proceed with
System-wide Planning
2-3) Adjustment as
needed
1) Feedback from the BOD
& Changes to plans and
priorities
2) Approval of Business
Plan and Budget
3) Approved new Charters
4) Feedback from the BOD
on current Charters
5) Decision, New Charter or
Further Dialog
6) Updated Strategic
Planning Process as
appropriate
Board Engagement and Roles
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TCC Admin Strategic Plan
TCC Mission (GGV):
Generate and Disseminate the QBoK
TCC Admin Mission:
Provide leadership for the Technical Communities
Council to achieve the objectives of the Society.
TCC Admin Vision:
By December 2018, implement a system to develop
fully trained, aligned, and engaged Technical
Community (TC) Leaders who collaborate in a global
environment to advance the objectives of the Society.
TCC Admin Strategic Themes:
Training, Alignment, Engagement
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Member Units Process Examples
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1. How do you identify your
Strategic Opportunities?
Discussion Questions
2. How do you leverage your
inputs to ASQ & TCC?
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Outline
�Background & History
�2015 Strategic Planning Process
�Aligned & Integrated Process
�Collaborations with TCC’s
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Strategic Planning is the Process to Focus, Align, and Integrate Our Efforts to Achieve Superior Results.
Stra
teg
ic O
bje
ctiv
es
Unfocused
FOCUS ALIGN
Stra
teg
ic O
bje
ctiv
es
Better Alignment
Strategic
Planning
Stra
teg
ic O
bje
ctiv
es
INTEGRATE
Integrated Process
Strategic
Planning
Aligned and Integrated Process
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Organizational Alignment
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Discussion Questions
1. How do you align your STRATEGY with ASQ & TCC?
2. How do you to align your CULTURE with ASQ & TCC?
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Focus
2013-14
Align
2015-16
Integrate
2017-18
Anticipated Time Frame
Agree &
concentrate
on objectivesStart moving
in the same
direction
Efficient,
accountable
team
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Discussion Questions
1. What are the Opportunities for Collaborations with other Divisions/Forums/TC’s?
2. What are the Opportunities for Collaborations with others outside of ASQ?
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2015 Rollout Discussion
• Communication plan
• Implementation plan
• Voice of the Customers / Surveys
• Pilots
• Supporting Toolkit
• Examples, Templates
• SharePoint
• Training, Coaching & Support…
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Outline
Follow up from this morning:
�Background & History
�2015 Strategic Planning Process
�Aligned & Integrated Process
�Collaborations with TC’s
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Collaborations with TC’s
� Long Term Goal
• Integration throughout the Society
� Short Term Goal
• Collaboration between TCC and TCs
• It is a two way street - Want member unit input, and support
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Collaborations with TC’s
� To start• Identify 5 to 7 TCs at various levels of
maturity that want to play together
� Develop• Common language
• Improved templates to aid integration
• Ways to resolve concerns and enhance communication
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Collaborations with TC’s
Definitions of Maturity Levels:
1. Reactive
2. Early Systematic
3. Aligned
4. Integrated (World-Class)
5. TBD (confirm by Mar 15, 2014)
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Process Maturity
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Collaborations with TC’s
For those TCs with Aligned and Integrated Maturity Levels
� Help drive the Strategic Plan Objectives
� Share current knowledge
� Help the TCC by reviewing and enhancing the current templates
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Collaborations with TC’s
For those TCs with Reactive and Early Systematic Maturity Levels:
� Willing to work with the TCC to reach higher Maturity levels
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Collaborations with TC’s
For ALL TCs
� Provide meaningful inputs to the ASQ and TCC strategic plan
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Collaborations with TC’s
In 2014:
� Form a Committee to:
• Work on template improvements
• Support Reactive and Early Systematic TC’s by providing Strategic / Tactical Planning training
• Work on alignment issues
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Collaborations with TC’s
� By April 1, 2014:
� Have Committee formed:
• From representatives from 5 to 7 TCs
o Chair-Elect (preferred)
o Give name of the Contact Person to Eduardo Heldelberg
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Summary & Next Steps
• On a journey of a fast changing world
• Learning together as we go
• How TC’s fit and contribute (2-way inputs)
• Understand the timing for inputs
– TBD Maturity Level confirmed by Mar 15, 2014
– Select Pilot 5-7 TC’s by Apr 1, 2014
– Request inputs by May 1, 2014
• Initiate your 2015 Strategic Planning
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“If everyone is moving forward together, the
success takes care of itself.”