strategic planning made waaay easier: chainsaw planning
TRANSCRIPT
Strategic Planning MadeWaaay Easier:
Chainsaw Planning
Orientation
• Introductions
- TCHRA Colleagues
- Bruce Miles, Ed.D.
Goals for this session
1) Briefly review why planning can be difficult
2) Learn how to immediately apply six new
planning tools
3) Ask questions, for crying out loud!
Goals
Organizational Conflict – Why Teams Fail
Why managers say teams failed to meet expectations:
Goals unclear xxxxxxxxxxxxxxxxxxxxxxx 55%
Changing objectives xxxxxxxxxxxxxxxxxxxxxxx 55%
Lack of accountability xxxxxxxxxxxxxxxxxxxxx 51%
Lack of management support xxxxxxxxxxxxxxxxxx 49%
Lack of role clarity xxxxxxxxxxxxxxxx 47%
Ineffective leadership xxxxxxxxxxxxxx 45%
Low priority of team xxxxxxxxxxx 40%
No team-based pay xxxxx 30%
Why is planning so difficult?
1) Most planning models are dinosaurs
2) Most planning takes too long
3) Most planning yields too-general results
Positive Results - Planning
Provides a framework for decisions Provides a reason for better employees to
align their efforts & follow a lead Essential strategies include:
ID issuesVision & Mission shortcutsPriorities WorksheetSpecificityAccountability
Planning Funnel
Step 1: Who to Invite?
Houston, we have a problem!
1) We can increase employee engagement by
asking employees to help plan
2) Can we invite outsiders?
3) Planning assistance may be advisory or binding – specify in advance!
Leader’s Window
Step 2: Successes & Issues
Positive Less Than Positive
Intended 1) 2) 3)4)5)
1)2)3)4)5)
Unintended 1)2)3)4)5)
1)2)3)4)5)
Planning Funnel
Does Anybody Have a Map?
1) Vision – A New, Desirable Destination
A) Micro-Vision
B) 3 – to – 5 year vision
2) Mission – A Job Description to Get There
Step 3: Vision & Mission
Vision Statements Describe New Destinations.A) An ideal organizationB) Ideal servicesC) Ideal livesD) Ideal products
Mission Statements are Job Descriptions.A) What an organization will doB) What services will be providedC) How lives will be changedD) What products will be delivered
So we have vision & mission.
Big deal.
When do we get specific?
Planning Funnel
Step 4: PrioritiesWrite your organization’s new Vision here.
Identify between 4 & 6 Priorities.
1)
2)
3)
4)
5) (Optional)
6) (Optional)
Now we are getting somewhere.
What’s next?
Planning Funnel
Step 5A: Benchmarks
Step 5B: Workplans
Refine The Goal (in 20 words or less; 5 minutes)
Develop 4 or Fewer Objectives (10 minutes)
1)
2)
3)
4)
Timeline Resources Responsibility1) 1) 1)
2) 2) 2)
3) 3) 3)
4) 4) 4)
Develop an Evaluation Method (Quantitative or Qualitative, 5 minutes)
Admiration of the Problem (ID all sub-issues & hurdles; 5 minutes)
Planning Funnel
This is better planning than we’ve ever done!
What’s my role?
Step 6: Accountability
Is there a way to useour new plan to engage
employees?
Youbetcha.
Employee 90-Day Feedback
Your Next Steps
Who could diagnose problems?
Positive Less Than Positive
Intended 1) 2) 3)4)5)
1)2)3)4)5)
Unintended 1)2)3)4)5)
1)2)3)4)5)
Who would benefit from a new Vision?
Who needs clearer Priorities?
Write your organization’s new Vision here.
Identify between 4 & 6 Priorities.
1)
2)
3)
4)
5) (Optional)
6) (Optional)
Who needs Accountability?
Who needs even more Accountability?
