13. Strategic Plan Guide

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

S T RAT EG I C P L A N Select this paragraph and replace with the descriptive name of the project

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

This work is licensed under a Creative Commons Attribution-NonCommercialNoDerivs 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.

Prepared by List names of All the people Who prepared this plan

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

INTRODUCTION

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.

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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 

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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 dropdown 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

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. TO CREATE A TABLE,

CURRENT SHARE

SHARE IN 3 YRS.

Largest competitor

COMPETITOR RANKING

50%

30%

Second largest competitor Third largest competitor

25%

20%

15%

12%

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Table: Projected growth of competitors over 3 years.

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VISION

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 Introduction Applied Strategic Planning: A Comprehensive Guide

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Chapter 2 Chapter 2

PLANNING TO PLAN

OUR PROJECT

OUR COMMITMENT

OUR PLANNING TEAM

THE STAKE HOLDERS

TIME FOR PLANNING

PLACE FOR PLANNING

Write a descriptive title of the project

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

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

List the people, groups and organisations who may be affected by this plan

When will the planning team meet?

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

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Chapter 5 Chapter 5

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

NATIONAL AND STATE EVENTS

SOCIAL AND CULTURAL ENVIRONMENT

INDUSTRY OR SERVICE SECTOR

COMPETITIVE ENVIRONMENT

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

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

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

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

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

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LOCAL ENVIRONMENT

INTERNAL MONITOR

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

What happens in the organisation, project and planning team.

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

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Chapter 6 Chapter 6

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. DATE

GAP IDENTIFIED

URGENCY

ACTION PLAN

RESPONSIBILITY

COMMITTMENT

ACTION TAKEN

Date the form is filled out

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

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

What you think should be done

Who will be responsible for application

ExecutiveOffocer or Coordinator approves of action

Report of what is done

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OUTCOME

Report of what happened after the application

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

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Chapter 6 Chapter 6

C U LT U R E S C A N

CUSTOMERS

ORGANISATION

LOCAL COMMUNITY

COMPETITORS

PLANNING TEAM

PLAN

Brief description of the culture of service users

Brief description of the culture of the organisation

Brief description of cultures in the local community

Notes on cultures of other service providers

Cultural background of each member of planning team

Implications of the cultural context for the plan

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

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Chapter 3 Chapter 3

VA L U E S S C A N

MEMBERS OF PLANNING TEAM

Name Each member of the planning team

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

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Chapter 7 Chapter 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. What services will the project offer? What functions will the project perform?

1. WHAT

Who are the people who may use this service? For whom will the project perform this function?

2. WHO

what will the project offer to meet this need?

3. HOW

What are the reasons for the project? Why will the project exist?

4. WHY

What?

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Why?

How?

Who?

DRIVING FORCES

what will we do

SERVICES

CUSTOMERS

who will use our services

TECHNIQUES

what methods will we use

COST CONTROL

how we can afford to do it how we can do it

OPERATIONS

how we will sell or offer our services

DISTRIBUTION

resources we can make use of

RESOURCES

what stake holders will get

REWARDS

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What makes our project different from others?

DISTINCTIVE COMPETENCY

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

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Chapter 8 Chapter 8

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

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GOALS & OBJECTIVES

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

GOAL OBJECTIVES

Type your goal here

1) First objective

Type your goal here

1) First objective

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

SERVICE

1) 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 SUCCESS INDICATORS ACTIVITY

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 STRATEGIES

SHARED UNDERSTANDING

PROJECT CULTURE

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

What 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?

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

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Chapter 9 Chapter 9

S W O T A N A LY S I S

I N T E R N A L

STRENGTHS

WEAKNESSES

E X T E R N A L

OPPORTUNITIES

THREATS

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

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Chapter 10 Chapter 10

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

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

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Chapter 11 Chapter 11

ACTION PLAN

OBJECTIVE

ACTION

WHO

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WHEN

OUTCOME

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

Chapter 12 Chapter 12

Congratulations on completing your strategic plan. _______________________________________ This work is licensed under a Creative Commons Attribution-NonCommercialNoDerivs 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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