Strategic Planning: from idea to execution
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1 Strategic Planning: from idea to execution B. Keith Speers The Ohio State University Alumni Association March 2, 2015
2 The Plan for Tonight Mission, Vision & Values and Their Connection to Customers Strategic Plan vs. Operational Plan: What s the Difference? Planning Process Overview Building Effective Systems: Structures, Functions & Processes Questions & Answers
3 Mission What you uniquely do Values Vision
4 What is my society s mission? Does everyone know it? Discussion for Leaders
5 How do we know when we are accomplishing our mission? Discussion for Leaders
6 Mission Formula What do you do? For whom specifically? To what end?
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8 Mission What do we do? Inspire to take action & expedite capacity For whom specifically? Individuals & Organizations To what end? Achieve extraordinary results
9 Products & Services (Value) How you do it Values Mission What you uniquely do Vision What you want to accomplish
10 Mission Values Vision
11 How are we doing with? Articulating our Mission? Describing our Vision? Identifying our Values? Knowing our Customers? Defining our Value? Reflection for Leaders
12 The Plan for Tonight Mission, Vision & Values and Their Connection to Customers Strategic Plan vs. Operational Plan: What s the Difference? Planning Process Overview Building Effective Systems: Structures, Functions & Processes Questions & Answers
13 What the Difference? STRATEGIC PLAN OPERATIONAL PLAN Duration 3-5 years 6 mos-1 year Detail High level goals and strategies Specific action steps Focus Achieving the mission Accomplishing the goals Measures Impact Implementation & Impact
14 A Template
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16 How do you use your Strategic Plan to guide your society? How can you better use it? Discussion for Leaders
17 The Plan for Tonight Mission, Vision & Values and Their Connection to Customers Strategic Plan vs. Operational Plan: What s the Difference? Planning Process Overview Building Effective Systems: Structures, Functions & Processes Questions & Answers
18 SUCCESSES & CELEBRATIONS Gaps and Issues Action Steps MISSION Mission & Values Where do we want to be? EVIDENCE DATA Where are we? Priorities S T U D Y S T U D Y S T U D Y Strategies Strategies Strategies Evidence Evidence Evidence Operational Plan Strategic Planning Process
19 The Plan for Tonight Mission, Vision & Values and Their Connection to Customers Strategic Plan vs. Operational Plan: What s the Difference? Planning Process Overview Building Effective Systems: Structures, Functions & Processes Questions & Answers
20 CUSTOMER MEMBERS NEEDS & EXPECTATIONS STRUCTURE How do we organize? FUNCTIONS Who does what? PROCESSES How we do it? How do we measure it? Flawless Execution
21 3 things I am going to do to strengthen my society are 2 things I learned or confirmed over the last 1 ½ hours are 1 question I still have is Reflection for Leaders
22 Looking to connect? Facebook: CWLllc
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