Strategic Planning

• Identify the values that support their company
• Define the vision for their company
• Write a mission statement that explains what the company’s purpose is
• Complete meaningful SWOT analyses
• Apply tools and techniques to create a strategic plan that directs the organization from the executive to the front line
• Implement, evaluate, and review a strategic plan
• Identify how related tools, such as the strategy map and balanced scorecard, can help them develop a strategic plan

You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.

Then, participants will explore what strategic planning is. They will also be introduced to the pyramid strategic plan structure that will form the basis of the rest of the course.

Next, participants will work through the foundation of a strategic plan: value identification and writing values statements.

The next step in a strategic plan is to identify your vision. In this session, participants will think about where they want their company to be in several years’ time.

The next part of the strategic plan is to write a mission statement. That’s what participants will focus on in this session.

In this session, participants will learn how to use a SWOT analysis to identify where they currently are and what they need to do to get where they want to go.

Next, participants will learn how to use the SPIRIT model to frame goals and objectives.

The final piece of the strategic plan gets at the heart of getting the work done by assigning who will address each role and what they are accountable for. This session will give participants some ways to perform this step. They will also get hands-on problem solving practice through a case study.

Participants will begin the second day with a snapshot of the strategic planning cycle and a review activity.

In this session, participants will look at gathering support for a plan, creating a review process, and obtaining buy-in.

Strategic plans naturally become harbingers of change. This session will give participants some ways to help people transition through that change.

Next, participants will look at some different ways to present their strategic plan. Infographics, reports, and presentations will all be discussed.

This session will explore what problems can occur during the strategic planning process and how to deal with them. Security considerations will also be discussed. The session will wrap up with an introduction to strategy maps and balanced scorecards.

The course will conclude with an in-depth capping exercise to help participants apply what they have learned to either their organization or a fictional company.

At the end of the course, students will have an opportunity to ask questions and fill out an action plan.