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Strategic planning

In order to determine where it is going, the organization needs to know exactly where it stands, then determine where it wants to go and how it will get there. The resulting document is called the "strategic plan"

 Create the vision, mission, the actions . . . for a win - win - win for all stakeholders.

Traditional strategic planning can be broken down into four sequential steps:

  • market research
  • strategy formulation and planning
  • strategy implementation
  • results measurement and control

The strategy formulation and planning process consists of the following primary building blocks:

  • assessment of the company's current position
  • identification of the company's desired position
  • evaluation of the strategic gap between the two and the critical issues to be resolved in order to close the gap
  • formulation of strategies and action steps to resolve the critical issues  

The development of SMART goals that link to values are a key step in effective strategic planning. Goals can be defined as a written target of where an organization or an individual wants to be within a specific time frame. Goals must be built on a secure foundation in order to be meaningful and to help the organization achieve its mission.  

A successful strategic planning session needs to:

* build team commitment and establish a shared vision of your preferred future

* create agreement on the need for changes

* provide direction, purpose and accountability

* identify the resources required

* renew your team's energy and enthusiasm

* ensure everyone is focused on the important actions   

Achieving all these outcomes, as well as generating a sound strategic plan, is more likely with independent, professional facilitation.  A good facilitator brings structure, an impartial perspective and useful expertise, experience and feedback. 

Experience shows that when your planning session is run by a team member the most likely outcome is a long meeting, with all the inherent dangers of entrenched positions, 'group think' and resistance to change. 

Yvonne as an experienced facilitator is an expert in the strategic planning process. She can guide your group / team to a successful outcome by introducing the best approaches to help participants think creatively about problems, issues and opportunities.