Strategic Plan on a Page

Document Sample
Strategic Plan on a Page
Description

This is a template, complete with basic instructions, to develop a Strategic Plan. It is part of a professional project I am undertaking to develop On a Page business templates for easier communication of complex ideas. The website http://onapage.blogspot.com explains this in more detail.

Shared by: Kylie Dunn
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posted:
11/27/2011
language:
English
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Developed by Kylie Dunn –

Our Vision Our Mission http://onapage.blogspot.com

Should capture your long-term view for the organisation Defines the fundamental purpose of the organisation,

and/or the environment in which it operates. outlining why you exist and how you are trying to achieve the

Vision.

Our Values Our Service System

This can just be a set of words, which you It is really valuable to include an outline of

often see in plans, and there are usually your organisation and the environment in

about 6. For example: which you provide your services.

Integrity Our Goals Our Initiatives (or Our Strategies) This should include, but not be limited to, the

Customer focused following:

Innovation  This is a list of the specific goals that Goal 1 – Objective 1

the organisation is focusing on during  size of the organisation

I think that it is important to have a short  The next thing that needs to be captured are the Initiatives or Strategies that the

this Strategic Plan period.  type of organisation

sentence outlining what that word actually organisation is planning to undertake to achieve these outcomes.

 The number of goals is completely  locations that you service

means for the organisation, for example:  Initiatives are actual projects and changes that are being undertaken by the

dependent on the organisation. For  annual budget/profit

organisation

We are honest with and respectful of our example, an organisation that is well  list of services

 Strategies are a little broader than this and should be used where actual activities are

customers, colleagues and stakeholders, established and functioning at a high

not known It is very important to ensure that all of your

displaying integrity in all interactions and capacity might only have a small

staff can find themselves and what they do in

decisions number of goals, whereas an Goal 1 – Objective 2

this picture.

organisation that has recently been For example, if your Objective is to “Provide people with document templates that

We are customer-focused, ensuring that 

created through a merger might have support their business needs” then a Strategy would be:

their needs are at the centre of all decisions

a few more. Focus on developing templates for the basic business planning documents

we make and services we provide 

 Goals are a little like your Vision  Whereas if the document planning has already been done then it might be an

We encourage innovation in the way we statement, in that they express how Initiative of:

work and deliver services, and support and you want things to be, but they need  Implement the Document Development Plan

value the skill and expertise of our staff to be specific and more tangible at the

same time. The language used is Goal 2 – Objective 1

around what “we will” do or what the  You might find it difficult to fit all of this on a page, it depends on the organisation. If

“client should” expect or get out of the that is the case the take this part of the document and move it to the back of this

activity. page. It is important for people to have but since it is down in the nitty-gritty it does

 Often Goals are coupled with not need to be part of the initial visual

Our Challenges Objectives, which need to be more

Goal 3 – Objective 1

specific and follow SMART (Specific,

This should be a brief list, again about six, Measurable, Achievable, Relevant and  For me, this also needs to be a dynamic part of the document. Strategic Plans are

about the major challenges in the Time-bound). generally 3-5 years in duration, but the whole focus of an organisation can shift

environment or the organisation that will  We will support people in the creation during this time. If there is a complete shift then a new Strategic Plan must be

impact on the ability to deliver services and development of good documents developed.

and/or reach our goals. For example: by providing simple and easy to use  However, if there is a minor shift around a particular Goal or Objective then it may be

Developing the workforce to adapt to templates. enough to simply update this document with the new Initiatives/Strategies.

changing service needs o Provide people with document

Meeting the growing expectations of the templates that support their

community and government business needs

o Provide easy to follow instructions

with templates









Our Outcomes

 This is where you capture what you hope to achieve by the Initiatives or Strategies outlined above.  If we are talking about KPIs then you might want to include a quantitative measure:

 It is where you capture your targets around the activities, for example:  Increase the number of documents downloaded each month by 10%.

 Upload six new business templates in the first year.  The implication is that if there are more downloads then the quality of the documents has improved. This is of

 If we were talking about an already established business then it might be: course not a direct correlation, since increases might occur because of marketing or word of mouth rather than any

 Improve the quality of all business templates. improvement that may or may not have occurred to the product.

Our Goals Our Initiatives (or Our Strategies)

Duplicate the Goals and Objectives here – to make it easier to Goal 1 – Objective 1 Goal 3 – Objective 1

refer the Initiatives/ Strategies back.

See notes on first page See notes on first page









Goal 1 – Objective 2 Goal 3 – Objective 2

See notes on first page See notes on first page









Goal 1 – Objective 3 Goal 3 – Objective 3

See notes on first page See notes on first page









Goal 2 – Objective 1 Goal 4 – Objective 1

See notes on first page See notes on first page









Goal 2 – Objective 2 Goal 4 – Objective 2

See notes on first page See notes on first page









Goal 2 – Objective 3 Goal 4 – Objective 3

See notes on first page See notes on first page


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