Strategic Plan IMPORTANT TEMPLATE by 09Vp5h9r

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									[ 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 ]




         ST R AT E G I C PL A N
  S ELECT THIS PARAGRAPH AND REPLACE
    WITH THE DESCRIPTIVE NAME OF THE
                 PROJECT
                       N A M E O F O R G A N I S AT I O N




                       S T R AT E G I C P L A N
                      D ESCRIPT IVE N AME OF THE P ROJECT




              This work is licensed under a Creative Commons Attribution-NonCommercial-
NoDerivs 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




                                               2
                       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
        I.Hughes@cchs.su.edu.au


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.




                                                 3
   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.




                                           4
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

      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
       drop-down 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.




                                          5
                  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

   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.
                    COMPETITOR RANKING              CURRENT SHARE          SHARE IN 3 YRS.

                Largest competitor                        50%                     30%
                Second largest competitor                 25%                     20%
                Third largest competitor                  15%                     12%
                          Table: Projected growth of competitors over 3 years.




                                                     6
                                  VISION


                     D ESCRIPT IVE N AME OF P ROJECT




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         Chapter 2
                  Applied Strategic Planning: A Comprehensive Guide   Chapter 2




                                               7
           PLANNING TO PLAN


                    Write a descriptive title of the project
      OUR PROJECT




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



                    List the names and positions of the people who will make the plan
    OUR PLANNING
            TEAM




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




                    When will the planning team meet?
TIME FOR PLANNING




                    Where will the planning team meet?
        PLACE FOR
        PLANNING




                                            8
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         Chapter 5
                   Applied Strategic Planning: A Comprehensive Guide   Chapter 5




                                                9
  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




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




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




                         What are the social and cultural expectations, events and changes
        SOCIAL AND       which might affect the project?
         CULTURAL
      ENVIRONMENT




                         Trends and events in the industry or service sector (eg Aboriginal
       INDUSTRY OR       health sector).
    SERVICE SECTOR




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




                                               10
                   Local events, history, geography, economy, politics, interests,
          LOCAL    activities etc.
    ENVIRONMENT




                   What happens in the organisation, project and planning team.
INTERNAL MONITOR




        
               Goodstein LD, Nolan TM & Pfeiffer JW (1992)
               Applied Strategic Planning: An Introduction              Chapter 6
               Applied Strategic Planning: A Comprehensive Guide        Chapter 6




                                           11
                      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 the form is filled out
                 DATE




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




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




                         What you think should be done
        ACTION PLAN




                         Who will be responsible for application
     RESPONSIBILITY




                         ExecutiveOffocer or Coordinator approves of action
      COMMITTMENT




                         Report of what is done
      ACTION TAKEN




                                               12
          Report of what happened after the application
OUTCOME





      Goodstein LD, Nolan TM & Pfeiffer JW (1992)
      Applied Strategic Planning: An Introduction         Chapter 6
      Applied Strategic Planning: A Comprehensive Guide   Chapter 6




                                  13
              C U LT U R E S C A N


                  Brief description of the culture of service users
     CUSTOMERS




                  Brief description of the culture of the organisation
   ORGANISATION




                  Brief description of cultures in the local community
LOCAL COMMUNITY




                  Notes on cultures of other service providers
    COMPETITORS




                  Cultural background of each member of planning team
  PLANNING TEAM




                  Implications of the cultural context for the plan
           PLAN




        
              Goodstein LD, Nolan TM & Pfeiffer JW (1992)
              Applied Strategic Planning: An Introduction                Chapter 3
              Applied Strategic Planning: A Comprehensive Guide          Chapter 3




                                          14
                          VA L U E S S C A N


MEMBERS OF PLANNING TEAM

Name                        Personal values
Each member of the          lists his or her own values
planning team

                            use the tab key to add more rows



THE STAKE HOLDERS

Stake holder                Values

List each main stake        List the values of each (if known)
holder
                            Use statements made by stake holders when possible



THE ORGANISATION

Name of the               Stated philosophy, principles or values
Organisation

                          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           Chapter 7
                       Applied Strategic Planning: A Comprehensive Guide     Chapter 7




                                                   15
       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
              1. WHAT                                                 project offer?
                                                                      What functions will the
                                                                      project perform?


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


                                                                      what will the project
               3. HOW                                                 offer to meet this need?



                                                                      What are the reasons
               4. WHY                                                 for the project?
                                                                      Why will the project
                                                                      exist?




                                           What?




                                           Why?




                                              16
        How?                                                              Who?




DRIVING FORCES

                                                                     what will we do
         SERVICES


                                                                     who will use our
       CUSTOMERS                                                     services


                                                                     what methods will we
      TECHNIQUES                                                     use


                                                                     how we can afford to
    COST CONTROL                                                     do it


                                                                     how we can do it
       OPERATIONS


                                                                     how we will sell or
     DISTRIBUTION                                                    offer our services

                                                                     resources we can make
       RESOURCES                                                     use of


                                                                     what stake holders will
         REWARDS                                                     get




                                                                     What makes our project
      DISTINCTIVE                                                    different from others?
     COMPETENCY




         
                 Goodstein LD, Nolan TM & Pfeiffer JW (1992)
                 Applied Strategic Planning: An Introduction              Chapter 8
                 Applied Strategic Planning: A Comprehensive Guide        Chapter 8




                                             17
S TAT E M E N T O F P U R P O S E




                18
          GOALS & OBJECTIVES


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

          GOAL    Type your goal here
                  1) First objective
    OBJECTIVES




          GOAL    Type your goal here
                  1) First objective
    OBJECTIVES




                                         19
            S T R AT E G I C M O D E L



                     1) List the service or services (‘Lines of Business’)
          SERVICE       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.

                     This is the heart of the strategic plan. List the strategic thrusts which
 BROAD STRATEGIES    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
          SHARED     need to create these services, meet the success indicators and
   UNDERSTANDING     implement these strategies?



                     What kind of culture is needed in the project team to achieve this
  PROJECT CULTURE    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                 Chapter 9
                Applied Strategic Planning: A Comprehensive Guide           Chapter 9




                                            20
            S W O T A N A LY S I S



I   STRENGTHS                                     WEAKNESSES
N
T
E
R
N
A
L


E   OPPORTUNITIES                                 THREATS
X
T
E
R
N
A
L




      
             Goodstein LD, Nolan TM & Pfeiffer JW (1992)
             Applied Strategic Planning: An Introduction         Chapter 10
             Applied Strategic Planning: A Comprehensive Guide   Chapter 10




                                         21
                          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                Chapter 11
                        Applied Strategic Planning: A Comprehensive Guide          Chapter 11




                                                    22
            ACTION PLAN


OBJECTIVE




ACTION            WHO   WHEN   OUTCOME




                 23
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            Chapter 12
                      Applied Strategic Planning: A Comprehensive Guide      Chapter 12




Congratulations on completing your strategic plan.
_______________________________________

              This work is licensed under a Creative Commons Attribution-NonCommercial-
NoDerivs 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.




                                                  24

								
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