Strategic Planning Crossroads Leadership Institute

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					                     Strategic Planning
               Crossroads Leadership Institute
What strategic planning Is and Is Not:
    Is: A process                Not: An event
    Is: Collaborative            Not: Top down
    Is: Inclusive                Not: Exclusive
    Is: Results oriented         Not: An exercise to only check the box -
    Is: Involves everyone        Not: Only senior management/board
    Is: Empowering               Not: A burden imposed by others
    Is: Hardwork                 Not: An exercise in “lip service”
    Is: Everyone’s               Not: The responsibility only of
          responsibility                 management/board

Strategic Planning “Must Haves”
      Must be built on values and vision!
      Must be inclusive.
      Must have an implementation component.
      Must have performance measurements.
      Rewards and benefits for employees, and
      Management must be held accountable.
      Senior leadership to be actively involved.
"There is no more noble occupation in the world than to assist another human
being - to help someone succeed."    Alan Loy McGinnis

There Are Three Distinct Phases Of Strategic Planning:
Phase I: Plan In this phase you are developing the values, vision, mission,
goals, strategies and measurements. “Customer” feedback is important here.
Customers are both external, i.e., your clients, and internal – your employees
and volunteers.

Once you have completed all of these elements I recommend you take this
process to all of your stakeholders for their comments, additions and input.
This is what is called the “catch-ball” process. You are sharing your draft
plan and asking for feedback. Once you have done this, gather your board,
management team, and employees for a rewriting of your strategic plan.
This plan then becomes your “blue-print” for your club.

Phase 2: Deploy In this phase you are developing the implementation
strategies for your strategic plan. This involves how you are going to do what
you said in Phase I. These are the “nuts and bolts” of how you will accomplish
your goals. Management and employees all have some responsibility in
implementing the plan. Who will do what; what resources are needed; what is
your timeline; how will you know you are successful; and how will you make
any corrections? A communication plan is essential in this phase. All
stakeholders, especially employees, and middle management, must be kept
updated on progress. A critical element in this phase is to give immediate
feedback to employees, and others on how they are doing. If you haven’t read
the “One Minute Manager”, by Ken Blanchard, I highly recommend it. It’s a
classic and one of the all time best selling management books – ever!

Phase 3: Review In this phase you are reviewing what you have been doing
in the implementation phase. Management and employees will need to make
decisions on what is working, what isn’t working – and why or why not.
Corrective action may be needed. This is a time to celebrate successes and to
recognize, again, people that are doing exemplary work. Communicate your

Dick La Fever, President
Crossroads Leadership Institute - Catalysts for Positive Change
815 W 19th Avenue Anchorage, AK 99503
907-258-7002 FAX 258-7007