Geoff and Maggis Excellent Adventure

1
Geoff and MaggisExcellent Adventure

• A simple approach to
• Strategic Planning

2
Introductions

• Geoff Scotton
• Senior Business Writer Calgary Herald
• Editor SPN and ZPN
• General outstanding guy!!
• Maggi McLeod
• Board member

3
The Excellent Adventure Part 1

• Or
• PLANNING THE PERFECT VACATION

4
YOUR Perfect Vacation includes...
?

• You are limited only by your own imagination, and
  
• the fact that you only have 10 minutes!

5
Questions about YOURPerfect Vacation

• Did you pick Baghdad as the location for your
  perfect vacation?
• How about Banda Aceh, Indonesia?
• Anyone choose Afghanistan?

6
Questions about YOURPerfect Vacation, contd.,

• Did anyone consider purchasing tickets on JetsGo?
• Going on the vacation next week?
• Is your perfect vacation free?
• Is your vacation less than 2 days long?
• Are you going alone?

7
The BIG secretshhhhh

• Strategic planning really isnt that different
  from planning the perfect vacation

• Deciding where you want to go, and then
• Figuring out how to get there

8
Review 1So far we have.

• Perfect Vacation
• Destination

• Strategic Planning
• Mission

Destination Mission

• Perfect Vacation
• How to get there

• Strategic Planning
• Objectives

How Objectives
9
Adventure Part 2orSimple Strategic Planning
10
The Process Considerations

• Baghdadwhy not?
• Risky environment
• Not safe for family or self
• Not the right place for a perfect vacation

11
The Process Considerations

• Going down the road alone?
• If Yes then you have the sole decision on where
  you goBUT
• If Noyou need positive feedback and BUY-IN from
  fellow travelers.

WHY?
12
The Process Considerations

• Need Cash?
• Expensive adventure
• How much will it cost?
• How much do you have on hand?
• How do you get the cash?
• How long will it take?

13
Strategic planning is
A fancy buzz term for an organized approach to
getting things done
14
Strategic Planning Process

• State your purpose or MISSION
• Develop the big picture things or OBJECTIVES
  that need to happen for you to achieve the
  mission
• Break each of the objectives into smaller chunks
  or STRATEGIES

15
Strategic Planning Process

• Divide out each strategy into bite size pieces or
  measurable GOALS that allow you to track your
  progress
• Develop methods or PROGRAMS that
  combine/coordinate the concurrent activities in
  achieving the goals youve set AND THEN

16
Strategic Planning Process

• GO!

17
The devil is in the detailsWhere to go???

• Mission
• Why do we need one?
• What precipitated the need for a mission?
• Consider the outside factors
• Precipitating factors and impact of change/plan

18
The devil is in the detailsWhere to go???

• SWOT
• Strengths
• Weaknesses
• Opportunities
• Threats

19
The devil is in the detailsWhere to go???

• Assess the current state to
• Identify strengths we have to overcome potential
  threats and what weaknesses we need to address to
  take advantage of opportunities available

20
The devil is in the detailsHow to get there

• OBJECTIVES
• Broad based
• Reflect the underlying reason for future
  existence
• Medium or long termNOT short term

21
The devil is in the detailsHow to get there

• OBJECTIVES
• Examples from vacation scenario?
• Take a break from the daily grind
• Get rest and relaxation
• Get away from work
• Stay within a set budget
• Stay in one place.

22
The devil is in the detailsHow to get there

• STRATEGIES
• Develop Strategies that
• Build on strengths
• Resolve weaknesses
• Exploit opportunities
• Avoid/minimize threats
• Examples ?

23
The devil is in the detailsHow to get there

• GOALS
• Planning of activities that will allow our
  strategies to be achieved
• Interim, time-based measurable activities
• Example ???

24
The devil is in the detailsHow to get there

• PROGRAMS
• Coordination/concurrent action
• Design effective coordination to achieve goals

25
The devil is in the detailsHow to get there

• Programs completed
• Goals reached
• Strategies achieved
• Objectives met
• Mission Accomplished

26
The devil is in the detailsHow to get there

• Use SWOT to
• Identify/ build on STRENGTHS
• Address/resolve WEAKNESSES
• Overcome and avoid THREATS
• Exploit/take advantage of OPPORTUNITIES

27
TRY IT ON!!

• Lets play with the process
• Team Exercise

28

• Help!!
• http//www.planware.org/strategy.htmvision

29

• Questions ?
• Comments ?
• Feedback questionnaire