Strategic Planning Training

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Strategic Planning Training

• Tom Gilson
• Campus Crusade for Christ
• Operational Advisory ServicesFinancial Services
  Group

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What Everyone Knows About Strategic Planning

• Mixed Reviews
• Mixed History
• You can use its strengths if you know them

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• The Rise and Fall of Strategic Planning by Henry
  Mintzberg
• A 5-page summary is posted for you on the web
  (address to follow)

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Why Plan?

• Knowing what to do
• Even if you already know the tasks, it puts it
  into context of purpose, vision
• Empowers/equips for independent action
• Uncovers conflicting assumptions

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Why Plan?

• Knowing what to measure
• Measure whats important!
• How do you know whats important?
• From your strategy
• Hypothesis testing (later)

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Why Plan?

• Balancing
• Target ministry perspective
• Financial perspective
• Internal process perspective
• Employee learning and growth perspective
• Mission-focused
• (see reference to Balanced Scorecard at end of
  presentation)

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Elements of a Plan
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Directional Statements

• Vision
• A clear, motivational, compelling picture of the
  desired future
• How to discover your vision
• But Im not a visionary!

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Directional Statements

• Mission
• What you intend to do in order to accomplish the
  vision
• Values
• Enduring principles that define how we work, no
  matter what

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Situational Analysis
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Critical path

• The absolute and essential things we must do to
  move forward to the completion of the mission and
  the vision

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Critical Mass

• Start the self-sustaining reaction
• Getting launched, breaking gravity
• Early wins
• Generate capacity

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Resource Release

• Discovering and developing resources
• People, funds, systems, etc.

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Evaluate and Refine

• How to know what to measure
• Strategies as hypotheses (per Evan Dudek)
• If we do this, then we expect this result
• Did we do the this? (Measure processes and
  activities leading indicators)
• Did we see the that as a result? (Measure
  results lagging indicators)
• Adjust accordingly

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The Creative Pause

• Creativity is possible for all of us
• Resources Books by Roger Van Oech, and Color
  Outside the Lines by Howard Hendricks (see the
  website Ill be giving you later)
• Lateral Thinking Exercise

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Planning Principles

• Leverage your strategies Find the Pivot Point
• Be stubborn with the vision. Be flexible with
  your plan (Visioneering, p. 158)
• Expect the right thing from planning
• Document it

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More

• Notes and Resources on my blog at
  www.strategicchristian.net (follow the tab to
  Strategic Planning Training)     
• Notes from this talk
• Link to the Mintzberg Summary
• Link to a Campus Crusade for Christ paper on
  Strategic Planning
• Book recommendations and Amazon links

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More

• Visioneering by Andy Stanley, on vision
• Strategic Renaissance by Evan Dudek (on
  leveraging strategies)
• Balanced Scorecard Step-by-Step for Government
  and Nonprofit Agencies by Paul R. Niven
• Resources for Creative Thinking, by Roger Van
  Oech and Howard Hendricks (see the website)

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