01 26 16 strategic planning slides

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WELCOME
Joey Pauley M.A.
Principle - Applied LeadershipTeams

WHAT DOYOU WANTTO
PLAN FOR?
• Personal ?
• Professional?
Use the blank sheet in from of you to brainstorm a few ideas
of what you want to plan for.
• Organizational ?
• Community?

STRATEGIC PLANNINGTOOLS
Joey Pauley M.A.
Principle - Applied LeadershipTeams

“ “
Anonymous
If you don’t know where you are going,  
any direction will do.

APPLIED LEADERSHIPTEAMS
Helping people & their
organizations make the
changes they need to create
the future they want by
facilitating:
• Strategic conversations
• Effective collaboration
• Personal leadership

LEARNING GOALS
• To understand how planning has changed.
• To learn about the Six Key PlanningTools.
• To get some practice in using these tools to create the future
you want.
• To talk about strategies for when it all goes to …in a hand
basket!

AGENDA
• How planning has changed
• Introduction to planning tools
• Trying out the tools
• Trying out the tools some more
• What happens when it all goes to …
• Evaluation and closing
• Adjourn

THE FUTURE AIN’T WHAT IT
USEDTO BE…
How have things changed over the past ten years in…
• Your life
• Business
• Technology
• The US
• The world

CREATINGTHE FUTURE:
THEN & NOW
Then:
• Look at past &
extrapolate
• Assume continuity
• Plan for 5-10 years
• Plan & command
• Silo planning
Now:
• Look to the future and
envision
• Assume rapid change
• Plan for 18 months
• Involve & collaborate
• Matrix planning

STRATEGIC PLANNING…
Then: a way of giving
logical direction for
people to implement.
Now: a way of gathering
& aligning human energy
towards an important goal

WHAT DOYOU WANTTO
PLAN FOR?
• Personal ?
• Professional?
• Organizational ?
• Community?
Select something you want to plan for.  
Tell us about that thing.

“ “
Peter Drucker
The only way to predict the  
future is to invent it.

GUESS WHAT? NO MATTER WHATTHE
OBJECT OFYOUR PLANNING,THE
TOOLS ARETHE SAME!
• Mission: What you do, for whom and (generally) how
• Vision: A picture in your mind of how you want things to be
• Goals: Broad statements of what you want to achieve
• Strategies: How you’re going to achieve these goals
• Objectives: Speciﬁc statements of what you will do
• Performance Measures: How will you know if you’ve succeeded

GUESS WHAT? NO MATTER WHATTHE
OBJECT OFYOUR PLANNING,THE
TOOLS ARETHE SAME!
Performance Measures
Objectives
Strategies
Goals
Vision
Mission

A STRATEGIC PLAN  
FOR MY GARDEN
An exercise in how mission, vision, goals, objectives and
performance measures all work together…

MISSION
• Goal : Want to have a garden
• What’s my garden mission?
• To have a beautiful garden for the enjoyment of my family,
my friends and myself.
Why is it important to know my mission?

I ENVISION…
I picture myself in the summer, sitting under the shade of an
deciduous tree. I am sipping ice tea with organic mint picked
from my own garden. I smell hop cones while I wrap the vine
around the twine it crawls up.
This is my vision—why is it important?

OVERARCHING GOAL
• To design a relaxing garden and outdoor space that will
naturally thrive in the Paciﬁc Northwest and that I can
personally maintain.
How did this goal derive from my mission and vision?

DEVELOPING STRATEGY:
CURRENT REALITY
Strengths
• Good land and soil
• Strong desire to have
sustainable landscaping
• Friends in landscaping
• Hops already planted
Weaknesses (Vulnerabilities)
• Don’t know much about local
plant varieties
• Don’t have landscaping
background
• Don’t have a lot of time to learn
(full time job!)
Opportunities
• Learning about sustainable
gardening
• Creating a gathering place for
my peoples
• Longer term savings
Threats
• If not done right, lots of problems
& unintended costs
• Some gardeners aren’t good at
this—I could be fooled.

ALTERNATIVE STRATEGIES—HOW
MIGHT I GO ABOUT REACHING MY
GOAL?
• Design the garden myself after research and get some friends
to help me do the work after I’ve designed it; or
• Find a good landscape gardener with experience in indigenous
plants to collaborate on design and planting the garden.
How might my SWOT help me determine my strategy?

OBJECTIVES: SHORTTERM GOALS—FLOWING FROM
MY STRATEGY—THAT WILL GET METO MY
OVERARCHING GOAL!
• By January 1, get bids from 3 possible gardeners who all know
indigenous plants and who can meet my timeframe and
budget.
• By February 15, select gardener based on price and “ﬁt”.
• By July 4, have my ﬁrst successful garden party!

PERFORMANCE MEASURES
• How will I know if I have succeeded in achieving my overarching
goal…
• To design relaxing garden and outdoor space that will
naturally thrive in the Paciﬁc Northwest and that I can
personally maintain…
• Based on my garden mission…
• To have a beautiful garden for the enjoyment of my family, my
friends and myself.

YOURTURN

YOUR MISSION SHOULD
• Answer 3 questions:
• What you want to do?
• For whom are you  
doing it?
• How (generally) will you
do it?
• Be brief;
• Be crafted by the right
people; and
• Inspire!

SAMPLE MISSIONS
My Work
My mission is to help people
and their organizations make
the changes they need to
create the future they want
by facilitating strategic
conversations and effective
collaborations and coaching
for personal leadership. (I
wrote this myself.)
Facilities Department,  
Nursing Home
Our mission is to make sure
that our physical plant &
grounds work well & are
beautiful for our patients by
assuring high level customer
service & effective
maintenance services.
(Management team wrote this
and discussed with staff.)

CREATEYOUR MISSION
• Write your mission on your strategic
plan template.
• Read it to your planning partner.
• Ask each other:
• Does it answer the three questions?
• Does it inspire you?
• Who else might you engage in
crafting this mission?
• What you want to do?
• For whom are you  
doing it?
• How (generally) will
you do it?

VISION
• A vision is a picture of a preferred future.

SAMPLEVISIONS
My Work
I am writing my memoirs.There are
chapters that tell the story of awesome
leaders and teams who built creative and
trusting relationships.Together, they
walked through their dark nights to ﬁnd
new, creative and compassionate ways to
do their work together. Lots of stories,
full of heart, some very funny and all full
of meaning and the beauty of the human
spirit. I feel content and honored to have
played a part in helping these leaders
and teams succeed together. (I
envisioned this myself)
Nursing Home
We are having a celebration of our
department today because we have
done such a good job of achieving our
mission.The buildings are all freshly
painted and we’ve installed solar
panels for sustainable electricity.The
gardens are planted with ﬂowers &
patients are walking along our paved,
accessible trails. Doctors, nurses and
patients join in our celebration, all
appreciating our work. (Facilities
director did this with staff at a retreat!)

VISION
• A vision is a picture of a preferred future.
• Close your eyes, relax and picture the future state you want to
create.
• Jot down what you (and others) see, hear, and experience in
this desired future.

YOURVISION
1. Write your vision on your template.
2. Read your vision to your planning partner.
3. Just savor your visions together!
4. Who else might you engage in envisioning this future?

SETTING GOALS
• Review your mission and vision.
• Your goals are the “what” you want to achieve:
• Goals can be somewhat broad and longer-term.
• They start with an action word.
• They are designed to achieve your mission and move towards
your vision.
• You are committed and able to work towards them.

SAMPLE GOALS
My Work
•To maintain a vibrant
consulting practice that
includes design, facilitation,
coaching and teaching.
•To work with people and
organizations doing work
that is important to our
collective future
Nursing Home
• To install sustainable energy in
our all of buildings.
• To make cosmetic improvements
within budget that will facilitate a
more pleasant daily life for our
patients.
• To design & plant an aesthetically
pleasing garden that is accessible
to patients with motor disabilities.

WRITEYOUR GOALS
• Review your vision and mission
• Write 1-3 goals on your strategic planning template.vi
• Share them with your planning partner.
• Ask each other:
• Do the goals start with an action word?
• Do they help you achieve your mission  
and move towards your vision?
• How committed are you to these goals?

“ “
Anonymous
Hope is not a strategy.

STRATEGIES
Your strategies are “how” you will achieve your goals.
• Review your Current Reality (SWOT)
• Think of alternative ways you can achieve each goal.Write
down those ways.
• Based on your Current Reality, select a strategy (strategies)
that will work for you.

CURRENT REALITY
Strengths
• A wide network of clients and
colleagues
• Strong relationships
• Good references
• Always in learning mode!
• Sole practitioner so scope of
work is limited
• No strategy for moving into new
areas, like coaching
• Not very good at marketing—
how much effort do I want to put
into marketing?
Opportunities
• Coaching certificate programs—
excellent ones on the West coast
ongoing clients call me back to
do additional work and refer me
to others
• Colleagues who want to partner
with me
Threats
• Increasing numbers of
organizational change
consultants
• Consulting firms with “snazzy”
charts and graphs, bells and
whistles

SAMPLE STRATEGIES
My Goal: To maintain a vibrant change consulting practice that
includes design, facilitation, coaching and teaching
• Create a series of marketing seminars to further my network
• Keep my learning up through continuing education to stay on
the cutting edge of the ﬁeld
• Maintain ongoing relationships with clients with whom I have
done the richest change work

CURRENT REALITY
Strengths
• Highly skilled engineers
• High level of loyalty to the Home
Interest in sustainable energy
• No current “sustainable energy”
expertise
• Financial resources
Opportunities
• Retain highly skilled engineers
by upgrading skills for future
• Ability to save money for the
Home through energy efficiency
Threats
• Rising costs of energy—needs to
be done quickly
• Engineers leave because they
become less relevant

SAMPLE STRATEGIES
Facilities Department Goal:To install sustainable energy in our all of buildings.
• Hire an alternative energy specialist as a part of our staff and have him/her
create a sustainable energy plan for our entire campus and put that person
in charge of maintaining the system
• Train a team of our current engineers in sustainable energy and have them
work as an ad hoc task force to design the system and train us in
maintaining it.
• Hire an outside consultant to design a sustainable energy plan for us and
teach us how to implement it effectively over time

YOUR STRATEGIES
1. Select one goal of yours.
2. Do a SWOT Analysis of Current Reality
3. Brainstorm strategies to achieve your goal.
4. Discuss your SWOT with your planning partner.
5. Together, select a strategy (strategies) that work for you!

OBJECTIVES
• These are the short term goals to implement your strategy & serve your
overarching goal(s).
• Objectives are also called SMART goals.
• Speciﬁc
• Measurable
• Aspirational
• Realistic
• Time bound

SAMPLE OBJECTIVES
My Work
• Successfully complete a course
to get certiﬁed by the
International Coach Federation
by December 2011.
• During 2012, set up follow up
meetings with all clients from
2010-2011 to ﬁnd out how
they/their teams are doing and
talk about other potential
projects.
Nursing Home
• By June 2012, send a team of
selected engineers through
Department of Energy training
on sustainable energy planning.
• By winter 2013, complete
sustainable energy plan,
including budget and timeline,
for approval by senior
management committee.

YOUR OBJECTIVES
1. Take one of your strategies to achieve one of your goals.
2. Write down at least one objective that will implement that
strategy.
3. Review your objective(s) with your planning partner & get
feedback on them. Are they SMART?

PERFORMANCE MEASURES
• Ask the question: How will I know if I have succeeded in
achieving my goals?
• Measures may be quantitative (I met my deadlines; I made X
dollars) or qualitative (Patients gave us many compliments
about the accessible gardens)
• Measures can be...well...tracked and measured in some way!

SAMPLE MEASURES
My Work
• ICF certiﬁcation granted
• X number of new/
returning clients
Nursing Home
• Engineering team successfully
completed training and “gelled” as a
team.
• Team developed a set of
recommendations on time and in
budget.
• Senior management accepted at least
some of the recommendations.
• X dollars in energy costs saved in
year 1.

YOUR MEASURES
1. Write down 1-3 ways that you will measure success in
achieving either a major goal or your entire mission/vision.
2. Read it to your planning partner.
3. Discuss: Is it measurable? Will it really show success?

WHAT HAPPENS WHEN IT
ALL GOESTO ....
Go back to your mission,
vision and overarching goals.

ALL GOESTO ....
• Create forums for
conversation among the
people affected.
• Ask,“How can we still meet
our mission and move
towards our vision?

ALL GOESTO ....
• Tweak your strategies and
objectives based on these
conversations…or toss
them and take a few steps
in the dark…

BEYONDTHETOOLS
Planning has a spirit
Beneath statistics and pie charts.
It is the spirit of choice—
Hope over despair
Creativity over convention
It is the spirit of possibility—
Potential futures
What if we could...?
And even in the dark of not knowing
You can see its hallmarks...

“ “
Otto Scharmer
Open Mind
Open Heart
Open Will

ENJOYTHE JOURNEY!

01 26 16 strategic planning slides

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