1. Key Learnings
Strategic Planning and
Performance Measurement
Training

2. Strategy Defined
• An organization’s intention to create value
for stakeholders (shareholders,
customers, constituents)

3. The Five Steps of Strategic
Planning
1. Set the stage. Prepare for planning
2. Face the facts. Look at the current situation
(through a SWOT analysis for example)
3. Establish the future, desired state. Determine
where you want to go
4. Complete and implement the plan. Develop a
plan to move in the desired direction and take
action to make the plan work
5. Follow up, measure, and evaluate the results.
Determine the success of the plan.

4. Structure of a Strategic Plan
1. Mission
2. Vision
3. Core Values
4. Strategic Goals (for the next 3-4 years)
• Link to the mission, but are more detailed
5. Objectives
6. Performance Measures

5. Number of goals?
• 6 to 10 is recommended

6. Misc. - Balanced Scorecard
Maps the value creation process of an organization based on the following 4 themes:
3. Internal processes
…core competencies that an organization should leverage and the processes that need
immediate attention
6. Customer/client focus
Customer satisfaction and loyalty
8. Financial/fiduciary
Addresses value creation for taxpayers
10. Learning and growth
Focus on people resources, and integrates hiring, promotion, retention, development, and
succession planning

7. Misc.
• Activity based management
• Activity based costing
• Activity based budgeting
• All of the above focus on “what’s costing
us the most money?”

8. Misc. – 3 GPRA Requirements
• Government Performance and Results Act
– Strategic plan to Dir. Of OMB and Congress
– Update it every 3 years
– Must contain mission, goals and objectives
– Annual performance plan and budget request in
February also required
– Annual Performance REPORT covers plan items
from previous year
– This, with the Annual Financial Report, makes up
your Performance and Accountability Report