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Building a Roadmap Towards

Vision 2020Strategic Plan Framework

William JonesDirector of Operations & Strategic Initiatives

Overview

• Your Role as a Committee Chair• Phases & Timeline• What is a strategic plan?• Definitions• Next Steps

Your Role• Schedule committee meetings

– Full staff meeting: Framework presentation– First meeting: SWOT analysis– Follow-up meetings: Develop pillar items

• Ensure maximum participation by all• Ensure adequate notes are taken• Identify retreat presenter(s) and notetakers

Development Phases

• Phase 1: Foundation Established • Phase 2: Pillar Development• Phase 3: Final Document Completed• Phase 4: Implementation

Development PhasesPhase 1: Foundation Established

• Leadership team drafts the vision, mission, core values, overarching pillar themes, and critical enablers as a starting point for discussion

• Full staff review and provide feedback (additions, subtractions, and/or tweaks) via Sakai site before core structure is finalized

• Cross-functional teams are developed for each pillar. Outcome: to brainstorm ideas for goals within the assigned pillar

• Half-day staff retreat for teams to present their ideas and receive constructive feedback from the larger group and discuss possible overlaps

• Pillar owners, in consultation with their functional areas and the Executive Director, refine goals and develop objectives and actions (where necessary)

Development PhasesPhase 2: Pillar Development

• Half-day staff retreat to review “final” document and make any additional recommendations

• Document will be prepared and submitted to the Executive Director for final review.

• Final document prepared for publication and disseminated to staff, stakeholders, and others

Development PhasesPhase 3: Document Creation

Development PhasesPhase 4: Implementation

• Identify Year 1, 2, 3… Goals

• Provide updates during Winter Retreats

• Utilize annual report process to reflect and report on outcomes related to the prior year’s goals/objectives

• Utilize performance review process when necessary

What is a Strategic Plan?In many organizations, a strategic plan is viewed as a process for determining where an organization is going over the next 3 to 5 years, although some extend their vision to 20 years.

- Our friends at Wikipedia

What is a Strategic Plan?Myth or Fact?• Strategic plans end up on the shelf collecting dust.• It's negative to always be looking for what isn't working;

it's better to focus on the positive.• Once you have a plan, you should stick with it.

Consistency is the most important thing. • The more you plan, the better your results.

-TSI Consulting Group

What is a Strategic Plan?

At the end of this process, what would make you feel good about our plan?

Outline of Our Plan

• Vision Statement• Mission Statement• Core Values• Critical Enablers

• Strategic Pillars– Goals

• Objectives– Actions

• Champions• Deadlines

Definitions• Vision Statement:

Outlines what the organization wants to be (an "idealised" or aspirational view). It is a long-term view and concentrates on the future.

• Mission Statement: Defines the fundamental purpose of an organization, succinctly describing why it exists, and what it does to achieve its vision.

• Core Values: Beliefs that are shared among the stakeholders of an organization. Values drive an organization's culture and priorities and provide a framework in which decisions are made.

Definitions

• Critical Enablers: Critical Enablers apply across our strategic pillars and enable their delivery. The future pace of development within these areas will be driven by the needs and influences of our pillars.

– Examples: Marketing, Information Technologies, Fundraising, Professional Development, Assessment, etc.

Definitions• Strategic Pillars:

These are strategic areas of focus for our organization with an eye towards our overall vision. Goals, objectives, and actions will spring from these strategic areas.

– Goals: Goals are generically for an achievement or accomplishment for which certain efforts are put.• Measurable Objectives: Specific targets within the general goal. Objectives are time-

related to achieve a certain task– Actions: Specific steps taken to reach an objective. Each objective may not

necessarily have action steps.

Confused about goals and objectives yet?

DefinitionsAttributes Goals Objectives

Scope Broad Narrow

Specificity General intentions and are not specific Precise and relating to a specific tasks

Tangibility May be intangible Tangible

Time Frame Longer time frame Short term

Measurable May or may not be measured Should be measurable

DefinitionsStrategic Pillars: Goals vs. Objectives(Visual Learners)

Pillar 1

Goal 1.1

Objective 1.1.1

Action 1.1.1.1

Action 1.1.1.2

Objective 1.1.2

Action 1.1.2.1

Action 1.1.2.2

Goal 1.2

Objective 1.2.1

Objective 1.2.2

Example:• Pillar 1: Employer Relations

– Goal 1.1: Diversify the Employer Base• Objective 1.1.1: Attract new employers

from underrepresented fields.• Objective 1.1.2: Diversifying our

Career & Internship Fair offerings

Note: The objectives don’t have specific measurable

outcomes although by the end of the process they will.