CREATING A STRATEGICFOUNDATION

Leadership InstituteMarch 2006

A PROCESS WHICH DEVELOPS STRATEGIC DIRECTIONS TO INCREASE THE PROBABILITY OF ACHIEVING YOUR MISSION

STRATEGIC PLANNING PROCESS

Strategic Thinking

Board/EDResponsibility

Mission/Values/Vision/Goals

StrategicFoundation

STRATEGIC PLANNING PROCESS

Strategic Thinking

Board/EDResponsibility

Mission/Values/Vision/Goals

StrategicFoundation

Action Planning

Board/Staff/Volunteers

What/How/Who/When

Operating Framework

PURPOSE

“ONLY AFTER WE DETERMINE THE END PURPOSE OF AN ORGANIZATION - ITS REASON

FOR BEING - CAN WE BEGIN TO SHAPE

AN IDENTITY AND STRUCTURE TO SUIT THAT PURPOSE.”

MICHAEL HAMMERBEYOND REENGINEERING

KEY ELEMENTS OF A PURPOSE STATEMENT

WHO ARE WE?

WHAT DO WE DO?

WHAT IMPACT HAVE WE MADE?

DISCUSSION

Define your organization’s primary purpose

How are we doing (1-10)

CORE VALUES

Core values are the essential and enduring terms of an organization. A small set of timeless guiding principles, core values require no external justification; they have intrinsic value and importance to those inside the organization.

CORE VALUESThe core values embodied in our credo might be a competitive advantage, but that is not why we have them. We have them because they define for us what we stand for, and we would hold them even if they became a competitive disadvantage in certain situations.

Ralph S. LarsenCEO of Johnson & Johnson

BREAKOUT DISCUSSION

What are our Core Values?

Are they central to our Mission/Purpose?

BREAKOUT GROUPS

* Green – Harbour/Miles/Harper/Hodges Rasmussen/Gales/Flaherty/ Wilcox/Rodgers

* Orange – Kleisslier/Dickey/Field/Bowen/Hanan/Litman/Taylor/Langham/

Wilcox* Purple – Lechner/Lawson/Freeman/Sullivan Mumma/Ruskin/Kemp/Thomas

FIRST A PICTUREPYRAMIDS, CATHEDRALS AND ROCKETS EXIST NOT BECAUSE OF GEOMETRY, THEORIES OF STRUCTURES OR THERMODYNAMICS, BUT BECAUSE THEY WERE FIRST A PICTURE - A VISION - IN THE MINDS OF THOSE WHO BUILT THEM.

EUGENE FERGUSONHistorian

BREAKOUT DISCUSSION

What is our “Picture” of the Cultural Environment we want to Create in our Community?

Creating the future is an enormous task and is only worth doing if you have goals that make a meaningful difference.

Peter Drucker

AUDACIOUS GOALS> CLEAR AND COMPELLING

> CATALYST FOR TEAM SPIRIT

> ENGAGING FOR EVERYONE

> DEFINED FINISH LINE

> TANGIBLE AND FOCUSED

Jim Collins/Built to Last

BHAGS AND OTHER GOALS

BHAGS – Visionary Goals

Operational Goals > Near Term > Functional

SETTING OUR PRIORITIES

How many BHAGs can we accomplish?

Are there key “get it done now” goals?

BREAKOUT DISCUSSION

What should be our Primary Goals?> Developing Candidates

> Reaching Consensus

CREATING STRATEGIC DIRECTIONS

> BROAD/MACRO INITIATIVES

> CHANGED FUTURE CONDITION

> PLATFORM FOR ACTION PLANS

BREAKOUT DISCUSSION

For your Top Goal- Potential Strategies- Capacity to Accomplish- Positioning Statement