life university lead - strategic management
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Office of Human ResourcesStrategic Management“Failing to Plan = Planning to Fail”
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Goals of Training
Participants will Understand The basics of strategic management How to develop good vision and mission
statements for your organization The basics of logic model planning Identifying strengths, weaknesses, opportunities
and threats (barriers) of your organization
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Training Agenda
Welcome & IntroductionBasic Housekeeping information Strategic Management process SkillsVision and Mission process SkillsSWOT process SkillsLogic Modeling process SkillsPracticing the Skills
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Strategic Management –
What is this? The “big picture” of what your university is
doing and where it is going Helps determine where your organization is
going over the next year or more Why is this important?
Takes you outside the day-to-day activities of your organization or project and helps give you clarity about what you actually want to achieve and how to go about achieving it rather than a plan of action for day-to-day operations.
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Strategic Planning Models
Goals-BasedMost commonWorks with the university vision, mission, and the university goals to work toward achieving the mission
Issues-BasedStarts with examining issues that the organization is facing
OrganicFocus is primarily on vision and values
Scenario
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• Mission: The Mission of Life University is to empower each student with the education, skills and values needed for career success and life fulfillment based on a vitalistic philosophy
• Vision: Life University strives to position itself as the pre-eminent leader in chiropractic healthcare, as well as a thought leader in advocating for positive change in health care policy.
• Core Value statement: The guiding principle of Lasting Purpose is: To Give, To Do, To Love, To Serve – Out of a Sense of Abundance.”
Example Mission, Vision, and Core Values
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Components of a Strategic Plan Vision – Developing a clear understanding
of what is your preferred future Mission – Developing a sound statement
about why you exist Core Values and Beliefs – Describes
behaviors and ideas that are important to your organization
Strategic Issues – The issues that create a gap between the ideal and reality
Operational Plans – How are you going to achieve your vision?
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Other Steps in Strategic Plan
• Create a Vision • Define core
beliefs and values of your university
• Identify your university’s mission
“ If you don’t know where you’re going, any path will get you there.”
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• Mission: The mission of the United States Secret Service is to safeguard the nation’s financial infrastructure and payment systems to preserve the integrity of the economy, and to protect national leaders, visiting heads of state and government, designated sites and National Special Security Events (NSSEs).
• Vision: The vision of the United States Secret Service is to uphold the tradition of excellence in its investigative and protective mission through a dedicated, highly-trained, diverse, partner-oriented workforce that employs progressive technology and promotes professionalism.
• Core Values: Each point of the Secret Service star represents one of the university’s five core values: justice, duty, courage, honesty and loyalty.
Example Mission, Vision, and Core Values
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ExerciseThe Paper Tower
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Steps of a Strategic Plan
Where is your university in its development RIGHT now?
Assess the Internal and External Environments SWOT AnalysisS Str engths W Weaknesses Internal Environment
O Oppor tunities T Thr eats External Environment
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SWOT AnalysisRegardless of whether your
organizationis future planning for specific products,work, personal or any other area, theSWOT analysis process is the same.
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SWOT Exercise
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SWOT Analysis cont.
Step 1 – In the here and now… List all strengths that exist now. Then in turn, list all weaknesses that exist now. Be realistic but avoid modesty!
Step 2 – What might be… List all opportunities that exist in the future. Opportunities are potential future strengths. Then in turn, list all threats that exist in the future. Threats are potential future weaknesses.
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SWOT Analysis cont.
Step 3 – Plan of action… Review your SWOT matrix with a view to creating an action plan to address each of the four areas.
Step 4 – Develop Operational Plans, Monitor Actions, Evaluate Progress, and Revise the Plan!
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Steps in Strategic Plan cont.
• Identify critical strategic issues – Sometimes referred to as
barriers• Develop goals and detailed
action plans for each strategic issue– How can you maximize the
forces in favor and minimize forces against?
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• Strategic Initiative #1
Become the preeminent performance-centered vitalistic health care institution in the world.
• Strategic Initiative #2Become the unchallenged leader in providing practical applications for success in business and in life.
• Strategic Initiative #3Break into the U.S. News & World Report annual rankings.
• Strategic Initiative #4Establish continuity in stewardship and ensure our lasting legacy in leadership, strategic planning, stability, robust constituencies and delivery on our brand promise.
Example: Strategic Initiatives
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Monitor Action Plans your university has developed in response to the critical issues
Evaluate progress of achieving the outcomes
Revise the plan as necessary
Steps in Strategic Plan cont.
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Recap
Man
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Vision and Mission Process
SWOT Process
Logic Modeling Process
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Lawrence [email protected]
678.466.0989