union leadership - strategic planning

Strategic PlanningStrategic Planning

LS-13 Strategic Planning/LATTC/Walker1

LS-13 Strategic Planning/LATTC/Walker 2

Planning QuotesPlanning Quotes

““By failing to prepare you are preparing to fail”.By failing to prepare you are preparing to fail”.Benjamin FranklinBenjamin Franklin

American Scientist, Publisher, DiplomatAmerican Scientist, Publisher, Diplomat1706-17901706-1790

““When planning for a year, plant corn. When planning for When planning for a year, plant corn. When planning for a decade, plant trees. When planning for life, train and a decade, plant trees. When planning for life, train and educate people”.educate people”.

Proverb, ChineseProverb, Chinese

GOST – basic but effective strategic planGOST – basic but effective strategic plan

GOST is an AcronymGOST is an Acronym

G for GoalsG for Goals

O for ObjectiveO for Objective

S for StrategiesS for Strategies

T for tacticsT for tactics


Strategic Plan - GOSTStrategic Plan - GOST

Strategic plans direct and form organizationStrategic plans direct and form organization

Plan contains a mission statementPlan contains a mission statement

Answers: who we are, who we serve, what servicesAnswers: who we are, who we serve, what services

Statement of more of Statement of more of “what” that “how”“what” that “how”

Intent to pull the union forward Intent to pull the union forward

Should tell everyone what the union is all aboutShould tell everyone what the union is all about


Mission StatementMission Statement


Mission Statement Example 1Mission Statement Example 1

Our mission is to unify the workforce in order to show solidarity and protect traditional union values. We are dedicated to the education of our members and the improvement of our union. We believe in bargaining collectively to insure that all people are treated fairly and equally by establishing wages, benefits, job security, and working conditions equal to or higher than industry standards. By doing so, we will improve the standard of living for our families, and our communities.

UFCW Local


Mission Statement Example 2Mission Statement Example 2

Passionately providing a voice to its membership, the local empowers and unites workers. With integrity and an unwavering dedication to economic and social justice, we organize, educate, and lead collective and political action to protect and expand the rights, wages and benefits of working families. This is your Union.

Teamsters Local

Names one problem at a timeNames one problem at a time

Points out issues inhibiting forward movementPoints out issues inhibiting forward movement

Problem has a logical relationship to missProblem has a logical relationship to miss

Based on current knowledge, factors, root causesBased on current knowledge, factors, root causes

Based on facts not feelingsBased on facts not feelings

Framed as lack of positive or too negative conditionFramed as lack of positive or too negative condition


Problem StatementProblem Statement


Example: Paragraph OneExample: Paragraph One


Paragraph 2Paragraph 2

Goal simply something union wants to achieveGoal simply something union wants to achieve

Change in the current situationChange in the current situation

Achieving goals takes time 6 months-3 yearAchieving goals takes time 6 months-3 year

Goals are outcomes not a processGoals are outcomes not a process

Clearly states desired resultsClearly states desired results


Goal ElementGoal Element


Goal StatementGoal Statement

XXXX 2013

After goals specific objectives are developedAfter goals specific objectives are developed

Objectives guide activities and set measurementObjectives guide activities and set measurement

Objectives are the Objectives are the “how’ are we going to achieve goal“how’ are we going to achieve goal

S.M.A.R.T. is a criteria used for determining objectivesS.M.A.R.T. is a criteria used for determining objectives

S.M.A.R. T. may also be applied to goalsS.M.A.R. T. may also be applied to goals


Objective ElementObjective Element


Example ObjectivesExample Objectives

XXXX 2012

XXXX 2012

XXXX 2012

XXXX 2012

XXXX 2013

XXXX 2013

Strategies are the general methods to achieve objectivesStrategies are the general methods to achieve objectives

Strategies are the overall plan Strategies are the overall plan

Strategies are set of decisions to ensure goals reachedStrategies are set of decisions to ensure goals reached

Strategies are achieved through tacticsStrategies are achieved through tactics


Strategy ElementStrategy Element

Using Objective 3 which stated: Using Objective 3 which stated:

The union will complete survey of membersThe union will complete survey of members’ collective needs and interests and ’ collective needs and interests and

compile results by 10/30/2009.compile results by 10/30/2009.

Strategy 1: Strategy 1:

Create, distribute, collect and compile surveyCreate, distribute, collect and compile survey


Strategic ExampleStrategic Example

Tactics are the actual ways to execute strategiesTactics are the actual ways to execute strategies

Tactics and strategies are directly related to each otherTactics and strategies are directly related to each other

Tactics are indirectly related to goals and objectivesTactics are indirectly related to goals and objectives

Tactics provide key informationTactics provide key information


Tactic ElementTactic Element

Strategy 1Strategy 1

Create, distribute, collect , compile and release surveyCreate, distribute, collect , compile and release survey

TacticsTactics

Negotiation committee will create survey by 9/1Negotiation committee will create survey by 9/1

Stewards will hand distribute survey to all members by 9/15Stewards will hand distribute survey to all members by 9/15

Stewards will collect surveys by 9/30Stewards will collect surveys by 9/30

Negotiation committee will compile survey results by 10/15Negotiation committee will compile survey results by 10/15

Negotiation Committee will mail survey results to all members by 10/28Negotiation Committee will mail survey results to all members by 10/28


Tactic ExampleTactic Example


Basic Strategic PlanBasic Strategic Plan

GoalsProblem

StatementMission

Statement

Objectives

Strategies

Tactics

union leadership - strategic planning

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