The Complete Guide to Strategic Planning

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The Complete Guide to Strategic Planning

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The Complete Guide to Strategic Planning is a no-more-business-as-usual approach to the art of steering your organization and positioning it for the future. Steven has had over 30 years' experience as a CEO, Chair and facilitator, and has been taught by some of the world's best strategic planners. He has refined the process to be both impactful, inspirational and hyper-effective. This has been borne out by hundreds of testimonials from organizations that have used the process and experienced the ongoing results. The processes described in this book break many of the rules of traditional strategic planning, but result in truly strategic plans, that fundamentally change the way the Board and the organization work. This field guide is for anyone wishing to drive change in their community, their sector and their organization.

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Contents

About the Author 4

Preface. 5

What is a Strategic Plan, Really? 6

The elements of a Strategic Plan. 6

The key implications of this definition. 7

Key Questions regarding strategy and the Strategic Plan. 7

Resistance to Strategic Planning. 8

The Strategic Planning Process. 9

Four Key Components of a successful Strategic Plan. 9

Framework for Strategic Planning. 10

The eight stages of the Strategic Planning framework. 10

Stage 1: Establishing the Strategic Foresight 12

Environmental Scanning. 12

Key Questions regarding Environmental Scanning: 12

Causal Layered Analysis. 12

Key Question to ask about Causal Layered Analysis: 14

Scenario planning. 14

Key question to ask about scenarios. 15

Wildcards & cascading discontinuity sets. 15

Key question to ask about wildcards. 16

Value systems. 16

Stage 2: Create the Planning Team.. 17

Anatomy of the planning team.. 17

The Board (Role: Monitoring) 17

The CEO (Role: Implementation & control) 17

Senior staff (Role: Implementation) 18

Stakeholders (Role: Expert advice or representation) 18

Committees (Role: Support) 18

Strategic questions to ask of your planning team.. 18

Stakeholder Survey. 18

Sample: Strategic Plan preparation checklist 20

Stage 3: Develop or Reaffirm the Vision. 21

How to craft a powerful Vision Statement 22

Vision Statement examples that work: 22

Anatomy of a Vision Statement 23

Examples of key intents in a Vision Statement 23

How to use your Vision Statement strategically. 23

Key intent filter template. 25

Key intent filter example. 25

Stage 4: Future Possibility Casting. 26

Future casting sample. 26

Stage 5: Apply the SWOR Analysis Filter 28

How to conduct a SWOR Analysis. 29

SWOR Analysis Example. 30

Stage 6: Set Strategies and Reality Checks against SWOR. 31

Questions to ask before you begin strategizing. 31

Selecting Strategies. 31

Sample strategy/ SWOR impact analysis. 32

Stage 7: Developing Action Plans. 33

Action plan structure and headings. 33

Tips on getting the most use out of your action plan. 34

Sample Board Time Allocation Checklist 36

Sample Action Plan. 36

Stage 8: How to Successfully Implement Your Strategic Plan. 38

Monitoring your Strategic Plan. 38

Going public with your Strategic Plan: external and internal 38

Going public externally. 38

Going Public internally. 39

Strategic Plan as the Board Agenda. 39

Ideas for your Board agenda. 39

Sample Board meeting agenda. 40

Annual Report 42

Board evaluation. 42

Structuring committees and staff for implementation. 42

Align staff job descriptions & key performance indicators. 43

How to create a strategic culture. 43

Cascading Operational Plans. 43

Sample operational & business plan facilitation. 45

Stage 9: Measuring the Implementation of your Strategic Plan & Annual Review.. 46

Formal Annual Strategic review.. 46

Why most Strategic Plans aren’t truly Strategic: The need for ‘Strategic Awareness’ 47

Questions to help begin the process of generating your Strategic Plan with strategic awareness. 47

An Introduction to Strategic Awareness. 48

Developing Strategic Awareness. 50

So, what is Strategic Awareness?. 51

Being Strategically Aware. 53

How to Train Yourself to Become Strategically Aware. 56

How can you develop your Strategic Awareness?. 56

Questions as Strategic Tools. 57

Questions for Board members to unlock new possibilities. 59

Conclusion. 60

Appendix. 61

1.1 Sample Strategic Plan facilitation. 61