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Strategic Planning

What Strategic Planning Needs To Be
How Master Planning Can Help
How Master Planning is Transformational
Getting Ready to Plan — The Readiness Assessment
Finding the Golden Opportunities

 

Getting Ready to Plan — The Readiness Assessment

It is essential that senior management have an objective understanding of the organization before beginning any kind of planning process. What are the problem areas? How rigid are the silos? What's the most effective way to communicate up and down the organization? How does staff (and management themselves) feel about change?

To answer these and other questions, organizations should conduct an assessment to evaluate readiness for change and identify opportunities and challenges that may affect the planning process.
Readiness assessments can include interviews, telephone or online surveys, focus groups, analysis of member data and other formal and informal research techniques. It is often good to use outside consultants to help with the readiness assessment to maintain objectivity and credibility.

A good readiness assessment focuses on:

  • Organizational alignment
  • Team culture
  • Communication
  • Employee empowerment
  • Change readiness

This assessment can give senior management and the planning team a basic look at the organization's health. Then they can lay the final process track, keeping in mind what the assessment shows them.

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How Master Planning is Transformational


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Articles and Tools

 

Description: Master PlanningTM has its roots in a goal- and measurement-focused process called hoshin kanri. Hoshin-kanri emphasizes the voice of the customer and organizational alignment and concentration on resources to produce breakthrough strategies. It creates a simple-to-understand strategic roadmap that offers clear, measurable connections to daily operations.
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(287kb)

 

dDescription: This tool helps answer the questions of what membership, product, organization, etc. data we have, what data we need and where we can get it.
download .pdf
(76kb)

 

Description: This tool is essential for conducting an environmental scan, beginning the planning process and identifying where there might be data gaps.
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(40kb)

 


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