Keys To Facilitating The Strategic Planning Process
Keys to Facilitating the Strategic Planning Process Adapted from The Secrets of Facilitating Strategy 3-day course Remember to complete the brief survey at the end of the session and you’ll receive: A free chapter of The Executive Guide to Facilitating Strategy written by Michael Wilkinson, Certified Master Facilitator and Managing Director of Leadership Strategies. www.leadstrat.com 800.824.2850
2 All rights reserved. This document is adapted from The Secrets of Facilitating Strategy training manual and other proprietary materials of Leadership Strategies, Inc. – a Georgia Corporation. Leadership Strategies grants recipient right to copy materials for personal use and enjoyment. Copies of The Secrets of Facilitating Strategy course manual and other products may be purchased directly from Leadership Strategies, Inc. or from our website, www.leadstrat.com. 56 Perimeter Center East, #103 Atlanta, Georgia 30346 800.824.2850 www.leadstrat.com WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS Copyright Leadership Strategies, Inc. 2013
3 A. Who is Leadership Strategies? B. Session Objectives C. Survey D. Session Agenda E. Handling Questions F. Our Session Facilitator Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS I. Getting Started
4 The Facilitation Company - expert meeting facilitators and facilitation training in the U.S. Over 500 facilitators under contract through The Facilitator Database Over 17,000 trained in facilitation skills through The Effective Facilitator and other courses Provides public classes in Atlanta, Boston, Chicago, Dallas, DC, Denver, Houston, LA, New York, San Francisco, Seattle, Sydney, Toronto and private, onsite classes globally. B. Session Objectives Outline a comprehensive methodology for facilitating the strategic planning process Provide techniques you can begin using immediately Provide next steps for those who would like to learn more Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS A. Who is Leadership Strategies?
5 For all of those who complete the short survey at the end of the session, we will: Send you a free chapter of The Executive Guide to Facilitating Strategy written by Michael Wilkinson – Certified Master Facilitator and Managing Director of Leadership Strategies. D. Session Agenda Getting Started Overview of the Keys to Facilitating Strategic Planning Next Steps Question & Answer Session Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS C. Survey
6 If you have questions: Type them into the question panel Call 800.824.2850 Contact us online www.leadstrat.com Email etraining@leadstrat.com Connect on LinkedIn, Facebook, and Twitter F. Our Session Facilitator Richard Smith, CMF PRINCIPAL FACILITATOR, LEADERSHIP STRATEGIES One of only 21 Certified Master Facilitators in the world Leads the LSI’s facilitation group and core teams. Over 25 years experience in facilitation, leadership training and consultingleading sales, services, training and support functions Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS E. Handling Questions
A. The RIGHT Components of the Plan B. The RIGHT Strategic Planning Process C. The RIGHT Facilitator What is Strategic Planning? Through strategic planning, executive management sets the overall for the organization, identifies the key to achieve the vision, and establishes the critical to monitor progress. Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM 7 WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS The Keys To Strategic Planning Success
The Components of a Strategic Plan A statement of the overall purpose of an organization. Describes what you do, for whom you do it, and the benefit. “Our mission is to provide the consumer with high quality, price competitive automobiles to meet their transportation needs.” General guidelines which set the foundation for how an organization will operate. “Responsiveness to consumer needs will be a first priority in our operations. Therefore we will.” Broad, long-term aims that define accomplishment of the mission. “Profitability - Maximize net income by increasing revenues and controlling costs.” Specific, quantifiable, realistic targets that measure the accomplishment of a goal over a specified period of time. “Increase revenues by 12% in 1993. Limit increases in overhead costs to 2% in 1993. Achieve a 5% reduction in management staff through increased automation.” Major items or issues that must “go right” to achieve one or more objectives. “Body styles that are pleasing to the public. Effective dealer network. Successful office automation project.” Existing or potential challenges that hinder the achievement of one or more objectives. “Inefficient northeast plant. Price competition from Japanese manufacturers. Public perception of poor quality by USA.” Broad activities required to achieve an objective, control a critical success factor, or overcome a barrier. “Establish partnership with Japanese manufacturer to revamp the northeast plant. Implement program to widely promote our success as a quality producer.” Specific steps to be taken, by whom and by when, to implement a strategy. “Initiate discussions with PR firm on Quality Promotion BPC 2/1 Develop first draft of Promotion AKO 3/15 Review Promotion internally and update BPC 4/1 “ Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS A picture of the “preferred future”; a statement that describes how the future will look if the organization achieves its ultimate aims. “The vehicles of choice for a value-focused world” 8
9 1. Select a Strategic Planning Methodology 2. Sponsor Interview 3. Management Briefing 4. Situation Assessment 5. Workshop I: Strategic Direction 6. Workshop II: Implementation Planning 7. Monitoring Session Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS III. The Strategic Planning Process
10 Strategic Planning Methodology The Strategic Questions: ? (#1 - Current Situation) ? (#2 - Vision) ? (#3 and #4 - Barriers, CSFs, Drivers) ? (#5 - Monitoring) Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS The Drivers Model
11 The most critical preparation activity is to ensure you clearly understand the session . To do so, you should meet with the sponsor in advance. Establish . Review the sponsor’s role. And, identify the 5 P’s during the sponsor interview. The 5 P’s of Preparation Why are we having the meeting? What should be produced as a result of the meeting? (The Three H’s) Who should attend the meeting? What are the topics that will need to be discussed? What steps should be taken in the meeting to achieve the purpose? Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS The Process: Sponsor Interview
12 A. Facilitating the Management Briefing Purpose: B. Executing the Situation Assessment Purpose: C. Facilitating Workshop I - Strategic Direction Purpose: D. Facilitating Workshop II - Implementation Planning Purpose: E. Facilitating a Monitoring Session Purpose: Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS The Processes
The 10 Pitfalls of Strategic Planning II. Not including key in the planning effort III. Planning before undertaking a IV. Developing a first V. Confusing and VI. Measuring instead of VII. Jumping straight to after developing VIII. Not developing detailed for strategies IX. Not gaining before implementing the plan X. Not the plan Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS I. Not 13
14 WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS The Facilitator Build Up Your Facilitating Skills PRACTICE.Practice.Practice / Get feedback - Seek out strategic planning opportunities; Become a NPO Volunteer facilitator; Take a class (The Secrets to Facilitating Strategy taught by a Certified Master Facilitator) Learn from others - Join the LinkedIn community, trade associations (IAF, INIFAC, SEAF, etc.) Read - The Executive Guide to Facilitating Strategy, White Papers, Newsletters, etc. Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM
15 Outline a comprehensive methodology for facilitating groups Provide the strategic planning process techniques you can begin using immediately Provide next steps for those who would like to learn more Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS Done! – Objectives Review
16 If you would like to learn more: Public Class: The Secrets of Facilitating Strategy If you enjoyed this free webinar and want to expand your facilitation skills even further, consider attending this public, 3-day workshop. No strategy course offers you more! Atlanta (April 15-17, October 28-30) and Washington, DC (July 22-24) Part I: Self-paced, Online Strategic Planning Course - Springboard Interactive quizzes throughout to ensure learning as you go Chock-full of success strategies and quality checks to help you build your plan Online Certification Exam with randomized questions You must score 80% or above to be certified to take Part II. This ensures that all participants in Part II understand the strategy model and are ready to focus on the key facilitation strategies. Part II: 3-day Workshop / Practicum See the various components of the strategy model facilitated live Use the detailed facilitator guide to assess your skills in facilitating strategy teams Understand the issues that typically arise in facilitating strategy Share your experiences and learn from the experiences of others in facilitating strategic planning In Part II, using a detailed facilitator’s guide, you and your classmates will facilitate a fictitious company through the development of a three-year strategic plan. You’ll be provided feedback from your trainer - a Certified Master Facilitator - throughout the workshop. For more information, email us at etraining@leadstrat.com or call 1.800.824.2850. Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS What’s Next?
17 Private Class: At your location Most cost-effective for 10 or more Other Helpful Books & Guides »» The Executive Guide to Facilitating Strategy »» The Secrets of Facilitation, 2nd Edition »» Facilitator Guides (250 pages) »» Visit www.leadstrat.com Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS What’s Next?
Page Fill-in-the-blank Information 7 Vision Strategies Measures 8 Vision Mission Guiding Principles Goals Objectives Critical Success Factors Barriers Strategies Actions 9 Where are we today? Where do we want to be? What do we do to get there? How will we monitor our progress? 10 Purpose Realistic Expectations ose Product: Hands, Heads, Heart Participants Probable Issues Process Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM 18 WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS Answers to the Fill-in-the-Blank
Page Fill-in-the-blank Information Situation Assessment: To provide a common set of information about the organization’s internal/external environment that will serve as a solid foundation from which to plan. 11 Workshop I: To guide in developing the strategic direction for the organization Workshop II: Develop the steps for implementing the strategic direction Monitoring Session: To review progress in the plan and make adjustments 12 Planning People Situation Assessment Mission Statement Goals, Objectives Activity, Results Strategies, Objectives Action Plans Buy-in Monitoring Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS Management Briefing: To gain buy-in from the management team to execute their strategic planning session utilizing your services 19
20 Professional Facilitation Leadership Training Meeting Facilitation Strategic Planning Issue Resolution Facilitation Series Systems Analysis Team Building Conference Facilitation Process Improvement Management Series Management to Leadership The Effective Facilitator The Facilitative Consultant Facilitating IT Sessions The Effective Communicator Facilitating Virtual Meetings: Effective Presentation Skills Comprehensive Facilitating Virtual Meetings: Essentials Making Technical Meetings Work! Facilitation Skills for Trainers Planning Series IT Series Strategic Planning Project Planning Project Leadership Managing User Relationships Along with being expert facilitators, we also train people in facilitation skills, leadership, team building, presentations and consulting skills. We offer public classes in Atlanta, Chicago, Dallas, Denver, Houston, Los Angeles, Seattle and Washington, DC, and on-site private classes globally. 56 Perimeter Center East, #103 Atlanta, Georgia 30346 800.824.2850 www.leadstrat.com Duplication prohibited without prior written consent of Leadership Strategies, Inc. COPYRIGHT 2013 LEADERSHIP STRATEGIES, INC. 800.824.2850 WWW.LEADSTRAT.COM WEBINAR: KEYS TO FACILITATING THE STRATEGIC PLANNING PROCESS Leadership Strategies - The Facilitation Company is the US leader in meeting facilitation services and training. We provide companies with expert facilitators who facilitate executive teams and task forces in topics such as strategic planning, issue resolution, requirements analysis, process improvement and conference forums.
1. Select a Strategic Planning Methodology 2. Sponsor Interview 3. Management Briefing 4. Situation Assessment 5. Workshop I: Strategic Direction 6. Workshop II: Implementation Planning 7. Monitoring Session III. The Strategic Planning Process
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