StrategicPlanning

workshop
Workshop Overview
Clearly define the complete strategic
planning process.

Explain how to create and execute a

strategic plan.

Provide a common model that the entire

organization can follow.
• Your name

• Position

• Why are you here? (Expectations)

What is Strategy
What is Strategy?

Strategy is an internal response of an

organization to the demands of the
external environment from a general
point of view.
Strategic planning
helps us…

• establish priorities

• choose actions

• create a game plan

• allocate resources
Why do Strategic Planning?

If you fail to plan, then you plan to fail.

be proactive about the future

• improve performance
• open mind
• solve major issues at a macro level
• communicate what is most important
Ask…

Where are we now?

Where do we need to be?

How will we close the gap?

How will we monitor our progress?

A Good Strategic Plan should…
• visionary

• flexible

• guide decision making at lower levels

• address critical performance issues

• balance between capability vs. want

Pre-Requisites to Planning

Leadership commitment.

Who will do what?

What will each group do?

How will we do it?

When is the best time?

BEGIN with
the END in mind.
In Community Development

Ends:
Enhanced social functioning, self-reliance in problem-
solving and decision-making, increased income and
poverty reduction, access to support services, gender-
fairness in society, among others.

Means:
personnel, facilities, funding, training models,
instructional materials, staff development, performance
evaluation, technology, budgetary provision, site-based
management, leadership style
The Strategic Process

assessment baseline components specifics evaluate

Where we are Where we want to be How we will do it How are we doing

• Environmental • Situation – • Performance • Performance

Scan Past, Present •Mission & Vision Measurement Management
and Future

• Background • Significant •Values / Guiding • Targets / • Review

Information Issues Principles Standards of Progress
Performance

• Situational • Align / Fit with •Major Goals • Initiatives and • Take corrective
Analysis Capabilities Projects actions

• SWOT • Gaps •Specific • Action Plans • Feedback

Objectives upstream –
revise plans
assessment
 SWOT Analysis
Internal Assessment:
Organizational assets,
resources, people, culture,
systems, partnerships,
suppliers…

External Assessment:
Marketplace, competitor’s,
social trends, technology,
regulatory environment,
economic cycles… (you have
NO control over these)
Pair Up!
List* the organization’s strengths and
weaknesses.
List* the outside opportunities and
threats.

*at least ten each

10 mins.
baseline
 Organization Profile

Operating Environment Business Relationships

• Products and Services • Organizational Structure

• Organizational Culture • Customer Relationships
• Workforce Productivity • Partner Relationships
• Infrastructure
• Regulations
Pair Up!

• Products and Services

Describe the operating • Organizational Culture
environment in terms of • Workforce Productivity
• Infrastructure
• Regulations

• Organizational Structure
Describe the business
• Customer Relationships
relationships in terms of • Partner Relationships

10mins.
Present to the group.

Identify the GAPS between the reality

and the ideal.

Identify the specific actions that need

to be done to achieve the IDEAL.
components
 VISION

It all begins with an ideal

vision, a panoramic view,
a mega-dream of the kind
of society that we want to
establish for us and the
children of tomorrow.
 VISION
It must point to the future, without tying itself
down with negative thinking about the past or
present.

It should identify a clear set of desirable

conditions that is written in a format in which
all components represent observable or
measurable ends;

It must communicate hope, energy, and destiny

for all rather than discouragement, distrust or
depression.
 Sample Vision Statement
We, at EMDC, envision a harmonious
global community where progressive,
critical thinking and active individuals
take pride and dignity in their cultural and
national identities.

Use lots of adjectives.

ü It is society-driven. End-oriented rather than activity-driven
ü Outward-looking.
ü Concise but comprehensive.
ü Communicates hope for all to share.
ü Must describe the ideal description of a community and its
people at some point in the future
ü Means of attaining it are excluded.
ü Full of adjectives.
ü Considers in advance the contribution of an agency in its
realization.
Formulate the
vision
1. Answer the following questions and list down
your answers:

What kind of World (community, country) do

you dream for you and your love ones to live?

What kind of people do you dream to live in

that ideal society?
2. Make a social photography of our present
society from the social, political, economic,
cultural, and environmental millieu

List down what you like in our current society

which you can reinforce, legitimize, and/or
rationalize.

List down what you dislike in our current society

which you can change
3. Using adjectives, convert your answers in
numbers 1 and 2 in a vision statement.

4. Polish the output in no. 3 to ensure that it

communicates hope and inspiration for all
(North Star).

5. Check the criteria for determining a good

vision statement.
Vision Statement Checklist
1. It is society-driven. End-oriented rather than
activity-driven
2. Outward-looking.
3. Concise but comprehensive.
4. Communicates hope for all to share.
5. Must describe the ideal description of a
community and its people at some point in the
future
6. Means of attaining it are excluded.
7. Full of adjectives.
8. Considers in advance the contribution of an
agency in its realization.
Mission is what we do.
 Mission
It is a precise description of what an
organization does.
It should describe the business the
organization is in.
It is a definition of “why” the organization
exists currently.
Each member of an organization should be
able to verbally express this mission
Sample Mission Statements
To Explore the Universe and Search for Life
and to Inspire the Next Generation of
Explorers (NASA)

Provision of holistic education for the

development of perceptive, dynamic and
talented young men and women as catalysts
of social transformation. (EMDC)

Use verbs (NASA) or nouns (EMDC).

MISSION STATEMENT CHECKLIST
1. Put the adjectives stated in the vision statement in a
multiple quadrant.

2. List down your core competencies (where your

organization is good at), core values, the industry
that your organization is in, and the market/ publics/
clients that you intent to serve.

3. Juxtapose nos. 1 and 2.

4. Formulate your mission statement. What can your

organization contribute to the realization of a part of
the vision statement?
MISSION STATEMENT CHECKLIST
5. Use a noun form such as terms like production,
provision, etc. of student graduates which critical
descriptions of how they look like

6. It must be broad enough to inspire all but narrow

enough to have a focus
7. Brief and concise

8. Must NOT include the means in operationalizing it.

 Vision
We, at EMDC, envision a
harmonious global
community where
progressive, critical
thinking and active
individuals take pride and
dignity in their cultural and
national identities.
The IDEAL
Mission
Provision of holistic
education for the
development of
perceptive, dynamic and
talented young men and
women as catalysts of
social transformation.
WHAT WE CAN DO
GOAL is what we can achieve.
Goal
Describes a future end-state – desired outcome that is
supportive of the mission and vision.

Shapes the way ahead in actionable terms (verbs).

Best applied where there are clear choices about the

future.

Puts strategic focus into the organization – specific

ownership of the goal should be assigned to
someone within the organization.

May not work well where things are changing fast –

goals tend to be long-term for environments that
have limited choices about the future.
Sample Goal Statement

Eastern Manila Development Center

will deliver the highest standard of
education for foreign and local
students in Rizal.

Use action words.

 We, at EMDC, envision a
harmonious global community

Vision where progressive, critical thinking

and active individuals take pride
and dignity in their cultural and
national identities.

Provision of holistic education for the

Mission
development of perceptive,
dynamic and talented young men
and women as catalysts of social
transformation.

Eastern Manila Development Center

Goal will deliver the highest standard of
education for foreign and local
students in Rizal.
objectives
SMART Objectives
Specific
Measurable
Attainable
Realistic
Time-bound
Objectives
Relevant - directly supports the goal

Compels the organization into action

Specific enough so we can quantify and

measure the results

Simple and easy to understand

Objectives
Realistic and attainable

Conveys responsibility and ownership

Acceptable to those who must execute

May need several objectives to meet a goal.

Eastern Manila Development Hire qualified and competent
Center will deliver the teachers.
highest standard of
education for foreign and Provide up-to-date facilities.
local students in Rizal.
Pair Up!
Given the mission and goals, list at least
10 objectives for the organization.

Be SMART.

10mins
specifics
Action Plans
gets the
Goal
 Types of Operational Planning

Standing Single-Use Contingency

Plans: Plans: Plans:
2.Policies 2.Programs alternative
courses of
3.SOPs 3.Projects
action to cope
4.Rules and with uncertainty
Regulations and change
Action Plans
• identify the specific steps that will be taken to achieve
the initiatives and strategic objectives – where the
rubber meets the road

• support each objective

• points toward operations, procedures, and processes

•
• describes who does what, when it will be completed,
and how the organization knows when steps are
completed
•
• requires the monitoring of progress
Get in the action.
As a group, draw an action plan for
each specific objectives agreed
upon.

Write the plans on the action plan

template.

1hour
evaluate
Hitting the Target
Monitoring and
Evaluation
 Monitoring and Evaluation Format
Period Covered _________________________

1. Introduction 
- Prefatory Statement about the report
- Purpose of the Report
- Contents of the Reports
- Period covered by the report
 
2. Planned Outputs versus Actual Accomplishments 
- For each of the major target outputs for the period covered, what is
the level of performance or accomplishments? - No output? Below
Plan? On Plan? Above- plan? What is the finding?  
- What is the reason for such a performance, especially if the
performance is no output, below plan or above plan?
 
 Monitoring and Evaluation Format
3. Other Outputs not Included in the Plan 
- What are the other outputs in the period covered by the report but
were not included in the plan for the period?
- Describe what are these, why are these done, who did these, what
resources were used, when are these done, where are these done?
- What commitments to customers, if any were done, and what are its
implications to the vision, mission, and goals of the organization?
 
4. Problems Encountered and Recommendations 
- What are the problems met that hindered and/or constrained the
implementation of planned activities?
- What has been done about the problem by the concerned unit? What
were the results? Are the problems addressed?
- What are your unit’s plan of action to address the problem? What
management support, i.e. resource support, policy support, etc. are
needed?
Summing Up
The Strategic Process

assessment baseline components specifics evaluate

Where we are Where we want to be How we will do it How are we doing

• Environmental • Situation – • Performance • Performance

Scan Past, Present •Mission & Vision Measurement Management
and Future

• Background • Significant •Values / Guiding • Targets / • Review

Information Issues Principles Standards of Progress
Performance

• Situational • Align / Fit with •Major Goals • Initiatives and • Take corrective
Analysis Capabilities Projects actions

• SWOT • Gaps •Specific • Action Plans • Feedback

Objectives upstream –
revise plans
Integrate all
components from the
top to the bottom:

Vision
Mission
Goals
Objectives
Action Plans
Resources
Get Early Wins (Quick Kills)
to create some momentum

Seek external expertise

(where possible and
permissible)

Articulate your requirements

to senior leadership if they
are really serious about
strategic execution
Maraming
Salamat!

by ren.guray@gmail.com