STRATEGIC PLANNING WORKSHOP

Why Strategic Planning

Helps people characterize PHASE for the fiscal year and onwards. Creates a directional document, to guide while not limiting future opportunities. Enables PHASE to align strategic objectives with whatever available resources. Provides a mechanism to constantly appraise excellence of performance.

Todays Program
1.Introduction of the SPW 2.Introduction of PHASE, Officers and Committees
1. Position 2. Committee
1.Chairmanship/Membership/ 2.Responsibility 3.History of contribution

Todays Program
3. SPW Mechanics 1. Grouping 1. Officers 2. Committees 2. Workshop 1. Officers 1. Planned Program 2013 1. Financial Management 2. Review of Constitution & By-Laws 1. Target Date 2. Committees 1. Education 2. Membership & Credentials 3. Ways & Means 4. Publications

5. Logistics 6. Health & Wellness

4. Group Presentation (Powerpoint or Word) 5. Plenary
4

S.C.O.O.T.E.R

Structured Conversations Offering Opportunities To Exercise

Responsibility.
5

Definition of Terms
Strategic Planning
A systematic, formally documented process for deciding what is the handful of key decisions that an organization, viewed as a communal whole must get right in order to thrive over the next few years. The process results in the production of a group strategic plan.

Definition of Terms
Strategic Plan A set of statements describing the purpose and ethical conduct for an organization together with the specific strategies designed to achieve the targets set for each of these.
7

Importance of Strategic Planning

What determines the importance of strategic planning is the small number and the long term, organizationwide impact of the decisions in the strategic plan. The corporate strategic planning sits above and informs all other plans in the organization.
8

Importance of Strategic Planning

The strategic plan is the master of other plans.

SWOT Analysis
SWOT analysis (alternatively SWOT Matrix) is a structured planning method used to evaluate the:
Strengths, Weaknesses, Opportunities, and Threats involved in a project or in an business/organizational venture.

10

SWOT analysis

11

SWOT analysis
Strengths: (Internal)
PHASE characteristics that give it an advantage over others

Weaknesses: (Internal)

PHASE characteristics that place the team at a disadvantage relative to others Opportunities: (External or Internal) elements that the project could exploit to its advantage Threats: (External or Internal) elements in the environment that could cause trouble for PHASE

12

SWOT Analysis
External factors Opportunities & Threats Internal Factors Strengths & Weaknesses

Key Definitions

Boundary for external analysis Benchmark for internal analysis

Opportunities and Threats

Audit external influences Nature of the organizational safety environment Safety Market analysis Organizational & Individual Competitor analysis

Audit the Environment

A brainstorming activity to generate ideas

Which environmental (external) influences have affected PHASE in the past and which are likely to do so in the future?

Nature of Environment
Political factors Economic factors Socio-cultural factors Technological factors Legal factors Environmental factors

Strengths and Weaknesses

Internal focus Resources Power Five Ss

Seven Ss
1. 2. 3. 4. 5. Strategy Structure Skills Style Shared values

What matters?
Identify the internal strengths and weaknesses to which the as PHASE, we need to pay attention over the strategic planning period

Future actions
As a result of SWOT What future directions could PHASE go in? What actions could/should we, as PHASE take? How would we prioritize them?

Key Messages

Strategic planning is a necessary and continuous process Strategic planning and resource allocation decisions will be aligned The strategic plan is a directional document The strategic initiatives are dynamic and the priorities are driven by vision and energy of PHASEs core.

Progress indicators enable us to identify achievements and address barriers

Opportunities exist for all who participate and contribute to success.
22

Philippine Association of Safety Engineers

23