Strategic planning is used by many organizations at different times in their process, to help focus the team on current priorities and action steps.
Here are some of the components, (not necessarily in this order):
- Mission, Vision, Values Statements
- Code of Conduct (optional)
- Situational analysis (SWOT – Strengths, Weaknesses, Opportunities, Threats)
- Issues and Goals
- Action Plans
- Implement / Monitor / Adjust
It is helpful to gather as a group, establish where you all want to end up, and agree on a common direction and goals. Clear expectations and roles for each member should also be expressed, negotiated and agreed upon. Teams benefit from establishing ground rules for meetings, communication and decision making.
The bottom line is that your organization should go about planning, setting expectations and priorities in a way that works for the team. I’ve seen this type of planning process energize and engage employees — and ignite productivity.
Judy Preston provides facilitated planning services to help your organization create or update its overall plan.