Developing the Plan

Setting strategic goals and formulating key strategies
We begin with a review and affirmation or possible revision of the institutional mission, followed by the development of a clear vision statement describing what the institution aspires to be in five or more years. We also facilitate a discussion of the core values that serve to guide organizational behavior. The planning group identifies the top strategic goals that will be achieved in the next five years and formulates the key strategies that will ensure their achievement. 

We apply the 80/20 Rule to strategic planning. Eighty percent (80%) of the success of the strategic plan will be derived from 20% of the institution’s effort. The key strategies represent that 20%. The key to successful strategic planning is to identify a limited number of goals and strategies that enable the institution to focus its time and resources. But, those goals and strategies must be the most essential in transforming the organization.

Once the strategic goals and key strategies have been drafted, they must be communicated throughout the organization and the various constituents must be invited to comment and contribute before the strategic plan can be revised and pushed down to the department or unit level.

Developing departmental or unit level plans
Once the planning team has incorporated feedback on the strategic plan draft, it is distributed throughout the organization and we facilitate a round of departmental planning that aligns unit level goals and strategies with institutional strategic goals and strategies. We consider this the most important step in the planning process, since it is at the unit level that the strategic plan becomes reality.

For more information about our services or to schedule a time to talk, please use our contact form or call us at (303) 902-7250. You can also email us at tom@williamscompany.net .

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