Strategic Issues:

Identify strategic issues to address

Industry & Market Data:

Identify market opportunities and threats

Customer Insights:

Assess Current satisfaction and future demand.

Employee Input:

Determine strengths and weaknesses.

SWOT:

Synthesize the data into summary SWOT items.

Mission:

Determine your organization's core purpose.

Values:

identify your core beliefs.

Vision:

Create an image of what success looks like in 5 years.

Competitive Advantages:

Solidify your unique position

Org.

Wide Strategies: Establish the approach for how you will succeed

Long-Term Objectives:

Develop a 3 year balanced framework of 6 or less objectives.

Forecast:

Develop a 3-year financial projection.

Use SWOT:

Process the SWOT to set priorities.

Organizational Goals:

Set short - to-mid-term SMART goals. (1+ yr.)

KPls:

Select key performance indicators to track progress.

Department Goals:

Cascade org goals to departments. (12 months)

Team Member Goals:

Cascade dept. goals to individuals.

Budget:

Align a one-year budget with the plan

Rollout:

Communicate strategy to whole organization

Set Calendar:

Establish schedule for progress reviews

Leverage Tools:

Train team to use MyStrategic Plan

Adapt Quarterly:

Hold progress reviews and modify Me

Update Annually:

Review end of year, plan next year.

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