Thursday, November 15, 2007

Progress Report

Memo To: Maile Broccoli-Hickey (maile@austinenglish.org) Deborah Del Valle (Deborah.Delvalle@atcmhmr.com) Leah Graham (leah@thewrighthouse.org) Robert Morris (keith.morris@atcmhmr.com)

Juanita Budd, (juanitab@girlscouts-lonestar.org) From: Judy Van Cleve

Austin Community College Date: November 15, 2007 Re: November 12, 2007 Meeting Minutes

Attended: Juanita Budd, Deborah Del Valle, Leah Graham, Judy Van Cleve

Assigned tasks and completed the first draft of “I Can’t Believe It is a Strategic Plan” survey instrument. Leah volunteered to draft a perk chart for the project. Judy will approach class about them providing current examples of their organizations strategic plan.

Task Task to be completed by Date Task will be completed.

1. Define what a Strategic Plan is. Leah 2. Create a Visual of the process. Maile 3. Define the Mission. Leah 4. Create a Vision Statement Leah 5. State clear objective and expectations. Juanita 6. Board training and education Keith 7. Identify inventory of resources. Judy Ongoing until project complete 8. GAP barriers to the process Deborah 9. Example of Strategic plan. Judy 10. Best Practices.

2007 Cohort Strategic Planning Survey (1st DRAFT) or “I Can’t Believe It is a Strategic Plan”

1. What are the best and worst aspects of the strategic plans you or your organization have developed and implemented? 2. Who were the stakeholders in the development and the implementation of your organizations strategic plan? 3. What would have helped you most in the development of these strategic plans? 4. What would you have done differently and what would have done the same? 5. What do you wished you knew about strategic planning? 6. What do you want to learn about strategic planning? 7. How has your strategic plan being used? 8. If it is not being used, why?

1 comment:

Juanita Budd said...

Set clear objective and expectations.
An objective is define as: "an aim, goal or end of action; a strategic position to be attained or a purpose to be achieved". The objective of a strategic plan is to understand the Mission-why we exist, Vision-what you want to achieve and the plan or blue print of how to get there.

Your vision statement is the catalyst for setting clear objectives and expectations. When creating a strategic plan, you must answer the question "what do we plan to do over the next several years to move the organization closer to the vision?"

January 16, 2008 7:46 PM
Juanita Budd said...
The objectives & expectations will provide the specific, precise, tangible and concrete values to move the organization to its destiny. The objective is the action plan.

The action plan includes the who, what,where, when and how. Who are the stakeholders both internally and externally? What do you do better than any other agency? Where do you want to be in the future? When,determines the timeline, and how are the resources. Resources include money,time,human and non-human resources such as technology, community support and colloborations.

As you access each of these questions, you may want to utilize one or more of the strategic planning tools such as SWOT, STEEPLE, PEST or other analysis to guide the process. " Achieving Your Vision Through Strategic Thinking & Planning", presented by Robert Pinhero & Barry Silverberg, explains the SWOT Analysis as Strenghts, Weaknesses, Opportunities and Threats.
What are your strengths? Jim Collins Book " Good to Great", calls this your hedgehog. What do you do better than any one else and what advantages does your company have? Weaknesses,identifies opportunities for improvement and what to remove, and or avoid? Opportunities are impacts or trends affecting your organnization- technology, political social or economic trends. Finally, threats are the obstacles you face? Threats could seriously challenge your agencies existence,so this step is essential in the longevity of your organization's future.

Identifying a clear road map will provide you with a set of objectives that will lead to a great strategic plan. In the research tools listed by the Barton Spring cohort you will find samples of various strategic plans. Most plans include:
Introduction by the Board President
Executive Summary- summary of the strategic plan.
Mission & Vision Statements
Organizations History
Program Goals & Objectives
Management Goals & Objectives
Appendices-financial statements and other pertinent information.

January 16, 2008 9:13 PM
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