Strategic Planning

6 STRATEGIC PLANNING STEPS FOR CREATIVE INNOVATION 01 The Big Picture ✓ Shift from tactical to strategic thinking ✓ Limited Resources: time, money, travel ✓ Enroll others in your mission & vision 02 6-Steps of a Strategic Plan The planning process, from start to finish 03 Implementation + Integration Structure, schedule and repeat

01: Purpose Statement (Mission) The mission statement reflects the fundamental reason why an organization or organizational unit exits. It answers the questions: Who are we? Why do we exist? What is our business? What should it be? ❖ Mission is timeless. It serves as a perpetual guiding star. ❖ Limited to one sentence. ❖ Why you do what you do, not how. ❖ Clear and inspiring. ❖ Making money is not your mission, it is a requirement. OUR MISSION STATEMENT: ____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ IDEAS:

02: VISION STATEMENT Vision is a representation of what the organization believes its future should look like in the eyes of its stakeholders. Vision is almost entirely intuitive in its origin, and may be separate or included in the organization’s purpose (mission) statement. ❖ Who are our primary customers, client or users? ❖ What do they find, or could find, of value or worth? YOUR VISION STATEMENT: ____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ IDEAS:

03: VALUES (and Culture) What do we value? What are our core beliefs? _______________________________________ _______________________________________ _______________________________________ _______________________________________ _______________________________________ What to consider when crafting value statements: People & Partners, Clients & Customers, Social Responsibility, Execution & Operations, Financial Success IDEAS:

04: STATE OF THE UNION ❏ Environmental Analysis of the Current State Internal: External: ❏ SWOT Analysis 01 Strengths [Capitalize on these] 02 Weaknesses [Shore these up] 03 Opportunities [Invest in these] 04 Threats [Offset as many as possible]

05: PLANNING CANVAS 01 People [professional development] ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 02 Operations [more processes, systems, automation] ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 03 Market [more customers, more market share, more opportunity] ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 04 Financial [more money] ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Notes:

06: CRITICAL ACTION PLAN Internal Strengths (What are you going to do to capitalize on them?) Strength 01: ____________________________________________________ Strength 02: ____________________________________________________ Strength 03: ____________________________________________________ Create a SMART goal: ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Internal Weakness (What are you going to do to shore them up?) Weakness 01: ____________________________________________________ Weakness 02: ____________________________________________________ Weakness 03: ____________________________________________________ Create a SMART goal:

External Opportunities (How are you going to invest to capitalize on these opportunities?) Opportunity 01:_______________________________________________________________ Opportunity 02:_______________________________________________________________ Opportunity 03:_______________________________________________________________ Create a SMART goal: ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ External Threats (Do you have anything that can possibly offset any threats?) Threat 01: ___________________________________________________________________ Threat 02: ___________________________________________________________________ Threat 03: ___________________________________________________________________ Create a SMART goal: