Strategic Planning Handbook for CPE Certified Planning Engineers based on Government Protocols.

Table of Contents Overview 3 HOW THIS GUIDE CAN HELP 4 WHAT STRATEGIC PLANNING IS 5 THE KEY ELEMENTS IN ORGANIZATIONAL STRATEGIC PLANNING 6 LESSONS LEARNED ABOUT ACHIEVING SUCCESS IN STRATEGIC PLANNING EFFORTS 8 1. Planning for Strategic Planning 10 WHO SHOULD DO STRATEGIC PLANNING? 10 SINGLE PLAN OR MULTIPLE PLANS 11 PLANNING PERIOD OR HORIZON 11 TIME AND EFFORT REQUIRED 11 THE PROCESS 13 WHAT SHOULD THE PRODUCT LOOK LIKE? 13 REVIEWING AND UPDATING STRATEGIC PLANS 14 2. Mission Statement 14 3. Situation Analysis 16 STAKEHOLDER NEEDS, WANTS, AND EXPECTATIONS—WHO ARE OUR CUSTOMERS? 17 TRENDS 20 STRENGTHS AND WEAKNESSES (OR ASSETS AND CONSTRAINTS) 21 BENCHMARKS 22 PLANNING ASSUMPTIONS 22 4. Vision, Strategic Goals, and Objectives 23 ENVISIONING THE FUTURE 24 WRITING AND EVALUATING GOAL/OBJECTIVE STATEMENTS 25 PERFORMANCE INDICATORS 27 EXAMPLES OF STRATEGIC OBJECTIVES 27 5. Strategic Issues 30 DEVELOPING STRATEGIC ISSUE STATEMENTS 30 EXAMPLES OF STRATEGIC ISSUES 31 6. Strategies 33 WHAT ARE STRATEGIES? 33 FORMULATING STRATEGIES 34 7. Next Steps: Program Planning, Budgeting, and Operational Planning 36 8. How to "Do" Strategic Planning 38 AN INITIAL HALF-DAY SESSION 39 THE INITIAL OFF-SITE 40 THE SECOND OFF-SITE 41 THE THIRD OFF-SITE 41 THE CLOSING SESSION 42 FURTHER COMMENTS 42 9. How to Update Strategic Plans 43 SAMPLE APPROACH 44 THE OFF-SITE—FIRST DAY 45 THE OFF-SITE—SECOND DAY 45 10. Summary 46