STRATEGIC PLANNING
Key Concepts to consider when developing a Strategic Plan with your S & R Leadership
Team
STRATEGIC PLANNING
B A S I C P R I N C I P L E S O F T H E S . P. P R O C E S S
 The Plan should drive the budget(not the other way around)
 Plan should be high level, future driven and forward vision.
 Consider Data, both hard data and intuitive data.
 The goal is for the S. P. to be the foundation of every decision.
 You should lead with the S. P. (active NOT a relic).
STRATEGIC PLANNING
PLAN DRIVES THE BUDGET
 Resist the $ talks factor: If you lead with money it can stifle your
innovation and the health of the organization.
 Initiatives will move the needle: If the initiatives to accomplish
the Strategic goals are the focus your stakeholders will invest and
support the organization.
STRATEGIC PLANNING
P L A N = H I G H , F U T U R E & F O R WA R D V I S I O N
 Resist jumping to doing: We tend to be doers, be patient with
the visionary & creative thinking. It can actually enhance the doing
stage.
 Be Stakeholder driven: If you think in the context of
stakeholder needs you will be compeled to be forward thinking and
innovative. Your stakeholders are starving for information and
programming to help them better engage students and their parents.
STRATEGIC PLANNING
U S E H A R D DATA & I N T U I T I V E DATA
 What are your Stakeholder telling you: Surveys, Higher
Education articles & journal, etc.
 What does your gut tell you: Trust your professional experience,
knowledge & intuition.
STRATEGIC PLANNING
S . P. I S T H E F O U N D A T I O N O F E V E RY
D E C I S I O N.
 Ask, how does this fit in the S. P. ? If it does not, you need to
decide if you move forward OR does there need to be a initiative
added to the S. P..
 Be disciplined to focus on the right things on the Dashboard:
Focus on the primary initiatives & have the secondary initiates and
OTHERS in your peripheral vision.
STRATEGIC PLANNING
S. P. should be active NOT a relic, lead with it.
Most S. P. die because of a lack of attention.
 Set the tone of: Strategic thinking, systemic thinking, creative analysis
and having fun.
• Have the plan in front of the Team each meeting.
• Have the S. P. in front of stakeholders consistently.
• Provide activities to stimulate the environment that can enhance
and move the S. P. forward. You will be surprised how
productive, fun and enjoyable your meetings can become.
STRATEGIC PLANNING
Readings for your Team:
‘Who Owns the Ice House?’, Clifton Taulbert
‘Lunchmeat & Life Lessons’, Mary B. Lucas
‘Pirate Wisdom’, Elsa S. Robyn 7 Cindy L. Miles
‘Zoom’ & ‘Re-Zoom’, Istvan Banyai
STRATEGIC PLANNING
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