Strategic Planning - Leeds University Union

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10:00
Sign-in (room 6)
Key note speech and introduction
10:15
Fi Metcalfe
(room 6)
10:30
Leading teams and people
Andrew Lockwood
(room 6)
Event and Project management
Beth Moorley
(room 4)
Chairing and Facilitating
Stephen Dowson
(room 5)
11:30
Strategic planning/thinking
Louise Proctor & Kate Mackenzie
(room 6)
Working with employers and
employability
Jess Henderson
(room 4)
Public speaking
Stephen Dowson
(room 5)
Lunch (room 6)
12:30
13:15
Media, marketing and
communications
Hannah McCulloch
(room 6)
Funding your club
Graham Smith, Ruth Fawcett &
Charlie Roberts
(room 4)
Leading teams and people
Andrew Lockwood
(room 5)
14:15
Event and Project management
Beth Moorley
(room 6)
Strategic planning/thinking
Louise Proctor & Kate Mackenzie
(room 4)
Conflict and crisis management
Kay Morrison
(room 5)
15:30
LUU Commercial trade-show and social (including free barbeque)
(Riley Smith  terrace)
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Leeds University Union.
Strategic Planning, Club & Society training day 2015
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Strategy – what is it? KM
“A bit of a riddle”
Connect the dots with one
continuous line....
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Strategy – what is it?? LP
• Latin word ‘stratus’
• The art of conducting a campaign and
maneuvering and army; any long term plan
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
What is Strategy LP
• Articulate your ideas/plans/visions through a strategy
• Over arching plan/vision – can be 20 years
• But can also be:
• The strategy you implement to reach your vision – 3-5
years
• Managers ask how
• Leaders ask why
= i.e. don’t be afraid to CHALLENGE!
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
What does a successful strategy look
like? KM
1. Know what you want
2. Know if your getting it (KPIs)
3. Change something if your not
4. Don't stop if you reach your vision
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Strategy Pyramid LP
• Members must know their impact of their role upon
achieving your society’s vision & vice versa
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Tools to help you create Strategy LP
• VISION setting
• SWOT
• Action Plan
• STEEP
• Values
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Vision Setting – examples KM
“Do No Evil”
“XXXXX’s mission is to give people the power to
share and make the world more open and
connected”
“Crush Adidas” (1960s)
“Our Vision is to put joy in Kids’ hearts and a
smile on parents’ faces”
“pppp”
“Love Your Time At Leeds”
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
VISION setting – have a go! LP
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Principle of SWOT KM
•
•
•
•
Strengths
Weaknesses
Opportunities
Threats
• =SWOT
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
SWOT - have a go! KM
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Action Plan LP
• Set Objectives
• Set Actions
• Make committee members responsible and hold
them to task
• Set deadlines
• Use SMARTER principle
• Committee meetings
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Principle of STEEP LP
• When creating your vision make sure you use STEEP:
•
•
•
•
•
Social
Technological
Economical
Environmental
Political
• = STEEP
• Look at what is happening Locally, Nationally, Globally
and how this may affect your strategy.
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
STEEP – have a go! LP
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Values KM
• Values defines desirable behaviours of committee
members and members in your club/society.
• = creates culture of club/society.
• Create the right culture = you create the over
arching brand of your club/society – i.e. How you
are perceived by the outside world.
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Values – have a go KM
• Write down 10 words that currently describes your club/society
– be objective!
• Write down 10 words that you would like your club/society to
be described as
• = Shortlist the best 5 (they can be pairs)
• LUU’s values are:
–
–
–
–
–
Inclusive
Serving
Enterprising
Empowering
Fun
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
10:00
Sign-in (room 6)
Key note speech and introduction
10:15
Fi Metcalfe
(room 6)
10:30
Leading teams and people
Andrew Lockwood
(room 6)
Event and Project management
Beth Moorley
(room 4)
Chairing and Facilitating
Stephen Dowson
(room 5)
11:30
Strategic planning/thinking
Louise Proctor & Kate Mackenzie
(room 6)
Working with employers and
employability
Jess Henderson
(room 4)
Public speaking
Stephen Dowson
(room 5)
Lunch (room 6)
12:30
13:15
Media, marketing and
communications
Hannah McCulloch
(room 6)
Funding your club
Graham Smith, Ruth Fawcett &
Charlie Roberts
(room 4)
Leading teams and people
Andrew Lockwood
(room 5)
14:15
Event and Project management
Beth Moorley
(room 6)
Strategic planning/thinking
Louise Proctor & Kate Mackenzie
(room 4)
Conflict and crisis management
Kay Morrison
(room 5)
15:30
LUU Commercial trade-show and social (including free barbeque)
(Riley Smith  terrace)
Website: www.leedsuniversityunion.org.uk | Facebook ‘Leeds University Union’ | Twitter: @LeedsUniUnion
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