Strategic Planning/ Change Management

Simply put, strategic planning determines where an organization is going over the next year or more and how it’s going to get there. Typically, the process is organization-wide, or focused on a major function such as a division, department or other major function. (The descriptions on this page assume that strategic planning is focused on the organization.)

Planning typically includes several major activities or steps in the process. Different people often have different names for these major activities. They might even conduct them in a different order. Strategic planning often includes use of several key terms. Different people might use apply different definitions for these terms, as well.

An example of the process we would utilize for a strategic planning session for which Heather Ostertag and Associateswas responsible for may include the following steps:

1. Strategic Analysis

This would include conducting some sort of scan, or review, of the organization’s environment (for example, of the political, social, economic and technical environment).

2. Setting Strategic Direction

An understanding about what the organization must do as a result of the major issues and opportunities facing the organization. These conclusions include what overall accomplishments (or strategic goals) the organization should achieve, and the overall methods (or strategies) to achieve the accomplishments. Goals should be designed and worded as much as possible to be Specific, Measurable, Acceptable to those working to achieve the goals, Realistic, Timely, Extending the capabilities of those working to achieve the goals, and Rewarding to them, as well. (The acronym for these criteria is “SMARTER”.)

A part of the process may include the development of:

  • Mission Statements
  • Vision Statements
  • Values Statements

3. Action Planning

  • Included in this phase of strategic planning are:
  • Objectives – the plan for how the strategic goals will be accomplished
  • Tactics – the methods required to accomplish the objective(s)
  • Responsibilities/Timelines – identifying who and what needs to be done and the timelines they need to do it.

Several associates at Heather Ostertag and Associates are experienced with doing strategic planning/visioning work and would welcome the opportunity to meet and discuss with you your next strategic planning session.