is facilitated step-by-step interactive process resulting in:
A Unified Vision - The first step in planning is to Vision the Outcome. This establishes a uniform direction for all efforts. Visioning is a simple, yet powerful exercise that gets everyone on the same page quickly.
Values statement - The Core Group Values are identified as a byproduct of the Visioning Exercise. This is a natural flow from step-one to step two. A Values Statement is easily drafted without getting bogged down in time consuming wordsmithing. People are amazed at how diverse views can be brought to agreement with such ease!
Mission statement - The clear, concise Mission Statement focuses and directs the Values of the Organization toward a particular outcome. The group is in the flow now and uses the same skills built in steps one & two to draft a Mission Statement everyone can support.
Identification of Trends, Opportunities & Resistances - Participate in an exciting exercise to identify the industry and global trends, opportunities, and resistances that will support or hamper your efforts.
Prioritized Goals & Objectives - The critical skill of prioritizing the key goals for the year is the focus of this step. And, selecting the best objectives to achieve those goals. Now the team is clarifying and honing their target, so everyone can be working in the same agreed upon direction. This step is critical for efficiency & effectiveness in achieving desired outcomes.
Operational Benchmark & Tracking System - Write a specific strategic plan which includes time-lines, responsibilities, resource allocation, and benchmarks is identified and mapped on a chart for tracking progress.
Delineated Evaluation Process - Criteria are established for measuring results, and intervals for measurement are established for intermittent course correction as needed.
Each of these steps in the Strategic Planning process takes into account the unique culture & preferences of the organization. From basic terminology to preferred processes, every aspect of facilitation is tailored to the unique needs of the organization and it's personality.
| "Your enthusiasm and energy kept the meeting moving and focused. |
For some time, we have been discussing the mission statement of the organization. Through well-planned activities, you brought us to consensus so that we are now ready to formalize a statement. I also appreciated your helping our members realize why they participate and why they are motivated to be leaders.
I heard many fine comments about the value of the training. We look forward to working with you again."
Patricia M. Moyers, CAE
WV Society of CPAs
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