Transcript Strategic Planning Phyllis Shurn-Hannah • November 15, 2012 ©SHRM 2012 What is Strategic Planning Section Title (12 point Arial; color = white) • The.

Strategic Planning
Phyllis Shurn-Hannah • November 15, 2012
©SHRM 2012
What is Strategic Planning
Section Title (12 point Arial; color = white)
• The process by which we can become what we want to
become through setting a strategy.
• The identification of opportunities and the allocation of
resources to exploit those opportunities.
• The rational determination of where you are, where you
want to go, and how and when you are going to get there
(GAP).
• It is setting the direction for the organization’s
membership’s future (1 year, 3-5 years, and up).
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Components of Strategic Planning
• Planning Base— Where are we now? Where have we
been?
• Results Required—Where do we want to be?
• How—Specifically define how to get there.
• Implementation—Identify a plan to execute. Who does
what by when?
• Review—How are we doing? Monitor the results.
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Items for Consideration as You Plan
• Historical “highs” and “lows” of the chapter/council – where have you
been? What is your history?
• Positives and Negatives for:
• Membership and Member Services
• Socio-demographics
• Competition
• Technology
• Economic Factors
• Government/Regulations
• Culture
• Structure
• Daily Practices
• Cost Efficiency
• Innovation and New Products/Services
• Financial Stability and Assets
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Outcomes of Strategic Planning
• Clear picture of how trends impact the present
and future
• Agreed-upon direction/strategy
• Clearly defined mission, vision, values
• Specific plans to improve performance
• Development of team behaviors through
volunteers
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HOW AND WHERE
SHOULD
WE START???
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SWOT ANALYSIS - Strengths
Something we have,
our competition does not
and they can’t easily get.
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SWOT – Weaknesses
Something our
competition has,
we do not,
and we can’t
easily get.
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SWOT - Opportunities
What are the overall issues,
based on what our scan tells us,
that we should be concentrating on?
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SWOT Analysis - Threats
What can potentially
get in the way
of our success?
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SWOT Analysis – Case Study
Chapter XYZ – Membership SWOT
Strengths –
– membership has increased by 1% over the last 3 years
– Membership Committee is strong, 8 – 10 committee members
– Have not increased membership dues
– Great educational programming
Weaknesses –
– Retention rate at 60%
– Membership is not diverse and not representative of
community
– Low turn-out for meetings
– Need more young professionals
– Senior HR professionals in the area do not attend meetings
– No succession plan in place
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SWOT Analysis – Case Study
Chapter XYZ – Membership SWOT
Opportunities –
– Large small business community
– Join the local chamber of commerce
– Partner with other local organization on
programming
– Work with student chapters in the area
– Legislative programming
Threats –
– Other local professional organizations
– Local Chamber has a senior HR group
– Senior HR group meets in the area
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Outcomes of Strategic Planning
• Improved decision making
• Better leadership—more cohesive team
• Development of strategic thinking and
implementation skills
• Better allocation of resources and
responsibilities
• Identification of short- and long-term
“attention” areas
• Lists of short-term and long-term goals
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Outcomes of Strategic Planning
• Increased recognition from external and
internal sources
• Consistent, sustained success, as opposed
to marginal success
• Strategic budget—a plan for 1-2 years and
3-5 years regarding what budget changes
are needed to reach plan goals
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After the Plan
• Follow up with your membership to share the
plan goals and successes – keep them in the
loop about your activities and how you are
working for the best interests and successful
future of the chapter/council
• The most important (and
the most difficult) thing
about strategic planning?
NOT allowing it to just sit
on a bookshelf!
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QUESTIONS
COMMENTS
Thank You
For your Volunteerism
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