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Strategic Planning

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A strategic plan provides a company with a blueprint for what it wants to achieve.

This two-day training course includes sessions that teach concepts and skills such as: determining the values that support a company, defining a company’s vision, writing a mission statement, undertaking a meaningful SWOT analysis, as well as how to implement, evaluate, and review a strategic plan.

This courseware includes a comprehensive toolkit for trainers to use, either in its current state or customized to suit your needs. These training materials include a pre-assignment, assessments, student workbook, and comprehensive trainer’s guide, as well as pre-formatted PowerPoint slides.

How to Use This Guide

Session One: Course Overview

Session Two: Understanding Strategic Planning

What it Does

Making Connections

Pyramid Structure

Session Three: Identifying Our Values

Pre-Assignment Review

Creating Value Statements

Session Four: Designing Our Vision

The Vision Process

Defining Your Vision

Session Five: On a Mission

Defining Your Mission Statement

Designing a Mission Statement

Session Six: Performing a SWOT Analysis

What is a SWOT Analysis?

Individual Analyses

SWOT Ratings

Session Seven: Setting Goals

Fitting into the Plan

Goals with SPIRIT

Getting Into It

Session Eight: Assigning Roles, Responsibilities, and Accountabilities

Who Does What and When?

Establishing Priorities

Problem Solving in Action

Session Nine: The Full Picture

Session Ten: Gathering Support

Who Reviews the Plan and How

Putting It Into Practice

Session Eleven: Making the Change

Getting Ready

The Three Phases

Insights

Control and Change

Session Twelve: How Does It Look?

Presenting Your Ideas

Creative Considerations

Session Thirteen: Getting There

Planning for Problems

Making it Great

Sample Strategy Map

Sample Balanced Scorecard

Session Fourteen: Mocking Up the Process

Recommended Reading List

Post-Course Assessment

Pre- and Post-Assessment Answer Keys

Personal Action Plan

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