PBOLA - Strategic Planning

Course Description

The purpose of this course is to provide a simple framework, appropriate for businesses of any size and complexity, which supports the visioning and strategic planning process so that it is dynamic, manageable, executable, measurable, refreshable, and leads to achievement of strategic goals and objectives. This course covers the visioning and strategic planning process, making appropriate organizational changes to support achieving the vision, communicating the plan to employees and stakeholders, aligning processes and rewards to ensure execution, and developing formal business plan documents.

Major topics to be presented include:
• The seven critical steps to strategic and organizational planning
• The four critical questions about mission and business purpose
• The three critical questions for formulating a “vision” for the enterprise
• Using SWOT analyses to conduct valuable assessments of both the external landscape and internal operating environment
• Assessing your organization’s current wherewithal and limitations for visionary achievement
• Establishing and prioritizing executable SMART goals, objectives and change initiatives
• Managing the planning process to ensure ownership, accountability and performance
• Formulating a written plan using the widely accepted SBA business planning template
• Communicating the plan to employees and stakeholders
• Shoring up the plan with aligned performance management and reward systems
• Refreshing the strategic business plan for ongoing relevance

This program is ideal for:
• Human resource management and organizational development professionals seeking to expand their knowledge and skills in strategic leadership and organizational effectiveness
• Business leaders and owners responsible for business strategy and organizational performance
• CPA’s, consultants, technology vendors, and other business advisors who provide expert advice to clients in business strategy as well as organizational and leadership development

Key benefits of participation:
• Establish and articulate a vision, mission and purpose for their business
• Establish descriptive measures and metrics for visionary achievement
• Conduct SWOT assessments of both the external environment and internal operating environment of the organization
• Establish meaningful SMART goals and objectives that will lead to achieving the organization’s vision
• Align performance goals and rewards to support the strategic plan and vision
• Use available resources to develop a formal business plan
• Communicate critical components of the plan to employees and other stakeholders
• Ensure ongoing execution and timely refreshment of the plan

Seminar Leader: James T. Stodd, MS, SPHR, SHRM-SCP, is the Principal & Managing Director of JT Stodd & Associates, a management consulting firm specializing in strategic organizational planning, change management, and compensation and rewards management. Jim has served as the VP and chief human resource officer for several prestigious organizations.Prior to starting his own firm, Jim was also associated with several international consulting firms and provided compensation consulting services to a diverse mix of clients on total rewards management issues and organizational effectiveness. He holds a BA from Saint Louis University and a MS in Industrial/Organizational Psychology from Illinois State University.



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