High-performing organizations use a few basic practices to help them move goals and objectives from their planning event into reality.

by: Deedee Myers, Ph.D.

Creating and delivering on a viable strategic plan is hard work. It requires blending abstract objectives with effective action, plus an engaged and committed workforce. High-performing organizations use a few basic practices that support their ongoing success in moving goals and objectives from their planning event into reality. Here are a few to consider:

Involve the Doers

Rather than using solely a top-down approach in deciding what objectives should be presented at the strategic planning event, include all employees in the organization. Create a process whereby each level and function in the organization helps identify the opportunities and challenges.

Many credit unions include senior-level management throughout the entire strategic planning process and mid-management in the pre-event work. I see superb strategic planning outcomes when there is also a viable process for tapping the levels that report to mid-management—including the employees who meet and support the members EVERY day. Front-line staff hear what is important, and this is valuable information.

Commit to Ongoing Strategic Planning

This weekend I had an opportunity to be part of the process as a board interviewed CEO candidates. One of the questions the board asked was, “How often should we do strategic planning?” These high-performing professionals concluded that a strategic-planning mindset is a daily practice. Here are some ideas:

continue reading »