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Strategic Planning &
   Team Building
                  Prepared by:
        John Carlo Castillo-Cabalit
               AB History Student
             Youth Coop CASS Rep.
     Youth Affairs: City Mayor’s Office Iligan
           Pilipinas Natin Volunteer &
           National Youth Commission
             (Office of the President)
Different activities require different
                 approaches
            5 Purposeful Activities
                     (Gerald Nadler)



1.    Learning
2.    Research
3.    Strategic Planning
4.    Evaluation
5.    Operating and Supervising
Strategic Planning

 Not  easy stuff. Takes experience and
  knowledge to facilitate and participate.
 Can not be rushed.
 The approaches used can vary, but there are
  some essential parts.
 Strategic planning is ongoing, not used just
  when considering major changes.
Strategic Plan
  A program of action, that addresses the
      organization’s strategic issues
(fundamental questions or challenges) and
      is driven by the organization’s
             mission/purpose.
Strategic Planning Flow Chart

               Mission                              Define
  Plan                               External &    Strategic
               •Purpose               Internal
                                                                          Plan of Action
   For                     Assess                    Issues
Planning                  Mandates   Assessment     For the               Strategy
               •Values                •SWOT       Organization




           Stakeholders                                      Implementation
           •External                 Vision                       and
           •Internal                                           Assessment
Mission Statement
 Mission = what an organization does
Values = how an organization should act
Vision = what an organization should
              look like in the future
Mission Statement - definition
• Purpose of the organization

• Core function
• Organization’s reason for being – the “work” of the
organization
• What the organization does uniquely well
• Mission/purpose should define the organization’s
intentions towards the clientele to be served
Strategic Planning Flow Chart




               Mission                              Define
  Plan                               External &    Strategic
               •Purpose               Internal
                                                                          Plan of Action
   For                     Assess                    Issues
Planning                  Mandates   Assessment     For the               Strategy
               •Values                •SWOT       Organization




           Stakeholders                                      Implementation
           •External                 Vision                       and
           •Internal                                           Assessment
Mandate

Formal and informal requirements
placed on a organization.
Stakeholder
• Any person, group or
  organization that can place a
  claim on an organization's
  attention, resources, or output,
  or that is affected by that output
Stakeholders
 Internal
  – Family
  – Partners
  – In-laws!
 External
  – Agencies
  – Lenders
  – Builders
SWOT Analysis


An analysis of a organization internal
and external environments
SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
Strategic Planning Flow Chart




               Mission                              Define
  Plan                               External &    Strategic
               •Purpose               Internal
                                                                          Plan of Action
   For                     Assess                    Issues
Planning                  Mandates   Assessment     For the               Strategy
               •Values                •SWOT       Organization




           Stakeholders                                      Implementation
           •External                 Vision                       and
           •Internal                                           Assessment
Strategic Issue
Fundamental    policy question or
challenge that affects the organization
mandates, mission and/or values.

Long   term and do-able.
Goals
The   performance level

Amount     of an objective to be
attained in a specific time and cost
limit.
Planning should have
              a Vision
                                  Future




Now


       Mission drives the work.
       Plan drives the action.
Formulate a Strategy
 Make   an Action Plan…So now what?
  – What to do?
  – Who will do it?
  – When….set a timeline
 Report   Back
Evaluation and Reassessment

            Try it!
          Does it fit?
 Strategic Planning needed?
Strategic Planning Flow Chart




               Mission                              Define
  Plan                               External &    Strategic
               •Purpose               Internal
                                                                          Plan of Action
   For                     Assess                    Issues
Planning                  Mandates   Assessment     For the               Strategy
               •Values                •SWOT       Organization




           Stakeholders                                      Implementation
           •External                 Vision                       and
           •Internal                                           Assessment
Important Thoughts


 Planning is a process, not an event.
 The norm is for strategic planning to fail,
  because the way things are is very
  powerful!
 Planning takes time!
“If you do not know where
you’re heading, you’re likely
to end up somewhere else.”


           Yogi Berra
Thank you for listening!!

         KEEP IT UP

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Strategic Planning

  • 1. Strategic Planning & Team Building Prepared by: John Carlo Castillo-Cabalit AB History Student Youth Coop CASS Rep. Youth Affairs: City Mayor’s Office Iligan Pilipinas Natin Volunteer & National Youth Commission (Office of the President)
  • 2. Different activities require different approaches 5 Purposeful Activities (Gerald Nadler) 1. Learning 2. Research 3. Strategic Planning 4. Evaluation 5. Operating and Supervising
  • 3. Strategic Planning  Not easy stuff. Takes experience and knowledge to facilitate and participate.  Can not be rushed.  The approaches used can vary, but there are some essential parts.  Strategic planning is ongoing, not used just when considering major changes.
  • 4. Strategic Plan A program of action, that addresses the organization’s strategic issues (fundamental questions or challenges) and is driven by the organization’s mission/purpose.
  • 5. Strategic Planning Flow Chart Mission Define Plan External & Strategic •Purpose Internal Plan of Action For Assess Issues Planning Mandates Assessment For the Strategy •Values •SWOT Organization Stakeholders Implementation •External Vision and •Internal Assessment
  • 6. Mission Statement Mission = what an organization does Values = how an organization should act Vision = what an organization should look like in the future
  • 7. Mission Statement - definition • Purpose of the organization • Core function • Organization’s reason for being – the “work” of the organization • What the organization does uniquely well • Mission/purpose should define the organization’s intentions towards the clientele to be served
  • 8. Strategic Planning Flow Chart Mission Define Plan External & Strategic •Purpose Internal Plan of Action For Assess Issues Planning Mandates Assessment For the Strategy •Values •SWOT Organization Stakeholders Implementation •External Vision and •Internal Assessment
  • 9. Mandate Formal and informal requirements placed on a organization.
  • 10. Stakeholder • Any person, group or organization that can place a claim on an organization's attention, resources, or output, or that is affected by that output
  • 11. Stakeholders  Internal – Family – Partners – In-laws!  External – Agencies – Lenders – Builders
  • 12. SWOT Analysis An analysis of a organization internal and external environments
  • 14. Strategic Planning Flow Chart Mission Define Plan External & Strategic •Purpose Internal Plan of Action For Assess Issues Planning Mandates Assessment For the Strategy •Values •SWOT Organization Stakeholders Implementation •External Vision and •Internal Assessment
  • 15. Strategic Issue Fundamental policy question or challenge that affects the organization mandates, mission and/or values. Long term and do-able.
  • 16. Goals The performance level Amount of an objective to be attained in a specific time and cost limit.
  • 17. Planning should have a Vision Future Now Mission drives the work. Plan drives the action.
  • 18. Formulate a Strategy  Make an Action Plan…So now what? – What to do? – Who will do it? – When….set a timeline  Report Back
  • 19. Evaluation and Reassessment Try it! Does it fit? Strategic Planning needed?
  • 20. Strategic Planning Flow Chart Mission Define Plan External & Strategic •Purpose Internal Plan of Action For Assess Issues Planning Mandates Assessment For the Strategy •Values •SWOT Organization Stakeholders Implementation •External Vision and •Internal Assessment
  • 21. Important Thoughts  Planning is a process, not an event.  The norm is for strategic planning to fail, because the way things are is very powerful!  Planning takes time!
  • 22. “If you do not know where you’re heading, you’re likely to end up somewhere else.” Yogi Berra
  • 23. Thank you for listening!! KEEP IT UP

Editor's Notes

  1. Examples of formal mandates could include a manure storage ordinance, a notice of discharge, grade a plans to be submitted before building, taxes, etc. Informal mandates could include expectation of family members, concern for neighbors, etc
  2. Should objectively discuss your relationship with your stakeholders. Need to be honest and not overlook an important stakeholder and assume your relationship is good when in reality it is not.
  3. If your “strategic Issues” are a list of things that should be done this year, they are most likely not strategic but rather operational issues that need to be addressed. You should consider developing a complete operational plan (that could be one of you r strategic issues). They should also be something that the business can address (increasing base milk price to $20/cwt would not be a strategic issue).
  4. A vision should reflect where you want the business to be in the future and what it should look like. There are different paths to reach that vision. Some are planned and some are unexpected. The vision and the plan allow you to better react to the unplanned events.
  5. Most farm owners have little or no background in planning. We would not hire a builder without knowledge and experience in design, we would not hire a veterinarian without knowledge and training in vet science. Planning is a skill and process that can help to avoid problems and deal with the correct issues. Strategic planning should become a part of the business that is reviewed and updated regularly.