Strategic Planning Toolkit

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Collect and analyze relevant data and develop information for use in your strategic planning process

 

Should your input have been solicited in the IT Strategic Planning process?

Does risk management constitute an integral part of your organizations Strategic Planning process?

Are you referring to the corporate strategy of your organization or Strategic Planning in particular?

How far does your organizations Strategic Planning cycle look into the future?

Has the risk been established with reference to your organizations objectives and Strategic Planning?




...Find the answers to these, and more, questions with this Strategic Planning Toolkit:

  • Collect and analyze relevant data and develop information for your Strategic Planning process.
  • Evaluate and improve your Strategic Planning process.
  • More effectively integrate measurement with your Strategic Planning process.
  • Incorporate and address issues into your Strategic Planning Process.
  • Know when your organization needs a different approach to Strategic Planning.
  • Normally decide on the Strategic Planning for your organization.
  • Incorporate market research into your Strategic Planning processes.
  • Leverage the economics of connections in your Strategic Planning.
  • Take responsibility for your coworkers Strategic Planning education.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Strategic Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Strategic Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Strategic Planning specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Strategic Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Strategic Planning improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Does a local organization you support need someone to help with strategic planning, fundraising, digital marketing, graphic design, web content management, grant management, or financial management?

  2. Does your association have an employee work plan development process that clearly references goals set out in the strategic plan and ensures day to day implementation of the operational plan?

  3. Does your association have an employee compensation process whereby employees are evaluated and rewarded based upon achieving operational objectives in support of the strategic plan?

  4. Does your organization articulate the experience and ability to collect local data, analyze the results and use the data to make informed decisions related to strategic planning?

  5. How will the process fit with other ongoing organizational processes and change efforts, as budgeting cycles or process improvement and information technology initiatives?

  6. What alternate strategies are being considered to address bottlenecks, increase efficiency of current spending, and to make progress toward universal health coverage?

  7. Is there a strategic planning process in place that is designed to ensure that IT services are aligned and integrated with organizational goals and objectives?

  8. How does participation in voluntary incentive or recognition programs affect beyond compliance behavior, corporate efficiency, and earnings/profitability?

  9. What are the managerial practices, organizational structures, communications systems, and strategic planning processes that support effective learning?

  10. What are the cost savings from combining information disclosure requirements with direct regulation, compared with costs under direct regulation alone?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Strategic Planning book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Strategic Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Strategic Planning Self-Assessment and Scorecard you will develop a clear picture of which Strategic Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Strategic Planning Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Strategic Planning projects with the 62 implementation resources:

  • 62 step-by-step Strategic Planning Project Management Form Templates covering over 1500 Strategic Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Lessons Learned: How useful was the content of the training you received in preparation for the use of the product/service?

  2. Issue Log: How do you reply to this question; you am new here and managing this major program. How do you suggest you build your network?

  3. Risk Audit: Are staff committed for the duration of the product?

  4. Planning Process Group: Are work methodologies, financial instruments, etc. shared among departments, organizations and Strategic Planning projects?

  5. Probability and Impact Assessment: Can the risk be avoided by choosing a different alternative?

  6. Scope Management Plan: Have external dependencies been captured in the schedule?

  7. Monitoring and Controlling Process Group: Do the products created live up to the necessary quality?

  8. Risk Audit: Have permissions or required permits to use facilities managed by other parties been obtained?

  9. Human Resource Management Plan: Do Strategic Planning project teams & team members report on status / activities / progress?

  10. Activity Duration Estimates: How can you use Microsoft Strategic Planning project and Excel to assist in Strategic Planning project risk management?

 
Step-by-step and complete Strategic Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Strategic Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Strategic Planning project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Strategic Planning project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Strategic Planning project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Strategic Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Strategic Planning project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Strategic Planning project with this in-depth Strategic Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Strategic Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Strategic Planning and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Strategic Planning investments work better.

This Strategic Planning All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Strategic Planning Checklist Report on STRATEGIC.pdf

Checklists:Strategic Planning Checklist Report on FUTURE.pdf

Checklists:Strategic Planning Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Strategic_Planning_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Strategic Planning Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Strategic_Planning.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Strategic Planning Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
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  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

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  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
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Which would you like to do?

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