1. Strategic Planning
Robert Borys

2. Objectives
• Objectives:
– The importance of strategic planning
– Steps involved in developing a strategic plan
– Staying Competitive
• Standard: complete included questions to
assess your transfer of training.

3. Ice Breaker
• Introduce yourself
• If you had a time machine that would work
only once, where in the future or past would
you travel and why?

4. • Introduction
• Begin lesson
• Discuss A Great Change Leader
• Break
• End of lesson
• Refresh
• Questions

5. What is Strategic Planning?
• Strategic planning is an organization's process of defining
its strategy, or direction, and making decisions on
allocating its resources to pursue this strategy.
• What do want to do?
• How do we best excel?
• Where do we want the company to be?

6. Step One
• Gather all facts
• When making decisions it is always best to have the maximum
amount of information available.
• SWOT Analysis
• Gather inputs from stakeholders, company performance analysis of
the your organization
• internal and external limitations
• social and economic trends .

7. • Among the most useful tools for strategic
planning is SWOT analysis internal and
external of the organization.
• Strengths
• Weaknesses
• Opportunities
• Threats

8. The 4 Key Elements
• Vision
• Mission
• Values
• Strategy

9. Sell your vision
• Why is it important to make sure other
individuals understand the purpose and future
gains of the strategic change.

10. Organization Action Strategy
• Change may be outline by few but cannot be
achieved without working together as a whole
• Develop clearly written objectives for each
department to implement.
• The objectives listed must be reviewed by upper
management adjusted if needed and then
finalized before the documents are sent to each
department.

11. Great Change Leader

12. Jobs cont.

13. Break
• Reflect on what we have learned so far and
take 45 minutes for yourselves and then we
will continue our lesson.

14. How long should your goals take to
reach?
• A strategic planning process usually takes
anywhere from 1 month to three months to
complete.
• Long term objectives.
• Short term goals and mile
stones
• 90 day double check

15. Benchmarking
• Benchmarking is used when setting standards
and goals for your organization.
• Why Benchmark?

16. • Those who fail to plan, plan to
fail.

17. The US Post office
• Where were they 30 years ago?
15 years ago?
5 years ago?
Today?

18. Review of The

19. Questions
• What is strategic planning?
• Why is others understanding the vision so
important?
• How can the bank best utilize the information
presented today.
• What are some of the external environmental
factors that can currently be effecting the bank?

20. References
• Jason, F. (2011). entrepreneur.com. Retrieved from
http://www.entrepreneur.com/article/197538
• Patrick, N. (n.d.). Manager-net. Retrieved from http://www.managers-
net.com/benchmarking.html
• Phillip, M. (2011, 07 03). Retrieved from http://www.free-press-release.com/news-fullproof-
strategic-planning-process-for-new-or-growing-businesses-1299504075.html
• Strategic planning. (2012, March 09). Retrieved from
http://en.wikipedia.org/wiki/Strategic_planning
• Kosar, K. (Febr). Retrieved from Congressional Research Service website:
http://www.fas.org/sgp/crs/misc/R41024.pdf