I think it’s time that I share with you one of the most important planning documents I provide for my clients as they’re developing their strategic plans.
Strategic planning can sometimes be a daunting task because you have so many ideas for your organization and it’s difficult to know where to begin. This is why I always refer to the 5-level strategic plan graphic above. The great thing about a 5-level plan is that each level within the hierarchy is completely different and easy to formulate.
Let’s build out a 5-level plan that centers on someone’s personal development:
Strategic Theme: Physical health, Career, and Relationships (I listed three examples of themes but we’ll stick with the area of physical health for today’s example. Remember, themes are the big ticket items your plan needs to cover. A typical business plan may have themes like: Quality, Customer, and Finance.)
Goal: To feel better and have more energy (This is a non-quantifiable measure and it covers many of the benefits you hope to achieve. Ideally your goal statements are what good looks like and this should get you inspired to do great things)
Objective: Lose 25 pounds by 6/30/2014 (An objective is all about: How much, by when. So, if you can increase, decrease, or maintain the item you’re tracking then it’s truly quantifiable and therefore a perfect objective. This is the most important portion of the plan because it allows you to judge success or failure easily.)
Strategy: Implement a physical fitness program (Think of this level as your projects that will help you move the needle on the objectives you’ve set.)
Tactic: Meet with a physical trainer at L.A. Fitness (Tactics are the assignments you’ll try to complete in order finish your project.)
See! That wasn’t so bad. Once you’re done with the physical health theme, you would follow the planning diagram to flesh out the other areas of your plan.
I hope you find this post helpful in your planning efforts. What are some planning techniques you use within your organization? I look forward to your comments but if you’ll excuse me I have to meet with my trainer in 20 minutes!