Organizational Planning

Organizational planning is any effort by a group to develop goals, strategies, and measures to improve the organization’s performance against its competitors.  Typically organizational planning involves multiple stakeholders with varying perspectives.  Through a structured, facilitated process, the group collaborates to:

  • Design a process to assess the current state
  • Conduct the assessment
  • Analyze the assessment information
  • Develop goals
  • Develop strategies, tactics and measures
  • Communicate the plan to key stakeholders and the broader organization
  • Consistently evaluate the execution of the plan and modify strategies

Types of Organizational Planning Efforts include:

1. Strategic Planning

2. Workforce Development Planning

3. Customer Service Initiatives

4. Planning for Change

5. Talent Management & Succession Planning

6. Competency Development


7. New Product Development Initiatives

What Deb can bring to your planning process…

First off, planning is my passion.  I take my 20 odd years of planning experience and best practice knowledge to provide your planning team with relevant information and targeted research to develop solid business strategies.  The goal is to accelerate the team’s learning curve by introducing just in time concepts and information needed to assess risk. There’s no need to read every planning book—I’ll select the best information from the most reliable and current sources.

Second, I utilize structured processes to help planning teams to collaboratively generate and evaluate ideas, analyze opportunities and risks, resolve problems and develop agreements and measures.  By providing groups with a framework for planning, they are able to focus on the content of the discussion versus the management of process.

Third, the collaborative nature of the planning framework creates a synergy between team members that minimizes barriers to execution.  Throughout the planning process, I address the cultural, interpersonal and political realities that are often difficult to surface yet so often impede the implementation of plans.  I guarantee that we will address the elephant in the room—once the team is ready.

Fourth, I view the plan as a communication tool and collaborate with you to develop routine communication and information gathering processes that allow you to evaluate progress and make adjustments as needed.

Fifth, my enthusiasm for the planning process stems from my belief that planning is necessary and, if done well, should be relatively painless.  Based on my experience with many clients, the first collaborative plan is truly the most difficult to execute because you must develop the process, the structure, and the disciplined practices.  Once done however, clients tell me how much easier it was to develop other plans based on their learning.  

 

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