Step 1: Set Priorities
Evaluate the set of goals and identify the ones that provide the greatest benefit, and that best achieve your mission and vision.
Questions to ask;
Step 2: Set Long-Term Strategic Goals
Your Long-Term Strategic Goals are broad, continuous statements that holistically address all areas of your organization. These often captured in a business plan and your Culture Handbook.
What is our business plan to achieve our vision? What is our focus? How does our culture support the achievement of our vision?
Questions to ask:
Step 3: Communicate Company Wide Goals and Expectations In Your Culture Handbook Or Specific Project Management Plan
Once you have formulated your strategic objectives or project objectives, we translate them into goals and measures that can be clearly communicated to your employees. We set goals that convert into specific performance targets. Each goal clearly states what, when, how and who is accountable and specifically measurable.
Project management plans set the tasks and timelines for specific short term goals.
Company wide goals are the long-term objectives that are specific, measurable, attainable, responsible and time bound. These are outcome statements expressed as a result expected of your employees and the company overall.
What do we have to do today, tomorrow, next week and next month to reach our long-term objectives?
Outcome: Clear outcomes communicated for each project.
Step 4: Select KPIs
Key Performance Indicators (KPI) are the key benchmarks used to measure the impact of strategic plan or project outcome. We define your KPIs with you, communicate them to your company and hold Team Leaders accountable for performance.
When selecting your Key Performance Indicators, begin by asking “What are the key performance benchmark we need to track in order to monitor if we are achieving our goals?”
How do you measure your success?
Outcome: 5-7 benchmarks to maintain accountability for your performance.
Step 5: From Strategic Planning To Operational Planning
A strategic plan or project plan is meaningless without an operational plan with individual tasks that result in a desired outcome. The operational plans incorporate the full spectrum of human resources necessary to accomplish the tasks. We develop the full set of strategic and operational plans so that your company goals are aligned with project management plans. Sometimes we align existing operational and business plans with newly developed strategic goals. The greatest mistake is to have multiple sets of goals and actions for directors and staff to manage. That said, the only way strategy gets executed is to align resources and actions from the bottom to the top to drive your vision.
Questions to Ask
Step 6: Project Management Plan
A project management plan is the operational plan to execute the strategic plan and will provide the specific tasks that must be accomplished to complete the project.