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Life After Completing Your Plan

Life After Completing Your Plan. By William J. Bennington. Let’s Quickly Review The Planning Process Flow. The Key Planning Elements. The Key Planning Elements (continued). Creating a Culture In Which The Plan Drives Management and Decision Making. The Checklist for Planning Success.

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Life After Completing Your Plan

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  1. Life After Completing Your Plan By William J. Bennington

  2. Let’s Quickly Review The Planning Process Flow

  3. The Key Planning Elements

  4. The Key Planning Elements (continued)

  5. Creating a Culture In Which The Plan Drives Management and Decision Making

  6. The Checklist for Planning Success • Did you complete your strategic plan immediately after the Institute or is it still “pending”? • Did you complete your tactical plan sheets? • Is responsibility for every tactic assigned to an individual? Are deadlines specific? • Do you have a committed board member overseeing the plan implementation process?

  7. The Checklist for Planning Success • Have you assigned a key board or staff member responsibility for each goal area in the plan? • Is someone (usually the ED and Board Planning Leader) monitoring progress against the goals and deadlines in the plan on at least a monthly basis? • Are you updating the plan monthly? • Is item ONE of every board meeting (before any other business is conducted) a review of status/progress against the plan?

  8. The Checklist for Planning Success • Are you requiring staff to report to the ED at least monthly on plan status related to the areas for which they are responsible? • Have you linked your performance analysis process to the achievement of plan goals for both board and staff? • As it becomes apparent that goals will be missed, are you adjusting them accordingly? • Are you using your plan to measure success or as a management tool?

  9. Let’s Look at the Tools for Managing a Plan

  10. Using Your Tactical Planning Sheets

  11. Reporting to the Board

  12. Reporting to the Board • When to discuss and take action: -Use “Goal Progress Monitoring Tool .xls” for working template.

  13. Moving Toward Consensus and Testing Your Plan Elements Following are some helpful hints in managing your planning-related problem solving and moving your group to consensus. Remember that reaching consensus requires negotiation, openness and compromise. Establish the desired outcomes you are pursuing. Make sure at all times everyone understands what is being said. Put all of the issues on the table and openly discuss them. Make sure everyone has all available information and more important, that they have reviewed it in advance.  

  14. Moving Toward Consensus and Testing Your Plan Elements Make sure everyone takes part in the discussions. The silent members often sandbag the process near the end. 6. Cover all important questions before you begin brainstorming potential solutions. Review the potential future implications for the alternatives you are considering. Review the alternatives to be considered in terms of your vision, mission, goals, objectives, operating principles and organizational culture. Do they fit all? At this point, attempt to reach tentative consensus. This step will assist in preventing the group from making a decision before all of the alternatives have been explored and discussed.

  15. Moving Toward Consensus and Testing Your Plan Elements 10. Once tentative alternative(s) have been identified, ask if you have all pertinent data or should there be additional research be undertaken. 11. Ask the group if all different points of view have been aired and given ample consideration. 12. Put the alternative to the decision test: - Does it fit our mission? - Will it move us toward our vision? - Is it fundable? - Can we do it? - Can we sustain it? - Will it really make a difference?

  16. Checklist of Tips and Tactics to Institutionalize Planning In Your Agency • Understand that planning is a process and that plans are never completed. • If you have done a five year plan, remember that you are always in the first year of your plan. • If you update your plan regularly, next year’s planning is a snap. • Plans will never be useful unless you use them. • Make the first item of business at every staff and board meeting, “Where are we in relation to our plan?”

  17. Checklist of Tips and Tactics to Institutionalize Planning In Your Agency • Do NOT use your plan to measure success. • Use your plan as a management tool. If you are going to miss or exceed a goal, adjust accordingly. • Add new goals or delete goals as needed when circumstances dictate. • Link plan performance to individual performance evaluations. Secure agreement from each staff member that the goals and tactics assigned to them are doable. • Constant monitoring and communication about the plan = no surprises!

  18. Linking Plans to Performance

  19. Linking Plans to Performance

  20. Looking for more tools and tips?

  21. Resource Toolkit • Check out the HCI Resource Toolkit at the BCBSNC Foundation website www.bcbsncfoundation.org • Community Impact tab • Healthy Community Institute page • Resource Toolkit link (top of page) •  Username: hci Password: toolkit

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