Demystifying Strategic Planning: The What, The How, the Why

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It doesn’t take a crystal ball to write an effective strategic plan!

  • The What: information to be collected

  • The How: tasks to be completed

  • The Why: objectives to be achieved

Consider these terms:

  • A Plan is the management of a process; a scheme that shows the outline of something.

  • A Strategy is the art of devising plans to achieve a goal.

  • Strategic simply means something of great importance within an integrated whole.

NO MATTER WHAT YOU CALL IT…. A PLAN IS A PLAN IS A PLAN!

Planning is thinking together.

To help everyone stay together and focused, you should use a checklist.

A checklist is a map that lays out the route to take you through the tasks/activities that must be accomplished to achieve the goals.

Taking the time to plan the route before beginning saves time.

If followed, a plan can prevent items from falling through the cracks.

The best checklists include columns for the following:

  • Tasks

  • Product/Result desired

  • Typical Timeframe

  • Notes

  • Responsible Party

  • End date

  • Task completed checkmark

For a copy of the Trawick Strategic Planning Checklist click here.

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