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Lead your organization to greater growth and impact Strategic Planning Kit For Dummies helps you create a roadmap to the future of your organization. With this hands-on toolkit, you'll assess where you are today, create a bold vision of the future, and create a roadmap to get there. By the time you're through this book, you'll have concrete goals and objectives with measurable outcomes. You'll also get expert guidance on how to keep your organization focused and connected to your long-term vision of the future. Inside... - Understanding what strategic planning is and why it works - Casting a big, bold vision - Identifying a market-focused strategy - Narrowing down your priorities - Deploying your strategy with OKRs - Running a quarterly strategy refresh & execution cycle
Erica Olsen is CEO and co-founder of OnStrategy, where she created an online strategic planning system. Erica has facilitated retreats, learning sessions, and consulting projects for organizations looking to enhance their impact.
Introduction 1 Part 1: Kicking Off Your Strategic Planning Process 9 Chapter 1: What Is Strategic Planning Really? 11 Chapter 2: Why Strategic Planning Works 25 Chapter 3: Getting Set Up for Successful Planning 37 Chapter 4: Identifying Your Strategic Issues 57 Part 2: Sizing Up Your Current Situation 77 Chapter 5: Assessing Your Business and Its Capabilities 79 Chapter 6: Seeing Your Business through Your Customers' Eyes 99 Chapter 7: Researching the Market to Find New Customers 117 Chapter 8: Identifying Your Opportunities and Threats 139 Part 3: Defining Your Core Purpose and Envisioned Future 163 Chapter 9: Focusing on What You Do Best 165 Chapter 10: Developing Your Mission and Values 183 Chapter 11: Envisioning Your North Star 199 Part 4: Mapping Your Organization's Path to the Future 211 Chapter 12: Strategizing for Growth and Sustainability 213 Chapter 13: Establishing Your Strategic Goals and Roadmap 233 Chapter 14: Putting Your Plan into Action with Objectives and Key Results 261 Chapter 15: Making Your Plan Measurable 275 Part 5: Living and Breathing Your Plan 289 Chapter 16: Execute, Execute, Execute: Putting Your Plan to Work 291 Chapter 17: Keeping Your Plan Alive with Reviews and Refreshes 307 Chapter 18: Scenario Planning: Answering the What Ifs 317 Part 6: The Part of Tens 329 Chapter 19: Ten Tips to Keep Your Strategic Plan from Hitting the Shelf 331 Chapter 20: Ten Tips to Holding Great Strategic Retreats 337 Chapter 21: Ten Ways to Maintain Momentum in Your Planning Process 345 Index 351