In 2013, over a thousand participants, including mayors, councillors, senior staff and other relevant stakeholders, attended 35 information sessions to provide feedback on the draft framework. Not sure how to tackle this big job? In addition, sections includes links to related, additional information to help the reader fill out that section of the framework. A SWOT analysis (or SWOT matrix) is a high-level model used at the beginning of an organization’s strategic planning. Goal-based planning tackles that challenge by setting measurable goals that align with your vision and strategic plan. Each plan contains and entire strategic plan including mission, vision, long-term strategic priorities, key performance indicators, annual goals, and cascaded actions items. Your strategic planning will start by identifying a goal and analyzing which operations or resources need to be aligned with that goal. It The alignment strategic planning model is particularly useful when a company needs to refine its objectives or address ongoing challenges or inefficiencies that are blocking progress. Monitoring and Reporting Framework Melbourne Strategic Assessment 6 Components of the Monitoring and Reporting Framework The key components of the MRF are: Program logic – This describes the relationships between program activities and processes, program outputs and program outcomes and how activities are expected to lead to outcomes. Approve minor amendments to correct omissions or inaccuracies to support plans; By nature, vision statements are aspirational and forward-thinking, but they need specifics in order to be realized. The leadership team or stakeholders identify the major issues and goals as a first step. (member of University Executive). We recognise and pay respect to Elders past, present and emerging. In the simplest form, there are three basic steps to follow when implementing the organic model of strategic planning: What type of company would the organic strategic planning model work best for? By continuing, you agree to our cookie policies. 5 1 AN INTRODUCTION TO THE FRAMEWORK: ESSENTIAL TERMINOLOGY & THEORETICAL UNDERPINNINGS INTRODUCTION In order to successfully apply the framework for the strategic planning and evaluation of public diplomacy presented in this handbook (hereafter the Framework), it is helpful to understand the fundamental concepts on which it is based. Conduct a review of the Strategic Plan prior to its conclusion. 2.2.1 The National Development Plan and the Medium Term Strategic Framework 25 2.2.2Implementation Delivery Model 25 2.2.3Spatial Development Framework 26 2.2.4Budget Prioritisation Framework 26 2.2.5Provincial priorities 27 2.3 Alignment of the policy, planning, budgeting and reporting processes 27 This is a fast-paced, iterative approach that flips the traditional top-down strategic models. Then you’ll identify which parts of operations are working well and which are not, brainstorming ideas from the successful aspects on how to address problems. The framework outlines the “Baldrige Criteria For Performance Excellence,” where organizations must demonstrate achievement and improvement to an independent board of examiners in these seven areas: To implement the Baldrige framework in your organization, start with two questionnaires that help you self-assess based on the seven Baldrige Criteria categories, and get a snapshot of your strengths and opportunities for improvement. The organic model takes an unconventional approach because it focuses on the organization’s vision and values, versus plans and processes. You may also run into Porter’s Five Forces (see #7 below), which is a similar take on examining your business from various angles. A strategic … Strategic planning is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, ensure that employees and other stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization’s direction in response to a changing … It gives every employee a clear goal to keep in mind while accomplishing tasks and measures. (Vice-Chancellor and President, Deputy Vice-Chancellor, Chief Operating Officer or Pro Vice-Chancellor in accordance with the approved USC organisational structure), Approve minor amendments to correct omissions or inaccuracies to action plans; and The action plans will demonstrate how the School/Department will support the delivery of its strategic objectives within the allocated budget. The VRIO framework is an acronym for “value, rarity, imitability, organization.” This strategic planning process relates more to your vision statement than your overall strategy. Approve minor amendments to correct omissions or inaccuracies to the Operational Plan; and Next, your organization will create action plans to address the issues, including budget allocation. These plans are generally University-wide plans which may be developed to articulate specific strategies or align resources to priorities, and the Vice-Chancellor and President will nominate a responsible officer for each Plan. I’m willing to bet one of these situations sounds familiar: If you can identify with one of these scenarios, this article is for you! The Integrated Planning and Reporting (IP&R) framework changed the way Councils in NSW planned, documented and reported on their plans for the future. Below, we’ll walk through the three critical phases: Prepare for strategic planning. We use cookies to give you the best experience on our site. After an issues-based plan has been implemented and the major issues you identified are resolved, then your organization might consider shifting to a broader, more complex strategic management model. This is a long-term strategic planning tool, so goal time frames are typically about three to five years. STEEPLED is another variation, which stands for “sociocultural, technological economic, environmental, political, legal, education, and demographic.”, See Also: PEST Analysis Template (+ Seven Other Strategic Planning Templates). within the strategic report but also more broadly, to cover linkage to other elements of the annual report. Local Government Victoria provides a range of planning and reporting guides and templates to assist councils with planning, budgeting and reporting. 7.7.1 Action plans are approved by the relevant member of Executive (‘approving officer’) - Vice-Chancellor and President, Deputy Vice-Chancellor, Chief Operating Officer or Pro Vice-Chancellor - annually for the next financial year. The organic model takes an unconventional approach because it focuses on the organization’s vision and values, versus plans and processes. The idea behind Blue Ocean Strategy is for organizations to develop in “uncontested market space” (e.g. NOTE: The framework depicts a useful format, but should be duplicated into an editable version, for example, into … It’s for that very reason we created this ultimate guide to strategic planning. Download one of these free templates to put your planning process in play instantly. Strategy mapping is a major part of the Balanced Scorecard (though it isn’t exclusive to the BSC) and offers an excellent way to communicate the high-level information across your organization in an easily-digestible format. A scanning of the environment yields relevant data for the “Data Bank.” This data bank (or information system) would contain such data as government regulations, demographic indicators, Next, you define time frames for goal achievement. The SPF has several defining characteristics that set it apart from other strategic planning processes . The Framework came into practice in 2009 and many councils have refined the way they create and review these plans over the subsequent years. The Balanced Scorecard is a strategy management framework created by Drs. The strategic planning principles contained in the Local Government Act 2020 require councils to adopt an integrated approach to planning, monitoring and performance reporting. They are developed based on a rolling triennial approach with the primary focus being the first year. Pro tip: To search, just start typing - at any time, on any page. See Also: SWOT Analysis Template (+ Seven Other Strategic Planning Templates). 7.7 Department/School action plans are fourth tier plans required for each Department (including campuses) and School within the University, and outline the key initiatives and targets for that organisational area on an annual basis. The research should cover opportunities, threats, competitive advantages, and other points to spur strategic brainstorming. Ansoff Matrix. If you have any questions about the planning models above, we’d love to answer them. LGV has developed a draft integrated strategic planning and reporting framework (‘the framework’) for consideration by councils. The work program forms part of the strategic planning framework, designed to reflect the organisation’s audit strategy and inform the Parliament, government entities and the public of the planned audit coverage for the Australian Government sector. The Integrated Planning and Reporting (IP&R) framework changed the way Councils in NSW planned, documented and reported on their plans for the future. Measurement, analysis, and knowledge management. In your gap planning research, you may also hear about a “change agenda” or “shift chart.” These are similar to gap planning, as they both take into consideration the difference between where you are now and where you want to be along various axes. Like SWOT, PEST is also an acronym—it stands for “political, economic, sociocultural, and technological.” Each of these factors is used to look at an industry or business environment, and determine what could affect an organization’s health. SWOT Analysis Template (+ Seven Other Strategic Planning Templates), PEST Analysis Template (+ Seven Other Strategic Planning Templates), Gap Planning Template (+ Seven Other Strategic Planning Templates), Blue Ocean Analysis Template (+ Seven Other Strategic Planning Templates), Porter’s Five Forces Template (+ Seven Other Strategic Planning Templates), VRIO Analysis Template (+ Seven Other Strategic Planning Templates). The Framework for Strategic and Annual Performance Plans (FSAPP) was introduced in 2010 by National Treasury to align, standardise and inform departmental medium-term strategic planning and annual performance planning. This devolution of responsibility recognises that Senior Staff are responsible for management of risks and the achievement of plans in an often dynamic environment and that operational management decisions are most appropriately made at the organisational unit level. The organic model takes an unconventional approach because it focuses on the organization’s vision and values, versus plans and processes. Strategic planning is a review and planning process that is undertaken to make thoughtful decisions about an organization’s future in order to ensure its success. The Framework came into practice in 2009 and many councils have refined the way they create and review these plans over the subsequent years. We know. Integrated Planning and Reporting Strategic Planning Framework Short Guide Integrated Planning and Reporting Strategic Planning Framework Short Guide (pdf) (483 KB) pdf. 7.4.1 Top Level Plans, and any amendments to them, must be approved by Council (after review by the Planning and Resources Committee), except that minor amendments to correct omissions or inaccuracies may be approved by the Vice-Chancellor and President and reported to the next scheduled meeting of Council. Present Strategic Plan performance reports to Council; and Performance reporting is a key part of our strengthening councils program. Similar to the organic model, real-time strategic planning is a fluid, nontraditional system. Searching {{ model.searchType }} for returned no results. From there, your planning process is about how to ‘close the gap.’. Top Level Plans. Conduct a review of the Plan prior to its conclusion. You’ll occasionally see the PEST model with a few extra letters added on. One year before the beginning of the fiscal year, Endnote 5 the EMB sets the strategic planning direction for the upcoming ISPP cycle. Relevant member of Executive Blue Ocean Strategy is a strategic planning model that emerged in a book by the same name in 2005. Porter’s Five Forces is an older strategy execution framework (created by Michael Porter in 1979) built around the forces that impact the profitability of an industry or a market. If you are set on pitching a particular strategic planning model to management, be prepared to give your boss or board of directors an example of another successful company that has utilized that particular model. (Green indicates everything is going as planned, while yellow and red indicate that there are various degrees of trouble with whatever is being looked at.). The OKR framework is also effective because goals are continually set, tracked, and re-evaluated so organizations can quickly adapt when needed. Click To Tweet. The strategic planning model of choice for Google, Intel, Spotify, Twitter, LinkedIn, and many other Silicon Valley successes, the OKR framework, is one of the more straightforward strategic planning tools. Council or Vice-Chancellor and President as appropriate 6.1 The University will adopt a systematic approach to planning based on: a. development of action directed towards the realisation of the University’s Vision and strategic priorities, b. effective risk and resource management strategies, c. effective accountability processes including reporting on plan outcomes and. Prepare Top Level Plan’s performance reports for Council; and A priority will be to embed a new operational governance framework to better monitor the ongoing effectiveness of servi ce delivery, provide a constructive forum for faculties to voice concerns and mutually agree solutions with service providers, and to troubleshoot areas of crisis or serious weakness. The Integrated Planning and Reporting Framework and Guidelines have been developed as part of the State Government's Local Government Reform Program. It allows you to better understand which elements of your strategy need work. Diagram 1 – Planning and Reporting Framework 7.2 Different types of plans require different level of details but at a minimum strategic, top level and operational plans should include goals, performance indicators, performance targets and timelines. The RACI matrix is a helpful visual for defining the role each person in your organization has for projects and processes, ensuring it aligns with their OKRs. Linkage should also apply to any additional (immaterial) information provided outside the ... a principles based framework. Use a Department Business Plan Dashboard. Any amendments to it must be approved by the Vice-Chancellor and President, except that minor amendments to correct omissions or inaccuracies may be approved by the Chief Operating Officer and reported to the Vice-Chancellor and President as soon as practicable. d. effectively discharge its responsibilities in accordance with its legislative requirements. Review and prepare quarterly action plan status reports if required by Relevant member of Executive, Relevant member of Senior Staff An Annual Report for each financial year. It explains the strategic planning process and gives tips on how to create a successful reporting guide. See a strategic planning model you like? If you are evaluating different approaches, I would recommend thinking about both creating your strategic plan and also executing on your plan. From there, you will execute and track progress. The strategy at your organization is nonexistent, and you’re assigned to find a strategic planning model so that you can kick off your, Your company-wide strategy is in place, but entirely ineffective—and you have a hunch that using a strategic planning model (and. They are developed based on a rolling triennial approach with the primary focus being the first year. Integrated Planning and Reporting Framework and Guidelines p7. The ultimate goal in implementing the VRIO model is that it will result in a competitive advantage in the marketplace. Some of these frameworks have been around longer than others, or have been used in various case studies in different ways. Monitor performance against these Plans. Gap planning is also referred to as a “Need-Gap Analysis,” “Need Assessment,” or “the Strategic-Planning Gap.” It is used to compare where an organization is now, where it wants to be, and how to bridge the gap between. It takes into account your: There are many ways you can create a Balanced Scorecard, including using a program like Excel, Google Sheets, or PowerPoint or using reporting software. Conduct a review of the support plan prior to its conclusion. All in all, a Balanced Scorecard is an effective, proven way to get your team on the same page with your strategy. Monitor performance of the Operational Plan. It helps you see how your objectives affect the others. When applying to win the Baldrige award at the national level, organizations undergo a competitive process that involves the implementation of the Baldrige framework. Check out this all-inclusive guide, which includes best practices on strategic reporting and policy. This is just one of the many “views” you’d be able to see in scorecard software once your BSC was complete. Then, the programmatic strategy requires research into the external environment to identify approaches and offerings that would help the organization achieve its mission. Strategy is a framework of plans or methods that help and organization to achievement of the main objective. 7.9 Within the framework of approved plans, University policies and procedures, and allocated budgets, Senior Staff are given a high degree of flexibility in decision-making. The MRF provides the framework for monitoring and reporting on progress in achieving the MSA Program's outputs and outcomes. And sometimes managers are more comfortable with one over another, for any number of reasons. Each section includes directions. 7.6 The University’s Operational Plan is a third tier plan that outlines the key initiatives and targets for the University on an annual basis. LGV has developed a draft integrated strategic planning and reporting framework (‘the framework’) for consideration by councils. The following policy provides a framework to outline the core requirements for University planning including development, approval, implementation, monitoring and review of University plans. The guidance states that . For the first level, you’ll define the organization’s mission, vision, market position, competitors, trends, etc. Plan sponsor Approve and amend support plans; and Below is a simple comparison chart from the Blue Ocean Strategy website that will help you understand if you’re working in a blue ocean or a red ocean: See Also: Blue Ocean Analysis Template (+ Seven Other Strategic Planning Templates). The final operational level analyzes internal processes, systems, and personnel to develop a strategy that addresses “in-house” strengths and weaknesses. It is an acronym for “strengths, weaknesses, opportunities, and threats.” Strengths and weaknesses are considered internal factors, and opportunities and threats are considered external factors. a red ocean). The operational plan will demonstrate how the University will support the delivery of its strategic objectives within the allocated budget. Any amendments to the action plans must be approved by the ’approving officer’, except that minor amendments to correct omissions or inaccuracies may be approved by the cost centre manager and reported to the responsible Executive member as soon as practicable. By continuing, you agree to our cookie and privacy policies. It’s designed to create alignment and engagement around measurable goals by clearly defining: This model is effective in part because of its simplicity; it also employs a “reverse” hierarchy that works to gain buy-in and alignment from the ground up. Most corporate strategic plans have little to do with strategy. Top Level Plans will complement and augment the Strategic Plan and should link strategy to operation. They are simply three year or five-year rolling resource budgets and some sort of market share projection. When you deploy it correctly, strategic planning highlights problems, helps find solutions, and monitors progress. Below is an example SWOT analysis from the Queensland, Australia, government: Using a SWOT analysis helps an organization identify where they’re doing well and in what areas they can improve. Figure 2-1 provides a framework to conceptualize strategic planning within a company. template, as well as a potential road map for developing a strategic planning framework for SUBR. Approve and amend Operational Plan; and Strategic planning is a team process that sets up how your company will accomplish its goals. Your organization-wide strategy is fine, but there’s one area in your business environment (or internal process) that needs to be realigned with your strategy. This strategic management model is less focused on measures and more on goals and initiatives. Responsible officer See Also: Porter’s Five Forces Template (+ Seven Other Strategic Planning Templates). For the sake of example, the screenshot below is from ClearPoint’s reporting software. The FSAPP was written to be read in conjunction with the Framework for PREFACE All local governments are currently required to produce a plan for the future under S5.56 (1) of the Local Government Act 1995 (the Act).It is intended that regulations will be made under S5.56(2) of the Act to briefly Without proper reporting, you won’t be able to track progress, pinpoint problems, or achieve goals. Robert Kaplan and David Norton. The strategic planning and reporting framework in the new Act builds on pre-existing local government practices and processes. You want your department to be able to see their goals and the steps to achieve them. It would also be beneficial for younger organizations that need to gain funding without presenting a formal strategic plan. Diagram 1 – Planning and Reporting Framework. Finally, you’ll create a series of proposed changes to operations or processes to achieve goals that will create the desired strategic alignment. If you’re interested in reading more, this Business News Daily article offers some additional details about each area of the SWOT analysis and what to look for when you create one.
2020 strategic planning and reporting framework