1. Assessment Phase

  • Assess needs and determine critical issues facing organization
  • Conduct interviews with leaders and employee focus groups
  • Analyze key performance metrics 

2. Planning Phase

  • Develop written Strategic Plan. Components will include: Mission (complete),  SWOT analysis, short and long-term goals, action items,  performance metrics, etc.

3. Implementation Phase

  • Formulate action plans and assignments
  • Assign roles and  determine resource needs
  • Communicate vision to workforce
  • Develop dashboard

4. Evaluation Phase (Ongoing)

  • Conduct ongoing review of  performance metrics
  • Re-assess utilizing follow-up survey (if necessary)
  • Conduct bi-annual review of Strategic Plan
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