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Strategic Planning Check List
To download the Strategic Planning Check
List in
either Microsoft Word (.DOC) or Rich Text Format (.RTF) please click on the
link provided
below.
SP Check List.doc
SP Check List.rtf
The checklist can be used in conjunction with the
Strategic Plan Template
Checklist
Planning to Plan
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Identification of planning-team members and their
roles.
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Clearance of contract, individual commitment,
planning schedule, locations.
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Stakeholder's considerations clearly identified and
involvement defined.
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Awareness of competitive environment and preferred
planning horizon
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Awareness of the Strategic planning model and process
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Consideration of factors that support successful
strategic planning
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Determination of organisational interventions to
enhance the planning effort.
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Values Scan:
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Comparison of individual values.
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Agreement on shared organisational values.
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Statement of organisational values.
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Understanding of the organisation’s culture.
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Mission/Statement of Purpose Formulation:
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Identification of organisation’s primary product,
service, function.
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Identification of organisation’s target market or
client base.
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Identification of organisation’s primary technique
for providing product, ¥ service, or function to the target market or
client base.
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Identification of the organisation’s reasons for
existence.
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Agreed-on statement of organisation’s mission.
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Agreed-on distinctive competency or competencies.
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Strategic Business Modelling:
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Identification of organisation’s strategic profile,
including innovation, risk orientation, proactive futuring, and
competitive stance.
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Agreement on the organisation’s major lines of
business or program areas.
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Identification of the critical indicators of success
for the organisation.
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Determination of the necessary strategic thrusts.
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Specification of the culture necessary for the
organisation to achieve its mission.
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Performance Audit:
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Determination of how the performance audit will be
conducted in terms of data types, responsibilities, and schedules.
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Identification of organisational strengths and
weaknesses relative to direct competitors, to be considered in validating
the strategic business model.
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Identification of opportunities and threats within
the environment, to be considered in validating the strategic business
model.
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Measurement of the current performance of the
organisation relative to its performance targets, establishing a
performance gap.
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Gap Analysis:
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Identification of gaps between the current
performance of the organisation and the desired performance defined in its
strategic business model.
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Development of strategies to bridge each gap.
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Integrating Action Plans:
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Consideration of an appropriate organisational
structure to support the strategic direction.
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Identification of functions that must submit
supporting plans.
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Collection, review, and integration of action plans
by functional and line managers.
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Collection, modification, and acceptance of budgets
consistent with action plans.
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Contingency Planning:
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Identification of the most important and probable
internal and external vulnerabilities of and opportunities for the
organisation.
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identification of trigger points at which to initiate
action on each contingency. Agreement on actions to be taken for each
trigger point identified.
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Implementation:
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Creation of an action plan for communicating and
reinforcing the strategic plan with all stakeholders.
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identification of modifications needed for
management-control systems to support the strategic plan.
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Identification of modifications needed for motivation
and reward systems to support the strategic plan.
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Identification of modifications needed for
information systems to support the strategic plan.
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Identification of ongoing training and tools needed
to provide employees with the ability to manage strategically.
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Source: Adapted from Goodstein, Leonard, Nolan,
Timothy, and Pfeiffer, J. William, [1993]. Applied Strategic Planning; How to develop a plan that really works, Sydney:
McGraw-Hill, Inc, pp. 351-368. |
