Strategic & Operational Planning

  • Planning is about change
  • Planning is not done for planning's sake
  • Planning supports moving from the "current" or "as is" state to the desired "future" state.
  • Enterprise Business Architecture is used to define both the current and future states. The future state helps define the vision
  • Strategic Planning is the process that takes the current and future views and defines the strategies that will be employed to make the journey.
  • Operational Planning defines in more details the tactics and operations necessary to implement the strategies

Strategic Planning - A process that defines the vision and strategies to achieve the "to be" state of the business

  • Creates a culture of change
  • Sets a Direction - Vision and Strategies
  • Aligns People - to the vision and empowers them
  • Motivates and Inspires - Express vision in terms of values that staff and management can understand, endore, and implement
  • Results in Operational Planning:

Operational Planning - A process that defines the tactics and operational elements necessary to achieve the desired future state on an annual basis - the steps along the way that include:

  • Planning and Budgeting
  • Organizing and Staffing - fit within a context
  • Controlling and Problem Solving - failsafe and risk free

Typical Planning Steps

  1. Use the "As is" state as identified and analyzed in the EA to create an urgency for change - examine competitive realities, identify the crisis or opportunity
  2. Uses the "To be" state as identified in the EA to set a direction - the vision - to help direct the change, strategies to achieve the change
  3. The common language of EA helps form a powerful guiding coalition with a common understanding of the issues and the vision for change - enough power to lead, working as a team
  4. Communicate the Vision - use every vehicle possible, teach new behaviours by example and align people
  5. Empower Others to Act on the Vision - get rid of obstacles, change systems that undermine, encourage risk taking and innovation
  6. Plan for and Create Short Term Wins - visible improvements, recognize and reward employees
  7. Consolidate Improvements and Produce more Change - use increased credibility to change systems, structures and policies that don't fit; ensure staff can and will implement; design new projects, themes and change agents
  8. Implement and Institutionalize New Approaches - link and articulate new behaviours and new successes; develop the means to leadership development and succession


Planning Services (click for more information)