Strategic Plan
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T.L. Stanley
a plan is a blueprint for action
Pl a n n i n g i s a n e x c i t i n g a n dd y n a m i c p r o c e s s f u l l o f opportunities. Developing a good
plan can stimulate creative thinking
in an organization. Good planning
increases the probability of success;
therefore, risky decision making is
minimized. A good plan contains
the current problem, desired goal
and a strategy to reach the goal.
I n t o d a y ’ s f a s t - p a c e d w o r l d ,
good planning is indispensable.
A n e f f e c t i v e m a n a g e r u s e s a
carefully devised plan to solve a
problem. By using a few sound
guidelines, a good plan can be
generated.
Progressive managers study a
complex problem thoroughly. A
good plan encompasses several
fundamentals. Identifying the
following key elements of a plan
are vital.
A. Describe the problem.
B. Explore the root causes.
C. Identify the goal.
D. Explore several strategies
to reach the goal.
E. Select the best strategy to
accomplish the goal.
W h e n d e v e l o p i n g a p l a n , a
sound strategy is the final crucial
step. A comprehensive strategy
will include:
1. Identify the actions
needed to implement the
chosen strategy.
2. Organize steps into logical
and efficient sequences.
3. Work out logistics, resources
and task assignments.
4. Establish a measurement
for determining strategy
effectivensss and eventual
success.
4
5. Set up process that can
m o n i t o r p r o g r e s s a n d m a k e
c o r r e c t i o n s t h a t d e v i a t e f r o m
strategy.
Regardless of the industry, good
planning can result in remarkable
o u t c o m e s . F o r e x a m p l e ,
C a l i f o r n i a p r o d u c e s o v e r 8 0
percent of the grape crop in the
U n i t e d S t a t e s t o d a y . G o o d
p l a n n i n g o f a v a i l a b l e w a t e r
resources has turned this state’s
farmland into one of the most
p r o l i f i c g r a p e p r o d u c i n g a n d
a g r i c u l t u r a l a r e a s a n y w h e r e .
Unfortunately, there is not enough
n a t u r a l w a t e r r e s o u r c e s i n t h e
Southern and Central California
r e g i o n s t o s u s t a i n t h e c u r r e n t
a g r i c u l t u r a l e c o n o m y . I n
addition, sections of these two
regions are natural wastelands.
Water is plentiful in Northern
California and on the Colorado
River. So, plans were developed
d e c a d e s a g o t o b u i l d d a m s ,
aqueducts and canals to store water
and deliver it to Southern and
Central California. With a steady
s u p p l y o f p re c i o u s w a t e r,
California’s agricultural valleys
have become extremely fertile.
California now produces more
food than most countries. Good
planning made all this possible.
A n i n s i g h t f u l m a n a g e r w i l l
create a Planning Task Force. It is
paramount that a manager carefully
select team members and provide
a general direction. A manager
must take on the role of advisor,
sponsor and advocate. Then, the
team must be allowed generous
l a t i t u d e d u r i n g t h e p l a n n i n g
process. This task force should
consist of seven members. A t
least three members should be
non-management personnel. All
members of this task force must
be pulled from the areas that will
be impacted directly by the plan.
The plan’s success will hinge upon
operations and field personnel.
Therefore, it is critical to include
task force members with practical
operating experience. A mana-ger
with an eye on the future will
r e t a i n a l l o f t h e r e s e a r c h
conducted by the task force for
future reference.
Task force members should be
excellent employees and have a set
of identifiable proficiencies. First,
each member should be a good
report writer. Second, designing
a good plan to solve a problem is
somewhat like detective work. You
h a v e t o b e i m p a r t i a l w h i l e
i n v e s t i g a t i n g t h e p r o b l e m .
Therefore, team members must
possess total objectivity.
Third, problem solving requires
t h i n k i n g o u t o f t h e b o x a n d
breaking new ground. Embracing
positive new ways of thinking and
acting is the essence of progress.
Each team member must support
c h a n g e a n d a b e t t e r w a y o f
operating.
Fourth, make sure one member
is designated as the leader, and has
the authority to keep the team on
t a s k . I n a d d i t i o n , t h e l e a d e r
s h o u l d b e o r g a n i z e d , p o s s e s s
excellent editing skills and display
a confident presentation style.
Fifth, a successful task force is
vigorous. For the most part, task
f o r c e m e m b e r s a r e b r i l l i a n t ,
possess hard charging personalities
and exhibit distinctive high octane
work habits. Highly innovative
and productive team members may
e v e n d i s p l a y e c c e n t r i c
p r o p e n s i t i e s . T h i s i s o k a y .
Because, thinking differently can
create a new and more effective way
to operate.
S u c c e s s f u l o r g a n i z a t i o n s
e n c o u r a g e a n d s u p p o r t e x t r a -
ordinary employees. However, it
is essential they are able to modify
their individual audaciousness in
order to collaborate and solve the
problem at hand. Needless to say,
teamwork must trump egocentric
behavior.
Brain-Writing is a creative way
for the task force to break the ice
and stimulate new ideas. The
leader will ask each member to
write out on one sheet of paper
the problem as they see it, what
the goal should be and a strategy
to reach the goal. They do not sign
it. The leader takes the seven
papers, makes seven large paper
suggestion charts and tapes them
to a wall.
T h e l e a d e r p r e s e n t s e a c h
s u g g e s t i o n c h a r t , a s k s e a c h
member to comment and lists on
e a c h c h a r t o n l y p o s i t i v e a n d
constructive ideas about the merits
of the suggestions. Being non-
critical at this juncture is a
fundamental component of creative
thinking.
After all seven suggestion charts
have been discussed, the leader lists
o n o n e m a t e r c h a r t t h e m o s t
w o r k a b l e i d e a s f r o m a l l s e v e n
suggestion charts. The master chart
must be posted on a wall along
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with the seven suggestion charts.
Therefore, the task force will be able
to view charts full of i n n o v a t i v e
ideas. This will create a positive,
t h o u g h t - p r o v o k i n g a n d t e a m -
oriented work environment. The
planning task force must:
1. Appoint a leader and
commit to working together
unselfishly.
2. Know the purpose of the task
force and management’s
desired goal.
3. Understand fully the
problem to be solved.
4. Assign duties to each
individual task force member
and establish realistic time
lines.
5. Gather relevant data.
6. Create a flexible mind set
and be receptive to feedback.
7. Be aware of internal/external
limitations.
8. Keep plan simple and
transparent.
9. Statement of final plan must
be highly organized and well
written.
10. Leader presents final
comprehensive plan that
includes problem, goal and
strategy.
The Planning Task Force must be
open to input from employees. One
of the indispensable jobs of the task
force is to “gather relevant data.”
This includes employee suggestions.
A good plan seeks out all factors
associated with the problem.
Employees working on the front
lines and in the trenches know
firsthand the problems that keep
them from doing their jobs more
productively. Since employees
working at various levels around
the problem will ultimately be
responsible for the plan’s success,
it is imperative to include them in
helping to resolve the problem. A
solution may come from the shop
f loor.
G e n e r a l E l e c t r i c ( G E )
approaches the planning process in
a notable way. Jack Welch, CEO
of GE, has always been committed
t o e m p l o y e e i n v o l v e - m e n t i n
solving problems. He was present
i n A p r i l o f 19 9 0 , w h e n 3 0
production employees from the
a p p l i a n c e b u s i n e s s g a t h e r e d
together in Lexington, Kentucky to
come up with ways to increase
productivity.
“A union worker w as in the
middle of a presentation on how
to improve the manufacturing of
r e f r i g e r a t o r d o o r s . H e w a s
describing a part of the process
that occurred on the second f loor
of the assembly line. Suddenly,
the chief steward of the plant
jumped up to interrupt him. ‘You
don’t know what the heck you’re
talking about. You’ve never been
up there.’ He grabbed a Magic
Marker and began scribbling on
the easel in the front of the room.
Before you knew it, he had taken
over the presentation and had the
answer. His solution was accepted
immediately.”
Jack Welch was amazed and
took this program of employee
i n v o l v e m e n t t h r o u g h o u t t h e
company with incredible success.
Most employees were thankful
someone at GE had finally asked
them for their ideas. One middle-
age appliance worker summed up
t h e a d v a n t a g e s o f e m p l o y e e
i n v o l v e m e n t i n t h e p l a n n i n g
process with this obser vation,
“For 25 years,” he said, “you’ve
p a i d f o r m y h a n d s w h e n y o u
could have had my brain as well,
for nothing.”
Evaluating task force members
for future leadership roles in an
o r g a n i z a t i o n i s a n i m p o r t a n t
management function. Progres-
sive managers are always on the
l o o k o u t f o r h i g h - q u a l i t y
individuals. A manager with an
eye on the future is similar to a
Major League Baseball scout. A
good scouting system is the key
to a Major League Baseball team’s
continued success.
Therefore, a scout is always
looking for exceptional talent at
high schools, colleges and open
tr youts. Being able to identify
baseball skills is paramount. In
addition, a successful baseball
p l a y e r w i l l p o s s e s s a p o s i t i v e
attitude toward learning.
L i k e w i s e , a m a n a g e r o f t h e
Planning Task Force needs to
understand each team member’s
contributions and responses to
various phases of the planning
process. A manager must access
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each team member’s attributes.
This includes the ability to think
critically, solve problems and
create a good plan. An organ-
ization’s future will depend upon
recognizing, encouraging and
p r o m o t i n g e x c e p t i o n a l
employees.
G o o d p l a n n i n g w i l l m a k e
problem-solving more effective.
With a good plan, a manager can
i n c r e a s e t h e p r o b a b i l i t y o f
successful outcomes, and meet
t h e c h a l l e n g e s o f o u r h i g h l y
c o m p e t i t i v e g l o b a l e c o n o m y .
There is no substitute for a good
plan.
T. L. Stanley is a free-lance writer
w i t h 17 year s o f m a n a g e - m e n t
experience. He holds a B.S. and
M . S . i n O r g a n i z a t i o n a l
Management from the University
o f L a Ve r n e a n d a n M . A . i n
Organizational Leadership from
Chapman University.
SV
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