Client Services. 7 Point Strategic Planning Process. 4 Strategy Facilitation. 1 Scope Clarification. 3 Data Evaluation. 7 Plan Monitoring & Evaluation

Transcription

1 7 Point Strategic Planning Process 1 Scope Clarification 2 Data Gathering 3 Data Evaluation 4 Strategy Facilitation 5 Plan Development 6 Plan Execution 7 Plan Monitoring & Evaluation Initial Intake & Discovery Strategic Planning Approach Overview & Discussion of 7 Point Strategic Planning Process Next Steps & Timeline Staff Questionnaire (Business Model & Trend Analysis) Stakeholder s Survey Membership Trends Capacity Assessment State of the State Analysis Synthesis of Data Results Data Chart Onsite Facilitation Strategic Priorities - Goals - Objectives - Strategies Measures Strategic Plan Report Strategic Plan Document - Internal (version) - Public (version) Operating Plan Template Metrics Dashboard Template

2 Strategic Planning Session 9 a.m. 9:05 a.m. Facilitator Introductions Opening Agenda Objective Group introductions 9:30 a.m. Background - National What s Happening in Dentistry National Membership 9:45 a.m. Background - State Membership Capacity 10 a.m. Mission, Vision and Strategy Share ADA Mission and Strategic plan Share Society Mission Society Visioning Exercise 10:30 a.m. Environmental Analysis SWOT review with full group State of the state Identify and prioritize focus areas Next Steps Noon Lunch 1 p.m. Review Prioritized Areas (group work) 1:10 p.m. Smart Strategizing: Understanding Goals, Objectives, Strategies 1:20 p.m. Identifying Goals, Objectives, Strategies (group work) 2:10 p.m. Review and Report on Goals, Objectives, and Strategies by Group (one spokesperson from each group) 2:50 p.m. What s a Champion? Successful Implementation and Accountability 2:55 p.m. Next Steps 3 p.m. Closing

3 Collaborative Strategic Planning Timeline Targeted Completion Month Status Complete X Scope Clarification Initial Intake & Discovery Call Discussion of Different Strategic Planning Approaches Overview & Discussion of 7 Point Strategic Planning Process Share Next Steps & Project Timeline Data Gathering Staff Questionnaire (Business Model & Trend Analysis) Stakeholder s Survey Capacity Assessment State of the State Analysis Membership Trends Data Evaluation Synthesis of Data Results Data Chart Strategy Facilitation Pre-Onsite Meeting Onsite Facilitation (Strategic Goals, Objectives & Strategies)

4 Plan Development Internal Strategic Plan Public-Facing Strategic Plan Strategic Plan Report Plan Execution Action Plan/Dashboard Template Strategic Plan Approval Process 1 st Revision returned from society Working Product Board Meeting Final Approval - Board Meeting House of Delegates Plan Monitoring & Evaluation

5 Organizational Business Model & Trend Analysis Instructions: Please answer the following questions to help with the strategic planning process. Organizational Business Model Value Proposition 1. Does your organization have a defined value proposition? 2. Does your organization provide specific value to certain member segments (i.e. new dentists, mid-career dentist and late-career dentist?) 3. What is your organization s strongest member segment? 4. Which problem is your organization helping members solve? 5. Who are your organization s most vulnerable members? Key Partners 1. Does your organization have key partners to help it deliver value? a. If yes, which key activities do your partners perform? Key Activities & Programs 1. What programs and activities does your organization offer members? 2. Which key programs and activities support your value proposition? 3. Which key programs and activities support specific member segments? Member Relationships 1. What is your organization s primary means for maintaining relationships with its members? 2. Which channels does your organization use to reach its member segments? a. Which channels work best? b. Are members being reached in the way that they would like? Revenue Streams 1. Does your organization have any means of non-dues revenue streams? Organizational Trend Analysis 1. Are members needs for your organizational programs and services increasing decreasing or staying about the same? 2. Is available funding/budget for organizational programs and services increasing decreasing or staying about the same? 3. What specific trends are impacting your organization?

6 Dental Society and American Dental Association Meeting 1 - Collaborative Strategic Planning Pre-Planning Meeting Meeting Objective: To discuss collaborative approach and process for strategic plan and identify key opportunities and challenges. Meeting Agenda: 1. Welcome & Introductions 2. Initial Intake & Discovery a. Strategic Planning Opportunities & Challenges b. Stakeholder Involvement c. Timeframe 3. Strategic Planning Approach 4. Strategic Planning Process a. Overview & Discussion of 7 Point Strategic Planning Process (Refer to Attachment) b. Customization for Dental Society 5. Next Steps & Strategic Planning Project Timeline 6. Questions & Answers 7. Closing Thoughts & Comments

7 Strategic Planning Pre-Planning Survey for Strategic Planning Stakeholder Group 1. Please complete this sentence to reflect what outcomes you desire for the meeting: The strategic planning session will be a success if we. 2. What are the organization s top three strengths? 3. What are the organization s biggest weaknesses? 4. What opportunities are available to the organization? (opportunities emerging in the profession, expanding on something the organization is already doing, or starting something new) 5. What are the potential obstacles to the organization s success? 6. What do you believe should be the top three goals/priorities for the organization moving forward? 7. Is there anything the organization has been doing that it should stop doing? If so, why? 8. Are there any benefits, services, or activities the organization should start doing? If so, why? 9. Please provide any other comments or concerns regarding the organization: 10. Please provide any other comments or concerns regarding the Strategic Planning process: