Process Planning

Overview:

• Identify key stages of strategic planning
• Activities and examples related to strategic planning processes
• Align strategic plan to HR policies

Relevant certifications:

• PHR - Professional Human Resource Certification - HRCI.org
• SPHR - Senior Professional in Human Resources Certification - HRCI.org
• PMP - Project Management Professional Certification - PMI.org
• CUX - Certification of UX - NNGroup.com

______________________

Goals

• Encourage forward thinking (proactive approach)
• Decisions that align with organization and team goals to facilitate change management
• Clarity of purpose for individuals and department leaders
• Communicate with stakeholders to set criteria and performance indicators that will define success
• Define team goals, restrictions, hand-off/sign-off
• to improve team collaboration
• Moderate design changes to ensure alignment with usability and client expectations

Key Stages of Strategic Planning Activity

• Information Gathering and Program analysis
• Review of current trajectory
• Gain working knowledge of existing goals and processes in functional areas to build partnerships and gain insightful suggestions, feedback, support
• Document perceived strengths and weaknesses throughout the planning process to evaluate how they change
• Document influential factors (opportunities/threats to success based on criteria e.g. SLEPT model: social, legal, economic, political, and technical)
• Use research to benchmark success and cross-reference how other organizations are handling similar goals to be successful or fail (based on failure criteria)
• Set Success Criteria and Performance Indicators
• Long term timeline of short term action plans and business requirements
• Action plan: Resource allocation, employee motivation, short-term goal setting
• Organizational budgeting
• Document human capital data
• Create long term plan broken into shorter plans to focus on how to achieve goals
• Link goals to connected or cross-functional team goals and activities (e.g. operations, marketing, finance, accounting, HR)
• Implementation and Ongoing Strategy Evaluation
• Measure performance and success using qualitative and quantitative methods
• Document risks
• Take corrective actions to ensure success
• Offer insightful suggestions based on facts and objective data