Strategic & Operational Planning


Strategic Planning

CoWorking Solutions has been providing strategic planning services to both public and private sector clients for the past 5 years. We can provide a short term audit, review and improvement service for existing operational business plans, or a complete strategic planning service from initial pre-planning market research through to the integration of strategic objectives with operational budgets and employee performance objectives.

We integrate simple to use strategic planning tools with methodologies based on Scenario Planning, Open Systems and Complexity Theory. These tools and systems are an intrinsic part of our collaborative team-based philosophy to management which is designed to maximise stakeholder participation and improve the quality of organisational outcomes.  Our business solutions are simple to understand and easy to use, ensuring they are quickly adopted and integrated into your day to day business management.

Strategic Planning Audit

A strategic planning audit consists of a review of the client's current Vision, Mission and Values Statements, as well as its Primary Goals, Key Strategies and Actions. We seek evidence of their understanding, influence and achievement throughout the organisation: from clients and suppliers, in business plans, operational budgets, organisational performance indicators and employee performance agreements


Strategic Planning Service

If a full strategic plan review is required, using the audit as the initial point of reference, we then work with our client and their stakeholders in a series of highly interactive steps to collaboratively develop their own unique strategic plan. Common features include:

  • Strategic Planning Education Workshops
  • Vision, Mission and Values Statements
  • Stakeholder Analysis
  • Internal Operational Capability Review
  • External Environment Review
  • Key Result Areas
  • Scenario Planning
  • Primary Goals & Key Strategies
  • Core Actions and Performance Indicators
  • Marketing and Communication Strategies
  • Implementation Plans
  • Review Mechanisms



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Operational Planning


Many organisations spend substantial time, effort and money to develop strategic plans and then fail when they try to translate their strategic vision and objectives down to operational level plans and actions. If left unresolved, the end result is disillusioned staff, forgotten strategic plans and indifferent outcomes.

The answer to five simple questions will tell you if your business units and work groups are on track or falling behind in operational implementation:
  1. Are you setting SMART (Specific, Measurable, Achievable, Resourced, Timely) short term (6 to12 monthly) goals for your work groups?
  2. Do all of your line employees have ready access to and ownership of these short term goals? And can they express them in their own words?
  3. Are your employees receiving meaningful and timely feedback on their progress toward these goals?
  4. Are these goals adequately resourced in your yearly budgets? and staff resourcing?
  5. Do your immediate customers and stakeholders know what you are trying to achieve and are they providing meaningful feedback to you on your success?
If your answers to these questions leaves you feeling there is room for improvement, then Co-Working Solutions can help. We can audit your organisational systems and work processes for strategic alignment, identify areas for improvement and help you to implement the changes required to get your business back on the track to effective strategic delivery.



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Integrating Strategic and Operational Planning


Everyone understands and accepts that the development and management of employee performance is critical to the achievement of organisational outcomes, both long and short term - but this is the last step in strategic performance alignment. Before employees can be effective in their work, organisations must be effective in their strategic planning and in their ability to cascade this process down through operational budgets, operational plans, work group and project team goals and finally to individual employees and their performance development plans and goals.


Integration of Strategic, Operational and Employee performance requires the alignment of five key business management functions.


Cascading Strategic Performance Alignment

1Organisational Strategic Plans
   2 Organisational Budgets
      3 Divisional Strategic / Operational Plans
         4 Unit / Workgroup Plans
            5 Individual Performance Plans  

 

How can you tell if organisational performance is properly aligned?


For one thing, you can measure this alignment not just from the management, financial or client perspective, but also from the employee's viewpoint. Without clear and well understood organisational and business unit goals and performance measures, employees will lack clarity of direction and purpose.


Can your employees:

  • Identify and align with the long term direction and aspirations of your organisation (your organisation's vision)?
  • Directly link at least some of their day to day work to specific objectives and actions in the organisational strategic plan? 
  • Refer to and continually monitor the specific results that will constitute success of those actions?
  • Receive continual feedback on performance and regular updates on changing organisational, business unit and personal goals and performance measures?


If your employees can not do these things with a minimum of effort, then there is room for improvement in the deployment of your performance systems. CoWorking Solutions offer a range of services to improve organisational, business unit and individual performance. Our processes and systems are based on the collaborative development of goals, performance measures, outcomes and feedback systems to ensure sustained long term improvement.


Strategic & Operational Planning Services Available:

  • Strategic and Operational Planning Audits
  • Full Strategic Planning Reviews
  • Stakeholder Audits
  • Internal Operational Capability Reviews
  • External Environmental Reviews
  • Operational Planning Reviews
  • Planning Workshop Facilitation


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Feel free to download any of our free Strategic Thinking Resources on the righthand side of this page, or contact us directly for more information.