Get Team-based Strategic Planning Participant Manual

This guide provides clear and comprehensive instructions for completing the Team-Based Strategic Planning Participant Manual online. Follow the outlined steps to ensure a thorough and effective strategic planning process for your team.

Follow the steps to successfully complete your participant manual.

1. Click the ‘Get Form’ button to obtain the form and open it in an editable format.
2. Begin by familiarizing yourself with the overview of the strategic planning process. This section outlines the objectives and structure of the manual.
3. Review the ground rules to establish a supportive environment for team discussions and document your agreed-upon rules in the provided field.
4. Set aside time to document your team’s expectations for the planning process. Use the designated space to capture each member's expectations.
5. Utilize the ‘Issues Bin’ to jot down any topics or issues that arise during discussions, ensuring these points are not overlooked.
6. Discuss and agree on guiding values and principles important to your team. Record any additional values you and your team decide to include.
7. Identify and list your team’s core or critical processes. Understand which processes fall under your responsibilities.
8. Define and prioritize your customer base by listing all relevant customers, then rank them according to importance.
9. Develop a meaningful team charter that encapsulates who you are, what you do, and why you do it. Draft and finalize the charter in the specified fields.
10. Capture your team’s vision by imagining an ideal working environment. Record your thoughts and develop a collective vision statement.
11. Perform a S.W.O.T. analysis to evaluate your team’s strengths, weaknesses, opportunities, and threats. Document each aspect.
12. Brainstorm potential objectives your team aims to achieve and categorize these objectives for clarity and focus.
13. Draft clear, actionable goals based on the objectives discussed earlier, ensuring everyone agrees on the statements.
14. Refine your team's objectives into S.M.A.R.T. (specific, measurable, achievable, results-oriented, time-dimensioned) format.
15. Prioritize the objectives and assign process owners for each goal identified.
16. Reaffirm the commitment of your team to the established plan by listing reasons for this commitment.
17. Choose a specific objective to develop an action plan. Utilize the provided template to outline the goal, objective, problem statement, necessary resources, and measurable success indicators.
18. Establish feedback and support mechanisms to track progress and ensure continuous improvement.
19. Finally, save your changes, and choose to download, print, or share the completed manual as necessary.

Start completing your Team-Based Strategic Planning Participant Manual online to effectively plan and enhance your team’s strategic direction.