Implementing and Sustaining Your Strategic Plan
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Preface ix
Acknowledgments xvii
The Authors xix
PART 1 UNDERSTANDING IMPLEMENTATION AND ASSESSING READINESS 1
Step 1 Understanding Implementation and Assessing Readiness 3
Worksheets
1 Interviewing People About the Upcoming Implementation Process 25
2 Implementation Readiness Assessment Questionnaire 32
3 Key Implementation Design Choices 44
PART 2 GETTING ORGANIZED 53
Step 2 Leading Implementation 55
Worksheets
4 Implementation Process Sponsors 71
5 Implementation Process Champions 73
6 Identifying Possible Members of the Implementation Coordinating Committee 75
7 Developing a Charge for the Implementation Coordinating Committee and Related Subgroups 78
8 Understanding and Linking Forums, Arenas, and Courts 82
9 Values to Sustain Innovation and Change 88
Step 3 Understanding How and Why the Strategic Plan Came to Be 91
Worksheet
10 Agenda for Follow-Up Meeting to Assess Results of Interviews of Strategic Plan Preparers and Adopters 95
Step 4 Clarifying Who the Implementation Stakeholders Are 99
Worksheets
11 Implementation Stakeholder Identifi cation 102
12 External Implementation Stakeholder Analysis 104
13 Internal Implementation Stakeholder Analysis 106
14 Power Versus Interest Grid 108
15 Implementation Support Versus Opposition 110
16 Creating the Supportive Coalition 111
17 Engaging External Implementation Stakeholders 113
18 Engaging Internal Implementation Stakeholders 116
PART 3 CLARIFYING STRATEGIC AND OPERATIONAL DIRECTIONS 119
Step 5 Articulating What the Organization's Mandates, Mission, Vision, and Values Mean for Implementation and Alignment 121
Worksheets
19 Gaining Clarity About the Implications of the Organization's Mandates for Implementation 124
20 Understanding What the Organization's Mission Means for Implementation 125
21 Understanding What the Organization's Values Mean for Implementation 127
22 Understanding What the Organization's Vision of Success Means for Implementation 128
23 How and Why the Organization Creates Public Value 131
Step 6 Getting Clear About Strategies That Will Continue, Will Be Started, or Will Be Phased Out 133
Worksheets
24 Evaluating Priorities for Existing Strategies, Programs, Products, Services, and Projects 135
25 Evaluating Priorities for Proposed New Strategies, Programs, Products, Services, and Projects 136
26 Reconciling Priorities Among Existing and Proposed Strategies, Programs, Products, Services, and Projects 137
27 Strategy, Program, Product, Service, or Project Statement and Component Elements 139
PART 4 RESOURCING AND STRUCTURING IMPLEMENTATION, ALIGNMENT, AND ONGOING LEARNING 147
Step 7 Budgeting the Work 149
Worksheets
28 Developing a Budget for Strategic Plan Implementation 152
29 Developing a Summary Budget for Implementation 155
30 Developing a Strategic Annual Budget for Large, Complex Organizations 157
Step 8 Creating an Implementation Management Structure 159
Worksheets
31 Project Assignment 167
32 Assignment of Work to Project, Program, and Portfolio Categories 169
33 Assignment of Projects, Programs, Portfolios, and Other Work 170
Step 9 Developing Effective Implementation Teams 173
Worksheets
34 Creating Implementation Recommendation and Action Teams (I-Teams) 176
35 ICC and I-Team Tasks, Membership, Competencies, Roles, and Responsibilities 186
36 Team Leader Self-Assessment 190
37 Meeting Agenda 192
38 Meeting Summary 195
39 Meeting Evaluation 197
40 Team Self-Assessment 200
Step 10 Organizing Alignment and Learning Processes 203
Worksheets
41 Alignment Checkup 208
42 Designing Learning Forums 210
43 Facilitating Dialogue Guidelines 212
44 Identifying Needed Formative Evaluations 215
45 Employee Performance Self-Review 218
46 Performance Review and Development Plan Process 222
47 Coaching for Successful Implementation 228
48 Professional Development Request Form 231
Step 11 Putting It All Together in Strategy Maps and Action Plans 233
Worksheets
49 Board Action Plan 241
50 Action Planning 245
51 Action Planning for the Stop Agenda 248
52 Microsoft Project Schedule Template 251
53 Summary of Actions and Responsibilities 259
54 Strategy/Action Status Report Form 260
55 Implementation Communications Plan 261
56 Creating an Elevator Speech 263
PART 5 MAINTAINING, READJUSTING, OR TERMINATING STRATEGIES 265
Step 12 Staying the Course-Or Changing It 267
Worksheets
57 Improving Existing Strategies 269
58 Identifying Needed Summative Evaluations 270
59 Improving the Implementation Process 273
60 Improving the Strategic Planning Process 276
RESOURCES 279
A Brainstorming Guidelines 281
B Snow Card Guidelines 283
Glossary 285
Bibliography 289
