Surveying the people in your organization provides insight into the goals you need to consider finalizing at your strategic planning retreat. Each person and each department has a unique view of your organization’s strengths and weaknesses. Survey responses are a way to add to the data you’ve already gathered and gain a diversity of perspectives before you walk into your retreat. This part of the project asks you to practice sending out survey questions and identifying themes in those questions.
Send the following two survey questions to 12 people in your department or organization.
Once you receive the responses, use the space below to reflect on the following two questions:
The three-step process of conducting a strategic planning retreat encourages a workflow that addresses the needs of your organization across all its stakeholders. It prioritizes those needs by uncovering what goals your organization should work toward first, following up with those goals by establishing a scheduled workflow for each person, department, or group that will be a part of creating the deliverables needed to meet those goals after your retreat. This part of your course project encourages you to apply these strategies of goalsetting, prioritization and planning to your own organization.
Write three actual or hypothetical strategic goals for your organization, and enter them in the space provided. Refer to Writing Useful Goals for pointers.
Using the table below, calculate the weighted score for each goal. Identify the highest-priority goal.
1. Download the Weighted Scoring Model document and open it in Microsoft Excel.
2. In the Criteria column, enter the 5 variables or criteria that your group has decided are important.
Use your results from the Weighted Scoring Model file to list your three goals again, this time in order from highest to lowest total weighted score.
Complete an Action Plan Grid for your highest-priority goal.
|Number||Task||Responsible Party||Start Date||Deadline||Deliverables||Resources Required||% Completed|