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Strategic & Annual Planning: Creating & Interlocking Activities

Chris Bujak • April 20, 2021
strategic and annual planning interlocking goals

Align long-term and short-term priorities, resources, and actions to achieve your organization’s goals using a data-based strategic and annual planning process.

The process uses team input and multiple data analyses (community, environment, customers, employees, financial, organization, and processes) along with a prioritized SWOT analysis to create 1) strategic initiatives with goals, measures, timelines, and resources; 2) Immediate interlocking to Annual Work Plans; 3) Team member activities and projects; and alignment of team and individual activities.

Goal of Strategic and Annual Planning:

To create data-based plans AND immediately convert plans into actions that engage and involve everyone in the organization. 

Benefits: The Strategic Plan and Annual Plan leads to -

  • Clearly defined strategies to communicate throughout the organization.
  • Improved priority setting and matching resources to strategies.
  • Strategies that are converted / interlocked into annual improvement projects and everyone’s’ daily work.
  • In daily work activities, everyone knows how to impact and help achieve the organization’s mission.
  • Goals achieved or exceeded more efficiently and effectively.
  • Improved products, services, and experiences for customers. 
strategic planning steps

Approach and Deliverables with the Hoshin Kanri Planning Approach:

  • A 3-5-year Strategic Plan.
  • A 1-year Annual Improvement Work Plan.
  • Continual quality improvement methods and techniques to effectively manage the plans throughout the year.
  • Achieve your goals FASTER, EASIER, and with BETTER QUALITY.
  • Measurable Outcomes for the organization and customers.
  • 3-8 projects to produce the needed outcomes.
  • Project teams with gap, goal, team members, timeline, and approach.
  • Increased understanding of the organization and customers’ improvement wants and needs.
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