Strategic Needs Analysis

1. Strategic Needs Analysis Management & Coordination of T&D Instructor: Kat Lui, Ph.D.

2. Strategic Planning • A process which provides a vehicle for improving current and future organizational effectiveness • It systematically organizes the future using past experience as a filter for future decisions

3. Why is it important? • Informed decision making • Team-building • Continuous organizational improvement

4. Identification of values Creation of an operational mission statement Internal & external environmental analysis Identification of the organization’s goals and objectives Identification of action steps designed to accomplish the plan Reality testing of the plan Feedback process 7 steps of Strategic Planning

5. Organization values Values represent the core priorities in the organization’s culture, including what drives members’ priorities and how they truly act in the organization Establish 4-6 core values from which the organization would like to operate

6. Mission statement • Describes the overall purpose of the organization • Guiding ?’s • Is the mission written for employees as well as customers? • Does the mission support the values and guiding principles of the organization? • Have employees been given the opportunity to participate in the development of the mission?

7. Internal Environmental Analysis • Identification of the org’s strengths and weaknesses • Guiding questions: • What is the financial condition of the org? • What are the aptitudes / abilities of all ‘ees? • What is the current condition of facilities? • What is the current state of technology? • What is the quality of human resources?

8. Internal Analysis ?’s continued… • What are the current visions of various departments? • How is the organization structured? • Describe the company culture. • Identification of policies and procedures that improve or impede organizational performance and effectiveness • Describe managerial practices within the organization • Describe organizational leadership

9. External Analysis • Examination of the external environment allows for the identification of the organization’s opportunities and threats • What external financial, material, and human resources are available? • What is the organization’s image in the market? • What is the org. competitive rank in industry? • What are possible dangers that could threaten the viability and future success of our organization? • What are advantageous circumstances that provide us with the chance to explore new directions?

10. Organizational goals & objectives Example • CTEM at UW-Stout (http://www.uwstout.edu/ctem/geninfo.html) • Teaching • Human Resources • To nurture an environment that supports excellence in teaching and encourages professional development, open communications, honesty, diversity, and teamwork. • Research & Service

11. Action Plan • Provides time frames for observing and tracking activities and outcomes • Organizes and identifies support for, and commitment to, these activities

12. Project description Definition of project goal and objectives Set end date Establish desired outcomes Who will be responsible for each outcome? Establish completion date for each outcome Specify activities required for each outcome Determine actions needed to get process started Elements of an action plan…

13. Reality testing of the plan • Establish a time frame to pilot the plan • Gather feedback, make adjustments • Constant monitoring so plans can be modified to fit changing realities