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Strategic and Operational Planning

The aim of this course is to help managers to, through a process of on the job, action-based thinking-doing, learning-adapting cycles, grounded in the reality of the current organisational strategy and business environment, to take ownership of the planning and implementation cycle.

Value is created by empowering key staff with a proven set of principles, tools and techniques to turn the strategy into effective operational actions.  The methodology will include analysis of the strategy; identifying critical factors for individuals, teams and departments in implementing the strategy effectively, provide a framework for robust decision-making required to implement the strategy and create organisational alignment behind achieving the goals and objectives of the strategy.

Course Contents:

Developing operational strategies for a unit

  • Examining the strategic plan of an entity to determine the purpose of a unit in contributing to the achievement of the entity's strategy.
  • Developing and recording operational strategies for achieving the purpose of a unit.
  • Aligning the operational strategy of a unit with the overall strategy of an entity.
  • Following a systematic process to develop goals, objectives and performance standards that are clear, concise, measurable and achievable.
  • Involving stakeholders in the formulation of the goals, objectives and performance standards of a unit to obtain their commitment.

Developing an operation plan for a unit

  • Developing the operation plan to transform the goals and objectives into tasks, responsibilities, time frames, performance measures, resource needs and contingencies.
  • Validating measurable parameters against customer and unit performance requirements.
  • Describing monitoring systems in the operational plan to enable the measurement of progress and results against the performance standards.
  • Obtaining feedback on the operational plan from team members to promote buy-in in the implementation of the plan.

Implementing an operational plan

  • Implementing the operational plan, with amendments where necessary, to meet the specified goals, objectives and performance standards.
  • Ensuring optimal use of available resources during implementation to promote cost-effectiveness.
  • Encouraging the use of control measures by first-line managers in the areas of their responsibility.

Monitoring, measuring and evaluating the achievement of goals and objectives

  • Monitoring the performance of the unit against the goals, objectives and performance standards in the plan using established monitoring systems.
  • Conducting performance reviews to measure inputs and outputs of team members against the operational plan.
  • Implementing recommendations on corrective action with the agreement of the responsible first-line managers.
  • Evaluating results in terms of the teams' contribution to the performance of a unit.

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