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Strategic Strategic Planning Planning LS-12/Building Strong Unions/Strategic Planning/LATTC/Walker 1
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Strategic Strategic PlanningPlanning

LS-12/Building Strong Unions/Strategic

Planning/LATTC/Walker1

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Planning QuotesPlanning Quotes

““By failing to prepare you are preparing By failing to prepare you are preparing to fail”.to fail”.

Benjamin FranklinBenjamin Franklin

American Scientist, Publisher, DiplomatAmerican Scientist, Publisher, Diplomat1706-17901706-1790

““When planning for a year, plant corn. When When planning for a year, plant corn. When planning for a decade, plant trees. When planning for a decade, plant trees. When planning for life, train and educate people”.planning for life, train and educate people”.

Proverb, ChineseProverb, Chinese

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Strategic Plan - GOSTStrategic Plan - GOST

GOST – basic but effective strategic planGOST – basic but effective strategic plan

GOST is an AcronymGOST is an Acronym

G for GoalsG for Goals

O for ObjectiveO for Objective

S for StrategiesS for Strategies

T for tacticsT for tactics

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Mission StatementMission Statement

Strategic plans direct and form organizationStrategic plans direct and form organization

Plan contains a mission statementPlan contains a mission statement

Answers: who we are, who we serve, what Answers: who we are, who we serve, what servicesservices

Statement of more of “what” that “how”Statement of more of “what” that “how”

Intent to pull the union forward Intent to pull the union forward

Should tell everyone what the union is all Should tell everyone what the union is all aboutabout

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Mission Statement Mission Statement Example 1Example 1

Our mission is to unify the workforce in order to show solidarity and protect traditional union values. We are dedicated to the education of our members and the improvement of our union. We believe in bargaining collectively to insure that all people are treated fairly and equally by establishing wages, benefits, job security, and working conditions equal to or higher than industry standards. By doing so, we will improve the standard of living for our families, and our communities.

UFCW Local

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Mission Statement Mission Statement Example 2Example 2

Passionately providing a voice to its membership, the local empowers and unites workers. With integrity and an unwavering dedication to economic and social justice, we organize, educate, and lead collective and political action to protect and expand the rights, wages and benefits of working families. This is your Union.

Teamsters Local6LS-12/Building Strong Unions/Strategic Planning/LATTC/Walker

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Problem StatementProblem Statement

Names one problem at a timeNames one problem at a time

Points out issues inhibiting forward movementPoints out issues inhibiting forward movement

Problem has a logical relationship to missProblem has a logical relationship to miss

Based on current knowledge, factors, root Based on current knowledge, factors, root causescauses

Based on facts not feelingsBased on facts not feelings

Framed as lack of positive or too negative Framed as lack of positive or too negative conditioncondition

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Example: Paragraph Example: Paragraph OneOne

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Paragraph 2Paragraph 2

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Goal ElementGoal Element

Goal simply something union wants to Goal simply something union wants to achieveachieve

Change in the current situationChange in the current situation

Achieving goals takes time 1-3 yearAchieving goals takes time 1-3 year

Goals are outcomes not a processGoals are outcomes not a process

Clearly states desired resultsClearly states desired results

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Goal StatementGoal Statement

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Objective ElementObjective Element

After goals specific objectives are developedAfter goals specific objectives are developed

Objectives guide activities and set Objectives guide activities and set measurementmeasurement

Objectives are the “how’ are we going to Objectives are the “how’ are we going to achieve goalachieve goal

S.M.A.R.T. is a criteria used for determining S.M.A.R.T. is a criteria used for determining objectivesobjectives

S.M.A.R. T. may also be applied to goalsS.M.A.R. T. may also be applied to goals

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Example ObjectivesExample Objectives

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Strategy ElementStrategy Element

Strategies are the general methods to Strategies are the general methods to achieve objectivesachieve objectives

Strategies are the overall plan Strategies are the overall plan

Strategies are set of decisions to ensure Strategies are set of decisions to ensure goals reachedgoals reached

Strategies are achieved through tacticsStrategies are achieved through tactics

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Strategic ExampleStrategic Example

Using Objective 3 which stated: Using Objective 3 which stated: The union will complete survey of members’ The union will complete survey of members’

collective needs and interests and compile collective needs and interests and compile results by 10/30/2009.results by 10/30/2009.

Strategy 1: Strategy 1: Create, distribute, collect and compile surveyCreate, distribute, collect and compile survey

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Tactic ElementTactic Element

Tactics are the actual ways to execute Tactics are the actual ways to execute strategiesstrategies

Tactics and strategies are directly related Tactics and strategies are directly related to each otherto each other

Tactics are indirectly related to goals and Tactics are indirectly related to goals and objectivesobjectives

Tactics provide key informationTactics provide key information

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Tactic ExampleTactic Example

Strategy 1Strategy 1 Create, distribute, collect , compile and release Create, distribute, collect , compile and release

surveysurvey

TacticsTactics Negotiation committee will create survey by 9/1Negotiation committee will create survey by 9/1 Stewards will hand distribute survey to all Stewards will hand distribute survey to all

members by 9/15members by 9/15 Stewards will collect surveys by 9/30Stewards will collect surveys by 9/30 Negotiation committee will compile survey results Negotiation committee will compile survey results

by 10/15by 10/15 Negotiation Committee will mail survey results to Negotiation Committee will mail survey results to

all members by 10/28all members by 10/28

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Basic Strategic PlanBasic Strategic Plan

GoalsProblem

StatementMission

Statement

Objectives

Strategies

Tactics

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Strategic Plan ProjectStrategic Plan Project

Each student will develop strategic planEach student will develop strategic plan

Plan will include GOST, mission and issue statementPlan will include GOST, mission and issue statement

Plan divided into six separate assignmentsPlan divided into six separate assignments

Assignments will be completed over a six week Assignments will be completed over a six week periodperiod

Each assignment and instructions will be distributed Each assignment and instructions will be distributed equally over the next 6 lesson plans, including this equally over the next 6 lesson plans, including this one.one.

Sequence of assignments will follow strategic plan Sequence of assignments will follow strategic plan flow chart in Slide 18.flow chart in Slide 18.

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Conclusion CommentsConclusion Comments

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