Course Schedule

Strategic Thinking and Planning


  • Define the strategic planning and control process and its main components.
  • Apply strategic thinking.
  • Develop organizational and departmental strategies.
  • Use the strategy of the organization to determine Key Performance Indicators (KPIs).
  • Utilize KPIs to draft an organizational balanced scorecard.
  • Convert a strategic plan to an operating plan.

Introduction and Overview

  • Definitions and Origins of Strategic Management
  • Strategic Thinking versus Strategic Planning
  • History of Strategic Management Systems
  • Successes and Failures
  • The Strategic Planning and Control Process

Analysis of the Environment

  • The SWOT Analysis
  • Information and Research
  • Use of PEDSTL in Environmental Analysis
  • Case Analysis ? SWOT Session

Vision and Mission Statements

  • Why Vision and Mission Statements
  • What is a Vision? What is a Mission?
  • Benefits of Statements
  • How Vision and Mission Statements are Formulated
  • A Checklist for a Complete Mission Statement
  • Strategic Goals and Critical Success Factors
  • Analysis and Critique of Samples of Vision and Mission Statements

SMART Objectives and Creative Strategies

  • Goals, Objectives and Targets
  • Financial versus Non-Financial Objectives
  • The Use of Key Result Areas
  • Adopting Effective Strategies
  • Value Innovation and Blue Ocean Strategies
  • Departmental Strategies
  • 9 Ways to Kill a Strategy Developing Operating Plans
  • From Vision to Action Plan
  • The How-How Technique to Develop Plans
  • Criteria of Effective Action Plans
  • Linking Goals, Strategies, Action Plans and Budgets
  • Departmental Plans

Developing Control Systems and Performance Measures

  • Approaches to Control
  • Using Key Result Areas (KRAs)to Create Key Performance Indicators (KPIs)
  • KRAs and KPIs Examples
  • Setting Targets
  • The Balanced Scorecard
  • Overcoming Barriers to the Implementation of the Strategy

All managers and staff who are involved in influencing, formulating or supporting the long term planning and strategy of their department and/or organization, as well as those who are responsible for linking, measuring and improving the performance of others.


This program is worth 25 NASBA CPEs.