Determining Purpose and Scope
Consider this:
"If we could first know where we are and whither we are tending,
we could better judge what to do and how to do it."
-Abraham Lincoln
"Over the past few weeks you have been introduced to the strategic planning process, various models, and participants. This week we will begin the actual planning process by determining the Purpose (why) and Scope (parameters). This step is crucial and must be done early to avoid miscommunication or false assumptions. One of the most common errors in strategic planning occurs when participants do not discuss the purpose and scope of the planning process. Thus, one person may believe the scope is to generate a plan that addresses technology needs for the entire company, while another assumes the scope to be limited to the technology needs within one department. A lack of communication and clear direction can lead to false assumptions and the eventual failure of the planning process. To avoid this type of failure and to provide specific focus and direction to the planning process the purpose and scope must be identified and agreed upon by those involved. In essence, the purpose and scope specifically identify why the planning is occurring and the boundaries surrounding the process. By clearly identifying the reasons for and parameters of the planning process particpants can focus and plan with a common target in sight.
Determining the Purpose and Scope is a common practice in strategic planning, but Scope is also important within the realms of project management and needs assessment. Because knowledge of project management and needs assessment are sought-after skills, this lesson will touch on the process of determining scope in project management situations as well as for needs assessments. Some of the steps are common to all, but others (such as Work Breakdown Structure) are specific to project management. The readings related to project management and needs assessements are not meant to confuse the topic and detract from strategic planning. Rather, they have been included to demonstrate that determining Purpose and Scope is an important step for a variety of processes and that the methods for determining these are similar across situations. To complicate matters further, you will see that Vision is mentioned often in conjunction with Scope throughout the readings. These two items are often determined together so it was nearly impossible to find readings that did not contain both. You will read much more about Vision in next week's lesson, but until then let's get back to the task at hand and learn how to identify the Purpose and Scope of strategic planning."
Source:
Dr. Cheryl Murphy, University of Arkansas main campus professor of Strategic Planning & IDT Programs
Saturday, September 25, 2010
How to Create a Scope and Manage a Meeting
*
Develop and Present Project Plan, Scope, and Timeline - this article offers great suggestions for avoiding the most common pitfalls in project management associated with scope. While it does focus on project management, there are many aspects that carry over into strategic planning and reading this short article will give you good ideas for things you may want to discuss as you are working on the scope for your strategic planning project. (http://office.microsoft.com/en-us/project/HA011718501033.aspx)
* Strategic Planning from the Stanford Alumni Consulting Team (ACT) -This is a quick read, but it provides good information concerning the processes, deliverables, and best practices to consider for strategic planning. Read the entire article including the parts hidden behind the "more…" areas. (https://alumni.gsb.stanford.edu/act/resources/askact/strategicplan.html)
* Defining the Scope of a Project - as the title indicates, this reading is focused more on defining the scope of a project. However, it contains information relevant to both strategic planning and project management. It is only 7 pages in length so you will want to read it all to get the full impact. (http://www.projectperfect.com.au/downloads/Info/info_define_the_scope.pdf)
* Putting the Cart After the Horse: Project Planning and Scope Definition - this site briefly discusses planning and defining scope. It offers good suggestions and advice and helps to bring to light why it is important to determine scope on the front end of the process. It is a quick read, go through all of it. (http://www.developerfusion.com/article/7066/putting-the-cart-after-the-horse-project-planning-and-scope-definition/)
* Step 1.2: Define Project Scope and Vision - this chapter from the WWF organization provides specific examples of determining scope for conservation projects. It will give you a good idea of how different the process of determining scope can be based on the entity you are working with. In this case, scope is very much related to geopgraphy and purpose, which is very different from the scope for technology-based strategic plans. (http://assets.panda.org/downloads/1_2_scope___vision_2006_05_17.pdf)
* Scope Statement Outline - this web page provides nothing more than a list of things you may want to consider including in a Scope Statement for a specific project. This site is focused on project management, but some of the items should be addressed when developing the scope for a strategic plan. Check it out if you want more information. (http://www.nsba.org/sbot/toolkit/ritp.html)
* Meetings: A Necessary Evil by Peter Wright - this article gives good step-by-step directions on how to plan and run planning meetings. As you begin to plan your meetings you may want to use this article as a guide. (http://www.charityvillage.com/cv/research/rstrat40.html)
Develop and Present Project Plan, Scope, and Timeline - this article offers great suggestions for avoiding the most common pitfalls in project management associated with scope. While it does focus on project management, there are many aspects that carry over into strategic planning and reading this short article will give you good ideas for things you may want to discuss as you are working on the scope for your strategic planning project. (http://office.microsoft.com/en-us/project/HA011718501033.aspx)
* Strategic Planning from the Stanford Alumni Consulting Team (ACT) -This is a quick read, but it provides good information concerning the processes, deliverables, and best practices to consider for strategic planning. Read the entire article including the parts hidden behind the "more…" areas. (https://alumni.gsb.stanford.edu/act/resources/askact/strategicplan.html)
* Defining the Scope of a Project - as the title indicates, this reading is focused more on defining the scope of a project. However, it contains information relevant to both strategic planning and project management. It is only 7 pages in length so you will want to read it all to get the full impact. (http://www.projectperfect.com.au/downloads/Info/info_define_the_scope.pdf)
* Putting the Cart After the Horse: Project Planning and Scope Definition - this site briefly discusses planning and defining scope. It offers good suggestions and advice and helps to bring to light why it is important to determine scope on the front end of the process. It is a quick read, go through all of it. (http://www.developerfusion.com/article/7066/putting-the-cart-after-the-horse-project-planning-and-scope-definition/)
* Step 1.2: Define Project Scope and Vision - this chapter from the WWF organization provides specific examples of determining scope for conservation projects. It will give you a good idea of how different the process of determining scope can be based on the entity you are working with. In this case, scope is very much related to geopgraphy and purpose, which is very different from the scope for technology-based strategic plans. (http://assets.panda.org/downloads/1_2_scope___vision_2006_05_17.pdf)
* Scope Statement Outline - this web page provides nothing more than a list of things you may want to consider including in a Scope Statement for a specific project. This site is focused on project management, but some of the items should be addressed when developing the scope for a strategic plan. Check it out if you want more information. (http://www.nsba.org/sbot/toolkit/ritp.html)
* Meetings: A Necessary Evil by Peter Wright - this article gives good step-by-step directions on how to plan and run planning meetings. As you begin to plan your meetings you may want to use this article as a guide. (http://www.charityvillage.com/cv/research/rstrat40.html)
How to Determine Who are the Stakeholders
*
The Role of a Strategic Planner - this short article by Ruth Teale describes some of the various roles that you could play as a lead strategic planner. It also describes some of the qualities that are needed in order to facilitate an effective planning process. It is important to understand what the business/organization needs from you and to provide them with the support and facilitation they need. Every planning situation is different, but Ruth does a great job of identifying some of the most common roles that strategic planners find themselves embracing as well as some of the most needed skills of strategic planners. As you read through all of this short article see if you can identify some of the roles that you feel you may play this semester as well as the skills you will need as you complete your strategic planning project. (http://www.changedesigns.co.za/The_role_of_a_strategic_planner.htm)
* Who Should be Involved in Planning - this portion of a website for strategic planning addresses "who" should be involved in the process and supplies caveats to consider when putting together a planning team. It will be impossible for you to meet all of the suggestions provided, but take note of the recommendations and consider which you can follow as you complete your strategic planning project.
(http://www.managementhelp.org/plan_dec/str_plan/str_plan.htm#anchor4293669732)
* Who are Stakeholders and What is Their Role -this brief article will give you a lot to consider when you are putting together your planning committee and determining your stakeholders. The article discusses the individuals that you might want to consider and discusses how to win support from stakeholders. As with the other web readings, it is a short reading, but gives good suggestions and information. Read the entire article for the full benefit.
(http://university-essays.tripod.com/stakeholders.html)
* Stakeholder Analysis - Regardless of how talented a strategic planner may be, there are always going to be people who oppose the planning process and "champions" who support every step of the process. The important thing is to identify all of the stakeholders involved and attempt to understand their interest level (high, low), positions (directly involved, indirectly involved), and power (high, low) within the process. This article does a good job of explaining the steps of conducting a stakeholder analysis and will serve as a guide for you as you complete a Stakeholder Analysis for your strategic planning project. This is a short article but contains crucial information. As such, you will want to ensure that you read the entire article at least once, and maybe twice. :)
(http://www.mindtools.com/pages/article/newPPM_07.htm)
* Roles in Technology Planning - this site contains information on the roles involved in creating a technology strategic plan for a K-12 school. If you are interested in technololgy planning in a k-12 environment you may want to check out this site for more information.
The Role of a Strategic Planner - this short article by Ruth Teale describes some of the various roles that you could play as a lead strategic planner. It also describes some of the qualities that are needed in order to facilitate an effective planning process. It is important to understand what the business/organization needs from you and to provide them with the support and facilitation they need. Every planning situation is different, but Ruth does a great job of identifying some of the most common roles that strategic planners find themselves embracing as well as some of the most needed skills of strategic planners. As you read through all of this short article see if you can identify some of the roles that you feel you may play this semester as well as the skills you will need as you complete your strategic planning project. (http://www.changedesigns.co.za/The_role_of_a_strategic_planner.htm)
* Who Should be Involved in Planning - this portion of a website for strategic planning addresses "who" should be involved in the process and supplies caveats to consider when putting together a planning team. It will be impossible for you to meet all of the suggestions provided, but take note of the recommendations and consider which you can follow as you complete your strategic planning project.
(http://www.managementhelp.org/plan_dec/str_plan/str_plan.htm#anchor4293669732)
* Who are Stakeholders and What is Their Role -this brief article will give you a lot to consider when you are putting together your planning committee and determining your stakeholders. The article discusses the individuals that you might want to consider and discusses how to win support from stakeholders. As with the other web readings, it is a short reading, but gives good suggestions and information. Read the entire article for the full benefit.
(http://university-essays.tripod.com/stakeholders.html)
* Stakeholder Analysis - Regardless of how talented a strategic planner may be, there are always going to be people who oppose the planning process and "champions" who support every step of the process. The important thing is to identify all of the stakeholders involved and attempt to understand their interest level (high, low), positions (directly involved, indirectly involved), and power (high, low) within the process. This article does a good job of explaining the steps of conducting a stakeholder analysis and will serve as a guide for you as you complete a Stakeholder Analysis for your strategic planning project. This is a short article but contains crucial information. As such, you will want to ensure that you read the entire article at least once, and maybe twice. :)
(http://www.mindtools.com/pages/article/newPPM_07.htm)
* Roles in Technology Planning - this site contains information on the roles involved in creating a technology strategic plan for a K-12 school. If you are interested in technololgy planning in a k-12 environment you may want to check out this site for more information.
Strategic Planning Models
Ever wonder if there are different types of strategic planning models???
You have come to the right place!!!
Look below for more information:
* Basic Steps to a Strategic Planning Process - this site identifies the 5 most basic steps of any strategic plan. There are many models of strategic planning, but these 5 steps are found in nearly all models and are the foundation of a good strategic planning process. Read through all 5 steps on the page. (http://www.namac.org/strategic-planning-steps)
* Basic Overview of Various Strategic Planning Models - this website provides a great snapshot of five different types of strategic planning models including "basic" strategic planning, issue or goal-based planning, alignment, scenario, and organic planning. Each of these models provide the organization with a different outcome and a different approach. Read through all five descriptions and see if you can identify examples of when each might be appropriate. (http://www.managementhelp.org/plan_dec/str_plan/models.htm)
* Best Practices: Report # 3 Strategic Planning - this report was created by the Foundation for Community Association Research and is intended to help community associations plan for a successful future. Even though it is geared toward community associations, it does a great job of describing both top-down and bottom-up strategic planning models and identfying the strengths and weaknesses of each. The article also does a good job of describing the key components of both of these forms of strategic planning. The entire article is 26 pages, but you only need to read the first 13 pages to get the full effect. (http://www.cairf.org/research/bpstrategic.pdf)
* The IT Strategic Plan Step-by-Step - this brief article (only 6 pages of article text) provides a solid overview of the steps involved in an IT strategic planning process. A model is provided and each step is discussed briefly. Read the entire article to get an idea of the activities that are performed in an IT strategic planning situation. (http://i.i.com.com/cnwk.1d/html/itp/Forr051104202400.pdf)
* Steps of the Strategic Planning Process - this site contains more on the basic steps of the strategic planning process. Check it out if you want more information.
* The Curriculum-Centered Strategic Planning Model - If you want to know more about strategic planning that involves curriculum check out the information found on this site. It offers great ideas and suggestions for the strategic planning of curriculum.
* Listening to the People: A Strategic Planning Model for Cooperative Extension - this website is a very brief article on how to use the strategic planning process to aid cooperative extension agencies. .
You have come to the right place!!!
Look below for more information:
* Basic Steps to a Strategic Planning Process - this site identifies the 5 most basic steps of any strategic plan. There are many models of strategic planning, but these 5 steps are found in nearly all models and are the foundation of a good strategic planning process. Read through all 5 steps on the page. (http://www.namac.org/strategic-planning-steps)
* Basic Overview of Various Strategic Planning Models - this website provides a great snapshot of five different types of strategic planning models including "basic" strategic planning, issue or goal-based planning, alignment, scenario, and organic planning. Each of these models provide the organization with a different outcome and a different approach. Read through all five descriptions and see if you can identify examples of when each might be appropriate. (http://www.managementhelp.org/plan_dec/str_plan/models.htm)
* Best Practices: Report # 3 Strategic Planning - this report was created by the Foundation for Community Association Research and is intended to help community associations plan for a successful future. Even though it is geared toward community associations, it does a great job of describing both top-down and bottom-up strategic planning models and identfying the strengths and weaknesses of each. The article also does a good job of describing the key components of both of these forms of strategic planning. The entire article is 26 pages, but you only need to read the first 13 pages to get the full effect. (http://www.cairf.org/research/bpstrategic.pdf)
* The IT Strategic Plan Step-by-Step - this brief article (only 6 pages of article text) provides a solid overview of the steps involved in an IT strategic planning process. A model is provided and each step is discussed briefly. Read the entire article to get an idea of the activities that are performed in an IT strategic planning situation. (http://i.i.com.com/cnwk.1d/html/itp/Forr051104202400.pdf)
* Steps of the Strategic Planning Process - this site contains more on the basic steps of the strategic planning process. Check it out if you want more information.
* The Curriculum-Centered Strategic Planning Model - If you want to know more about strategic planning that involves curriculum check out the information found on this site. It offers great ideas and suggestions for the strategic planning of curriculum.
* Listening to the People: A Strategic Planning Model for Cooperative Extension - this website is a very brief article on how to use the strategic planning process to aid cooperative extension agencies. .
Websites that explain what Strategic Planning entails...
Ever wonder what is strategic planning and what it entails???
Strategic Planning; Whats So Strategic About It? - this brief article (3 pages) by Bart Strong does not provide a definition of strategic planning. Rather, he identifies what it means to plan "strategically" and introduces several key concepts. In this article Bart hits on numerous important topics that you will see again and again. Be certain to read all of this short but important article as many of the ideas will be discussed in future lessons. (http://net.educause.edu/ir/library/pdf/eqm0510.pdf)
Key Concepts of Strategic Planning - just as the title indicates, this web page identifies some of the key ideas and definitions for the strategic planning process. It is a brief site and it should only take a few minutes to read through all of the information.
(http://competitive-intelligence.mirum.net/strategic-planning/key-concepts.html)
Strategic Planning: Is it for You? - this website provides a quick snapshot of the key steps in the planning process. It provides bulleted lists for easy reading and will be your first introduction to the various steps and substeps. As with the previous readings, it is fairly short but contains good information. Read through the entire page. (http://www.omafra.gov.on.ca/english/rural/facts/93-041.htm)
* What is Strategic Planning Anyhow? - this chapter from a strategic planning book does a good job of outlining the basic ideas, concepts, and definitions of strategic planning. It is written from a business perspective, but the ideas it presents are universal. Even though it is 14 pages, it is a quick read and you should read the entire chapter. (http://media.wiley.com/product_data/excerpt/64/04700371/0470037164.pdf)
* Is Strategic Planning for Technology an Oxymoron? - this article by Martin Ringle and Daniel Updegrove looks at strategic planning from a technology perspective. The other readings dealt with strategic planning in general. This article does an excellent job of bringing to light some of the unique issues related to technology strategic planning. You will find the information contained within the article useful later in the semester as you work on completing your own technology strategic plan. Read the entire article to get the full benefit of this reading. (http://net.educause.edu/ir/library/html/cem/cem98/cem9814.html)
* Strategic Planning (in non-profit and for profit organizations) - this site contains information and links about nearly every aspect of the strategic planning process. Check it out if you want more information.
* Wikipedia definition of Strategic Planning - If you want to know more about strategic planning or link out to related sites check out the information on Wikipedia.
* The Center for Simplified Strategic Planning - this website is dedicated to making information available and easy to understand when it comes to strategic planning. If you are having trouble understanding concepts, try looking it up on this site.
Strategic Planning; Whats So Strategic About It? - this brief article (3 pages) by Bart Strong does not provide a definition of strategic planning. Rather, he identifies what it means to plan "strategically" and introduces several key concepts. In this article Bart hits on numerous important topics that you will see again and again. Be certain to read all of this short but important article as many of the ideas will be discussed in future lessons. (http://net.educause.edu/ir/library/pdf/eqm0510.pdf)
Key Concepts of Strategic Planning - just as the title indicates, this web page identifies some of the key ideas and definitions for the strategic planning process. It is a brief site and it should only take a few minutes to read through all of the information.
(http://competitive-intelligence.mirum.net/strategic-planning/key-concepts.html)
Strategic Planning: Is it for You? - this website provides a quick snapshot of the key steps in the planning process. It provides bulleted lists for easy reading and will be your first introduction to the various steps and substeps. As with the previous readings, it is fairly short but contains good information. Read through the entire page. (http://www.omafra.gov.on.ca/english/rural/facts/93-041.htm)
* What is Strategic Planning Anyhow? - this chapter from a strategic planning book does a good job of outlining the basic ideas, concepts, and definitions of strategic planning. It is written from a business perspective, but the ideas it presents are universal. Even though it is 14 pages, it is a quick read and you should read the entire chapter. (http://media.wiley.com/product_data/excerpt/64/04700371/0470037164.pdf)
* Is Strategic Planning for Technology an Oxymoron? - this article by Martin Ringle and Daniel Updegrove looks at strategic planning from a technology perspective. The other readings dealt with strategic planning in general. This article does an excellent job of bringing to light some of the unique issues related to technology strategic planning. You will find the information contained within the article useful later in the semester as you work on completing your own technology strategic plan. Read the entire article to get the full benefit of this reading. (http://net.educause.edu/ir/library/html/cem/cem98/cem9814.html)
* Strategic Planning (in non-profit and for profit organizations) - this site contains information and links about nearly every aspect of the strategic planning process. Check it out if you want more information.
* Wikipedia definition of Strategic Planning - If you want to know more about strategic planning or link out to related sites check out the information on Wikipedia.
* The Center for Simplified Strategic Planning - this website is dedicated to making information available and easy to understand when it comes to strategic planning. If you are having trouble understanding concepts, try looking it up on this site.
Blog #4
Blog #4.
This week you will continue with your weekly blog post. The blog will serve as a chronological accounting for your activities in this course, but more specifically, it should highlight your experiences related to performing the mini projects and the main final project for this course. As such, within your post you should include the following recap for the week:
* Briefly describe the main points of what you learned from the readings for the week
The main points I learned from the readings was to develop a strategic vision, ensure that it is positive, compelling, emotional, energetic, uplifting, inspiring, and that it draws upon the beliefs of the organization’s mission and values. It should be a powerful phrase that will affect everyone, for example, Mary Kay Cosmetics, Inc.’s vision is to "Provide women with an unparalleled opportunity for financial independence, career and personal fulfillment; and to achieve total customer satisfaction by delivering the products and services that enhance a woman's self-image and confidence." I learned that brainstorming is a key idea when gathering an organization to create a vision plan. It is very important to involve only the key people involved and gather their thoughts from the brainstorm exercise and create a compelling vision statement and submit it to each person for review. This will hinder public wordsmithing and hurt feelings. The Cassidy reading was more geared toward a business but I learned a lot from it too. According to Cassidy, a vision team should not be a large group, a minimum of 25 depending upon the organization is best. She includes ideas to get everyone involved excited and supportive of the vision process. For example, she suggests sending an email notification on page 78. The email notification is confidential surveys of questions which are focused objectives to assist an employee do their job. If the employee completes this task by the deadline it offers a chance to be entered into a drawing for a $100.00 gift certificate.
* Identify areas that were a little confusing from the readings
This week the Cassidy reading and the book were hand in hand and I like the of all of the readings. It helped me to understand and it literally was the most understanding material thus far. The readings this week taught me how to create a powerful vision that is a positive, emotionally charged, and uplifting vision. I am more excited about our meeting next week and more relaxed now that I understand the material more.
* Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks
Everything is going as planned and I cannot express how much I am excited and how much I truly believe this is the perfect fit that I truly need. Both of the organizations each have a mission, vision, and values but their collaboration project has yet to develop one. The collaboration project has a set of values and a mission statement but has not began the vision statement. They wanted to merge both of their visions together but have yet to decide. I know understand how beneficial it is for me to complete this task of being the facilitator and helping them achieve the vision that meets their committee’s needs. We have a meeting scheduled for this Wednesday, September 28, 2010 at 5:30 p.m. I was very concerned about what I intend to say but I think the outline will be of a great assistance to me. I seem to become tongue tied if I don’t have a script…I noted to one of my friends that I feel lost without notes when I am speaking to a group. She noted that even President Obama uses a teleprompter so not to feel bad about it. This week was very smooth because I did not have any setbacks, only the success of gaining more knowledge and experience in the vision statement planning part. I am sure this upcoming meeting will be great and I am prepared as well as excited!
Best wishes to us all on our meetings! :-)
:-)
This week you will continue with your weekly blog post. The blog will serve as a chronological accounting for your activities in this course, but more specifically, it should highlight your experiences related to performing the mini projects and the main final project for this course. As such, within your post you should include the following recap for the week:
* Briefly describe the main points of what you learned from the readings for the week
The main points I learned from the readings was to develop a strategic vision, ensure that it is positive, compelling, emotional, energetic, uplifting, inspiring, and that it draws upon the beliefs of the organization’s mission and values. It should be a powerful phrase that will affect everyone, for example, Mary Kay Cosmetics, Inc.’s vision is to "Provide women with an unparalleled opportunity for financial independence, career and personal fulfillment; and to achieve total customer satisfaction by delivering the products and services that enhance a woman's self-image and confidence." I learned that brainstorming is a key idea when gathering an organization to create a vision plan. It is very important to involve only the key people involved and gather their thoughts from the brainstorm exercise and create a compelling vision statement and submit it to each person for review. This will hinder public wordsmithing and hurt feelings. The Cassidy reading was more geared toward a business but I learned a lot from it too. According to Cassidy, a vision team should not be a large group, a minimum of 25 depending upon the organization is best. She includes ideas to get everyone involved excited and supportive of the vision process. For example, she suggests sending an email notification on page 78. The email notification is confidential surveys of questions which are focused objectives to assist an employee do their job. If the employee completes this task by the deadline it offers a chance to be entered into a drawing for a $100.00 gift certificate.
* Identify areas that were a little confusing from the readings
This week the Cassidy reading and the book were hand in hand and I like the of all of the readings. It helped me to understand and it literally was the most understanding material thus far. The readings this week taught me how to create a powerful vision that is a positive, emotionally charged, and uplifting vision. I am more excited about our meeting next week and more relaxed now that I understand the material more.
* Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks
Everything is going as planned and I cannot express how much I am excited and how much I truly believe this is the perfect fit that I truly need. Both of the organizations each have a mission, vision, and values but their collaboration project has yet to develop one. The collaboration project has a set of values and a mission statement but has not began the vision statement. They wanted to merge both of their visions together but have yet to decide. I know understand how beneficial it is for me to complete this task of being the facilitator and helping them achieve the vision that meets their committee’s needs. We have a meeting scheduled for this Wednesday, September 28, 2010 at 5:30 p.m. I was very concerned about what I intend to say but I think the outline will be of a great assistance to me. I seem to become tongue tied if I don’t have a script…I noted to one of my friends that I feel lost without notes when I am speaking to a group. She noted that even President Obama uses a teleprompter so not to feel bad about it. This week was very smooth because I did not have any setbacks, only the success of gaining more knowledge and experience in the vision statement planning part. I am sure this upcoming meeting will be great and I am prepared as well as excited!
Best wishes to us all on our meetings! :-)
:-)
Sunday, September 19, 2010
Blog 3
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2. Blog #3.
Recap of last week.
Last we learned the importance of how to identify the stakeholders of our organization and how to complete a stakeholder analysis using a power interest grid, identified specific information about stakeholders we felt was relevant to our project.
Briefly describe the main points of what you learned from the readings for the week.
The main points I read from the readings for the week was the importance of a needs assessment. I also learned the importance of developing and presenting a project plan, scope, and time frame which are extremely crucial to a strategic plan. These measures set the tone and allow it to operate smoothly if necessary precautions have been completed. We learned the importance of how a project process is constructed, how to define the scope of a project, and creating a project plan. We were given an example of sample of a sample scope outline which was very helpful to me. We learned that it is crucial to agree on who is involved in a project process including identifying and consulting the stakeholders. We learned how to decide upon an area of operation in order to receive the benefit of an action plan, agree on an expectant project deliverable.
Identify areas that were a little confusing from the readings.
The areas of the reading I found confusing was the readings of the scope. It seems like the scope, mission, and vision are the same to me but I think I am confusing the three. I read in our readings that scope and vision are often used to interchange but I would like to know more about this. I would like to know if the mission is separate from the scope and the vision. The needs assessment was very straightforward and clear to me as the reminder of the readings. The scope and vision were the most confusing aspects to me! :(
Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks.
The last week was very challenging to me, a lot of unexpected and challenging things happened to me that set me back. The organization that agreed to allow me to facilitate their strategic plan backed out on Tuesday and decided they did not want a strategic plan. I was upset but I quickly thought this is the type of thing I may run into as a professional. It is not personal, it is business and they did not think I could not fit their needs as an individual; it was the service that I could provide. No does not always mean ever, it just means not now. In the future the organization said they would like to contact me about planning one. Never the less I am determined to learn more about Strategic Planning & IDT!!! :-) I spoke to several of my friends and acquaintance and informed them of my project and what it entails and the benefits they shall receive. I was distraught because no one took my offer until Friday morning. While at work Friday morning, I received a phone call from the project manager of a popular girl's organization she said the committee chair of this organization wanted to me with me ASAP about my project. I met with them Friday evening and they loved the project and wanted me to begin ASAP! That worked out great for me since I needed to begin ASAP! :-) The committee is collaboration between two organizations. This is a new committee that is implementing technology and five other areas into a mentoring program for girls aged 14-18.
2. Blog #3.
Recap of last week.
Last we learned the importance of how to identify the stakeholders of our organization and how to complete a stakeholder analysis using a power interest grid, identified specific information about stakeholders we felt was relevant to our project.
Briefly describe the main points of what you learned from the readings for the week.
The main points I read from the readings for the week was the importance of a needs assessment. I also learned the importance of developing and presenting a project plan, scope, and time frame which are extremely crucial to a strategic plan. These measures set the tone and allow it to operate smoothly if necessary precautions have been completed. We learned the importance of how a project process is constructed, how to define the scope of a project, and creating a project plan. We were given an example of sample of a sample scope outline which was very helpful to me. We learned that it is crucial to agree on who is involved in a project process including identifying and consulting the stakeholders. We learned how to decide upon an area of operation in order to receive the benefit of an action plan, agree on an expectant project deliverable.
Identify areas that were a little confusing from the readings.
The areas of the reading I found confusing was the readings of the scope. It seems like the scope, mission, and vision are the same to me but I think I am confusing the three. I read in our readings that scope and vision are often used to interchange but I would like to know more about this. I would like to know if the mission is separate from the scope and the vision. The needs assessment was very straightforward and clear to me as the reminder of the readings. The scope and vision were the most confusing aspects to me! :(
Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks.
The last week was very challenging to me, a lot of unexpected and challenging things happened to me that set me back. The organization that agreed to allow me to facilitate their strategic plan backed out on Tuesday and decided they did not want a strategic plan. I was upset but I quickly thought this is the type of thing I may run into as a professional. It is not personal, it is business and they did not think I could not fit their needs as an individual; it was the service that I could provide. No does not always mean ever, it just means not now. In the future the organization said they would like to contact me about planning one. Never the less I am determined to learn more about Strategic Planning & IDT!!! :-) I spoke to several of my friends and acquaintance and informed them of my project and what it entails and the benefits they shall receive. I was distraught because no one took my offer until Friday morning. While at work Friday morning, I received a phone call from the project manager of a popular girl's organization she said the committee chair of this organization wanted to me with me ASAP about my project. I met with them Friday evening and they loved the project and wanted me to begin ASAP! That worked out great for me since I needed to begin ASAP! :-) The committee is collaboration between two organizations. This is a new committee that is implementing technology and five other areas into a mentoring program for girls aged 14-18.
Friday, September 17, 2010
Update to Blog #2 Post
My organization backed out on Monday and I had to find a new organization quickly and proceed quickly since time is of the essence. My next assignment is due this week and that placed a damper on my schedule since I am trying to work ahead!!! :-(
I found a new organization who have technology needs and need the help that I am willing to give and learn. It is great to get back on the ball but time crunching since I am starting over with 1 week lost and 2 to gain including this week!!!! UGH!!!! YIKES TIME to put my mind into gear and fly!!!! :-)
I am proud of this new organization and glad that they came looking for me and are happy that I can be of assistance to them. :-)
I found a new organization who have technology needs and need the help that I am willing to give and learn. It is great to get back on the ball but time crunching since I am starting over with 1 week lost and 2 to gain including this week!!!! UGH!!!! YIKES TIME to put my mind into gear and fly!!!! :-)
I am proud of this new organization and glad that they came looking for me and are happy that I can be of assistance to them. :-)
Monday, September 13, 2010
Blog #2.
Blog #2.
This week you will make your second weekly blog post. The blog will serve as a chronological accounting for your activities in this course, but more specifically, it should highlight your experiences related to performing the mini projects and the main final project for this course. As such, within your post you should include the following recap for the third week:
Last week’s Cap:
Last week we learned the importance of the word strategy and the definition which is a global level of thinking. We learned the different models of strategic planning and which organization may work for each model. We choose one site that we shall facilitate their strategic plan, and I am excited!
1. Briefly describe the main points of what you learned from the readings for the week.
• The main points that I learned from the readings for the week begins with the Cassidy book. The IS governance plays a vital role in strategic planning, for example, I learned that according to Cassidy, governance is a fundamental framework in place for an IS strategic planning process to be successful, the purpose is to define and identify the “what” decisions, by whom, and define activities to be monitored against the plan. It is a very important component to effective governance which ensures that decisions are to be made about time, money, staffing levels, allocations, standards, policies, and desired behavior. It is also used to manage other company/organization assets. It is a tool that implements the strategic planning process and improves the IS efficiency, creating a more effective strategic planning process, and overall success in a company. Governance is vital to a strategic planning process because it provides a clear and effective view to manage resources and allow a company to function at a cross-level capacity.
• The second main point is from the online readings: I learned that a strategic planner is a researcher, educator, facilitator, system integrator and coordinator. To monitor strategy, be a muse to the CEO/ president, and have the qualities of a strategic planner. I learned the executive board is involved in the strategic planning process, and I learned how to define a stakeholder and the importance of his or her role and position in an organization and how it contributes to strategic planning. I now understand the importance of completing a stakeholder analysis, and the power/interest grid for the stakeholder prioritization.
2. Identify areas that were a little confusing from the readings
• The areas that were confusing in the readings were not the Cassidy book, and I understand it and it made perfect sense, I had those light bulb moments throughout the reading! :-) The only confusion I had was the power/interest grid for the stakeholder prioritization. My question is, what is the person who “is in the red” is the organization’s naysayer? What is they do not accept the strategic plan, how do I proceed?
3. Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks.
• Tuesday evening I met with the organization's chapter president and the computer project manager. They are as excited as I and are prepared to begin and looking forward to the ending result, a technology-based strategic plan!
• The meeting was wonderful and I learned more about the stakeholders in this organization. The computer project manager was elated to learn that they were creating a technology-based strategic plan. She commented that it is essential to add technology because our world is more technologically advanced and more global today. She feels the organization will increase their knowledge and grow as they add more technology related needs to the organization. For example, I learned the chapter wants to add technology to add a organization website with digital organization materials, training, and files.
• I would say my success this week was meeting the some of the members of the executive board and learning more about the organization as a whole. I am excited and eager to begin!!!
This week you will make your second weekly blog post. The blog will serve as a chronological accounting for your activities in this course, but more specifically, it should highlight your experiences related to performing the mini projects and the main final project for this course. As such, within your post you should include the following recap for the third week:
Last week’s Cap:
Last week we learned the importance of the word strategy and the definition which is a global level of thinking. We learned the different models of strategic planning and which organization may work for each model. We choose one site that we shall facilitate their strategic plan, and I am excited!
1. Briefly describe the main points of what you learned from the readings for the week.
• The main points that I learned from the readings for the week begins with the Cassidy book. The IS governance plays a vital role in strategic planning, for example, I learned that according to Cassidy, governance is a fundamental framework in place for an IS strategic planning process to be successful, the purpose is to define and identify the “what” decisions, by whom, and define activities to be monitored against the plan. It is a very important component to effective governance which ensures that decisions are to be made about time, money, staffing levels, allocations, standards, policies, and desired behavior. It is also used to manage other company/organization assets. It is a tool that implements the strategic planning process and improves the IS efficiency, creating a more effective strategic planning process, and overall success in a company. Governance is vital to a strategic planning process because it provides a clear and effective view to manage resources and allow a company to function at a cross-level capacity.
• The second main point is from the online readings: I learned that a strategic planner is a researcher, educator, facilitator, system integrator and coordinator. To monitor strategy, be a muse to the CEO/ president, and have the qualities of a strategic planner. I learned the executive board is involved in the strategic planning process, and I learned how to define a stakeholder and the importance of his or her role and position in an organization and how it contributes to strategic planning. I now understand the importance of completing a stakeholder analysis, and the power/interest grid for the stakeholder prioritization.
2. Identify areas that were a little confusing from the readings
• The areas that were confusing in the readings were not the Cassidy book, and I understand it and it made perfect sense, I had those light bulb moments throughout the reading! :-) The only confusion I had was the power/interest grid for the stakeholder prioritization. My question is, what is the person who “is in the red” is the organization’s naysayer? What is they do not accept the strategic plan, how do I proceed?
3. Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks.
• Tuesday evening I met with the organization's chapter president and the computer project manager. They are as excited as I and are prepared to begin and looking forward to the ending result, a technology-based strategic plan!
• The meeting was wonderful and I learned more about the stakeholders in this organization. The computer project manager was elated to learn that they were creating a technology-based strategic plan. She commented that it is essential to add technology because our world is more technologically advanced and more global today. She feels the organization will increase their knowledge and grow as they add more technology related needs to the organization. For example, I learned the chapter wants to add technology to add a organization website with digital organization materials, training, and files.
• I would say my success this week was meeting the some of the members of the executive board and learning more about the organization as a whole. I am excited and eager to begin!!!
Thursday, September 9, 2010
Blog #1
Blog #1
Recap from Last Week:
Last week I discussed our first assignment of the semester, my emotions and thoughts about this class, the definition of strategic planning, ideas for strategic planning, possible contacts for my project, and my expectations. I was more secure after I saw the strategic plan of the Association of Junior League International, Inc. I received more knowledge of how a strategic plan operates in a non-profit organization. They gave us notes that discuss the process local Junior Leagues may accept to begin their strategic planning process. The Junior League in Fort Smith, Arkansas completed their strategic planning process last year. They have included information systems as a way to provide online learning and training courses for their membership.
This Week:
1. Briefly describe the main points of what you learned from the readings for the week.
The first main point I learned a lot from the readings this week is the word strategy is a global level of thinking, I thought it was a local, state, and national level of thinking. Strategy is not a local, state, or national level of thinking, it exceeds these limits. A global level of thinking is in reference to the information systems organization, and integration with the reminder of an enterprise. To further define strategy, one would define it as a strategic intent which unites a plan of action in order to achieve a desired and envisioned change. According to Cassidy, information system planning has 7 benefits, for example one benefit I found interesting was “improving communication and the relationship between the business and the IS organization.” I thought the business and the IS organization had great communication but now I understand this is not always the case. I learned there is no " cookie cutter approach" to creating an information system strategic plan, there are numerous models in information system strategic planning. We have been informed about 8 different models: Basic strategic planning, issue based (goal planning), alignment planning, scenario, organic (self organizing), non-profit, applied planning, ICMA (local governments).
The second main point I learned a lot from the readings this week is the information system strategic plan is critical for a business in order to improve communication and the relationship between the business and the information system organization. I thought these two organizations or departments had constant training together but I must admit I am new to this field. The third main point I learned is the information system strategic plan aligns the information system and business to ensure proper alignment. Proper alignment does not include canceled and redundant projects; it creates a unified symbiotic relationship. Operational excellence, customer intimacy, and product leadership assist the information system’s direction and priorities.
The fourth main point I have learned is an information system strategic plan allows a business and an information system to identify new opportunities in order to increase the use of technology. This allows a competitive advantage, increases the value of a business, and it is integrated into all aspects for a business. This process allows the information system strategic plan to flow smoothly without inconsistency, data redundancy, and it assists in minimizing labor.
The final main point that I have learned from the reading is that the information system strategic planning allows an organization to operate more efficiently and effectively and to utilize computing human resources to obtain a favorable value for the organization. My final thoughts about the main points I have learned from the readings are the information system strategic planning’s purpose is to reduce time and wasting money. The information system strategic planning serves to create a plan, a path to execute it, to achieve effective business processes, changes, and priorities. The information system strategic planning approach is to create or add value, establish boundaries for the information system direction, and create unity between the information systems and the business.
2. Identify areas that were a little confusing from the readings.
The first area in the Cassidy book that was the most confusing to me is: Identifying opportunities to use technology for a competitive advantage and increase the value to the business. My question is does this include instructional design and how does instructional design play a role in information systems? The second most confusing area in the readings is again Cassidy, I understood the other readings but Cassidy seems like a foreign language but I think I will learn more as we learn more this semester. I would like to know how a company uses technology. Is it the use of computers, Microsoft, accessing and using a database, using software, and the use of the internet? I am very curious to know. The final confusing area in the readings was identifying opportunities to utilize technology for a competitive advantage. I would like to know about this area and I would like to know how instructional design plays a role? The ICMA was very confusing to me, my question is, is the ICMA planning used for local, state, and national government use for housing, and economic development?
3. Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks.
So far my mini-projects have been successful but I have been contacting the three contacts since Monday and I have received a reply from all but one.
B. Spearman
Recap from Last Week:
Last week I discussed our first assignment of the semester, my emotions and thoughts about this class, the definition of strategic planning, ideas for strategic planning, possible contacts for my project, and my expectations. I was more secure after I saw the strategic plan of the Association of Junior League International, Inc. I received more knowledge of how a strategic plan operates in a non-profit organization. They gave us notes that discuss the process local Junior Leagues may accept to begin their strategic planning process. The Junior League in Fort Smith, Arkansas completed their strategic planning process last year. They have included information systems as a way to provide online learning and training courses for their membership.
This Week:
1. Briefly describe the main points of what you learned from the readings for the week.
The first main point I learned a lot from the readings this week is the word strategy is a global level of thinking, I thought it was a local, state, and national level of thinking. Strategy is not a local, state, or national level of thinking, it exceeds these limits. A global level of thinking is in reference to the information systems organization, and integration with the reminder of an enterprise. To further define strategy, one would define it as a strategic intent which unites a plan of action in order to achieve a desired and envisioned change. According to Cassidy, information system planning has 7 benefits, for example one benefit I found interesting was “improving communication and the relationship between the business and the IS organization.” I thought the business and the IS organization had great communication but now I understand this is not always the case. I learned there is no " cookie cutter approach" to creating an information system strategic plan, there are numerous models in information system strategic planning. We have been informed about 8 different models: Basic strategic planning, issue based (goal planning), alignment planning, scenario, organic (self organizing), non-profit, applied planning, ICMA (local governments).
The second main point I learned a lot from the readings this week is the information system strategic plan is critical for a business in order to improve communication and the relationship between the business and the information system organization. I thought these two organizations or departments had constant training together but I must admit I am new to this field. The third main point I learned is the information system strategic plan aligns the information system and business to ensure proper alignment. Proper alignment does not include canceled and redundant projects; it creates a unified symbiotic relationship. Operational excellence, customer intimacy, and product leadership assist the information system’s direction and priorities.
The fourth main point I have learned is an information system strategic plan allows a business and an information system to identify new opportunities in order to increase the use of technology. This allows a competitive advantage, increases the value of a business, and it is integrated into all aspects for a business. This process allows the information system strategic plan to flow smoothly without inconsistency, data redundancy, and it assists in minimizing labor.
The final main point that I have learned from the reading is that the information system strategic planning allows an organization to operate more efficiently and effectively and to utilize computing human resources to obtain a favorable value for the organization. My final thoughts about the main points I have learned from the readings are the information system strategic planning’s purpose is to reduce time and wasting money. The information system strategic planning serves to create a plan, a path to execute it, to achieve effective business processes, changes, and priorities. The information system strategic planning approach is to create or add value, establish boundaries for the information system direction, and create unity between the information systems and the business.
2. Identify areas that were a little confusing from the readings.
The first area in the Cassidy book that was the most confusing to me is: Identifying opportunities to use technology for a competitive advantage and increase the value to the business. My question is does this include instructional design and how does instructional design play a role in information systems? The second most confusing area in the readings is again Cassidy, I understood the other readings but Cassidy seems like a foreign language but I think I will learn more as we learn more this semester. I would like to know how a company uses technology. Is it the use of computers, Microsoft, accessing and using a database, using software, and the use of the internet? I am very curious to know. The final confusing area in the readings was identifying opportunities to utilize technology for a competitive advantage. I would like to know about this area and I would like to know how instructional design plays a role? The ICMA was very confusing to me, my question is, is the ICMA planning used for local, state, and national government use for housing, and economic development?
3. Discuss your work on your mini projects and overall technology strategic planning project including successes and setbacks.
So far my mini-projects have been successful but I have been contacting the three contacts since Monday and I have received a reply from all but one.
B. Spearman
Blog Introduction Update
Blog Introduction Update: 8/27-28/2010:
I was able to attend my local Junior League's state conference this year and they completed their strategic planning process last year. The Association of Junior Leagues International, Inc. will be conducting research in order to create a new strategic plan but the great thing about that is our local Junior League is ahead! :-) This weekend I had learned a lot of about strategic planning and how they influence an organization. From our readings...I actually now understand the purpose of strategic planning and the numerous benefits it may include! :-)
It was like a small light bulb switched on instead of off!!! Lol
Now incorporating technology...well...I am not sure about that, I did notice that the national Junior League is incorporating technology into their new strategic plan. They told us they are incorporating online training as an option to face-to-face training into their strategic planning. I wonder if this is implementing technology as we shall learn in this course???
I do have a lot of fear because I am not certain who to ask because I actually know 4 places including my job but I am thinking about it.
B. Spearman
I was able to attend my local Junior League's state conference this year and they completed their strategic planning process last year. The Association of Junior Leagues International, Inc. will be conducting research in order to create a new strategic plan but the great thing about that is our local Junior League is ahead! :-) This weekend I had learned a lot of about strategic planning and how they influence an organization. From our readings...I actually now understand the purpose of strategic planning and the numerous benefits it may include! :-)
It was like a small light bulb switched on instead of off!!! Lol
Now incorporating technology...well...I am not sure about that, I did notice that the national Junior League is incorporating technology into their new strategic plan. They told us they are incorporating online training as an option to face-to-face training into their strategic planning. I wonder if this is implementing technology as we shall learn in this course???
I do have a lot of fear because I am not certain who to ask because I actually know 4 places including my job but I am thinking about it.
B. Spearman
Blog Introduction
Blog Intro
For your initial post this week, you are to summarize your thoughts about the first week in this class and about strategic planning in general in a paragraph or two. You can address any initial thoughts, fears, or excitement you have as well as any questions that have arisen from the readings.
The initial thoughts of strategic planning were fears that I had no clue what a strategic plan was although I have saw and read them. I had googled the definition of strategic planning before our class began but it did not make sense to me. After reading the required reading for this week, I began to understand what strategic planning is and why it is necessary for an organization. I now view an organization’s strategic planning as their road map for where they are, what they want to achieve, and hope they plan to continue into the future. Strategic planning may be viewed as a success plan that enables an organization to continue within a set path to achieve and succeed within a timeline and a given category. I reviewed the Junior League of Fort Smith's strategic plan last week and I did not understand but after I had completed the readings for week one it was like an idea light bulb appeared! I understand! I understand and now I am ready to learn more, I am no longer afraid or anxious, I am ready to excel and learn more about strategic planning. According to Strong, strategic planning has four difference levels: structured process, creative thinking, teamwork, and finally flexibility. Strategic planning is a gradual methodical step progress which determines the mission, values, vision, and the planning stage. Each step builds from the previous step but it does not cease, it continues to an understanding of an institution or business, their viability, and its future has a beginning and ending result.
I am looking forward to learn more!!! :-)
B. Spearman
For your initial post this week, you are to summarize your thoughts about the first week in this class and about strategic planning in general in a paragraph or two. You can address any initial thoughts, fears, or excitement you have as well as any questions that have arisen from the readings.
The initial thoughts of strategic planning were fears that I had no clue what a strategic plan was although I have saw and read them. I had googled the definition of strategic planning before our class began but it did not make sense to me. After reading the required reading for this week, I began to understand what strategic planning is and why it is necessary for an organization. I now view an organization’s strategic planning as their road map for where they are, what they want to achieve, and hope they plan to continue into the future. Strategic planning may be viewed as a success plan that enables an organization to continue within a set path to achieve and succeed within a timeline and a given category. I reviewed the Junior League of Fort Smith's strategic plan last week and I did not understand but after I had completed the readings for week one it was like an idea light bulb appeared! I understand! I understand and now I am ready to learn more, I am no longer afraid or anxious, I am ready to excel and learn more about strategic planning. According to Strong, strategic planning has four difference levels: structured process, creative thinking, teamwork, and finally flexibility. Strategic planning is a gradual methodical step progress which determines the mission, values, vision, and the planning stage. Each step builds from the previous step but it does not cease, it continues to an understanding of an institution or business, their viability, and its future has a beginning and ending result.
I am looking forward to learn more!!! :-)
B. Spearman
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