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BE A S
TAR!
ST
RA
TE
GY
| T
AC
TI C
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AC
CO
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T AB
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RE
SU
LTS
FIRST, A FEW DEFINITIONS…
MissionVisionGoalStrategyTactic
THE VISION
An overriding idea of what the organization should look like.
A vision is
“WHERE”
as in “Where are we headed?”
HOW DOES YOUR VISION IMPROVE YOUR BRAND?
CONSISTENCY of message and experience.
HANDS-ON PRACTICE
Using Worksheet 1:
Write down your vision
Think about the behaviors your employees should exhibit to “live the vision”
How do you currently engage them?
How could you engage them better?
TURN YOUR VISION INTO GOALS
HANDS-ON PRACTICE
Using Worksheet 2:
Write down your vision
Break it down into SMART goals
DEFINING STRATEGIES
A strategy is the large-scale plan of action, based on achieving the vision.
A strategy is a
“HOW.”
STRATEGY
A strategy looks at:
the organization,
the competition,
the environment and business climate,
and most importantly, the customer.
A SWOT analysis can be a powerful tool for directing your strategies!
STRATEGY
Look for clues…
In your business plan
In your organization’s strategic plan
HANDS-ON PRACTICE
Using Worksheet 3:
Think about strengths, weaknesses,opportunities, threats you need to considerwhen setting strategy
Write in one of the goals from the previous worksheet
Think of some strategies to reach the goal.
Do another one if you can!
DEVELOPING TACTICSTactics are the specific actions, sequences of actions, and schedules you will use to fulfill your strategy.
A tactic is a
“WHAT.”
DEVELOPING TACTICS
How do you develop the best tactics?
Resources
Timetable
Interest
Alignment
ACCOUNTABILITY
Who should be accountable?
The group member who is the
most invested, is interested,
has resources, has time.
HANDS-ON PRACTICE
Using Worksheet 4:
Write in one of the strategies from the previous worksheet
Think of some tactics you can use to reach the goal.
Do another one if you can!
REVIEWING, CHANGING, ADDING, SUBTRACTING...
Don't be afraid to change your strategies
or tactics in response to internal or
external changes.
Your vision still holds
everything together!
Measure your results
Share your results
Pat yourself on the back!
RESULTS!
