The Strategic Planning Certificate program spans eight hours and is completed online, over the course of two half days. When you complete this program, you’ll take part in a multi-day live, virtual instructor-led (VILT) class that includes ample time for discussion, analysis and application.

PREWORK

Prework includes an individual information gathering exercise that will prepare you with the necessary background to engage with the course content, tools and templates. 

In preparation for this Certificate, we encourage you to review the following: 

• Your organization’s mission and vision. 

• Your organization’s goals and strategic priorities. 

• Your L&D department’s goals and objectives. 

• Any previous strategic planning work that you or your L&D team have completed. 

DAY 1

WHAT IS STRATEGIC PLANNING?

• Strategic Planning and Management Framework
• Introduction to Your Strategy Roadmap
• Integrated Surround Strategy Model

TARGETING AND ALIGNMENT

• • Step 1: Targeting your plan for alignment.
  • Vision vs Mission
    • Activity: Mission and Visioning Rubric
  • Strategic alignment rubric
    • Activity: 6 Steps, Actions, Tools Framework, Strategic Priorities Form

DAY 2

ASSESSING YOUR OPERATING ENVIRONMENT

• Step 3: Information gathering through assessment.
• PESTEL Analysis 
  • Activity: PESTEL Framework Template 
• SWOT Analysis and application with TOWS 
  • Activity: SWOT Framework Template, TOWS Framework Template, GAPI Analysis Template 

CREATE AND MONITOR YOUR ROAD MAP AND ACTION PLAN

• Step 4: Creating your strategy roadmap, including identifying key performance indicators (KPIs).
  • Activity: Strategy Roadmap Template
• Step 5: Action planning for execution.
  • Activity: Action Planning Template
• Step 6: Monitoring targets and taking corrective actions.
  • Activity: KPI Balanced Scorecard Analysis Template

NEXT STEPS STAKEHOLDER INVOLVEMENT

• How to involve the stakeholder across all steps
• Keys to success

CAPSTONE ACTIVITY: Action Planning Template

WANT TO LEARN MORE?

Visit the FAQs page, or contact us to speak to someone directly.