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Keeping the Plan on Track <br /> Strategic planning bears the most fruit when seen as both a planning retreat or event and a continuous process in which the plan is regularly <br /> reviewed, evaluated and refined. The following Quarterly Evaluation flow will be crucial in keeping the plan "on track"for monitoring and <br /> evaluation purposes. <br /> Quarterly Evaluation and refinement sessions: <br /> • 2—3 hour events to affirm accomplishments, acknowledge struggles, capture learnings, make adjustments, build anticipation, and <br /> establish commitment for the next quarter. Meetings scheduled during the 1 st or 2nd week of the third month of the quarter. <br /> • The face-to-face nature of this event is very important. Memos, emails, and other forms of communication do not allow for adequate <br /> team building and consensus building. <br /> • These Quarterly Evaluation events work best if everyone who is involved in the implementation attends. At minimum, those <br /> responsible for the accomplishments should attend quarterly evaluation and refinement sessions. <br /> • Invisible benefits often include strengthening the organization's learning process and allowing for system-wide adjustment to <br /> unforeseen influences that must be taken into account. <br /> Annual Planning: <br /> The 1st month of 1st Quarter is the time to do a new 12 month plan and requires about 6 hours. <br /> • Review the whole year. <br /> 00 • Develop plan for the next year. <br /> • Celebrate * Celebrate * Celebrate! <br /> Proposed Planning Rhythm: <br /> Objectives: Assess accomplishments, plan for the next period; affirm and re-energize individuals and teams <br /> Product/Outcome: Clear tasks and roles for the next period <br /> Sept 2016 Dec 2016 March 2016 June 2016 <br /> Quarterly Planning Event Quarterly Planning Event Quarterly Planning Event Preparation for Annual <br /> 2-3 hours 2-3 hours 2-3 hours Planning Event <br /> Quarterly Planning Event Agenda: ! Oifltd .mow ' <br /> • <br /> A Review Vision, Obstacles Strategic Directions <br /> • Evaluation of 90 Day Plans—accomplishments? What didn't get ;'; {' ° , ` NOW <br /> ,., <br /> done, blocks, learning, implications : , ;a tu.., ., '.: !',. <br /> • Plan for the next 90 Days—Measureable Accomplishments oniDrt' <br /> quarterly timeline 90 day action plan for each accomplishmentIde <br /> " ;VM�lliwl��$' •� ,���'f/V^i�a+,.'n:�°. 'y,•,.Y. ;Qe4 <br /> Far in and Documentation: by Dr.Richard Fursman and Irina Fursman/651" 533/www.hue.life 12 <br />