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| Preface to the Third Edition | |
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| Acknowledgments | |
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| The Authors | |
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| An Overview | |
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| Introduction | |
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| The Context and Process of Strategic Change | |
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| Readiness Assessment Worksheets | |
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| Interviewing People About the Proposed Strategic Planning Process | |
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| Strengths, Weaknesses, Opportunities, and Challenges (or Threats) | |
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| Barriers to Strategic Planning | |
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| Expected Costs of Strategic Planning | |
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| Expected Benefi ts of Strategic Planning | |
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| Thinking Strategically About Strategic Planning | |
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| Should We Proceed with the Strategic Planning Process? | |
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| Creating And Implementing Strategic Planning: Ten Key Steps | |
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| Initiate and Agree on a Strategic Planning Process | |
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| Worksheets | |
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| Plan the Planning Effort | |
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| Strategic Planning Team Membership, Roles and Responsibilities, Reporting Relationships, Tasks, and Competencies | |
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| Meeting Agenda | |
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| Meeting Summary | |
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| Meeting Evaluation | |
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| Designing Learning Forums | |
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| Strategic Planning Process Communications Plan | |
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| Creating an Elevator Speech | |
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| Clarify Organizational Mandates | |
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| Worksheets | |
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| Initial Compilation of Mandates | |
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| Background for Group Discussion of Mandates | |
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| Identify and Understand Stakeholders, Develop and Refine Mission and Values, and Consider Developing a Vision Sketch | |
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| Worksheets | |
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| Stakeholder Identifi cation | |
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| External Stakeholder Analysis | |
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| Internal Stakeholder Analysis | |
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| Power Versus Interest Grid | |
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| Key External Stakeholder Engagement | |
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| Key Internal Stakeholder Engagement | |
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| Mission Statement | |
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| Values Statement | |
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| Vision Sketch | |
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| Assess the Environment to Identify Strengths, Weaknesses, Opportunities, and Challenges | |
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| Worksheets | |
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| Internal Strengths | |
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| Internal Weaknesses | |
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| External Opportunities | |
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| External Challenges (or Threats) | |
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| Competencies, Distinctive Competencies, and Distinctive Assets | |
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| Identify and Frame Strategic Issues | |
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| Worksheets | |
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| Individual Strategic Issue Identifi cation | |
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| Operational Versus Strategic Issues | |
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| Master List of Key Strategic Issues | |
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| Master Strategic Issue Statement | |
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| Formulate Strategies to Manage the Issues | |
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| Worksheets | |
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| Some Key Questions for Identifying Strategies | |
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| Strategy Statement | |
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| Criteria for Evaluating Suggested Strategies | |
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| Checklist for Contents of the Strategic Plan | |
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| Review and Adopt the Strategic Plan | |
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| Worksheets | |
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| Plan Review and Adoption Process | |
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| Plan Evaluation | |
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| Establish an Effective Organizational Vision for the Future | |
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| Worksheet | |
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| Vision of Success | |
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| Develop an Effective Implementation Process | |
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| Worksheets | |
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| Evaluating Priorities for Existing Strategies, Programs, Products, Services, and Projects | |
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| Evaluating Priorities for Proposed New Strategies, Programs, Products, Services, and Projects | |
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| Prioritizing Strategies, Programs, Products, Services, and Projects | |
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| Creating Implementation Recommendation and Action Teams (I-Teams) | |
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| Action Planning | |
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| Microsoft Project Schedule Template | |
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| Strategy/Action Status Report Form | |
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| Reassess Strategies and the Strategic Planning Process | |
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| Worksheets | |
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| Improving Existing Strategies | |
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| Improving the Strategic Planning Process | |
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| Resources | |
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| Model Readiness Assessment Questionnaire | |
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| Brainstorming Guidelines | |
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| Snow Card Guidelines | |
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| Strategic Planning Workshop Equipment Checklist | |
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| Conference Room Setup Checklist | |
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| Model External Stakeholder (or Customer) Questionnaire | |
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| Model Internal Evaluation Questionnaire | |
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| Analyzing and Reporting Results of Internal and External Surveys | |
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| Glossary | |
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| Bibliography. | |