The Strategic Planning Process

What Is Planning Team Strategy?

Planning Team Strategy is a logical, orderly, innovative, easy-to-learn and use approach to strategic planning in an organization, department or team. The process includes three phases:

1. The Strategic Plan
2. The Tactical Plan
3. The Operational Plan

Sequential steps guide the team through each phase. Included is a Planning Communication Cycle that facilitates optimum involvement of the team and builds collaborative consensus.

Planning Team Strategy facilitates eight steps of effective planning: Steps 1-3 lead a team in strategic planning which determines the desired results and Steps 4-8 build the tactical plan that describes how the strategic plan will be realized.

These eight steps are planned in reverse order from the future in order to “begin with the end in mind.” Implementation of the plan is “back to the future.” The operational plan designs the practical details of accomplishing the tactical plan.

How Does It Work?

The colorful, planning Participant Workbook includes an 11″ X 23″ planning arrow that visualizes any strategic plan. Utilizing team communication and synergistic decision-making, teams set their strategic, tactical and operational plans. All members of the planning team are involved in the final product using a special collaborative method. The Master Facilitator Guide teaches strategic planning while facilitating the process. Upon completion, the colorful planning arrow can be displayed for visual impact or carried in a personal planning notebook.
Completion Time: 4 to 7 hours

About the Interactive Version

The computer version of Planning Team Strategy follows the same 3-phase, 9-step process form as the popular paper workbook version. Once you download the program to your computer you can conduct thousands of Strategic Planning sessions. Each file can be saved, revisited and transported to other teammates who also have the program on their computers. The program works well as a “ThinkPad” device to prepare for a strategic planning session or to do individual strategic planning.  Project the program through an LCD and an entire team can view and discuss a problem while the operator captures and saves discussion in the dialogue boxes.

How Planning Team Strategy Fits into the Advanced Team System

The Planning Team Strategy program comprises Volume III of the Advanced Team System, a comprehensive guide to teamwork that is made up of three volumes. In order to experience the full benefit of the program, you will need to purchase Volume III Master Facilitator Guide, Planning Team Strategy. The Master Facilitator Guide includes the materials you will need to successfully lead a team-planning workshop and guide a team through a successful meeting. Additional workbooks are available for you to purchase for each member of your team.

PTS Master Facilitator Guide Volume III includes an introduction to Volume III and full description, answer sheets, cue card masters, black and white masters for presentation overheads and an Advanced Teamwork Glossary.

PTS Presentation PowerPoint is a professional, full-color presentation that includes PTS copyright and trademark materials and graphics in an easy-to-use format. Users must sign an end user license agreement.

Additional Workbooks

PTS Participant Workbook is an 8-page, full-color exercise with scenario and detailed instructions for a highly professional presentation.

PTS Interactive Program is available as a CD for your Mac or PC. Purchase and install this program on your computer for continuous personal use. The program is licensed and may only be installed on the buyer’s personal computer. Each separate user is required to purchase a separate program. Pricing is available for multiple installations. Requires Mac OS X 10.5, Windows XP or Windows Vista.

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