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Union Leadership - Strategic Planning

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Union Leadership - Strategic Planning

  1. 1. Strategic Planning LS-13 Strategic Planning/LATTC/Walker
  2. 2. Planning Quotes <ul><li>“ By failing to prepare you are preparing to fail”. </li></ul><ul><li>Benjamin Franklin </li></ul><ul><li>American Scientist, Publisher, Diplomat </li></ul><ul><li>1706-1790 </li></ul><ul><li>“ When planning for a year, plant corn. When planning for a decade, plant trees. When planning for life, train and educate people”. Proverb, Chinese </li></ul>LS-13 Strategic Planning/LATTC/Walker
  3. 3. <ul><li>GOST – basic but effective strategic plan </li></ul><ul><li>GOST is an Acronym </li></ul><ul><li>G for Goals </li></ul><ul><li>O for Objective </li></ul><ul><li>S for Strategies </li></ul><ul><li>T for tactics </li></ul>Strategic Plan - GOST LS-13 Strategic Planning/LATTC/Walker
  4. 4. <ul><li>Strategic plans direct and form organization </li></ul><ul><li>Plan contains a mission statement </li></ul><ul><li>Answers: who we are, who we serve, what services </li></ul><ul><li>Statement of more of “what” that “how” </li></ul><ul><li>Intent to pull the union forward </li></ul><ul><li>Should tell everyone what the union is all about </li></ul>Mission Statement LS-13 Strategic Planning/LATTC/Walker
  5. 5. Mission Statement Example 1 LS-13 Strategic Planning/LATTC/Walker Our mission is to unify the workforce in order to show solidarity and protect traditional union values. We are dedicated to the education of our members and the improvement of our union. We believe in bargaining collectively to insure that all people are treated fairly and equally by establishing wages, benefits, job security, and working conditions equal to or higher than industry standards. By doing so, we will improve the standard of living for our families, and our communities. UFCW Local
  6. 6. Mission Statement Example 2 LS-13 Strategic Planning/LATTC/Walker Passionately providing a voice to its membership, the local empowers and unites workers. With integrity and an unwavering dedication to economic and social justice, we organize, educate, and lead collective and political action to protect and expand the rights, wages and benefits of working families. This is your Union. Teamsters Local
  7. 7. <ul><li>Names one problem at a time </li></ul><ul><li>Points out issues inhibiting forward movement </li></ul><ul><li>Problem has a logical relationship to miss </li></ul><ul><li>Based on current knowledge, factors, root causes </li></ul><ul><li>Based on facts not feelings </li></ul><ul><li>Framed as lack of positive or too negative condition </li></ul>Problem Statement LS-13 Strategic Planning/LATTC/Walker
  8. 8. Example: Paragraph One LS-13 Strategic Planning/LATTC/Walker
  9. 9. Paragraph 2 LS-13 Strategic Planning/LATTC/Walker
  10. 10. <ul><li>Goal simply something union wants to achieve </li></ul><ul><li>Change in the current situation </li></ul><ul><li>Achieving goals takes time 6 months-3 year </li></ul><ul><li>Goals are outcomes not a process </li></ul><ul><li>Clearly states desired results </li></ul>Goal Element LS-13 Strategic Planning/LATTC/Walker
  11. 11. Goal Statement LS-13 Strategic Planning/LATTC/Walker XXXX 2013
  12. 12. <ul><li>After goals specific objectives are developed </li></ul><ul><li>Objectives guide activities and set measurement </li></ul><ul><li>Objectives are the “how’ are we going to achieve goal </li></ul><ul><li>S.M.A.R.T. is a criteria used for determining objectives </li></ul><ul><li>S.M.A.R. T. may also be applied to goals </li></ul>Objective Element LS-13 Strategic Planning/LATTC/Walker
  13. 13. Example Objectives LS-13 Strategic Planning/LATTC/Walker XXXX 2012 XXXX 2012 XXXX 2012 XXXX 2012 XXXX 2013 XXXX 2013
  14. 14. <ul><li>Strategies are the general methods to achieve objectives </li></ul><ul><li>Strategies are the overall plan </li></ul><ul><li>Strategies are set of decisions to ensure goals reached </li></ul><ul><li>Strategies are achieved through tactics </li></ul>Strategy Element LS-13 Strategic Planning/LATTC/Walker
  15. 15. <ul><li>Using Objective 3 which stated: </li></ul><ul><ul><li>The union will complete survey of members ’ collective needs and interests and compile results by 10/30/2009. </li></ul></ul><ul><li>Strategy 1: </li></ul><ul><ul><li>Create, distribute, collect and compile survey </li></ul></ul>Strategic Example LS-13 Strategic Planning/LATTC/Walker
  16. 16. <ul><li>Tactics are the actual ways to execute strategies </li></ul><ul><li>Tactics and strategies are directly related to each other </li></ul><ul><li>Tactics are indirectly related to goals and objectives </li></ul><ul><li>Tactics provide key information </li></ul>Tactic Element LS-13 Strategic Planning/LATTC/Walker
  17. 17. <ul><li>Strategy 1 </li></ul><ul><ul><li>Create, distribute, collect , compile and release survey </li></ul></ul><ul><li>Tactics </li></ul><ul><ul><li>Negotiation committee will create survey by 9/1 </li></ul></ul><ul><ul><li>Stewards will hand distribute survey to all members by 9/15 </li></ul></ul><ul><ul><li>Stewards will collect surveys by 9/30 </li></ul></ul><ul><ul><li>Negotiation committee will compile survey results by 10/15 </li></ul></ul><ul><ul><li>Negotiation Committee will mail survey results to all members by 10/28 </li></ul></ul>Tactic Example LS-13 Strategic Planning/LATTC/Walker
  18. 18. Basic Strategic Plan LS-13 Strategic Planning/LATTC/Walker Goals Problem Statement Mission Statement Objectives Strategies Tactics

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