Strategic Planning

Step-by-Step Process:

1. 1. Preparation

      • Determine planning team and prepare schedule
      • Distribute preliminary planning materials
      • Review available data regarding existing systems and corporate direction

   2. Workshop I

      • Conduct first planning workshop
      • Identify preliminary goals and objectives
      • Develop framework for interviews and remaining workshop

   3. On-Site Interviews

      • Interview operations and accounting personnel regarding existing and desired systems
      • Review existing systems, reports, and documentation
      • Identify organizational opportunities and issues that impact the overall system direction

   4. Compile Results

      • Document results of first planning workshop and interviews
      • Evaluate strengths and weaknesses of various technology alternatives
      • Return results to planning team members for review and feedback

   5. Research

      • Conduct necessary research on appropriate technologies and products
      • Correspond with vendors of existing systems as necessary
      • Develop reports and materials for second workshop based on analysis results

   6. Workshop II

      • Conduct review of observations and recommendations
      • Work with planning team to prioritize various objectives and initiatives
      • Confirm direction, priorities, and schedule
      • Conduct action-planning workshop

   7. Action Planning

      • Document necessary activities
      • Assign responsibilities and associated timeframes
      • Develop bar chart schedule incorporating activities and dates

   8. Documentation

      • Prepare memorandum for distribution to the planning team and organization
      • Prepare information systems planning document
      • Conclude any open correspondence with software vendors