The Strategic Planning and Deployment Excellence System (SPADES): Ensuring Complete Success from Strategic Plan Development to Deployment

Description

The Strategic Planning and Deployment Excellence System (SPADES) provides a path to long-term success in the environment of rapidly changing technology and business systems. It combines the best of Hoshin Kanri, Quality Function Deployment (QFD), and other proven management and leadership tools and techniques. This book presents a set of tools and techniques for developing and deploying a long-term plan for achieving sustained success. These concepts ensure graphically tracing the strategic planning process from the foundation of organizational principles to the enterprise vision and to the organization's long-term goals. The Scientific Method is the foundation upon which the tools and techniques of SPADES are applied. The Scientific Method begins with an observation of a phenomenon which leads to development of a hypothesis to explain the phenomenon. The hypothesis is then tested and, based on the analysis of the results, the hypothesis is accepted or adjusted as necessary. The testing may then be repeated to verify conclusions. The Deming-Shewhart Cycle of plan-do-check-act (PDCA) is the application of the Scientific Method for control and continual improvement of processes and products. SPADES is the integrated evolution of the PDCA Cycle and QFD to answer the challenges of how to stay competitive, year after year, in a dynamic environment of rapidly changing customer requirements and technology. Cover Half Title Title Page Copyright Page Dedication Table of Contents Acknowledgments About the Authors Chapter 1 SPADES: What Is It and Why Use It? Implementing SPADES SPADES Provides a Sound Methodology for Developing a Strategic Plan and Avoiding Complications from Unintended Consequences Data Collection is Critical for Preparing to Develop a Successful Strategic Plan Deploying the Strategic Plan is a Process Honolulu Surfers: Implementation of SPADES Chapter 2 SPADES Roles and Responsibilities Critical Functions of an Enterprise Strategic Planning Market Research, Customer Research, and Communications Research and Technology Development Product, Service, and Process Design Product and Process Commercialization Product and Service Production Product and Service Support Measurement, Analysis, and Knowledge Management Roles and Responsibilities for Implementation of SPADES Chief Executive Executive Staff Managers and Operational Leaders Operational Leaders SPADES Facilitator Honolulu Surfers: SPADES Roles and Responsibilities Chapter 3 Preparing for Strategic Planning Curent State Asesment Customers and Their Needs and Wants Future State Estimate Honolulu Surfers: Preparation for Strategic Planning Chapter 4 The Strategy Planning Retreat SWOT Analysis Organizational Needs Matrix Force Field Analysis Strategic Plan Honolulu Surfers: Strategy Planning Chapter 5 The SPADES X-Matrix X-MatrixLegend Categories Correlation Matrices Correlation Symbols X-MatrixTemplate Honolulu Surfers: X-Matrix Construction Deployment Chapter 6 Developing the Strategy – SPADES Steps 1–3 SPADES Step 1: Establish Organization Vision Key Features of SPADES Step 1 SPADES Step 2: Develop Long-Term Goals Key Features of SPADES Step 2 SPADES Step 3: Develop Annual Objectives Key Features of SPADES Step 3 Honolulu Surfers: Implementing SPADES Steps 1–3 SPADES Step 1: Establish Organization Vision SPADES Step 2: Develop Long Term Goals SPADES Step 3: Develop Annual Objectives (Short-Term Goals) Chapter 7 Deploying and Implementing the Strategy – SPADES Steps 4–5 SPADES Step 4: Deploy/Roll Down to Departments to Develop Plans Key Features of SPADES Step 4 SPADES Step 5: Implementation Key Features of SPADES Step 5 Honolulu Surfers: Implementing SPADES Steps 4–5 SPADES Step 4: Deploy/Roll Down to Departments to Develop Plans SPADES Step 5: Implementation Chapter 8 Progress and Annual Reviews – SPADES Steps 6–7 SPADES Step 6: Progress Review (Monthly and Quarterly) Key Features of SPADES Step 6 SPADES Step 7: Annual Review Key Features of SPADES Step 7 Honolulu Surfers: Implementing SPADES Steps 6–7 First Quarter Performance Review Annual Performance Review Chapter 9 Reviewing and Refining the Strategy Review of Prior Year (or Other Determined Period) Accomplishments Roles and Responsibilities for the Review Meeting Reviewer Reviewee Refine the Strategy Honolulu Surfers: Reviewing and Refining Strategy Chapter 10 Organizational Challenges and Cures 1. Strategy 1.1 Lack of Strategic Focus 1.2 SPADES Process Not Followed Methodically 1.3 Strategic Planning Becomes a Science Project 1.4 Strategic Planning Becomes Stagnant and the Process Becomes Intransigent Honolulu Surfers: Strategy Challenges 2. Leadership 2.1 Unrealistic Vision, Mission, Goals or Objectives 2.2 Incorrect Focus 2.3 Disingenuous Participation by Leadership 2.4 Lack of Clear Guidance 2.5 Repetition Expecting Different Results 2.6 Deployment is Stalled 2.7 Ineffective Review Process 2.8 Rewards and Recognition Not Commensurate with Accomplishments Honolulu Surfers: Leadership Challenges 3. Personnel 3.1 False Employee Engagement 3.2 Storming 3.3 Warring Factions 3.4 Inflexibility 3.5 Saboteurs Honolulu Surfers: Personnel Challenges 4. Data 4.1 Lack of Timely, Relevant, or Accurate Data 4.2 Insufficient Attention to Detail 4.3 Metrics are Not Useful for Evaluating Progress 4.4 Form Over Substance Honolulu Surfers: Data Challenges SPADES Self-Analysis Checklist Honolulu Surfers: Self-Analysis Checklist Chapter 11 Epilogue Appendix A SPADES Summary Step 1: Establish Organizational Vision Step 2: Develop Long-TermGoals Step 3: Develop Short-Term and Immediate Objectives Step 4: Deploy/Roll Down to Departments to Develop Plans Step 5: Implementation Step 6: Progress Review Step 7: Annual Review Appendix B Potential Tools to Use with SPADES 1. Affinity Diagram Uses of the Affinity Diagram 2. Arrow Diagram 3. Catchball Model 4. Cause and Effect Analysis 5. Current State Analysis 6. Force Field Analysis 7. Future State Estimate 8. Interrelationship Digraph 9. Kano Model 10. Organizational Chart 11. Organizational Needs Matrix 12. Pareto Chart 13. Performance Dashboard 14. PERT Chart 15. Process Decision Program Chart 16. Project Selection Matrix 17. Risk Management Matrix 18. Run Chart 19. Senior Management Review Checklist 20. Strategy Deployment Tools 21. SWOT Analysis 22. X-MatrixTool Index