Strategy and Business Planning Toolkit | Peter Wright

Peter Wright - Using this Toolkit

This is how the private download page appears when you purchase the Strategy and Planning Toolkit. The private and secure download page contains all the contents of the Strategy and Business Planning Toolkit.

Upon purchase, you will use your customer ID and password to visit the page as often as you wish to download the documentation and either view or download the videos. As this page is for demonstration only, ONLY the Using This Toolkit video is linked.

Main Toolkit Documentation

COMPREHENSIVE CONCEPT DOCUMENTATION

This MS Word document is the primary, comprehensive written documentation covering all key concepts in detail.
(157 Pages)

TOOLKIT PRESENTATION SLIDES

This PowerPoint presentation provides access to all the content contained in the slidecasts below.
(270 Pages)

SKILL BOOSTERS

Contains 8 ancillary planning concepts.
(21 Pages)


Toolkit Videos

Click on the image to view the video, or DOWNLOAD VIDEO as a .zip file

Using this Toolkit

Peter Wright - Using this Toolkit

Watch this Slidecast first for an overview and tips for getting the most out of the toolkit.

Role of Board Versus Management

Peter Wright - Role of Board Versus Management

This Slidecast will help you determine the best approach to planning for your particular association size and composition.

Making the Case for Planning

Peter Wright - Making the Case for Disciplined Association Planning

Quick overview of why disciplined planning is critical in associations.


Guiding Principles of Association Planning

Peter Wright - Guiding Principles of Association Planning

Foundational principles to guide your association planning efforts as you execute the concepts in the toolkit.

Basic Planning Concepts

Peter Wright - Basic Planning Concepts

Defines the basics of strategy, mission, vision, values, etc...

The Integrated Planning Model

Peter Wright - Introduction to the Integrated Planning Model

The foundation of the process and the basis for understanding how all the concepts of this toolkit fit together.

Timeline of the Overall Process

Peter Wright - Timeline of the Overall Process

An important step by step overview to learn the overall approach and to plan your own process.

Interviewing in Association Planning

Peter Wright - Interviewing in Association Planning

An introduction to the critical skill of interviewing required in your planning process.

Practical Vision Introduction

Peter Wright - Practical Vision Introduction

An introduction to the concept of a new, more practical, measurable approach to defining your vision.

Practical Vision in Practice

Peter Wright - Practical Vision in Practice

More detail to help you prepare to define your organization's practical vision.

Practical Vision Session Walkthrough

Peter Wright - Practical Vision Session Walkthrough

A step by step walkthrough of the actual planning session you can use to define your practical vision.

Facilitation in Association Planning

Peter Wright - Facilitation in Association Planning

An introduction to the most important skill required for successful planning.

Strategic Imperatives Background

Peter Wright - Strategic Imperatives Background

An introduction to the concept of defining measurable, time constrained, scope constrained strategic imperatives.

Strategic Imperatives in Practice

Peter Wright - Strategic Imperatives in Practice

More detail to help you define your strategic imperatives as a basis for real and meaningful prioritization.

SI High Level Session Walkthrough

Peter Wright - SI High Level Session Walkthrough

A step by step walkthrough of the actual planning session you can use to define your strategic imperatives.

SI Detail Session Walkthrough

Peter Wright - SI Detail Session Walkthrough

A walkthrough of the session to build detail around your strategic imperatives as the basis for your operational plan.

Amalgamation Session Walkthrough

Peter Wright - Amalgamation Session Walkthrough

A walkthrough of the session to bring together your strategic imperatives and amalgamate your operational plan.

Operational Planning

Peter Wright - Operational Planning

Overview of the operational plan between strategy and execution.

The Planning Execution Gap

Peter Wright - The Planning Execution Gap

A Slidecast to help transition from static annual planning to dynamic planning.

Dyanamic Planning

Peter Wright - Dyanamic Planning

Take business planning to the next level, to help your organization create a planning process that is leading edge.

Project Management Primer

Peter Wright - Project Management Primer

High level introduction to ensuring project execution that is tightly aligned to strategy.

Project Planning Session Walkthrough

Peter Wright - Project Planning Session Walkthrough

Walkthrough a specific session that can be used to easily define a project or action plan of any size.

Value Proposition

Peter Wright - Value Proposition

Define a clearly articulated, well understood, value proposition, as the basis for your strategy.

Performance Measurement

Peter Wright - Performance Measurement

Creating strong alignment between your metrics and targets with the words and intentions of your plan.

Long Term Financial Plan

Peter Wright - Long Term Financial Plan

The mechanism to use to set the long term strategy of an association in a practical and measureable fashion.

Investing in Association Strategy

Peter Wright - Investing in Association Strategy

Focused on the obligation of association boards to make real financial investments on long term association viability.

Simple Quarterly Board Planning Process

Peter Wright - Simple Quarterly Board Planning Process

Simple process for quarterly planning including an introduction to the quarterly Board Dashboard.

Mission Session Walkthrough

Peter Wright - Mission Session Walkthrough

Walkthrough of a session to define or redefine your organizations very reason for being.

Values Session Walkthrough

Peter Wright - Values Session Walkthrough

Walkthrough of a session to define what your organization believes are the best ways of operating.


Illustrations, Tools, Templates and Checklists

MAIN DOCUMENTATION ZIP

File: Action Planning Template

File: Action Planning Template 2

File: Amalgamation Session Agenda

File: Amalgamation Session PowerPoint Template

File: Board Dashboard Template

File: Breaking Down Silos in Large Associations

File: Core Values Example

File: Enviro Scan Template

File: Fun Team Collaboration Exercise

File: Gap Analysis Templates

File: Integrated Initiative List Template

File: Interview Invitations

File: Interview Protocol 1

File: Interview Protocol 2

File: Interview Protocol 3

File: Interview Protocol 4

File: Interview Protocol 5

File: IPM Exercise For Learning

File: Issues Log Template

File: Long Term Financial Plan For Associations

File: Meeting Agenda Template

File: Mission Statement Example

File: One Page Project Template

File: Operational Plan Template

File: Planning Session Agendas

File: Practical Vision Example 1

File: Practical Vision Example 2

File: Practical Vision Example 3

File: Practical Vision Example 4

File: Project Collection Template

File: Project Plan Template One Pager

File: Strategic Imperatives Next Steps Email

File: Strategic Imperative Teams

File: Strategic Imperative Template Detailed

File: Strategic Imperative Template One Pager

File: Values Workshop Team Template

File: Various IM Session Facilitation Templates

Technical Questions? E-mail:

Questions For the Author?

A Quick Note About Intellectual Property
The words, concepts, and ideas contained in these downloads are the authors' creation, with a few exceptions where noted, and together they represent a valuable inventory. If you purchased this product, you have the authors' permission to use any concept, phrase, sentence, diagram, template, or presentation in the course of your own work without credit to the author or Association Hub. Do not sell, rent, or share any of the contents of this Association Hub Toolkit in whole or part, for any other purpose.