Five-Phase Strategic Plan Process

1. Strategic Analysis, Planning, and Goal Setting 2. Strategies and Resource Requirements 3. Organization, Management, and Administrative Strategies 4. Metrics and Benchmarking 5. Implementation 6. Evaluation

Strategic Action Plan Outline (Sample Outline)

I. Executive Summary (consider the following)

1. The CLIENT's Description
2. The CLIENT's Vision and Mission
3. The Organization: Business Goals and Strategies (Growth, Quality, Cost)
4. The Role of Training to Implement Change and Sustain Improvements (Goals/Strategies)
5. The CLIENT's Vision and Implementing Successful Training and Assessment
6. Where the CLIENT is Today?
7. How Does the CLIENT Compare to the World?
8. How Does the CLIENT Compare to the Vision?
9. What the CLIENT Has to Do to Achieve the Vision?

i. Strategic goals
ii. Business Objectives
iii. Estimated cost to achieve
iv. Estimated business cost and results of status quo solution
v. Metrics or what will show milestones and let you know when you get there?

10. How Do You Ensure Required Executive and Management Support?
11. How Do You Determine and Ensure Business and Organizational Readiness?

II. A Strategic Vision of the CLIENT's Future Training and E-Learning Programs

Comparative Analysis of the CLIENT's Business Goals, Objectives, and Strategies and Learning and Performance Requirements. Include:

1. Learner Analysis of existing and new learners. Identify psychological, cultural, organizational, and sociological needs and readiness and provide direction for individualized, self-motivating, and collaborative learning environments, culture, and community.
2. Performance Management and Measurement Analysis. Identify business and individualized learner needs. Establish measures to assess and report increasing levels of expertise and improved performance aligned with business objectives. Identify domains of expertise not just for learning and job performance objectives but also for improved online learning ability.
3. Training Analysis. Integrate legacy and new e-learning programs with on and offline solutions.
4. Content Analysis. Provide direction for production of content library and assessment (usability, development, administration, management, sharing) for knowledge, performance and instruction.
5. Usability Analysis. Determine usability of learning solutions (including curriculum management, user registration and administration, content delivery, etc.).
6. Technology Analysis. Determine what technology and tools are available, ready, and useful, and meet learner needs and performance objectives.
7. Cost Benefit Analysis. Determine costs based on 1-3 viable solutions. Explore high, medium, and low approaches).
8. Human Resource and Environmental Analysis. Determine impact of supporting learning systems, client relationships, collaboration, and organizational development.
9. Additional Analysis. Consider additional analysis, including diagnostics, implementation, marketing, help, customer and technical support. Evaluate extent of resources needed to accomplish key business initiatives/goals.

Benchmark Analysis
Resource Management of Existing and Future Training (Problem
Identification)
Vendor Analysis
Conclusions

4.0 Tips for Proposed System Design
Propose a specific 1-2 and a less specific 2-3-year vision.

1. Ensure tight integration between business, human resources, and knowledge and performance management.
2. Focus on the learner, learning, and improved performance, not the tools and technology.
3. Provide evolving policies, systems, strategies, processes, and prototyping that implement products over incremental improvement cycles.
4. Transition analysis into comprehensive, long-term, evolving problem-solving objectives and strategies (i.e., identify the gaps, fulfill requirements for today, and plan for tomorrow)
5. Provide strategies for developing on and offline blended solutions that support enterprise-wide infrastructure, individualized environments, supportive online learning relationships, collaboration, communication, and e-learning culture.
6. Provide strategies (design and technology) for sharing or repurposing resources (e.g., interweave transition between instruction, performance, and knowledge management).
7. Provide realistic learning and performance objectives and solutions. Measure not only improved business and performance, but also improved online learning ability (more self-motivated, self-directed, and self-assessed learning).
8. Benchmark today's solution and provide evaluation criteria for today's and tomorrow's evolving solutions.
9. Consider scalability, security, global standards, global communication and infrastructure, and evolving requirements.