Strategic Planning

The strategic planning framework is a fundamental building block for the success of any organization, and is essential for successful adoption of all five excellence criteria. It also contributes directly to an institution’s Excellence certification in the leadership criterion. For an institution to become a certified Center of Excellence, it must have a clear understanding of its role, goals, and objectives. Excellence, Inc. offers direct assistance to support the process through which an institution adopts a member-centered, results-focused, and transparent strategic planning framework.

Excellence, Inc. assistance includes reviewing (and in some cases defining) the core functions of the institution, matching roles and responsibilities of the various functions or sub-groups, assessing how they compare to the vision of the organization, and helping institutionalize ongoing strategic analysis and benchmarking. This is especially relevant in establishing the connection between the outputs of the organization and the desired outcomes for which it was established.

Strategic thinking focuses on institutionalizing the process through which an organization creates, monitors, and updates member-centered, results-based, and transparent strategic plans that embrace specific, measurable, achievable, resource-backed, and time-bound (SMART) goals. Excellence, Inc. services also include assisting in the creation of an effective, qualitative and quantitative monitoring and evaluation system.

This service is offered both separately and as part of EXI’s institutional transformation methodology.