From the course: Strategic Planning Foundations

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Creating strategic filters

Creating strategic filters

From the course: Strategic Planning Foundations

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Creating strategic filters

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- When you go to create your strategic filters, it's an exercise very similar to the exercise you'll do to create your vision and your mission. You're going to look to get the right people in the room, the manager of the organization, their direct staff, people from functions that support the team, and look for people from multiple levels of the organization to be involved. Take a look back to the organization's core competencies that you defined. Look at your vision, your mission, your goals and your guiding principles because those are all going to be filters that help keep you going in the right direction. When you generate your filters look for qualitative and quantitative filters. You'll want things that say this is what we are as an organization, and some of those quantitative filters to say these are the metrics that are important to us. And then you're going to get everybody in the room and conduct the same whiteboard…

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