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PD Certification

Awakening for Strategic Planning

Every company wants to achieve a goal and for this they need to build a plan containing appropriate and specific objectives to enable the desired success.

These objectives to achieve the main purpose should also include the challenges identified in the external environment to the company, ie: it is worth considering the interference of known and unknown competitors and calculate possible situations that may jeopardize the achievement of the target.

Thus, aiming to prepare the company for the market adversities and as well to prepare a relevant action strategy, it is necessary to create a strategic planning.

According to the Wikipedia, Strategic Planning[1] is:

“an organization’s process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy. Strategic planning became prominent in corporations during the 1960s and remains an important aspect of strategic management. It is executed by strategic planners or strategists, who involve many parties and research sources in their analysis of the organization and its relationship to the environment in which it competes”.

Following a model proposed by the Magazine Exame[2], one can use five basic steps to developing a strategic planning success:

  1. Define the purpose;
  2. Diagnose the market;
  3. Identify strengths and weaknesses;
  4. Build an action plan; and
  5. Monitor every step.

Therefore, passing through the steps and maturing the preparation of planning, it should be considered revising previous steps to make sure not to forget important points.

Strategic planning should be aligned, if any, with the Operational Planning[3] that, according to Wikipedia,

“is the process of planning strategic goals and objectives to tactical goals and objectives. It describes milestones, conditions for success and explains how, or what portion of, a strategic plan will be put into operation during a given operational period, in the case of commercial application, a fiscal year or another given budgetary term. An operational plan is the basis for, and justification of an annual operating budget request. Therefore, a five-year strategic plan would typically require five operational plans funded by five operating budgets”.

Changing the approach, which was mainly directed to administration, and directing the information presented to the line of project management, the characteristic of strategic planning changes, because the focus will be on a given project, and not on the company itself. Thus, it can be said that strategic planning is a methodology to assist in fulfilling the main goal of a project, ie: its execution following the criteria agreed with the customer, within a level of quality expected, among others factors. Therefore, using a guide such as Prince2 or PMBOK can be of great importance to ensure that significant points do not pass unnoticed.

It is clear, then, that strategic planning can be done at different levels of the organization and, in the case of project management, it should be focused on the outcome of the project.

Finally, it should be emphasized that each project has its own identity and thus a specfic strategic planning should not be used as a standard or guide without performing the proper understanding of the project as a whole.

[1] Strategic Planning: Accessed in: 10/16/2016.

[2] Magazine Exame: Accessed in; 10/16/2016.

[3] Operational Planning: Accessed in: 10/16/2016.