PART I
Utilize the Plan of Action and Milestones (POAM) framework to organize your implementation plan. Start this section with a brief introductory paragraph or two to state your implementation strategy, and provide a POAM spreadsheet including all goals, objectives, and POAM. You will have to make a few educated guesses when determining funds needed for an objective.
See p. 281-286 of Download p. 281-286 ofStrategic Planning: As Simple As A, B, C Download Strategic Planning: As Simple As A, B, C, and follow the guidelines provided. (Note: APPM stands for action plan project manager.
PART II
Write an Executive Summary which will precede your Strategic Plan.
The Executive Summary summarizes each of the major sections of your plan. This is important since it will help other key constituents, such as employees, advisors, and investors, quickly understand and support your plan. The Executive Summary should be around 1-2 pages. Do not use an executive summary template from the internet. Those templates are created for business plans, and won’t necessarily translate to our project. Instead, summarize briefly each section of your strategic plan, highlighting the parts most important or interesting to the business; then create transitions for a readable executive summary.
Please note: The implementation plan should be added onto the last section of your strategic plan (Strategic Priorities). The executive summary should be added to the top of the document, just before the company profile. We are building a strategic plan with each milestone, and continuing to build on the same document with each step will help teams ensure they are staying on track.
Rubric
Implementation Plan AND Executive Summary Rubric
Implementation Plan AND Executive Summary Rubric
Criteria Ratings Pts
This criterion is linked to a Learning OutcomeFollowed instruction: Implementation Plan
Utilized POAM worksheet or other organized framework to develop your implementation plan. All goals and objectives are included within the implementation plan. Roles are assigned using limited research (i.e. actual leaders from the company or job titles are listed as responsible parties, rather than random names). Explanations are given for each task within the description field. Team made substantial efforts to complete the POAM. Team included 1-2 introductory paragraphs ahead of the POAM. 15 to >9.0 pts
Excellent
You’ve met all requirements of the implementation plan portion of the assignment. 9 to >0.0 pts
Satisfactory
You’ve made a good effort on the implementation plan portion of the assignment. Please address comments to make improvements prior to submitting your final plan. 0 pts
Unsatisfactory
Team did not complete an implementation plan. Please see the instructions, and complete the implementation plan.
15 pts
This criterion is linked to a Learning OutcomeExecutive Summary
Team developed a 1-2 page document summarizing each section of the strategic plan:
–Company Background
–Mission, Vision, Guiding Principles (and Environmental Analysis)
–Strategic Priorities: Goals & Objectives
–Implementation Plan
The team includes transitions between sections for better flow and presents a summary free of grammatical or spelling errors. 10 pts
Excellent
You’ve met all requirements of the Executive Summary portion of the assignment. 6 pts
Satisfactory
You’ve made a good effort on the Executive Summary portion of the assignment. Please address comments to make improvements prior to submitting your final plan. 0 pts
Unsatisfactory
Team did not complete an executive summary. Please see the instructions, and complete the executive summary.
10 pts
Total Points: 25
