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Purpose
•	Write measurable objectives for sustaining and improving the business in the areas of
o	Administration
o	Management
o	Personnel
o	Purchasing and Procurement
o	Sources of Business
o	Client Management.
•	Review actual performance against these objectives.
•	Modify and update written objectives, to continually improve performance 

Background
Strategic planning can include preparation of:
•	budget
•	local policies
•	performance analysis
•	marketing plans
•	market feedback reports
•	development plans
•	business plan
•	human resource planning
o	replacement of staff (succession planning)
o	training (multi- or cross-skilling)
o	staffing levels.

Review outcomes can include:
•	new services
•	service improvement
•	productivity improvement
•	identification of training needs
•	re-allocation of resources
•	changes in marketing
•	changes to Management Systems.

Scope
All Management and Executive
 
Procedure
Timing of strategic and business planning is:
Operations Planning	: monthly – projected for the quarter.
Business Planning	: One Year
Strategic Planning	: One to three years out

The timing for the 12-month cycle for Strategic and Business Planning is: 

MARCH	Print and circulate Business and Strategic Plan
Develop Budget for next financial year
Forecast result for current year	
APRIL	Finalise Budget	
MAY	Approve Business Plan and Budget	
OCTOBER	Review Business Plan and forecast Year End	
JANUARY	Review Business and Strategic Plan