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Organizational Excellence

Strategic Priorities Toolkit

This straightforward guide can help your unit develop strategic priorities and action plans. Use it as-is or customize it for your needs; then get to work making meaningful progress.

Strategic priorities are key areas of focus over a set time frame. They align effort, guide decision-making and drive progress toward what matters most. Groups typically identify three to five strategic priorities, with a time frame of three to five years.

Unit Strategic Priorities
When developing strategic priorities for a unit, it’s essential to consider key elements that inform future direction: the university’s priorities, stakeholder needs, unit strengths and relevant external factors. Understanding these considerations will help a unit focus on a small number of well-informed, future-oriented priorities.

Setting Up for Success

1. Involve colleagues with different perspectives (senior and emerging leaders, newcomers, cross-functional voices, etc.) in developing the strategic priorities and supporting actions. This will elevate great ideas and establish common understanding, shared ownership and alignment.
2. Make time for this, but keep it efficient and focused. Offices with fewer than 10 people should plan for a half day to do this well. Larger groups may need a full day or two half-day sessions. 
3. Do some advance work so your session runs smoothly. Communicate the purpose and expected outcomes. Share reference materials in advance and schedule sessions early.

Download the Toolkit [pdf]

Organizational Excellence


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