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Strategic Planning Skills [Online]

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This course will provide you with the skills for developing a clear understanding of your organization’s current and desired state, its operations and market position. Learn how to develop a mission and vision statement for your company, after gathering the information that influences your business, from operational data to assessing internal and external factors.


Executives, managers, consultants, and other business professionals who are responsible for strategic planning in an organization.


An understanding of business processes.


Course Introduction

Preparing for the Strategic Planning Process

  • Set the Parameters for the Strategic Planning Process
  • Preliminary Planning Phase
  • Stakeholder
  • Establish a Committee
  • Establishing a Committee - Assessment Activity
  • Gather Operational Data


Initiating the Strategic Planning Process

  • Develop a Mission Statement
  • Develop a Vision Statement
  • Assess Internal and External Environments
  • Environmental Scan
  • Trend
  • Performing SWOT Analysis


Developing the Strategic Plan

  • Prioritize What the Strategic Plan Will Address
  • Set Goals and Objectives
  • SMART Goals
  • Hierarchy of Objectives
  • Develop Strategy for Achieving Goals
  • Draft the Strategic Plan


Executing the Plan

  • Assign Responsibility and Authority
  • Accountability
  • Strategic Alignment
  • Establish a Monitoring System


Course Closure

course info

Course ID: CA-1006
Course Level: Intermediate
Duration: 4 hours

Register Online


PMI Talent TriangleThe following table provides the breakdown of the professional development units (PDUs) for this course aligned with the PMI Talent TriangleTM.

  Tech. Ldrshp. Strat. & Bus.
PMP 0 0 4
PgMP 0 0 4
PfMP 0 0 4
PMI-ACP 0 0 4
PMI-SP 0 0 4
PMI-RMP 0 0 4
PMI-PBA 0 0 4

The three columns in the above table are Technical Project Management, Leadership, and Strategic & Business Management.

Other Credits

Other professional (re)certification credits are available, including:

  • Certified Business Analyst Professionals (CBAPs) earn 4CDUs (Category 2B)
  • Certified Software Quality Engineers (CSQEs) earn 0.5 RU
  • CIPS Information Systems Professionals (ISPs) earn 4 Learning Credits
  • CIPS Information Technology Certified Professional (ITCPs) earn 4 Learning Credits