The Strategic Planning and Deployment Excellence System (SPADES): Ensuring Complete Success from Strategic Plan Development to Deployment

183 Pages·2020·10.084 MB·English

by  Jack B. Revelle, Susan L. Stuffle, Harry K. Jackson

The Strategic Planning and
Deployment Excellence System
(SPADES)

The Strategic Planning and
Deployment Excellence
System (SPADES)
Ensuring Complete Success from
Strategic Plan Development to
Deployment
Jack B. ReVelle, Ph.D.,
Susan L. Stuffle, PE, MBB
Harry K. Jackson, Jr., MBB
First edition published in 2020
by Routledge/Productivity Press
52 Vanderbilt Avenue, 11th Floor New York, NY 10017
2 Park Square, Milton Park, Abingdon, Oxon OX14 4RN, UK
© 2020 by Jack B. ReVelle, Susan L. Stuffle, and Harry K. Jackson
Routledge/Productivity Press is an imprint of Taylor & Francis Group, an Informa business
No claim to original U.S. Government works
Printed on acid- free paper
International Standard Book Number- 13: 978-0-367-33301-0 (Hardback)
International Standard Book Number- 13: 978-0-429-31988-4 (eBook)
This book contains information obtained from authentic and highly regarded sources.
Reasonable efforts have been made to publish reliable data and information, but the
author and publisher cannot assume responsibility for the validity of all materials or the
consequences of their use. The authors and publishers have attempted to trace the
copyright holders of all material reproduced in this publication and apologize to
copyright holders if permission to publish in this form has not been obtained. If
any copyright material has not been acknowledged please write and let us know so we
may rectify in any future reprint.
Except as permitted under U.S. Copyright Law, no part of this book may be reprinted,
reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other
means, now known or hereafter invented, including photocopying, microfilming, and
recording, or in any information storage or retrieval system, without written permission
from the publishers.
For permission to photocopy or use material electronically from this work, please access
www.copyright.com (www.copyright.com) or contact the Copyright Clearance Center,
Inc. (CCC), 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400. CCC is a not- for-
profit organization that provides licenses and registration for a variety of users. For
organizations that have been granted a photocopy license by the CCC, a separate system
of payment has been arranged.
Trademark Notice: Product or corporate names may be trademarks or registered
trademarks, and are used only for identification and explanation without intent to
infringe.
Visit the Taylor & Francis Web site at
www.taylorandfrancis.com
The authors dedicate this book to our
respective families for their enduring
support and patience, not only during
the writing process, but for everything
that has brought us to this point in life to
make the creation of this book possible.
We also dedicate this book to all of
you who read it, and value quality
as a way of the future. Thank you.

Contents
Acknowledgments ............................................................................................xi
About the Authors .........................................................................................xiii
Chapter 1 SPADES: What Is It and Why Use It? ......................................1
Implementing SPADES ..............................................................3
Honolulu Surfers: Implementation of SPADES ......................5
Chapter 2 SPADES Roles and Responsibilities ..........................................7
Critical Functions of an Enterprise ...........................................7
Roles and Responsibilities for Implementation of
SPADES .................................................................................10
Honolulu Surfers: SPADES Roles and Responsibilities ........12
Chapter 3 Preparing for Strategic Planning .............................................15
Current State Assessment .........................................................16
Customers and Their Needs and Wants ..................................19
Future State Estimate .................................................................20
Honolulu Surfers: Preparation for Strategic Planning ..........22
Chapter 4 The Strategy Planning Retreat .................................................25
SWOT Analysis ..........................................................................27
Organizational Needs Matrix ...................................................27
Force Field Analysis...................................................................28
Strategic Plan ..............................................................................30
Honolulu Surfers: Strategy Planning .......................................32
Chapter 5 The SPADES X- Matrix .............................................................37
X- Matrix Legend ........................................................................37
X- Matrix Template ....................................................................39
Honolulu Surfers: X- Matrix Construction .............................40
Deployment ................................................................................44
Chapter 6 Developing the Strategy – SPADES Steps 1–3 ......................45
SPADES Step 1: Establish Organization Vision .....................46
vii
viii  •  Contents
SPADES Step 2: Develop Long- Term Goals ...........................48
SPADES Step 3: Develop Annual Objectives .........................50
Honolulu Surfers: Implementing SPADES
Steps 1–3 ...............................................................................52
Chapter 7 Deploying and Implementing the Strategy –
SPADES Steps 4–5 .....................................................................57
SPADES Step 4: Deploy/Roll Down to Departments
to Develop Plans ..................................................................58
SPADES Step 5: Implementation .............................................61
Honolulu Surfers: Implementing SPADES
Steps 4–5 ...............................................................................66
Chapter 8 Progress and Annual Reviews – SPADES
Steps 6–7 .....................................................................................71
SPADES Step 6: Progress Review (Monthly and
Quarterly) ........................................................................72
SPADES Step 7: Annual Review ..............................................75
Honolulu Surfers: Implementing SPADES
Steps 6–7 ...............................................................................78
Chapter 9 Reviewing and Refining the Strategy ......................................85
Review of Prior Year (or Other Determined Period)
Accomplishments ................................................................86
Roles and Responsibilities for the Review
Meeting .................................................................................88
Refine the Strategy .....................................................................91
Honolulu Surfers: Reviewing and Refining
Strategy ..................................................................................92
Chapter 10 Organizational Challenges and Cures ....................................97
1. Strategy ..................................................................................98
2. Leadership ..........................................................................100
3. Personnel ............................................................................106
4. Data .....................................................................................110
SPADES Self- Analysis Checklist ...........................................113
Chapter 11 Epilogue ...................................................................................119
Contents  •  ix
Appendix A
SPADES Summary .................................................................123
Step 1: Establish Organizational Vision ..............................123
Step 2: Develop Long- Term Goals ......................................124
Step 3: Develop Short- Term and Immediate
Objectives ..........................................................................125
Step 4: Deploy/Roll Down to Departments to
Develop Plans ....................................................................126
Step 5: Implementation .........................................................127
Step 6: Progress Review ........................................................128
Step 7: Annual Review ..........................................................129
Appendix B
Potential Tools to Use with SPADES ...................................131
1. Affinity Diagram .............................................................131
2. Arrow Diagram ...............................................................133
3. Catchball Model ..............................................................134
4. Cause and Effect Analysis ..............................................135
5. Current State Analysis ....................................................136
6. Force Field Analysis ........................................................137
7. Future State Estimate ......................................................138
8. Interrelationship Digraph ..............................................139
9. Kano Model ......................................................................141
10. Organizational Chart ......................................................142
11. Organizational Needs Matrix ........................................143
12. Pareto Chart .....................................................................144
13. Performance Dashboard .................................................144
14. PERT Chart ......................................................................146
15. Process Decision Program Chart ..................................147
16. Project Selection Matrix .................................................148
17. Risk Management Matrix ...............................................150
18. Run Chart .........................................................................151
19. Senior Management Review Checklist .........................152
20. Strategy Deployment Tools ............................................153
21. SWOT Analysis ...............................................................155
22. X- Matrix Tool ..................................................................156
Index ...............................................................................................................157