Ministry Planning with OGSM

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Ministry Planning with OGSM

“Oh Great, (just) Shoot Me!” Those OGSM words have been heard more than once when a new strategy planning process is about to begin. Born in the fear and anxiety we feel about increased accountability and evaluation, that’s a natural response.

Of course, OGSM isn’t an abbreviation for “Oh Great, (just) Shoot Me!” It’s an acronym for classic strategy planning in four steps: Objectives, Goals, Strategies and Measures.

Start with the strategy planning pre-requisite—vision and values. Vision answers the question: WHY does the organization exist? A model vision statement is the one adopted by Willow Creek Community Church:

Willow Creek exists to turn irreligious people into fully devoted followers of Jesus Christ.

Values are an outgrowth of ministry vision. They are a set of PRIORITIES that govern everything that happens in a ministry. Everything that you do—every event, program or initiative—will somehow address these priorities.

For example, a church might have values that clarify its priorities like this:

  • Prayer – Prayer is our foundation.
  • Worship – Worshiping together is important to us.
  • Missions & Evangelism – We actively share our faith with neighbors and nations.
  • Discipleship – We grow spiritually in small groups.
  • NextGen – Faith at home matters for the next generation.

With vision and a set of values in your pocket, strategy planning can begin. The OGSM acronym spells out a straightforward process:

  1. Objectives – WHAT will you do to accomplish each value? Typically, you will develop 2-3 objectives for each organizational value. Use WORDS for your objectives.
  2. Goals – What is your numerical goal? Develop a goal for each strategy, plan and objective. Set goals either early or late in the process. Set incremental benchmarks (short and medium-term goals) to achieve throughout the year. It may be useful to establish goals as a FINAL step in the process. Use NUMBERS for your goals.
  3. Strategies – HOW will you accomplish each objective? WHAT will you do? Develop several strategies and plans for each objective. Use WORDS for your strategies.
  4. Measures – What does success look like for each strategy? How do you MEASURE success numerically for each strategy and plan? Brainstorm several ways to measure success for each strategy and plan. Use NUMBERS for your measures.

Objectives usually have a “we will” structure. In order to accomplish organizational vision and values, your objective is what you will do to accomplish those priorities. For example, ministry values might lead to objectives like:

  • Prayer – We will seek the face of God and pray for spiritual renewal as the first step in total commitment to Jesus Christ.
  • Worship – We will give our best offering to God with a worship blend that celebrates the old and the new.
  • Evangelism – We will build relationships to introduce friends and neighbors to Jesus Christ.
  • Discipleship – We will reach, teach and care for people through Bible Fellowship and community groups.
  • NextGen – We will equip parents to raise godly kids and be spiritual leaders at home.

Strategies are the action plan for each objective. They answer the essential HOW and WHAT questions with strategic plans, tactics and details. Quantitative MEASURES help you evaluate a plan’s success or failure. Finally, GOALS are the objective stated numerically.

So what’s the Big Idea?

Establish an organizational vision and a set of values. Then write your strategic plans in four steps: Objectives, Goals, Strategies and Measures.  It’s the way you achieve more for the Kingdom personally and keep the organization aligned with the Great Commission.

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Source

“What Willow Believes,” Accessed March 5, 2015, http://www.willowcreek.org/aboutwillow/what-willow-believes.

Clarify the Win

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Clarify the Win

Measuring what you do is the only way you know you’re accomplishing something important. It’s how you clarify the win and know what success looks like in every area of your life.

Consider how often you start a task or set a goal without defining a strategic way to measure the preferred outcome. Sometimes it’s a simple oversight. At other times, we don’t measure because we fear the result won’t be what we expect it to be.

It’s also true that we can have shifting definitions of success. When something doesn’t go as planned, we may be tempted to redefine the win and rationalize an unexpected (and non-vision-driven) outcome.

The right measures clarify the win in your personal, professional and organizational worlds. They also combat vision drift and misalignment in 2 strategic ways:

  • They focus on outputs vs. inputs. Inputs tell you what ingredients go in to something. Outputs tell you what comes out on the other side. Move beyond simple input measures to the more significant outcomes you’re aiming for.
  • They measure quantitative vs. qualitative success. Qualitative measures are subjective and experiential. Quantitative measures, or metrics, are objective and numerical. In most cases, quantitative measures are the best way to measure outcomes without bias.

Remember that measures aren’t goals. Measures are an objective way to express the size, quantity or degree of something. Goals are a numerical objective and desired result for the measures you set. Both are important, but goals won’t mean much if you don’t measure the right things.

Clarify the win in 5 quick steps:

  1. Define success with measurable outcomes (metrics). Measure with quantitative and objective outcomes. Use unambiguous metrics to paint a clear picture of action plan results.
  2. Select the right measures. Align measures with organizational vision and values. Think beyond inputs to outputs.
  3. Record the results. Devote time to evaluating and measuring your plans. If you complete a task or goal, plan some time to compare it against the strategic measures you set.
  4. Track data trends. Trends show where you are in relation to your past and can be a predictor of future growth (or decline). Read measures intelligently and watch for important trends indicating health, effectiveness and relevance.
  5. Make measures-driven adjustments. Honest measures indicate one of two things. Either you’ve accomplished your goal or you haven’t. Either you’re moving in an upward trend or you’re not. Make adjustments based on measured results.

So what’s the Big Idea?

Clarify the win. Measuring what you do is the only way you know you’re accomplishing something important.

Resources

4 Q&A Evaluation Strategies

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4 Q&A Evaluation Strategies

Evaluation doesn’t have to be one-sided. Consider the give and take of a coaching dialogue to evaluate progress on important organizational goals and objectives.

Evaluation should be personal and relational, so begin any coaching conversation with a demonstration of authentic concern for your team member:

  • Check on family.
  • Discuss personal needs and growth.
  • Pray together.

Then ask thoughtful questions and listen for honest answers with these Q&A evaluation strategies:

1. Gaps and Goals – Identify important, vision-aligned gaps and focus on the next 30 days.

  • What business, customer or ministry GAPS exist? What’s missing and what’s a vision-aligned solution?
  • What 3 GOALS do you have for the next 30 days?
  • What 1 THING is the most important thing right now?

2. Stop, Start or Continue Method – Consider what you should stop, start or continue doing.

  • What do you need to STOP doing? What’s not working?
  • What do you need to START doing? What new ideas should you try? Why do you need to do this?
  • What do you need to CONTINUE doing? What’s working well?

3. Eisenhower Decision Matrix – Realize that what is important is seldom urgent and what is urgent is seldom important.

  • What IMPORTANT/URGENT things should be done immediately and personally?
  • What IMPORTANT/NOT URGENT things should be scheduled?
  • What UNIMPORTANT/URGENT things should be delegated?
  • What UNIMPORTANT/NOT URGENT things should be dropped?

4. SWOT Analysis – Evaluate internal strengths and weaknesses and external opportunities and threats.

  • What are organizational and ministry STRENGTHS?
  • What are organizational and ministry WEAKNESSES?
  • Where are the external OPPORTUNITIES? Where is God working and how can you go there?
  • What are the THREATS to continued growth or ministry?

So what’s the Big Idea?

Ask careful questions to evaluate progress on important organizational goals and objectives. Thoughtful questions with honest answers are the coaching way to achieve the best evaluation outcomes.

Resources

More Questions

  • What are your top 3-5 objectives?
  • How well do department objectives line up with organizational objectives?
  • Why should you do that?
  • How will you do that?
  • How will you measure success?
  • What has to happen to have success with that?
  • What’s your follow-up or follow-on plan?

5 Reasons Why Short-Term Goals Matter

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5 Reasons Why Short-Term Goals Matter

Most people need something to aim for. It’s the reason organizational vision and values are important. It’s also why we develop objectives, goals, strategies and measures (OGSM and other strategy plans).

“Big picture” objectives drive most of the goals we set. That’s a good thing. Each type of goal—short, medium or long-term—has an important place in the process.

Let’s define the duration of goals this way:

  • Short-Term – 30 days or less
  • Medium-Term – 2 to 11 months
  • Long-Term – 12 months or more

Recognize that every long-term objective rises and falls on details, next steps and daily to-do lists. If the small things remain undone, the greater goal simply won’t have traction.

Here’s why you need short-term personal, professional and organizational goals:

  1. Short-term goals create a “next step” culture. It’s helpful to think in terms of next steps. Ask youself: What’s the best thing I can do to move one step closer to a long-term goal? It’s amazing what you can accomplish when you spend intentional time every day on smaller goals, inching ever closer to larger objectives.
  2. Short-term goals provide a psychological boost. Long-term (think annual) goals and objectives may seem unrealistic or difficult. Adjust your thinking with a focus on the day, week or month ahead. Be specific with short-term goals and due dates, but don’t be anxious about the long-term objective. Instead, give your mind a mental boost by focusing on achieving this week’s goals.
  3. Short-term goals prioritize daily tasks. Daily and weekly goals are a great way to sort through the Eisenhower Decision Matrix. Recall that what is important is seldom urgent and what is urgent is seldom important. Short-term goals help you prioritize important/urgent things first, important/not urgent things second, and least important things last. Read more
  4. Short-term goals provide for supervisor-employee feedback. Most of us need objective feedback and accountability to stay on track. Short-term goals provide for that in small, timely and specific ways. Monthly supervisor-employee coaching, mentoring and other feedback built around a discussion of short-term goals helps you know where you’re succeeding and where there’s room for improvement.
  5. Short-term goals create space for adjustments to “big picture” plans. Annual goals and objectives are the “big picture” plans you’re striving for. Breaking down those long-term goals into smaller segments is a good idea. If there’s a problem with your “big picture” plan, you’ll discover it as you implement the plan and aim toward a short-term goal. Short-term goals help you adapt to changing conditions on the fly and adjust the long-term objective.

So what’s the Big Idea?

Establish short-term goals as a first step towards achieving larger personal, professional and organizational goals. Spend intentional time every day on smaller goals, inching ever closer to your long-term objectives.

Resources

Ask the Right Questions

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Ask the Right Questions

Asking the right questions is important. Whether the arena is personal or professional, we have to be willing to go from the surface to deeper levels of thought, insight and analysis.

I can’t say I’ve always done that consistently, but I’m resolving to spend more time thinking and less time doing in 2015. To get the ball rolling, I’ve compiled my short list of daily questions.

My list includes questions to ask about myself, my calling, my relationships (with God and others) and my organization. And the final question is a commitment to…ask more questions.

What about you? Do you have some questions worth asking?

Here’s my daily Q&A:

  • Are you giving God your best offering today?
  • Are you doing your best today?
  • Are you giving today with no expectation of any ROI?
  • Are making it fun, real and true?
    • Are you making it fun for others? (the PEOPLE question)
    • Are you being real and authentic? (the AUTHENTICITY question)
    • Are you staying true to your personal calling and to your organization’s vision and values? (the ALIGNMENT question)
  • What 3 additional questions need to be asked today?
    • Why? (the PURPOSE question)
    • How? (the STRATEGY question)
    • Who? What? When? Where? (LOGISTICS questions)

So what’s the Big Idea?

Ask thoughtful questions each day to gain fresh insight about a whole range of personal, professional and organizational concerns. Answer your daily Q&A with honesty and commit to make key adjustments along the way.

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