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Section 1
Introduction
Need for a strategic Plan:
Planning helps ensure that an organization remains relevant and responsive to the
needs of its shareholders, and contributes to organizational stability and growth. It
provides a basis for monitoring progress, and for assessing results and impact. It
facilitates new program development. It enables an organization to look into the
future in an orderly and systematic way.
Most organizations understand the need for annual objectives and a focused work
plan. Funders and investors require them, and they provide a basis for setting
priorities, developing annual objectives and operating plans which also include a
systematic plan for resource development, organizational development, and in
some cases Board development. Most companies find it practical to define tactically
detailed goals for a 12-month period, and to design strategies and action steps to
meet them.
Longer-range planning – planning beyond the next year seems more difficult. But it
is nonetheless very critical to long-term success. The plan must be evaluated at the
end of each quarter with monthly accountability meetings to ensure plan
achievement.
We have created a five-year strategic plan incorporating a strategy for raising
equity to build a new campus in Salinas, re-launch PHT, and acquire four cooler
properties between 2017-2020 with the use of funds outlined.
How the plan was developed:
JLW was retained on July 21, 2016, to conduct an evaluation of Growers Ice Company. The
process included SWOT evaluations from all employees, one-on-one interviews of
employees by Jim White, one-on-one interviews of directors and shareholders, meetings
with customers to include customer surveys, meetings with affiliate principals and a one-
on-one coaching session with the general manager, staff and an offsite 2017 tactical
planning and leadership development session for twenty employees and management of
Growers Ice Company and Central Coast Cooling.
Prepared for Growers Ice Company, Inc.
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Jim White, PhD --- JL White International