Cómo formular objetivos estratégicos

Welcome to the exciting world of strategic planning. As we move forward, the importance of formulating clear and consistent strategic objectives becomes more evident. These objectives not only direct the organization's efforts, but also align the entire team towards a common purpose. Here we will show you how to set these objectives effectively and classify them under various organizational perspectives.

What is the importance of defining strategic objectives?

Strategic objectives are the heart of any organizational planning. They define what really matters in your strategy and must be aligned with your company's vision, mission and values. But why are they crucial?

• Strategy realization: Agreeing on what the organization should focus on helps turn ideas into action.
• Orientation and evaluation: They act as guides to establish goals and evaluate their fulfillment through indicators.
• Team unification: They ensure that all members work towards the same objectives, fostering cohesion.

How to formulate effective strategic objectives?

Designing effective objectives is essential for successful strategic planning. There is a simple and effective formula: verb + noun + adjective. For example: "increase fundraising at events". However, to know if an objective is met, it is necessary to define specific indicators to measure it.

How to classify strategic objectives?

Classifying strategic objectives under different perspectives provides a more balanced approach. I propose four main perspectives:

1. Financial perspective: focuses on the economic health of the company. Example of an objective: increase profits.
2. Customer perspective: Seeks to improve customer relations and satisfaction. Example of objective: to improve customer service.
3. Internal processes perspective: Aimed at optimizing and aligning the company's processes. Example of objective: to increase vertical integration.
4. Learning perspective: Promotes innovation and continuous development. Example of an objective: to increase research and development capacity.

I encourage you to consult your workbook and accept the challenge of formulating three strategic objectives for each perspective of your company. These objectives will be instrumental in guiding the growth and development of your organization. Keep going on this journey of learning and growth!