L&D: Tuesday L&D Processes Audit 04: T&D Strategic Planning Process

T&D Process 1.2: T&D Strategic Planning Process

Note: In my 2001 book I continued my decades old name for the profession as T&D – Training & Development.

Convert for your use as necessary. I will use both T&D and L&D in this weekly series for 2018.


Not all loose processes need to be tightened up.

You should only do that Investment if the Returns warrant.


Learning By Design vs Learning By Chance

When the Cost of Non-Conformance of poor Process/people Performance warrants the Investment in T&D/ Learning/Knowledge Management Content – then make those investments.

And – just because an L&D profession can determine a valid Learning Need and gap in Content – does not in and of itself warrant meeting that need – in any manner.

It’s a Business Decision. 


The L-C-S Framework View

I use both views…


Overview of the Big Picture


T&D Process 1.2: T&D Strategic Planning Process

Process Purpose

The T&D Strategic Planning Process ensures that the T&D system’s own strategic plans are in alignment with, and are supportive of, the key needs of the enterprise.


Process Description

T&D must create its own strategies after assessing its customers’ strategic and operational plans and then assessing its current capabilities for carrying them out.

If it finds itself in a shortfall regarding these capabilities, then it must strategically plan to compensate for the shortfall. It either ignores certain projects or gets the additional resources needed via the Governance and Advisory System. The strategic planning drill must plan, assess, and replan to address any of its own current lack of capabilities, and this is a “chicken or egg first” issue.

Also, the T&D strategies may need to be updated quarterly, or more often as the business conditions require. Each enterprise must dance to the tune of its own unique industry and marketplace situation.

For More About This Process In the T&D Systems View

See my 2001 book: T&D Systems View.


Click on image to link to the download page.

T&D Systems View is also available as a $15 Paperback book – and $7.50 as a Kindle – for more information and/or to order – please go – here.

This 2018 Weekly Series Continues Next Tuesday

For Past Series Posts search this site using: “Tuesday L&D Processes Audit”

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