Sustainability Strategy Plan
Sustainability Goal:
Strategic Plan Goal:
Select Strategic Plan Goal
Sustainability Strategy:
Business Strategy:
Select Business Strategy
Success Criteria: What do we want to accomplish?
Planning Phase
Strategy Session Prep: What needs to get done before the Strategy Session?
Who?
Task
Role
Executive Leadership
Team
Sustainability Leads
Innovation Leads
Team Leads
Responsibilities
 Work with Sustainability Leads to prioritize Sustainability
Strategies
 Work with Sustainability Leads to ensure strategy
outcomes will be achieved with Success Criteria in mind
 Ensure Sustainability and Team Leads resources are
available and have dedicated time and skill set to
support strategy session tasks
 Address risks/gaps and work with Sustainability Leads to
implement risk mitigation
 Take action if Success Criteria is not being met
 Work with Team Leads to prepare for strategy sessions
 Coordinate and work with Team Leads and Team
Members to secure the appropriate resources for
strategy sessions
 Monitor and track strategy session status to report
timeline, scope, and risk impacts to Executive Leadership
Team
 Maintain communication and reporting efforts to all
involved in strategy sessions
 Communicate resource requirements (time, attendance,
tasks, etc.) to supervisors of assigned resources
 Develop, update, and communicate templates, forms,
and overall process to Team Leads, Team Members, and
Executive Leadership Team
 Plan training and/or business process changes to ensure
appropriate resources are available to provide training
 Review and build strategy planning documents
 Provide guidance on the overall Sustainability Plan
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
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Completion Date
Who
DCMs & CM
Budget, BIPO, CM Office
(if available)
Clay, Meaghan, Mario,
GS ?, Carlos, Nolan,
Adrienne, Joe (from
MDC), PS?
Track strategy session status to report timeline, scope,
and risk impacts to Sustainability Leads
Schedule and conduct strategy session meetings
Document strategy session outcomes, follow up items,
and risk/issues
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Sustainability Strategy Plan
Role
Responsibilities
 Act as liaison between Sustainability Leads & Executive
Leadership Team and Team Members
 Coordinate training and ensure appropriate resources
are available to provide training
 Complete all tasks as assigned
 Report risks/gaps to Sustainability and Team Leads
 Work with Operations to obtain guidance and
information about processes and procedures for specific
Sustainability Strategies
 Operational and fiscal process experts to provide insight
and guidance on specific strategies and procedural
information
Team Members
Operations
Who
Departments,
management,
community
High Level Timeline: Determine the estimated start/end date for the specific strategy
Plan
Action
Estimated Start Date:
mm/dd/yyyy
Estimated End Date:
Are there high level tasks or implications that need to be considered in each phase?
Result
mm/dd/yyyy
Action Phase
Idea Hub Review
Idea Submission
Comments/Discussion
What do we want to ask them?
What outcome do we want?
Let’s brainstorm additional questions or outcomes…Are there areas that require more attention or have larger
impacts?
Result Phase
Follow Up Tasks
Who?
Task
Completion Date
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Sustainability Strategy Plan
Post Go-Live Performance Measures:
What do you need/want to track after Go-Live to show the project has completed its goals, milestones, or
deliverables? What do you have to track to show the project has increased efficiency, effectiveness, visibility OR
reduced risk/avoided cost?
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