Strategic Planning Roles and Responsibilities Matrix
Explore the strategic planning roles and responsibilities matrix, detailing the key tasks and involvement of Chief Legal Officers, Legal Leadership Teams, and Legal Operations Department members in strategic planning processes. Learn about developing strategic objectives, defining enabling actions, creating implementation plans, and overseeing initiatives in this comprehensive guide.
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Roles and Responsibilities Matrix Strategic Planning 1
Strategic Planning: Roles and Responsibilities Strategic Planning Step Chief Legal Officer / General Counsel Legal Leadership Team Legal Operations Department Team Members Responsible for the Department s strategic plan and process. Sets direction for implementation Participates in development of strategic plan Participates in implementation through communications and actions Participates in development of strategic plan Leads development of implementation plan Implements operational aspects Provides input and feedback Participates in implementation through actions and demonstration of expected behaviors Role Discuss company strategy and goals with senior business leadership Discuss group strategy and goals with client leaderships Gather corporate strategy and goal documentation Develops appropriate information to assist Leadership Team with historic information to inform planning Prepare strategic planning workshop materials Provide input on department operations and client goals and needs, as requested 1 Prepare for strategic planning 2
Strategic Planning: Roles and Responsibilities (contd) Strategic Planning Step Chief Legal Officer / General Counsel Legal Leadership Team Legal Operations Department Team Members Lead or participate in visioning workshop Participate in visioning workshop Lead or participate in visioning workshop n/a 2 Conduct visioning workshop Provide initial input Sign-off on objectives Develop strategic objectives and supporting actions Develop strategic objectives and supporting actions Provide data and analysis, as needed Act as Project Manager Provide input and feedback 3 Develop strategic objectives Provide guidance and direction of enabling actions Define enabling actions Define tools, processes and resources needed for each enabling action Provide detail to Legal Leadership team Provide input, as requested 4 Define enabling actions 3
Strategic Planning: Roles and Responsibilities (contd) Strategic Planning Step Chief Legal Officer / General Counsel Legal Leadership Team Legal Operations Department Team Members Provide initial input Sign-off on roadmap Prioritize enabling actions for each objective Provide input and support n/a 5 Develop strategic roadmap Reviews draft Provides input and feedback Sign-off on implementation plan Reviews draft Provides input and feedback Draft initial implementation plan including actions and timeline Provides supporting detail, as needed Incorporates feedback to finalize n/a 6 Develop implementation plan Sets direction for implementation and provides executive oversight of related initiatives Sets tone for communications Leads initiatives Cascades communications Provides guidance to team members on implementing Leads financial analysis, as needed Lead or participates in operational initiatives Supports communication drafting and distribution Provides project management over initiatives Incorporates strategic objectives into performance goals Participates in implementation teams, as assigned Incorporates new practices, processes and tools into daily practices, as appropriate 7 Execute implementation plan 4
