Strategic Planning

This item is free to Āpōpō members through our partnership with IAM.

Version 1, January 2024

This document provides guidance on the Strategic Planning process. Strategic Planning is the process an organisation uses to undertake strategic asset management planning, to establish asset management objectives, and develop the asset management strategy. It includes how the organisation is to address the outputs from demand analysis; the processes for
determining enhancement, long-term renewal, and maintenance work volumes; and the associated risks and costs to meet the asset management objectives. Both asset portfolio planning and asset management system planning are usually undertaken as part of the overall organisational strategic planning.

The main focus of this SSG is to describe the strategic planning process itself, its key considerations, and key steps. Recognising, of course, that in practice, this will come with many variations depending on organisational size and/or sector.