Strategic Planning

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Strategic Planning Sharon Schnelle, Presenter Sponsored through

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Strategic Planning

Transcript of Strategic Planning

Page 1: Strategic Planning

Strategic Planning

Sharon Schnelle, Presenter

Sponsored through

Page 2: Strategic Planning

Goals of TrainingParticipants will understand

The basics of strategic planning How to develop good vision and mission

statements for your organization The basics of logic model planning Identifying strengths, weaknesses,

opportunities and threats (barriers) of your organization

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Training Agenda Welcome & Introduction Basic Housekeeping information Strategic Planning process Skills Vision and Mission process Skills SWOT process Skills Logic Modeling process Skills Practicing the Skills

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Strategic Planning – What is this?

The “big picture” of what your agency is doing and where it is going

Helps determine where your organization is going over the next year or more

Why is this important?Takes you outside the day-to-day activities of your

organization or project and helps give you clarity about what you actually want to achieve and how to go about achieving it rather than a plan of action for day-to-day operations.

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Strategic Planning Models Goals-Based

Most common Works with the agency vision, mission, and the agency

goals to work toward achieving the mission

Issues-Based Starts with examining issues that the organization is

facing

Organic Focus is primarily on vision and values

Scenario

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Components of a Strategic Plan

Vision – Developing a clear understanding of what is your preferred future

Mission – Developing a sound statement about why you exist

Core Values and Beliefs – Describes behaviors and ideas that are important to your organization

Strategic Issues – The issues that create a gap between the ideal and reality

Operational Plans – How are you going to achieve your vision?

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Steps of a Strategic Plan Where is your agency in its

development RIGHT now? Assess the Internal and External

Environments SWOT Analysis

S Str engths W Weaknesses Internal Environment

O Oppor tunities T Thr eats External Environment

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SWOT AnalysisRegardless of whether your

organization is future planning for specific products, work, personal or any other area, the SWOT analysis process is the same.

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SWOT Analysis cont.

Step 1 – In the here and now… List all strengths that exist now. Then in turn, list all weaknesses that exist now. Be realistic but avoid modesty!

Step 2 – What might be… List all opportunities that exist in the future. Opportunities are potential future strengths. Then in turn, list all threats that exist in the future. Threats are potential future weaknesses.

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SWOT Analysis cont.

Step 3 – Plan of action… Review your SWOT matrix with a view to creating an action plan to address each of the four areas.

Step 4 – Develop Operational Plans, Monitor Actions, Evaluate Progress, and Revise the Plan!

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Other Steps in Strategic Plan Create a Vision Define core

beliefs and values of your agency

Identify your agency’s mission

“ If you don’t know where you’re going, any path will get you there.”

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Steps in Strategic Plan cont.

Identify critical strategic issues Sometimes referred to as barriers

Develop goals and detailed action plans for each strategic issue How can you maximize the forces in

favor and minimize forces against?

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Steps in Strategic Plan cont.

Monitor Action Plans your agency has developed in response to the critical issues

Evaluate progress of achieving the outcomes Revise the plan as necessary

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Contact

Sharon [email protected]