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STRATEGICPLANNINGOUTLINE
1.
Identifyissuesyourorganizationneedstoaddress.
Whyaretheyissues?
Whataretheconsequencesofnotrespondingtotheseissues?
2.
Gatherinformationfromstakeholders.
Usingthesestrategicissues,developaplanforgatheringinformationtoaddressthoseissues
(informationneeded,whotohowtoinvolvethem,whoandwhen).
3.
Createamissionstatement.
Whatisthefocusproblemthatourorganizationexiststosolve?
Whataretheassumptionsonwhichourorganizationdoesitswork?
Whatisthepurposeofourorganization?
Whatarethemethodsthatourorganizationusestoaccomplishitspurpose?
Combineyourpurposesentenceanddescriptionofmethodsinacompellingmission
statement:
Developapowerfultaglineorslogan.
4.
Createavisionstatement.
Whatisyourorganizationsrealisticbutchallengingguidingvisionofsuccess?
Describehowtheworldwouldbeimproved,changed,ordifferentifourorganizationwas
successfulinachievingitspurpose.
Whatarethevalues,beliefs,orguidingprinciplesthatshouldguideyourboard
interactionswitheachotherandwithconstituencies?
Writeacompellingvisionstatementthatincorporatesalloftheabovecomponents.
5.
Articulatepreviousandcurrentstrategies.
Areorwerethesestrategieseffective?
Shouldtheybeconsideredasstrategiesforthefuture?
6.
ConductaSWOTAnalysis.
Listtheorganizationsstrengths,weaknesses,opportunities,andthreatsnotedby
stakeholdersduringtheinformationgatheringstep.
Listpossiblestrategiesthatrespondtotheseforces.
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com
7.
Articulatefuturestrategies,goals,andobjectives.
CarryforwardthestrategieslisteddevelopedduringSWOTanalysis.
Thenidentifygoalsandobjectivesfortheorganizationthatlinktothosestrategies.
Includefinancial,administrative,andgovernancegoalsandobjectives.
Identifywhatresourcestheorganizationneedstosupportitsprogramgoals.
8.
Conductactionplanning.
Specifythestepstheorganizationwilltaketoaccomplisheachobjective,specifywhowillbe
responsible,andassigndeadlines.
9.
Developabudget.
Showtheorganization'sannualstatementofincomeandexpensesandcomparisonwiththe
budget.
BuildingCapacityinYourOrganization
2015TomRomito,Facilitator,Cleveland,OH44109USA
Email:
thomasmromito@gmail.com
Web:
http://www.tomromito.com