2What is strategic planning? Strategic planning is a disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it.John Bryson, Strategic Planning forPublic and Nonprofit Organizations
3What is strategic planning? Strategic planning is a systematic process through which an organization agrees on—and builds commitment among key stakeholders to—priorities which are essential to its mission and responsive to the operating environment.Michael Allison & Jude Kaye, Strategic Planning for Nonprofit Organizations
4What is strategic planning? Strategic planning is the process by which an organization envisions its future and develops the necessary procedures and operations to achieve that future.Source unknown
5What is strategic planning? Organized common sense!
6Strategic planning asks three fundamental questions Who and what are we?What do we do now, and why do we do it?What do we want to be and do in the future, and why?How do we get there from here?
7Strategic Planning v. Long Range Planning 1) Is based on a predictable future2) Starts with goals and objectives3) Rarely involves qualitative changes,usually just marginal shifts in a consistent theme4) Is plan oriented5) Asks “What business are we in?”
8Strategic Planning v. Long Range Planning Strategic Planning 1) Places an emphasis on stakeholders 2) Considers a range of possible futures 3) Builds on issues and emphasizes development of strategies 4) Is action oriented 5) Asks “What business should we be in?”
9ELEMENTS OF A STRATEGIC PLANNING PROCESS Environmental AssessmentMission Development or RefinementStrategy Development (Goals & Objectives)Implementation/Action Planning
10Pre-planning Questions 1. How much commitment is there to the strategic planning process? 2. What do we hope to achieve from a strategic planning process? What will success look like? 3. Whose plan is it? 4. What issues or choices do we think need to be addressed?
11Pre-planning Questions 5. What period will the plan cover? 6. Who should be involved in the development of the plan? 7. How many hours do we want to devote to planning meetings? 8. What is the expected time frame for the process?
12Pre-planning Questions 9. Do we want to use consultant(s)? And, if so, how will we coordinate with the consultant(s)? 10. What type of written plan do we envision? 11. What steps or process will we use for planning?
13Environmental Assessment Gathering information is the first step in any planning process. Avoid solipsistic thinking! Solipsism is the belief that nothing exists outside yourself. Sometimes organizations fall into a solipsistic trap when planning, thinking the only important information is what the planners already believe or know.
14Environmental Assessment The environmental assessment analyzes factors in the organization’s environment that influence and shape its mission and character.The assessment views the organization’s current position in light of:Past eventsCurrent conditionsFuture possibilities
15Environmental Assessment Assessments involve stakeholders:persons, groups or other organizations with a “stake” or interest in the future of your organization.Stakeholders include:VolunteersClients/ConsumersFundersEmployeesBoards of DirectorsOther not-for-profit organizationsBanks holding notes or mortgagesSuppliers/vendorsCommunity Leaders
16Environmental Assessment The assessment helps planners identify WOTS UP? (Weaknesses, Opportunities, Threats and Strengths Underlying Planning)Internal StrengthsWhat do we do well?External OpportunitiesWhat changes are taking place in our environment that might allow us to better achieve our mission?Internal WeaknessesWhere can we improve?External ThreatsWhat changes in the environment do we need to guard against or prepare for in doing our work?
17Environmental Assessment The assessment may include:key informant/stakeholder interviewsfacilitated focus groupsquestionnaires
18Strategic Planning Mission Development or Refinement Once information is gathered through the assessment, planning moves to:Mission Development or RefinementStrategy Development (Goals & Objectives)Implementation/Action Planning
19Develop or refine the mission A mission statement should clarify the organization’s purpose and direction.
20Develop or refine the mission Think about:Who are we?What is our purpose?Why do we exist?What are the basic social and political needs we exist to address?What do we want to do to recognize or anticipate and respond to these needs or problems?What makes us distinct or unique?
21Strategy DevelopmentStrategies outline your organization's response to the challenges it faces.Definition of strategy:The approach by or direction of an organization which allows it to achieve its purpose.Strategies can include: policies, programs, projects, actions, and resource allocations.
22GOALS AND OBJECTIVESGOALS are key end results or desired conditions over time, for which a work group expects to be held accountable.GOALS should be supportive of the overall purpose and mission of your organization. They are results, not tasks or activities.Why set goals?Would you get on an airplane if you didn’t know where it was going to land?
23GOALS AND OBJECTIVESOBJECTIVES are performance targets that must be reached if the organization is to achieve its goals.OBJECTIVES are more specific than goals; they are the translation of goals into concrete terms against which results can be measured.Characteristics of objectives:MeasurableSpecific—who will be served & how will they benefit?Realistic—what can be done about the problem?Time-limited—when will the objective be accomplished?
24MISSION, GOALS & OBJECTIVES The Mission is a general intentGoals are accomplishments to be achieved in pursuit of the missionObjectives are specific & measurable tactics used to reach and achieve goals.
25PDSA (Plan, Do, Study, Act) is an ongoing cycle Developed by Dr. W. Edwards Deming
26Need information about gathering information for planning? Questions?Need information about gathering information for planning?Feel free to contact:Lane Gewecke Consulting