1. Jenny Erickson 2009 Strategic Planning 101 WHAT DO WE HAVE TO DO?

2. Formal requirements that are codified in laws, statutes, charters etc. or Informal expectations from stakeholders or through cultural norms

3. Affects the organization’s actions and resources. Organizations may assume they are more constrained then they actually are. Some mandates can become over emphasized.

4. Step 1. (Have someone) compile the organization’s formal and informal mandates - Formal: Review by-laws, charters, statutes etc. - Informal: ???

5. Step 2: Review the mandates to clarify what is required, forbidden, and allowed. MandateSource (charter, policy etc) Key Requirements Effects on Organization Evaluation Criteria □ Funded □ Still Appropriate □ Out of date □ Conflicts with others □ Funded □ Still Appropriate □ Out of date □ Conflicts with others Bryson’s Worksheet 7

6. Step 3: Remind the organization’s members what it is required to do.

7. Don’t get hung up on mandates. Consider the mandates of partner organizations in a coalition.

8. 1.) What mandates can we change? 2.) How do our mandates impact the future direction of the organization? 3.) What programs are not affected by mandates? 4.) Is our mission consistent with our mandates?

9. Work in pairs to develop a list of the potential formal and informal mandates for the Community Health by Design Council.