1. Your Strategic Plan
Strategic Template

2. Twelve Critical Scaling Questions
1. What are your social impact scaling goals? (Refer to slides)
   What strategies will you use to scale your project? (Refer to slides)
What key activities (in the next three years) will you employ to implement these strategies?
What are the main challenges/threats you will face in scaling your impact; how will you overcome these challenges?
2. How will scaling lead to sustainability?
3. Internal issues: What organizational structure will be required to implement scaling strategies?
What will be the human resource needs and management structure?
How will the governance structure or board members (composition) need to change or adapt to achieve scaling objectives?
How much approximately will scaling up cost (next three years), and how will you finance these costs?
How will scaling impact your organization’s culture and core values?
What systems, procedures, policies will be required to scale your project?
4. How will you measure your success?

3. Creating Strategies Strategic Goal = solve a problem
Intermediate Objectives = causes of the problem
Strategies = solutions
Implementation = Actions

4. Setting Strategic Goal
Exercise
Refer back to problem analysis which is the basis of focus for your activities
Restate problem as a positive situation.
If the problem did not exist what would the situation be?
This is your strategic goal
Write down indicators will inform that overall goal has been achieved?

5. Intermediate Objectives
Directly related to the causes of the problem
Measurable
Example
Problem: high crime rate in community
Goal: Reduce crime in community
Cause: unemployment/underemployment
Intermediate objective: decrease unemployment by 30% in the community

6. What are the intermediate objectives?
Write down indicators will inform that intermediate objective(s) has been achieved?

7. Strategies
Strategy is aimed at contributing to the achievement of the overall goal by achieving the intermediate objective(s).
Describe outputs

8. Strategies Example
Intermediate objective: decrease unemployment by 30% in the community
Strategies:
Provide vocational skills training in given market niches
Micro loans by establishing a credit
Create business incubator
Employment placement program
Create a social enterprise

9. Activities
Activities: actions that support the realization of strategies
Example:
Strategy: Provide vocational skills training in given market niches
Activities:
Conduct market research on workplace skills deficit/demand in community
Resources required to deliver vocational skills training
Research barriers community members to participate
Design vocational education program to mitigate barriers
Develop partnerships through educational providers
Develop curriculum plan, advertise/recruit
Tie into job placement program

10. Action Plan Activity (prioritize strategies)
Resources (people, money, space, etc.) must used to achieve goals.
Timeline / deadline
Specify responsible person/people
Outcomes

11. Four Eyes Example Problem Statement
Nearly 1.6 billion people in the developing world need reading glasses, but less than 5% have access to affordable options.

12. Critical Issues
Low market awareness of need for reading glasses or availability of product.
Rural distribution expensive
Viability of business model requires achieve scales of economy and volume-based scale
Many people suffer from more serious problems than blurry up-close vision
Reading glasses are expensive and only available through optometrists / not found in rural areas

13. Four Eye’s Goals & Objectives
Strategic Goal
Increase the number of people with access to affordable reading glasses
Intermediate Objectives
Develop markets for reading glasses at the base of the economic pyramid
Create jobs for local entrepreneurs
Facilitate access to comprehensive eye care
Create a sustainable distribution model

14. Four Eye’s Strategies
Select, train, equip and fund local entrepreneurs to establish new businesses that sell reading glasses.
Provide high-quality, affordable reading glasses for our programs.
Bring reading glasses and referral services directly to the customer at the village level.
Conduct innovative and locally relevant social marketing campaigns to raise awareness about blurry up-close vision.
Expand distribution in urban areas through mainstream suppliers: chemists, department stores, etc.

15. Internal Implications

16. Definition
Strategic implications - how certain information impacts or influences a strategy or plan to meet specific goals or objectives.

17. Internal Implications (1)
Challenge or change strategic fit:
Mission and program / methodology
Stakeholders
Social market
Organizational Culture
Small vs. large
Centralized vs. decentralized
Informal vs. formal
Reactive vs. proactive

18. Internal Implications (2)
Organizational Capacity
Managerial skills
Recruitment
Retention
Leadership
Succession planning
Board development
Role of founder
Delivery structures: build a hierarchy / decentralize ?
Internal
MIS
Formal processes / procedures / planning
Infrastructure

19. Internal Implications (3)
External
Partnership building
Network relations
Government relations / policy
Supply chain development
Cost
Expenditure prioritization
Financing scaling
Other Issues
Metrics
Accountability
Transparency

20. Potential Problems Resistance to change: Need to: Board Management
Staff
Clients
Donors
Public
Communities
Government
Etc.
Need to:
change leadership or find new role for leader
make some staff redundant
hire new/different expertise
raise additional funds
plan/invest in systems or infrastructure

21. What is the most challenging part(s) of preparing strategic plan?
Which are the hardest questions to answer?
What will do you need to support your strategic plan development?