1. Strategic Planning RESNA/NATTAP June 16, 2009

2. Strategic Planning Series Session 1 – Preparing for the Strategic Planning Process Session 2 – Developing the Plan: Analysis to Implementation Session 3 – Writing the Strategic Plan

3. Each of our programs are moving targets Your Plan is your Plan Your Plan is your Plan We are all in a different place and phase: We are all in a different place and phase: (Start up, operational, growth) Try to pick the priorities and areas most relevant and return with several objectives to work on Try to pick the priorities and areas most relevant and return with several objectives to work on

4. Why develop a plan ? - Sustainability - Anticipate economic and financial pressures - Develop a shared vision - Create organization alignment - To analyze data and plan for the future - To provide a roadmap with a route to the future

5. Strategic Plan Benefits - Potential for improved results - Creates the mindset for future thinking - Promotes an organizational focus on most critical problems, choice making and prioritization - Fosters teamwork and commitment across participants - Establishes a document for distribution and self promotion - Self control and self direction

6. Strategic Plan Concerns - Poor preparation and faulty assumptions - Lack of commitment by participants - Concerns over cost effectiveness of the process - Crisis management overrides or interrupts the need for plan development - Implementation seems unlikely - staff time, past experiences, organizational timing

7. Plan Participation - Consider a Steering Group or person to coordinate the activity - Determine the need for outside facilitation, consultant, or advisor - How large is your strategic plan development group? - Characteristics of a participatory Board/Council/Steering Group

8. Plan Participants Consumer – CIL, Aging, medical community Marketing : Contacts within the industry, experience developing Marketing Plan, media contacts, press releases, web page, etc Legislative – Connections with elected officials at federal, state and local level, lobbyists, Vendor – Association memberships, lobbying Legal perspectives – contracts, agreements, etc

9. Additional Preparation Considerations - Gather background information for baseline purposes - Be sure to have adequate organizational memory represented - Project some specific areas of critical agreement for discussion - Identify shared goals across those areas of critical agreement

10. Outline Steps for Plan Development - Mission and Values Statement - Values or Guiding Principles - History - SWOT Analysis - Goals and Strategies - Steps for Implementation

11. Put the Plan to Work Implement – develop yearly workplans Refine – adjust as factors dictate Review – bring to Board semi-annually