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Strategic Planning


Strategic Planning Agenda Icebreaker Welcome and Introductions Agenda Review What is Strategic Planning Types of Strategic Planning Planning to Plan Strategic ... – PowerPoint PPT presentation

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Title: Strategic Planning

Strategic Planning
  • Icebreaker
  • Welcome and Introductions
  • Agenda Review
  • What is Strategic Planning
  • Types of Strategic Planning
  • Planning to Plan
  • Strategic Planning Process
  • Strategic Planning Tools and Techniques
  • Parking Lot
  • Discussion/Evaluation

Learning Objectives
  • Identify the various steps in the strategic
    planning process
  • Initiate and manage a strategic planning process
  • Determine appropriate tools for strategic
  • Understand strategies for evaluation
  • Initiate community support and involvement in the
  • Develop communication strategies to promote the
    strategic planning process
  • Identify partners to be involved in strategic
    planning process
  • Participate in the strategic planning process (if

What is Strategic Planning
  • Used by community groups, government departments,
    organizations and businesses to develop blueprint
    for action and change
  • the process should be community based, inclusive
    and participatory to allow for maximum
    stakeholder involvement and input.

Benefits of Strategic Planning
  • Defines mission, vision values
  • Establishes realistic goals, objectives
  • Ensures effective use of resources
  • Provides base to measure progress
  • Develops consensus on future direction
  • Builds strong teams
  • Solves major problems

Strategic PlanningExercise 1
  • Introduce participants to strategic planning
  • Relate some experiences with strategic planning
    and any best practices

Strategic PlanningExercise 2
  • Explore and discuss various examples of planning

Types of Planning
  • Types of planning
  • Strategic planning
  • Business planning
  • Project planning
  • Program planning
  • Municipal planning
  • Planning as a profession
  • Professional planners
  • Planning functions in other professions

Strategic PlanningExercise 3
  • To discuss how personality affects how groups
    work together to develop a strategic plan or any
    type of plan

Strategic Planning Models
  • Type of organization usually dictates type of
    strategic planning
  • Non-profit
  • Likely focus on board development, management,
    fundraising, policies
  • For- Profit
  • Likely focus on profit and strategic directions

Types of Strategic Planning
  • Basic Strategic Planning
  • Issue-Based or Goals-Based Strategic Planning
  • Alignment Model
  • Scenario Planning
  • Organic (or Self-Organizing) Planning

Planning to PlanExercise 4
  • Discuss the planning phase of strategic planning
    by brainstorming some pre-requisites needed to
    undertake the strategic planning process

Planning to Plan
  • Planning to plan requires
  • Organizational readiness
  • Recognition of need to plan
  • Commitment to plan
  • Organizational commitment
  • Board and volunteer commitment
  • Staff commitment

Planning to Plan
  • Organizational Capacity
  • Human resources
  • Staff
  • Volunteers
  • Board committees
  • Special/Standing committees
  • Financial resources
  • Identify budget
  • Determine resources
  • Time
  • Allocate organizational time
  • Determine realistic time lines

Reasons for Strategic Planning
  • Change
  • Renewal
  • Funding requirement
  • Financial forecasting
  • Mandate
  • Build consensus
  • Improve staff and board relations
  • Develop ownership
  • Build community support
  • Other (discussion)

Planning to PlanExercise 5
  • Why do you want to engage in strategic planning?

Strategic Planning Process
  • Planning to Plan
  • Strategic Planning Team
  • Board, staff, community volunteers
  • Strategic Planning Budget
  • Establish budget, identify funding sources
  • Strategic Planning Facilitator(s)
  • Identify a facilitator to lead the process
  • Strategic Planning Partners
  • Internal board and staff
  • External community groups/government

Developing the Plan
  • Mission
  • Core purpose of your organization
  • Presented in a clear, short statement that
    focuses on attention in one clear direction by
    stating purpose of the groups uniqueness.

Developing the Plan
  • Vision
  • What is your organizations vision of excellence
  • Has to be realistic and not something impractical

Developing the Plan
  • Values
  • What are the principles, standards, and actions
    considered worthwhile in the organization
  • Includes how people treat each other, how groups
    conduct business and what is most important to
    the organization

Developing the Plan
  • Strategic Analysis
  • Environmental Scan
  • gathering of information that concerns the
    organizations environments
  • analysis and interpretation of this information
  • application of this analyzed information in
    decision making

Developing the Plan
  • Strategic Analysis
  • SWOT Analysis
  • Strengths
  • What are some internal positive things about your
  • What does the community see as your strengths?
  • Weaknesses
  • What are some weaknesses in organization?
  • What does the community see as your weaknesses?

Developing the Plan
  • Strategic Analysis
  • SWOT Analysis
  • Opportunities
  • What are some opportunities in your community or
  • What are some emerging trends?
  • Threats
  • What are some provincial or national issues
    facing the organization?
  • What are some technology issues that face the

Strategic Planning Process
  • Developing the Plan (continued)
  • Goals
  • Identify long-term outcomes to provide focus for
    the planning process
  • Strategies
  • Outline how you will achieve your goals
  • Objectives
  • Identify specific, measurable results produced
    while implementing strategies.

Strategic Planning Process
  • Goals and Objectives Should Be SMARTER
  • Specific
  • Measurable
  • Acceptable
  • Realistic
  • Timeframe
  • Extending
  • Rewarding

Strategic Planning Process
  • Developing the Plan (continued)
  • Implementation
  • Tasks assigned to various board and staff
    responsible for specific items
  • Timelines - established for implementation of
    the plan for implementation
  • Funding the plan
  • What is required to fund the goals in the plan

Strategic Planning Process
  • Developing the Plan (continued)
  • Communicating the plan
  • How will you communicate the plan to
  • Monitoring and evaluation
  • Critical to plans success and credibility
  • Must be built into the plan
  • Critical for continuous improvement
  • Continuous improvement
  • focuses on improving customer satisfaction
    through continuous and incremental improvements
    to processes

Strategic Planning ProcessExercise 6
  • Prepare a SWOT analysis as part of the strategic
    planning process

Strategic Planning ProcessExercise 7
  • Discuss some tools and techniques to be used for
    strategic planning

Strategic Planning Tools Techniques
  • Appreciative Inquiry
  • Effective for changing organizational culture
  • Based on 4-D model
  • Discover, Dream, Design and Destiny
  • Open Space Technology
  • new method for working effectively with large
    groups (10 - 1000 participants)

Strategic Planning Tools Techniques
  • Public Consultation
  • Involve public and stakeholders in your planning
  • Achieve public consultation through
  • Interviews
  • Facilitated meetings
  • Open houses
  • Website discussion papers/surveys

Strategic Planning Tools Techniques
  • Public Meeting
  • Provides opportunity for input for all
    stakeholders through
  • Open house to review plans, maps, charts
  • Facilitated meeting with presentation on what you
    plan to do
  • Facilitated meeting on interim and final report

Strategic Planning Tools Techniques
  • Focus Groups
  • Provides opportunity to address specific issues
  • Provides opportunity for maximum participation
  • Provides maximum information in short period of

Strategic Planning Tools Techniques
  • Website feedback
  • Online survey
  • Online discussion paper to generate comments
  • Surveys
  • Online survey
  • Community survey
  • Can be developed and administered locally
  • Can be conducted by firm specializing in surveys
  • Research
  • Focus groups, surveys (primary)
  • Literature review (secondary)

Strategic Planning
  • Parking Lot
  • Summary
  • Evaluation