The Strategic Plan


Ø In order to know where you are going and how you will get there, your organization needs a strategic plan.

Ø Your plan must be based on your mission, vision, and values.

· Your mission should tell what your organization does, not how it does it, not what it hopes to accomplish someday, but where you are at this moment.

· Your vision describes where you hope your community will be at a future time and how will help achieve this vision.

· Your values are the beliefs that affect every aspect of your organization.

Ø You need both a strategic plan (generally covering three to five years) and departmental plans showing how each department will fulfill your goals and objectives by developing strategies and action steps.

Ø A good plan results from participation of the board and staff at the goal and objective setting stage.

Ø Strategic planning starts with a SWOT Analysis—through which your board and staff discuss and reach consensus on strengths, weaknesses, opportunities, and threats of your organization,

Ø The departmental action plans are a design for reaching your objectives and your action steps must include budget, assignment of responsibilities, and time schedules.

Ø Your plan needs to be a comprehensive one, including all aspects of your organization--program, staffing, technology, communications, marketing, facilities, and financial development.


I can help design your planning process, conduct planning meetings in person or virtually, and help evaluate the internal and external SWOT that will affect your planning. I can facilitate your planning retreat and prepare your planning document. Contact me for more inforamtion

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