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Strategic Planning: Basics and Skills for Developing Vision, Mission, and Action Plans

This training session, presented by Sharon Schnelle, will teach participants the fundamentals of strategic planning. Topics covered include developing vision and mission statements, logic model planning, and identifying strengths, weaknesses, opportunities, and threats (SWOT analysis) for organizations. Participants will gain practical skills in strategic planning through hands-on activities.

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Strategic Planning: Basics and Skills for Developing Vision, Mission, and Action Plans

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  1. Strategic Planning Sharon Schnelle, Presenter Sponsored through

  2. Goals of Training Participants will understand • The basics of strategic planning • How to develop good vision and mission statements for your organization • The basics of logic model planning • Identifying strengths, weaknesses, opportunities and threats (barriers) of your organization

  3. Training Agenda • Welcome & Introduction • Basic Housekeeping information • Strategic Planning process Skills • Vision and Mission process Skills • SWOT process Skills • Logic Modeling process Skills • Practicing the Skills

  4. Strategic Planning – What is this? • The “big picture” of what your agency is doing and where it is going • Helps determine where your organization is going over the next year or more • Why is this important? Takes you outside the day-to-day activities of your organization or project and helps give you clarity about what you actually want to achieve and how to go about achieving it rather than a plan of action for day-to-day operations.

  5. Strategic Planning Models • Goals-Based • Most common • Works with the agency vision, mission, and the agency goals to work toward achieving the mission • Issues-Based • Starts with examining issues that the organization is facing • Organic • Focus is primarily on vision and values • Scenario

  6. Components of a Strategic Plan • Vision –Developing a clear understanding of what is your preferred future • Mission –Developing a sound statement about why you exist • Core Values and Beliefs –Describes behaviors and ideas that are important to your organization • Strategic Issues –The issues that create a gap between the ideal and reality • Operational Plans –How are you going to achieve your vision?

  7. Steps of a Strategic Plan • Where is your agency in its development RIGHT now? • Assess the Internal and External Environments • SWOT Analysis

  8. SWOT Analysis Regardless of whether your organization is future planning for specific products, work, personal or any other area, the SWOT analysis process is the same.

  9. SWOT Analysis cont. • Step 1 – In the here and now…List all strengths that exist now. Then in turn, list all weaknesses that exist now. Be realistic but avoid modesty! • Step 2 – What might be…List all opportunities that exist in the future. Opportunities are potential future strengths. Then in turn, list all threats that exist in the future. Threats are potential future weaknesses.

  10. SWOT Analysis cont. • Step 3 – Plan of action…Review your SWOT matrix with a view to creating an action plan to address each of the four areas. • Step 4 – Develop Operational Plans, Monitor Actions, Evaluate Progress, and Revise the Plan!

  11. Create a Vision Define core beliefs and values of your agency Identify your agency’s mission “ If you don’t know where you’re going, any path will get you there.” Other Steps in Strategic Plan

  12. Steps in Strategic Plan cont. • Identify critical strategic issues • Sometimes referred to as barriers • Develop goals and detailed action plans for each strategic issue • How can you maximize the forces in favor and minimize forces against?

  13. Monitor Action Plans your agency has developed in response to the critical issues Evaluate progress of achieving the outcomes Revise the plan as necessary Steps in Strategic Plan cont.

  14. Contact Sharon Schnelle smschnelle@dps.state.oh.us 614.466.0346

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