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Strategic Planning for CSOs

Strategic Planning for CSOs. Part 1 – The Process Rob Fuller Director of Entrepreneurship. What is Strategic Planning?. “Plan or be Planned for”. Russell L. Ackoff. Why Plan?. 3. 3. 4. 4. The Basic Elements of Strategic Planning. Vision & Mission. Strategy. Action Plans.

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Strategic Planning for CSOs

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  1. Strategic Planning for CSOs Part 1 – The Process Rob Fuller Director of Entrepreneurship

  2. What is Strategic Planning? MEET U.S.

  3. “Plan or be Planned for” Russell L. Ackoff Why Plan? MEET U.S. 3 3

  4. MEET U.S. 4 4

  5. The Basic Elements of Strategic Planning Vision & Mission Strategy Action Plans Resulting Actions Desired Outcomes MEET U.S.

  6. Strategic Planning Context MONITORING &EVALUATION PLANNING PROCESS EXECUTION MEET U.S.

  7. External environment Opportunities, Threats, Challenges Triggers for Change Major Issues Screen and filter 3-4 critical issues with high impact on organization Internal environment Strategic alternatives to deal with emerging critical issues Choose the “best” strategy Develop action plans Take Action Report, evaluate progress, revise Update and renew progress MEET U.S.

  8. The Nine Tasks of Strategic Planning MEET U.S.

  9. 1. Audit the current situation MEET U.S.

  10. 2. Review your mission MEET U.S.

  11. 3. Conduct SWOT Analysis. MEET U.S.

  12. 4. Prioritize issues, problems, opportunities & threats MEET U.S.

  13. 5. Choose appropriate goals and strategies. MEET U.S.

  14. 6. Write the plan. MEET U.S.

  15. 7. Obtain approval(s) for the plan. MEET U.S.

  16. 8. Carry out the plan. MEET U.S.

  17. 9. Monitor the plan and evaluate results MEET U.S.

  18. What does Success Look Like? • How will you know if you are a success? • How do you define success for your organization? • Do you have a sustainable strategy? MEET U.S.

  19. Clarifying My Mission • Why does my organization exist? • What does it do? • Who are my constituents? • What does my organization stand for? • Who is my competition? MEET U.S.

  20. Visioning • Creating the Corporate Future : Plan or be Planned For Russell L. Ackoff, Wharton • “Idealized Designs” • Bell Labs, 1963 MEET U.S. 20

  21. Assessment tool 1 My three-year vision • Capture your thoughts on the Handout • Don’t analyze • Avoid saying, • “That won’t work because…” MEET U.S. 21

  22. Assessment tool 2 Where am I today? • Record your reality on the Handout • What’s good? • What’s not so good? • Don’t make excuses MEET U.S. 22

  23. Assessment tool 3 MEET U.S. 23

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