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Crafting a Desired Future: Strategic Planning Essentials

Learn how to strategically plan for your organization's future, including setting goals, serving your community, and utilizing resources effectively. This comprehensive guide covers the what, why, who, and how of strategic planning.

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Crafting a Desired Future: Strategic Planning Essentials

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  1. Strategic Planning The What, Why, Who and How for Crafting a Desired Future Sister Carol Cimino: CSAANYS

  2. What is it? • Mission, goals, vision you wish to pursue; • Whom you will serve; • Organization’s role in the larger community; • Kinds of services you will offer; • Resources needed; • How you will combine resources, programming, relationships to accomplish the mission.

  3. What How Desired Future Present

  4. Finding the Fit “What do you hope to accomplish?” “What are you capable of doing?” Strengths & Weaknesses Mission The “Fit” Opportunities & threats “What is needed and feasible in your area?”

  5. Why Plan? • Results • Focus • Problem-solving • Broader ownership • Marketing • Communication

  6. Step 1: Get Organized A.Note why you are planning and any concerns. B. Select a steering group to keep things on track. C. Determine if you need outside help. D. Outline a planning process that fits. E. Get commitment to proceed.

  7. Step 2: Take stock A. Pull together necessary background information. B. Review your past, present and future situation. C. Identify key issues or choices.

  8. Step 3: Set direction A. Develop a vision of your organization’s future: Critical issues approach Scenario approach Goals approach Alignment approach B. Determine how to move toward a desired future. C. Develop a first draft of the plan.

  9. Step 4: Refine and adopt the plan A. Check with constituencies. B. Get commitment C. Ritualize

  10. Step 5: Implement the plan A. Monitor the progress. B. Make adjustments C. Periodically update the plan.

  11. IF YOU DON’T KNOW WHERE YOU’RE GOING, HOW WILL YOU KNOW YOU GOT THERE?

  12. Timeline • Aug./Sept: Identify areas in need of planning, craft goal statements. • Assess resources at hand, resources needed. • Oct/Nov.: Craft objectives, identify timeline. • Dec/Feb: Craft projects, align with mission, assign tasks, design assessment instrument. • Mar/Apr: Refine objectives, projects, determine validity of goals, objectives.

  13. Timeline, cont’d. • May: Disseminate plan, ritualize plan and monitor progress. • Next school year and beyond: Monitor progress aligned with assignment of tasks, calendar, re-align projects, plan to plan.

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