11 Steps for Prepare for Strategic Planning
To be successful, which means being able to effectively serve our clients, we need a roadmap. It is the strategic plan that helps provide direction and focus so that we can fulfill our missions. With specific results to be achieved and a course of action defined for achieving them, a strategic plan also helps ensure that board and staff are clear about and united in these common goals.
Here is a suggested check list to help evaluate if your organization is well positioned for a successful strategic planning process.
- Assure there is board–staff confidence in each other’s abilities
- Deal with overwhelming financial crises/challenges
- Deal with deep-seated tensions/divisive issue
- Board and staff are open to considering organizational change
- Organizational ability to commit resources to planning exists
- Strategic planning committee members and leadership are in place
- Time and resources can be committed for board/staff interviews, one or two retreats, two to five planning committee meetings
- Time and resources exist for board/staff to collect additional data or conduct market research, if needed
- Someone is able to write the planning document
- Someone is able to monitor and revise the planning document
- Finding and securing funding for an outside facilitator or planning consultant is possible, if needed.