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October 2015
STRATEGIC PLANNING
What is
strategy?
• How an organization
meets its needs and
objectives
• Strategy helps to:
• Establish priorities
• Choose actions
• Create a plan
• Allocate resources
• Be proactive
What is a
strategic
plan?
• A document that says why an organization
exists, what it aims to do, and how it will do it
• It helps to focus the organization’s vision and
priorities
Steps: Assess
organization
Develop
vision and
mission
Assess
environment
Agree on
priorities
Write it all
down!
Implement
Monitor and
evaluate
Keys to effective
strategic
planning
• Focus only on the most
important issues
• Be willing to question
• Produce a document
VISION
What does success look like?
Questions
The
Vision
Where do
we want
to go?
What do
we want to
achieve?
What do
we want
to be?
What
community
do we dream
of?
MISSION
Why do we exist?
Our
reason for
being
• Communicate to
the world what we
do and why
• Different from
goals or objectives
• Balance the head
and the heart—
inspire!

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strategic-planning.pptx

Editor's Notes

  1. As the facilitator, feel free to use this section of the for your own notes.
  2. What is strategy?
  3. Strategy is the path that takes us from where we are now to where we want to be. Q: What is a strategic plan?
  4. A strategic plan makes sure that all members of the organization are on the same page. It answers: Where are we now? Where do we need to be? How will we get there?   It is a written, decision-making tool.
  5. Iterative process—you can go back and forth. There are different ways to develop and structure a plan—you have to do what is right for you. Typically, these are the components.
  6. Be willing to question: Just because something has always been done that way, doesn’t mean it’s the best. Produce a document: It is a symbol of accomplishment as well as a guide for your activities
  7. Discuss the organization’s vision. These questions are key to developing your vision. Define the vision.
  8. The mission describes the overarching purpose of the organization—the reason it exists. Your mission statement answers the questions: Who are you, as an organization? Why do you exist? What do you do? Who do you serve?    Example: CCS Mission The Canadian Cancer Society is a national, community-based organization of volunteers whose mission is the eradication of cancer and the enhancement of the quality of life of people living with cancer. Do work in groups and all together to develop the organization’s mission.