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Strategic Planning



Agenda

• Icebreaker• Welcome and Introductions• Agenda Review• What is Strategic Planning

• Types of Strategic Planning• Planning to Plan• Strategic Planning Process• Strategic Planning Tools and Techniques

• Parking Lot• Discussion/Evaluation



Learning Objectives

– Identify the various steps in the strategic planningprocess

– Initiate and manage a strategic planning process – Determine appropriate tools for strategic planning

– Understand strategies for evaluation – Initiate community support and involvement in the

process – Develop communication strategies to promote the

strategic planning process

– Identify partners to be involved in strategic planningprocess

– Participate in the strategic planning process (ifapplicable)



What is Strategic Planning

• Used by community groups, governmentdepartments, organizations and businesses todevelop blueprint for action and change

• the process should be community based,inclusive and participatory to allow for maximumstakeholder involvement and input.



Benefits of Strategic Planning

• Defines mission, vision &values

• Establishes realisticgoals, objectives &strategies

• Ensures effective use ofresources

• Provides base tomeasure progress

• Develops consensus onfuture direction

• Builds strong teams

• Solves major problems



Strategic PlanningExercise 1

• Introduce participants to strategic planning

• Relate some experiences with strategic planning

and any best practices




• Explore and discuss various examples ofplanning



Types of Planning

• Types of planning

– Strategic planning

– Business planning

– Project planning – Program planning

– Municipal planning

• Planning as a profession – Professional “planners”

– Planning functions in other professions




• To discuss how personality affects how groupswork together to develop a strategic plan or any

type of plan



Strategic Planning Models

• Type of organization usually dictates type ofstrategic planning

– Non-profit

• Likely focus on board development,management, fundraising, policies

– For- Profit

• Likely focus on profit and strategicdirections



Types of Strategic Planning

• Basic Strategic Planning

• Issue-Based or Goals-Based Strategic Planning

• Alignment Model

• Scenario Planning

• Organic (or Self-Organizing) Planning



Planning to PlanExercise 4

• Discuss the planning phase of strategic planningby brainstorming some pre-requisites needed toundertake the strategic planning process



Planning to Plan

• Planning to plan requires:

– Organizational readiness

• Recognition of need to plan• Commitment to plan

– Organizational commitment

• Board and volunteer commitment• Staff commitment



Planning to Plan

– Organizational Capacity

• Human resources

– Staff

– Volunteers

– Board committees

– Special/Standing committees

• Financial resources

– Identify budget

– Determine resources

• Time

– Allocate organizational time – Determine realistic time lines



Reasons for Strategic Planning

– Change

– Renewal

– Funding requirement

– Financial forecasting

– Mandate

– Build consensus

– Improve staff and board relations

– Develop ownership

– Build community support

– Other (discussion)



Planning to PlanExercise 5

• Why do you want to engage in strategicplanning?



Strategic Planning Process

• Planning to Plan

– Strategic Planning Team

» Board, staff, community volunteers

– Strategic Planning Budget» Establish budget, identify funding sources

– Strategic Planning Facilitator(s)

» Identify a facilitator to lead the process

– Strategic Planning Partners

» Internal board and staff» External community groups/government

departments/others



Developing the Plan

– Mission

• Core purpose of your organization

• Presented in a clear, short statement thatfocuses on attention in one clear directionby stating purpose of the group’s

uniqueness.



Developing the Plan

• Vision

– What is your organization’s vision of

excellence

– Has to be realistic and not somethingimpractical



Developing the Plan

• Values

– What are the principles, standards, andactions considered worthwhile in the

organization – Includes how people treat each other, how

groups conduct business and what is mostimportant to the organization



Developing the Plan

• Strategic Analysis

– Environmental Scan

• gathering of information that concerns

the organization’s environments

• analysis and interpretation of thisinformation

• application of this analyzed information indecision making



Developing the Plan


– SWOT Analysis

• Strengths

– What are some internal positive things aboutyour organization?

– What does the community see as yourstrengths?

• Weaknesses – What are some weaknesses in organization?

– What does the community see as your

weaknesses?



Developing the Plan


– SWOT Analysis

• Opportunities

–What are some opportunities in yourcommunity or region?

–What are some emerging trends?

• Threats –What are some provincial or national

issues facing the organization?

–What are some technology issues thatface the or anization?




• Developing the Plan (continued)

– Goals

• Identify long-term outcomes to provide

focus for the planning process

– Strategies

• Outline how you will achieve your goals

– Objectives• Identify specific, measurable results

produced while implementing strategies.




• Goals and Objectives Should Be SMARTER

–Specific

–Measurable

–Acceptable

–Realistic

–Timeframe

–Extending

–Rewarding





– Implementation

• Tasks – assigned to various board and

staff responsible for specific items

• Timelines - established for implementationof the plan for implementation

– Funding the plan• What is required to fund the goals in the

plan





– Communicating the plan

• How will you communicate the plan to

stakeholders? – Monitoring and evaluation

• Critical to plan’s success and credibility

• Must be built into the plan

• Critical for continuous improvement

– Continuous improvement

• focuses on improving customer satisfactionthrough continuous and incremental improvements

to processes



Strategic Planning ProcessExercise 6

• Prepare a SWOT analysis as part of thestrategic planning process

S



Strategic Planning ProcessExercise 7

– Discuss some tools and techniques to beused for strategic planning

S i Pl i



Strategic PlanningTools & Techniques

• Appreciative Inquiry

– Effective for changing organizational culture

– Based on 4-D model

• Discover, Dream, Design and Destiny

• Open Space Technology

– new method for working effectively with large

groups (10 - 1000 participants)

S i Pl i




• Public Consultation

– Involve public and stakeholders in yourplanning process

– Achieve public consultation through• Interviews

• Facilitated meetings

• Open houses• Website discussion papers/surveys

St t i Pl i




• Public Meeting

– Provides opportunity for input for allstakeholders through

• Open house to review plans, maps, charts• Facilitated meeting with presentation on

what you plan to do

• Facilitated meeting on interim and finalreport

St t i Pl i




– Focus Groups

• Provides opportunity to addressspecific issues

• Provides opportunity for maximumparticipation

• Provides maximum information inshort period of time

St t i Pl i




• Website feedback

– Online survey

– Online discussion paper to generate comments

• Surveys

– Online survey

– Community survey

• Can be developed and administered locally

• Can be conducted by firm specializing in surveys

• Research

– Focus groups, surveys (primary)

– Literature review (secondary)



Strategic Planning

• Parking Lot• Summary• Evaluation

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