• Icebreaker
• Welcome and Introductions
• Agenda Review
• What is Strategic Planning
• Types of Strategic Planning
• Planning to Plan
• Strategic Planning Process
• Strategic Planning Tools and
• Parking Lot
• Discussion/Evaluation

Learning Objectives
• Identify the various steps in the
strategic planning process
• Initiate and manage a strategic
planning process
• Determine appropriate tools for
strategic planning
• Understand strategies for

Learning Objectives • Initiate community support and involvement in the process • Develop communication strategies to promote the strategic planning process • Identify partners to be involved in strategic planning process • Participate in the strategic planning process (if applicable) .

government departments. organizations. and businesses to develop blueprint for action and change • The process should be community based. inclusive and participatory to allow for maximum stakeholder involvement and input .What is Strategic Planning • Used by community groups.

objectives & strategies • Ensures effective use of resources • Provides base to measure progress • Develops consensus on future direction • Builds strong teams • Solves major problems . vision & values • Establishes realistic goals.Benefits of Strategic Planning • Defines mission.

Strategic Planning Exercise 1 • Introduce participants to strategic planning • Relate some experiences with strategic planning and any best practices .

Strategic Planning Exercise 2 Explore and discuss various examples of planning .

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 .

Strategic Planning Exercise 3 To discuss how personality affects how groups work together to develop a strategic plan or any type of plan .

management. policies • For-profit • Likely focus on profit and strategic directions .Strategic Planning Models • Type of organization usually dictates type of strategic planning • Non-profit • Likely focus on board development. fundraising.

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 Plan Exercise 4 Discuss the planning phase of strategic planning by brainstorming some prerequisites needed to undertake 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 Plan Exercise 5 Why do you want to engage in strategic planning? .

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 .Strategic Planning Process Planning to Plan • Strategic Planning Team • Board. staff.

Developing the Plan Mission • Core purpose of your organization • Presented in a clear. short statement that focuses on attention in one clear direction by 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 something impractical .

Developing the Plan Values • What are the principles. and actions considered worthwhile in the organization • Includes how people treat each other. how groups conduct business and what is most important to the organization . standards.

Developing the Plan Strategic Analysis • Environmental Scan • Gathering of information that concerns the organization’s environments • Analysis and interpretation of this information • Application of this analyzed information in decision making .

Developing the Plan Strategic Analysis • SWOT Analysis • Strengths • What are some internal positive things about your organization? • What does the community see as your strengths? • Weaknesses • What are some weaknesses in organization? • What does the community see as your weaknesses? .

Developing the Plan Strategic Analysis • SWOT Analysis • Opportunities • What are some opportunities in your community or region? • What are some emerging trends? • Threats • What are some provincial or national issues facing the organization? • What are some technology issues that face the organization? .

. measurable results produced while implementing strategies.Strategic Planning Process Developing the Plan • Goals • Identify long-term outcomes to provide focus for the planning process • Strategies • Outline how you will achieve your goals • Objectives • Identify specific.

Strategic Planning Process Goals and Objectives Should Be SMARTER • • • • • • • Specific Measurable Acceptable Realistic Timeframe Extending Rewarding .

Strategic Planning Process Developing the Plan • Implementation • Tasks – assigned to various board and staff responsible for specific items • Timelines .established for implementation of the plan for implementation • Funding the plan • What is required to fund the goals in the plan .

Strategic Planning Process Developing 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 satisfaction through continuous and incremental improvements to processes .

Strategic Planning Process Exercise 6 Prepare a SWOT analysis as part of the strategic planning process .

Strategic Planning Process Exercise 7 Discuss some tools and techniques to be used for strategic planning .

Design and Destiny • Open Space Technology • New method for working effectively with large groups (10 1000 participants) . Dream.Strategic Planning Tools & Techniques • Appreciative Inquiry • Effective for changing organizational culture • Based on 4-D model • Discover.

Strategic Planning Tools & Techniques • Public Consultation • Involve public and stakeholders in your planning process • Achieve public consultation through • Interviews • Facilitated meetings • Open houses • Website discussion papers/surveys .

maps. charts • Facilitated meeting with presentation on what you plan to do • Facilitated meeting on interim and final report .Strategic Planning Tools & Techniques • Public Meeting • Provides opportunity for input for all stakeholders through • Open house to review plans.

Strategic Planning Tools & Techniques • Focus Groups • Provides opportunity to address specific issues • Provides opportunity for maximum participation • Provides maximum information in short period of time .

surveys (primary) • Literature review (secondary) .Strategic Planning Tools & Techniques • 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.

STRATEGY & PLANNING RELATIONSHIP BUILDING ORGANIZATIONAL SKILLS & MANAGEMENT CO-OPERATIVE DEVELOPMENT Strategic Planning Community Development Organizational Governance Basics of a Co-operative Proposal Writing Public Participation Board Orientation Co-operatives and the Community Development Process I Project Management Alternative Dispute Resolution Meeting Management Co-operative and the Community Development Process II Opportunity Identification Group Dynamics Leadership and Motivation Opportunity Management Interpersonal Communications Communications Planning Legal Issues .

ibrd.html .ca/regionaldev/capacitybuilding.Conclusion and Evaluation • • • • • • Review objectives Review any additional expectations Review Parking Lot Point out Certificates of Participation Complete evaluation Thank you! Community Capacity Building Program