Strategic Planning

Sharon Schnelle, Presenter

Sponsored through
Goals of Training
Participants will understand
The basics of strategic planning
How to develop good vision and mission
statements for your organization
The basics of logic model planning
Identifying strengths, weaknesses,
opportunities and threats (barriers) of
your organization
Training Agenda
Welcome & Introduction
Basic Housekeeping information
Strategic Planning process Skills
Vision and Mission process Skills
SWOT process Skills
Logic Modeling process Skills
Practicing the Skills
Strategic Planning
What is this?

The big picture of what your agency is

doing and where it is going
Helps determine where your organization
is going over the next year or more
Why is this important?
Takes you outside the day-to-day activities of your
organization or project and helps give you clarity
about what you actually want to achieve and how to go
about achieving it rather than a plan of action for day-
to-day operations.
Strategic Planning Models
Goals-Based
Most common
Works with the agency vision, mission, and the agency
goals to work toward achieving the mission

Issues-Based
Starts with examining issues that the organization is
facing

Organic
Focus is primarily on vision and values

Scenario
Components of a Strategic Plan
Vision Developing a clear understanding of what is
your preferred future

Mission Developing a sound statement about why

you exist

Core Values and Beliefs Describes

behaviors and ideas that are important to your organization

Strategic Issues The issues that create a

gap between the ideal and reality

Operational Plans How are you going to

achieve your vision?
Steps of a Strategic Plan
Where is your agency in its
development RIGHT now?
Assess the Internal and External
Environments
SWOT Analysis

S St r e n g t h s
Internal Environment
W We a k n e s s e s
O Op p o r t u n i t i e s
External Environment
T Th r e a ts
SWOT Analysis
Regardless of whether your
organization is future
planning for specific
products, work, personal or
any other area, the SWOT
analysis process is the
same.
SWOT Analysis cont.

Step 1 In the here and now List all

strengths that exist now. Then in turn, list all
weaknesses that exist now. Be realistic but avoid
modesty!

Step 2 What might be List all

opportunities that exist in the future. Opportunities
are potential future strengths. Then in turn, list all
threats that exist in the future. Threats are
potential future weaknesses.
SWOT Analysis cont.

Step 3 Plan of action Review

your SWOT matrix with a view to
creating an action plan to address each of
the four areas.

Step 4 Develop Operational

Plans, Monitor Actions, Evaluate
Progress, and Revise the Plan!
Other Steps in Strategic Plan
Create a Vision If you dont know
Define core beliefs and where youre
values of your agency going, any path

Identify your agencys will get you

there.
mission
Steps in Strategic Plan cont.
Identify critical
strategic issues
Sometimes referred to as barriers

Develop goals and

detailed action plans
for each strategic issue
How can you maximize the forces in
favor and minimize forces against?
Steps in Strategic Plan cont.

Monitor Action Plans your

agency has developed in
response to the critical issues
Evaluate progress of
achieving the outcomes
Revise the plan as necessary
Contact

Sharon Schnelle
smschnelle@dps.state.oh.us
614.466.0346