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 don’t know
 Define core beliefs and where you’re
values of your agency going, any path

 Identify your agency’s 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