Strategic Planning

Sponsored through
Goals of lecture
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
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 going,
values of your agency any path will get you
 Identify your agency’s 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