2. 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
3. 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 evaluation
4. 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)
5. What is Strategic Planning
• Used by community groups,
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
6. Benefits of Strategic Planning
• Defines mission,
vision & values
• Establishes
realistic goals,
objectives &
strategies
• Ensures effective
use of resources
• Provides base to
measure progress
• Develops
consensus on
future direction
• Builds strong
teams
• Solves major
problems
7. Strategic Planning Exercise 1
• Introduce participants to strategic
planning
• Relate some experiences with
strategic planning and any best
practices
9. 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
10. Strategic Planning Exercise 3
To discuss how personality affects
how groups work together to
develop a strategic plan or any type
of plan
11. Strategic Planning Models
• Type of organization usually dictates
type of strategic planning
• Non-profit
• Likely focus on board development,
management, fundraising, policies
• For-profit
• Likely focus on profit and strategic
directions
12. Types of Strategic Planning
• Basic Strategic Planning
• Issue-Based or Goals-Based
Strategic Planning
• Alignment Model
• Scenario Planning
• Organic (or Self-Organizing)
Planning
13. Planning to Plan Exercise 4
Discuss the planning phase of strategic
planning by brainstorming some pre-
requisites needed to undertake the strategic
planning process
14. 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
15. 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
16. 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)
17. Planning to Plan Exercise 5
Why do you want to engage in
strategic planning?
18. 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
19. 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.
20. Developing the Plan
Vision
• What is your organization’s vision of
excellence
• Has to be realistic and not something
impractical
21. Developing the Plan
Values
• What are the principles, standards,
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
22. 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
23. 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?
24. 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?
25. 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, measurable results
produced while implementing strategies.
26. Strategic Planning Process
Goals and Objectives Should Be
SMARTER
• Specific
• Measurable
• Acceptable
• Realistic
• Timeframe
• Extending
• Rewarding
27. 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
28. 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
30. Strategic Planning Process Exercise 7
Discuss some tools and techniques to
be used for strategic planning
31. Strategic Planning Tools & 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)
32. 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
33. Strategic Planning Tools & Techniques
• Public Meeting
• Provides opportunity for input for all
stakeholders through
• Open house to review plans, maps, charts
• Facilitated meeting with presentation on
what you plan to do
• Facilitated meeting on interim and final
report
34. 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
35. 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, surveys (primary)
• Literature review (secondary)
36. 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
37. • Review objectives
• Review any additional expectations
• Review Parking Lot
• Point out Certificates of Participation
• Complete evaluation
• Thank you!
Conclusion and Evaluation
Community Capacity Building Program
http://www.ibrd.gov.nl.ca/regionaldev/capacitybuilding.html
