Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy.
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Develop a Strategic Vision and Business Plan
1.
2. The “big picture” of what your doing and where it is going
Helps determine where your going over the next year or more
3. 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?
4. Where organization is
headed -- Strategic vision
and business mission
Short and long term performance
targets -- Strategic and
financial objectives
Action approaches to achieve
targeted results -- A
comprehensive strategy
5. 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.
9. 1. Environmental Analysis: External & Internal
2. Developing a Mission and Vision
3. Setting Primary Strategic Directions & Goals
4. Crafting Strategy and Action Plans for Each Goal
5. Implementing and Executing the Strategy
6. Evaluating Performance
7. Initiating Corrective Adjustments
10. S Strengths Internal Environment W Weaknesses
O Opportunities External Environment T Threats
Regardless of whether your organization is future planning for specific
products, work, personal or any other area, the SWOT analysis process is the
same.
11. 1. Where are we now?
2. Where do we want to go?
3. How do we get there?
11
12. Implementation and execution is an
action-oriented, “make-it-happen”
process involving people management,
developing competencies and
capabilities, budgeting, policy-making,
motivating, culture-building, and
leadership
This is the introduction to the program. The goal you are trying to achieve is to relax the participants and make them feel they are part of the process.
It is good to use some type of ice breaker where everyone talks about themselves.
Since time is limited, you can have people give their name, job, agency and why they are here.
Then using easel pads – list what everyone says even if a duplication.
Post the sheets on the wall where everyone can see them and go through the items. Note what you are going to do and what you aren’t going to cover. This will keep participant expectations.
If you aren’t going to cover something and know where they can go to get the information tell them.
GO TO NEXT SLIDE AND SPECIFICALLY LIST THE GOALS TO BE ACCOMPLISHED
Grant Authorities are looking for specific items. To address these:
Read the instructions in the RFP – they are very specific and provide information on the what the grantee is looking for.
If you have questions call the federal agency. This gives you a contact within the agency and will allow you to clarify any confusion you have
Key factors they look for in a grant are:
Partnerships – more than one organization will be working on the project. Most problems are not the result of a single cause. It will take several groups to make changes to solve the problem
Sustainability – Have you made provisions for the continuation of the project once the funding is gone. They want to make system changes which means the project needs to go on after it is proven
Cost Savings – Will there be a long range cost savings as a result of the program. For example: for a community corrections program there might be cost savings from lower cost treatment than jails, income from taxes on income, and less welfare with child support being paid.
Special Requirements – Did the applicant provide information on the special requirements from the request for proposals.
Foundation funding is a large untapped source – there are over 66,000 foundations nationwide
Foundations are looking for specific types of things:
Did you do your homework? Want to know that you took the time to research the foundation to see what the fund
Look at the RFP and call someone to talk about the funding
Some foundations have funding cycles some will take unsolicited requests. Information on this might be in the foundation directory but is available if you call them
If they offer a grant writing workshop, did you attend? Always a good idea to go if you are interested in funding from them and the workshop is accessible. Will allow you to meet people at the foundation and make contacts.
Did you follow instructions – Number one complaint – writers put in what they think you want to know not what they ask for
Use a logic model – the problem and approach need to match. What you say is the problem must be what you are solving through your approach