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 The “big picture” of what your doing and where it is going 
 Helps determine where your going over the next year or more
 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?
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
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.
 Goals-Based 
 Issues-Based 
 Organic 
 Scenario
“Quote”
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
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.
1. Where are we now? 
2. Where do we want to go? 
3. How do we get there? 
11
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
Thank you

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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.
  • 6.
  • 7.  Goals-Based  Issues-Based  Organic  Scenario
  • 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
  • 13.

Editor's Notes

  1. 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
  2. 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.
  3. 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