The Importance of Planning
Strategic Planning is:
Purpose        A strategic plan is a roadmap that will show you                      where you want to go• What do you do ...
Components of a Strategic Plan             Performance                  Plan              Monitoring               Prepara...
Preparing for the Plan
SWOT Analysis Strengths        WeaknessesOpportunities       Threats
Action Plan• Group challenges into broad categories that  become your Goals.• Establish steps or actions to address each g...
Implement Plan• Assign tasks• Develop mechanisms for regular reporting and  feedback
Maintain the Plan• Revise and adjust as necessary
Laurie BatyDeputy DirectorNational Capital Radio & Television Museumlauriebaty@gmail.comLiz MaurerCreative DirectorRe-Livi...
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Strategic Planning For Small Organizations

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Presentation, 2012 Small Museums Association meeting

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  • Who are we? Who are you?Do you have annual plan/work plan/strategic plan?
  • Overview of planningNot comprehensiveReview of what we will come in sessionCurrent thinking on planning suggests that it needs to be short term and flexible (1-3 years)
  • A plan identifies what and where we want to beIdentify problemsCome up with strategies to deliver missionIncludes short and long term metricsBuilds on your strengthsDemonstrates the effect of institution-wide planning
  • Tell us why you are here. Give us examples of challenges at your organizations. (Write this on the charts) Tell group that we will model a planning process after reviewing this chart. Describe each component on the chart. Plan Prep: Review previous plans, ID stakeholders, timeline, anticipated outcomesMission: Review who we are and what we do. Does the mission reflect what we are trying to accomplish?Situation Analysis: In this step you study your institution to determine your strengths and weaknessesAction Plan: Group challenges, establish steps, ID resources, prioritize approachMonitoring: Have a monitoring system. Check ins. Possible metrics are dates, contacts, responses, etc.
  • As an activity, the group will go through a SWOT analysis. The predetermined “issue” will be volunteers. Participants will go through a SWOT analysis on “volunteers” based on their own organizations’ strength, weaknesses, etc.
  • Based on what came out of SWOT, develop a short (two or three component) Action plan as a group. Don’t forget to assign dates, quantities, or other measures of success to each step. These are the metrics for success.
  • Find a way to keep the plan front and center for yourself and your staff. Make it a regular agenda item in staff meetings. Ask for regular reports. Have a way to track the implementation of the plan.
  • Periodically review the plan based on the ongoing gathering of metrics. Be flexible enough to make changes. But be careful about putting new items into the plan on a whim; they may or may not fit into your overall strategy.
  • Periodically review the plan based on the ongoing gathering of metrics. Be flexible enough to make changes. But be careful about putting new items into the plan on a whim; they may or may not fit into your overall strategy.
  • Strategic Planning For Small Organizations

    1. 1. The Importance of Planning
    2. 2. Strategic Planning is:
    3. 3. Purpose A strategic plan is a roadmap that will show you where you want to go• What do you do well?• What needs to change?• Where is your sphere of influence?• What strategies will best deliver your mission?• What metrics will you use to evaluate success?
    4. 4. Components of a Strategic Plan Performance Plan Monitoring Preparation Institutional Action Plan Mission Situation Analysis
    5. 5. Preparing for the Plan
    6. 6. SWOT Analysis Strengths WeaknessesOpportunities Threats
    7. 7. Action Plan• Group challenges into broad categories that become your Goals.• Establish steps or actions to address each goal.• Identify the resources (human, capital, supply) that have or will need to implement plan.• Prioritize steps based on short term and long term needs or abilities.• Establish measurements metrics.
    8. 8. Implement Plan• Assign tasks• Develop mechanisms for regular reporting and feedback
    9. 9. Maintain the Plan• Revise and adjust as necessary
    10. 10. Laurie BatyDeputy DirectorNational Capital Radio & Television Museumlauriebaty@gmail.comLiz MaurerCreative DirectorRe-Living Historyliz@re-livinghistory.com

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