Community
Capacity Building
Program
Strategic Planning
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
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
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)
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
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
Strategic Planning Exercise 1
• Introduce participants to strategic
planning
• Relate some experiences with
strategic planning and any best
practices
Strategic Planning Exercise 2
Explore and discuss various examples
of planning
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
Strategic Planning Exercise 3
To discuss how personality affects
how groups work together to
develop a strategic plan or any type
of plan
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
Types of Strategic Planning
• Basic Strategic Planning
• Issue-Based or Goals-Based
Strategic Planning
• Alignment Model
• Scenario Planning
• Organic (or Self-Organizing)
Planning
Planning to Plan Exercise 4
Discuss the planning phase of strategic
planning by brainstorming some pre-
requisites needed to undertake the strategic
planning process
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
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
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)
Planning to Plan Exercise 5
Why do you want to engage in
strategic planning?
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
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.
Developing the Plan
Vision
• What is your organization’s vision of
excellence
• Has to be realistic and not something
impractical
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
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
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?
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?
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.
Strategic Planning Process
Goals and Objectives Should Be
SMARTER
• Specific
• Measurable
• Acceptable
• Realistic
• Timeframe
• Extending
• Rewarding
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
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
Strategic Planning Process Exercise 6
Prepare a SWOT analysis as part of
the strategic planning process
Strategic Planning Process Exercise 7
Discuss some tools and techniques to
be used for strategic planning
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)
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
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
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
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)
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
• 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

Ccb strat plan (2)

  • 1.
  • 2.
    Agenda • Icebreaker • Welcomeand 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 • Identifythe 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 • Initiatecommunity 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 StrategicPlanning • 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 StrategicPlanning • 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 Exercise1 • Introduce participants to strategic planning • Relate some experiences with strategic planning and any best practices
  • 8.
    Strategic Planning Exercise2 Explore and discuss various examples of planning
  • 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 Exercise3 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 StrategicPlanning • Basic Strategic Planning • Issue-Based or Goals-Based Strategic Planning • Alignment Model • Scenario Planning • Organic (or Self-Organizing) Planning
  • 13.
    Planning to PlanExercise 4 Discuss the planning phase of strategic planning by brainstorming some pre- requisites needed to undertake the strategic planning process
  • 14.
    Planning to Plan Planningto plan requires: • Organizational readiness • Recognition of need to plan • Commitment to plan • Organizational commitment • Board and volunteer commitment • Staff commitment
  • 15.
    Planning to Plan OrganizationalCapacity • 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 StrategicPlanning • Change • Renewal • Funding requirement • Financial forecasting • Mandate • Build consensus • Improve staff and board relations • Develop ownership • Build community support • Other (discussion)
  • 17.
    Planning to PlanExercise 5 Why do you want to engage in strategic planning?
  • 18.
    Strategic Planning Process Planningto 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 StrategicAnalysis • 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 StrategicAnalysis • 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 StrategicAnalysis • 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 Developingthe 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 Goalsand Objectives Should Be SMARTER • Specific • Measurable • Acceptable • Realistic • Timeframe • Extending • Rewarding
  • 27.
    Strategic Planning Process Developingthe 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 Developingthe 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
  • 29.
    Strategic Planning ProcessExercise 6 Prepare a SWOT analysis as part of the strategic planning process
  • 30.
    Strategic Planning ProcessExercise 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