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Create a Plan You'll Actually Use
The document outlines a strategic planning process that emphasizes assessing the current situation, setting clear goals, and creating an actionable plan for achieving those goals. It advocates for periodic reviews, establishing priorities, and adapting plans in response to changing circumstances. Ultimately, it highlights the importance of maintaining focus on what matters most while being flexible in approach.
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Create a Plan You'll Actually Use
- 1. CREATE A PLANYOU'LL ACTUALLY USE
- 2.
- 3. HOPE IS NOTA STRATEGY
- 5. THIS IS NOTABOUT THE TACTICS BUT THE PLANNING PROCESS
- 6. Where are younow? (Assess) 1 Where are we going? (Set goals) 2 What is on the “itinerary”? (Set milestones) 3 How will we get there? (Create action plan) 4 HOW TO PLAN
- 7. WHERE ARE YOUNOW? Assessment
- 8. What do wedo well? What could use some improvement and why? How do we feel about where we are? QUALITATIVE CONDUCTING A QUICK ASSESSMENT
- 9. Template at afpfep.org 6Growth in Giving Reports Donor retention, gains and losses, growth in giving, donor loyalty across varying dollar segments QUANTITATIVE CONDUCTING A QUICK ASSESSMENT
- 10. SET A TIMELIMIT
- 11. WHERE ARE YOUGOING? Goal Setting
- 12. WHAT DOES YOURDESTINATION OR SUCCESS LOOK LIKE?
- 13.
- 15. WHAT'S THE GAPBETWEEN WHERE YOU ARE AND WHERE YOU WANT TO BE?
- 16. WHAT ARE MYMUST DOS? Milestones
- 17. Must do Shoulddo Nice to do PRIORITIZE
- 19. What is ourend result? What are the lines we will not cross? What is mission critical? PLANNING DURING UNCERTAINTY
- 20. PLANNING DURING UNCERTAINTY BUT ABOUTTHE GUARD RAILS is not about the road ahead
- 21. Anticipate best andworst case Understand your destination and plan for alternate routes PLAN FOR AN ALTERNATE ROUTE
- 22. HOW CAN WEMAKE THIS HAPPEN? Action Plan
- 23. Periodization You can havea 12-month vision, but implementation is no more than 12 weeks MAKE IT A ROUTINE
- 24. Review quick assessment Reviewthe longer term vision Decide on 1-3 “Big Rock” Goals Select tactics for each goal QUARTERLY PLAN
- 25. No more than1-3 that move you toward your vision Should be things you can complete in 12 weeks WHAT ARE BIG ROCK GOALS?
- 26.
- 27. What's reliable andrealistic? What's a calculated risk?
- 28. Review 12 WeekYear Pick 1-3 things to work on this week Break down tactics into things to do this week EACH WEEK
- 29. Review Weekly Plan Pick1-3 things to work on today Most Important Tasks, i.e. “Eat Your Frog” EACH DAY
- 30. Eat a livefrog first thing in the morning and nothing worse will happen to you the rest of the day. Mark Twain (but probably not)
- 31. “Day of Painand Suffering” MONTHLY
- 32. Do another quickassessment Reassess “Big Rock” Goals and rebalance Start again QUARTERLY
- 33. ARE WE THEREYET? Key Metrics
- 34. HOW WILL WEKNOW WHEN WE'VE ARRIVED?
- 35. Revisit your keymetrics on a monthly basis Have an accountability partner that is not your boss MILESTONES
- 36.
- 37. Your plan isa journey Break down your Big Rocks into regular tasks Have a one year vision but 12 week plan Work the plan every day Don't be afraid to recalculate Where are you now? Where are you going? How will you get there? SUMMARY
- 38. ALICE FERRIS Partner, GoalBustersConsulting alice.ferris@goalbusters.net 888-883-2690 goalbusters.net aliceferris linkedin.com/in/aliceferris/ MBA, CFRE, ACFRE