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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 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?
Components of a Strategic Plan
             Performance                  Plan
              Monitoring               Preparation




                                              Institutional
      Action Plan
                                                Mission




                           Situation
                           Analysis
Preparing for the Plan
SWOT Analysis
 Strengths        Weaknesses



Opportunities       Threats
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.
Implement Plan
• Assign tasks
• Develop mechanisms for regular reporting and
  feedback
Maintain the Plan
• Revise and adjust as necessary
Laurie Baty
Deputy Director
National Capital Radio & Television Museum
lauriebaty@gmail.com


Liz Maurer
Creative Director
Re-Living History
liz@re-livinghistory.com

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Strategic Planning For Small Organizations

  • 1. The Importance of Planning
  • 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. Components of a Strategic Plan Performance Plan Monitoring Preparation Institutional Action Plan Mission Situation Analysis
  • 6. SWOT Analysis Strengths Weaknesses Opportunities Threats
  • 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. Implement Plan • Assign tasks • Develop mechanisms for regular reporting and feedback
  • 9. Maintain the Plan • Revise and adjust as necessary
  • 10. Laurie Baty Deputy Director National Capital Radio & Television Museum lauriebaty@gmail.com Liz Maurer Creative Director Re-Living History liz@re-livinghistory.com

Notes de l'éditeur

  1. Who are we? Who are you?Do you have annual plan/work plan/strategic plan?
  2. 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)
  3. 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
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.