Effective strategic planning provides the roadmap for success in any organization - keeping the organization focused and on course to achieve its mission and vision. Beginning a year in any organization without a clear and focused direction can easily lead to detours along the way; detours that will not only affect the current situation but may have long lasting effects.
Strategic plans typically span three to five years with measurable objectives for the first one to two years. When planning for a three to five year cycle, an organization needs to envision critical factors and assumptions that may occur in a five to ten year time span. Envisioning what the future may bring will help focus on the strategic issues to address within the next three to five years. A strategic, long-range plan should have a "rolling base" meaning that the plan should be updated annually to evaluate progress and close off completed actions.
The strategic plan is the guide by which the annual plan of work, annual budget and committee work is developed. The goals of the strategic plan provide a framework for focus during an annual plan. Annual plans are part of the strategic plan and serve as a measurement on the progress of the strategic plan.
Keep in Mind
Creating and maintaining a strategic plan requires several steps. Below are 6 steps that can be used as a guide.
Step 1 – Assess Readiness
The leadership of the organization must be committed to leading the organization strategically based on members’ needs and environmental issues, rather than personal goals.
Assess the readiness and knowledge of the current executive committee or board about moving the organization forward strategically. The “Strategic Readiness Assessment Tool” can be utilized to assist in this process. This tool will provide guidelines in determining if a facilitator is needed for assisting with the plan.
Step 2 – Develop a Committee and Select a Facilitator
Involve the key people in the planning process. Designating a strategic planning task force or committee is beneficial in ensuring the process is completed and utilized. This committee may not be exactly the same makeup of individuals that serve on the executive committee or board. It is important to involve individuals that are dedicated to the responsibilities of committee and also bring varying perspectives. With that said, the strategic planning committee should include representation from the executive committee or board. The greater the involvement by the executive committee or board in the strategic planning process, the greater the commitment to ensure goals are met.
Designate time and resources for an annual planning meeting or retreat to review the current status of the strategic plan and develop an annual plan of work. A planning meeting is not a luxury – it is essential to the growth of the organization.
Step 3 – Environment AnalysisAn environmental analysis is an important component of developing or updating a strategic plan. The depth of environmental scans and surveys will depend on the stage of the current plan. The analysis should answer questions such as:
Step 4 – Develop StrategyDeveloping a strategy uses the information gathered in the environmental analysis and combines that with the mission, vision, and values of the organization. This step takes an internal look at the organization and begins to form the direction the organization will take. Depending on where the organization is in the process of creating or updating the strategic plan, this step may be a review, revision or reflection on the current priorities of the organization. The following questions should be considered:
Step 5 – Create Goals, Objectives, and TacticsBy step 5 of the process, the strategic planning committee should be ready to use the gathered information to put pen to paper and create goals, objectives and tactics. This step involves finalizing decisions, ensuring alignment, and making a written place to present to the board. Goals are general statements about what the organization needs to accomplish to fulfill the mission and vision. They evolve and are validated by the vision. Goals should be reflective of the organization's capability and services. Objectives are developed for each goal providing a quantifiable, measurable guideline when assessing the outcome of the goal.
When developing goals for the organization, it is important to ask:
The strategic plan can be documented in multiple forms depending on the preference of the DPG, MIG, or affiliate. Below are two templates that can be used:
Step 6 – Manage Your PlanThe strategic planning process is not complete until the information is organized, documented, and communicated. The plan needs to be distributed to all executive committee or board members and committee chairs. This is a working document and needs to be used as a guide in developing and executing the annual plan of work.
A strategic plan is not meant to be a document that is only touched once a year. It should be used as a way to update progress of goals and ensure the organization is on track. Your organization may choose to use the strategic plan as a reporting mechanism at all meetings to update progress of objectives. It is important to incorporate the plan into daily activity.
The final, and yet critical step of celebrating accomplishments is often ignored in the strategic planning process. The avoidance of celebrating success can undermine the success of future planning efforts as it can cultivate apathy and skepticism within the organization. It is important to acknowledge when goals are met and to celebrate success before new goals and objectives are established.
During the time periods that the plan is not receiving a complete overhaul, the strategic planning committee, executive committee, or board should still look at the plan critically to ensure the organization is headed on the right path, or that the path hasn't shifted due to unforeseen circumstances.