PLANNING THE PROCESS - Strategic Plan Builder



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Design the Strategic Planning Process

Use this template to develop a work plan for your strategic planning process. Remember that the strategic plan will only be as good as the process that got you there.

DEVELOPING A STRATEGIC PLAN:

PLANNING THE PROCESS -TEMPLATE

Work plan: Revise or Reaffirm the Mission

Revise or Reaffirm the Mission

Work plan: Develop, Revise or Reaffirm the Values

Develop, Revise or Reaffirm the Values

Work plan: Develop, Revise or Reaffirm the Vision

Work plan: Develop, Revise or Reaffirm the Vision

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ADDITIONAL TEMPLATE PREVIEWS

|All You Need To Develop A Winning Strategic Plan |

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|OPTION 1 |

|OPTION 2 |

|OPTION 3 |

|OPTION 4 |

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|First Approach - Click Above |

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|Second Approach - Click Above |

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|Plus... |

|1. Strategic Planning Process Workplan Templates |

|2. Running the Planning Session Guides & Tools |

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EVEN MORE TEMPLATE PREVIEWS!

 

|Environmental Analysis Model |SWOT Analysis Model |HR Strategic Plan |Industry Intelligence & Market Spy |

|Strategic Business Plan Workbook |Strategic Plan Report Writer Template-1 |Strategic Plan Report Writer Template-2 |Detailed Project Plan |

|Market, Industry, and Company Research! |New Business, Product, and Startup Ideas |Designer Quality Excel Charts |Designer Quality Presentation Templates |

 

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The intent of the strategic planning process is:

The ground rules that will drive the strategic planning process are:

The following people will directly participate or provide input into the strategic planning process:

□

Who will participate:

□ Board members

□ Senior management

□ Administration

□ Program delivery staff

□ Other volunteers

□ Clients/Consumers

□ Funders

□ Community partners

How will they participate:

Who will be selected:

The purpose of the exercise is to:

The responsibility for overseeing and guiding the exercise will be:

The approval process will be:

The resources required will be:

The environment will need to be:

We will create it by:

The participants will be:

HOW IT WILL GET DONE

TIMEFRAME

STEPS

1. Review the current mission statement and determine if it needs to be reaffirmed or revised.

2. If it is to be revised, then make revisions using the Mission checklist.

The purpose of the exercise is to:

The responsibility for overseeing and guiding the exercise will be:

The approval process will be:

The resources required will be:

The environment will need to be:

We will create it by:

The participants will be:

STEPS

1. Identify the current beliefs of the organization.

2. List values that aren’t currently being demonstrated in the organization, but should be.

3. Turn the description of beliefs and behaviors into value statements.

4. Prioritize the list.

5. Describe how the values could translate into the day-to-day work of the organization.

6. Formalize the value statement.

7. Communicate the value statement to all key stakeholders.

3.

HOW IT WILL GET DONE

TIMEFRAME

The purpose of the exercise is to:

The responsibility for overseeing and guiding the exercise will be:

The approval process will be:

The resources required will be:

The environment will need to be:

We will create it by:

The participants will be:

HOW IT WILL GET DONE

TIMEFRAME

STEPS

1. Determine the purpose of the vision statement.

2. Ask participants to respond to a set of questions.

3. Compile the information into clusters such as resources, services or new clients.

4. Ask key stakeholders for corrections and additions.

5. Summarize the description of the vision into a statement.

4.

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