Strategic Planning
 Planning for Success
A strategic plan promotes a deeper understanding of institutional values and:
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Aligns Your Team with a Shared Vision
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Clarifies Organizational Priorities
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Enhances Decision-Making
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Strengthens Accountability
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Improves Operational Efficiency
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Elements of the Planning Process
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Assessment & Stakeholder Input – Analysis is conducted through stakeholder interviews, surveys, and a SWOT or SOAR assessment to identify strengths, challenges, and opportunities.
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Vision & Goal Setting – Mission, vision, and values are refined, and strategic priorities are established. SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals and key milestones are defined.
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Theory of Change & Theory of Action – A framework is developed to outline the organization’s intended impact and the steps required to achieve it.
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Plan Development – A strategic roadmap is created, aligning priorities with measurable objectives. An operational plan is designed incorporating milestones to ensure effective execution and resource allocation.
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Strategic Retreat – A facilitated session brings leadership together to align on goals, strategies, and implementation plans.
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Implementation & Accountability – Timelines, key performance indicators (KPIs), and accountability structures are established to track progress and ensure execution.
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Ongoing Review & Adaptation – Systems are put in place for continuous evaluation and adjustments to maintain long-term success.
