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.
This strategic planning process will give you a clear roadmap to achieve your goals with confidence. Through engaging discussions, feasibility studies, and focused planning, you’ll gain valuable insights, align your team, and set actionable milestones. The result? A practical, results-driven plan with built-in check-ins to keep you on track and moving forward.
Frequently Asked Questions
Why is strategic planning important?
How long does the strategic planning process typically take?
What does the strategic planning process involve?
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Partial Client List