Strategic Planning

 Planning for Success

A strategic plan promotes a deeper understanding of institutional values and:

  • Aligns Your Team with a Shared Vision

  • Clarifies Organizational Priorities

  • Enhances Decision-Making

  • Strengthens Accountability

  • Improves Operational Efficiency

 

Elements of the Planning Process

 

  • Assessment & Stakeholder Input – Analysis is conducted through stakeholder interviews, surveys, and a SWOT or SOAR assessment to identify strengths, challenges, and opportunities.

  • 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.

  • Theory of Change & Theory of Action – A framework is developed to outline the organization’s intended impact and the steps required to achieve it.

  • 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.

  • Strategic Retreat – A facilitated session brings leadership together to align on goals, strategies, and implementation plans.

  • Implementation & Accountability – Timelines, key performance indicators (KPIs), and accountability structures are established to track progress and ensure execution.

  • 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