Unmet Need Through Strategic Planning

Table of Contents

Should we proceed with strategic planning?

yes

no

How to mitigate “No”s

1. We have a strong sponsor

2. We have a process champion to lead the process

3. Resources are available to do this planning

4. Resources are likely to be available to implement our plan

5. The process and plan will be linked to our budgets and operational plans

6. The benefits outweigh the costs; the process will create real value for our organization and stakeholders

7. Now is the right time to initiate the process

8. The organization is ready to do strategic planning

9. The Board is ready to engage in strategic planning

10. We can enlist stakeholders in our process

Kentucky and Appalachia Public Health Training Center

Strategic Planning

Getting Started

Strategic Planning – Getting Started

Plan to Plan

After readiness has been assessed and the organization determines that it is ready to move forward with strategic planning, it is useful to develop a plan-to-plan. In other words, to think through the scope and purpose of the plan, the resources needed (including personnel) and how the organization will go about the strategic planning process. The following list of questions will help you to think through this process and develop your plan-to-plan.

1. Whose plan is this? Whole org? Sub-unit? Government agency? Community?

2. Why are we doing this?

· Response to requirements (external mandate)

· Help provide direction

· Enhance organizational capabilities

· Response to a crisis

· Help prioritize efforts

· Improve communications and public relations

· Improve effectiveness and/or efficiency

· Other:

3. Focus of this Strategic Plan: Programmatic? Internal organization?

4. What time period will the plan cover?

5. What challenges, issues, problems or concerns do we hope the planning process and the plan will address?

6. Who is sponsoring the planning process? Do they have the authority and power, resources and time?

7. Who is the point of contact for the process?

8. Who will be on the strategic planning team?

9. Do we want/need an outside facilitator?

10. Who will be involved in the review of the plan prior to and during any formal adoption process?

11. How much time are we willing to give to the strategic planning process? And how often will the planning team meet?

12. What is the expected time frame for the planning process (6 months, 12 months, other)?

13. What type of written plan do we envision?

a. Short executive summary

b. Longer more detailed plan but not including tactical and operational elements

c. A detailed plan including tactical and operational elements

d. Other

14. What resources do we need for the strategic planning process?

a. Budget

a. People

b. Information

c. Facilities for meetings

d. Consultants

e. Other

15. What criteria should be used to judge the effectiveness of the strategic planning process?

16. What criteria should be used to judge the effectiveness of the strategic plan?

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