By:
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Strategic Planning
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Agenda
Icebreaker
Welcome and Introductions
Agenda Review
What is Strategic Planning
Types of Strategic Planning
Planning to Plan
Strategic Planning Process
Strategic Planning Tools and Techniques
Parking Lot
Discussion/Evaluation
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Learning Objectives
Identify the various steps in the strategic planning
process
Initiate and manage a strategic planning process
Determine appropriate tools for strategic planning
Understand strategies for evaluation
Initiate community support and involvement in the
process
Develop communication strategies to promote the
strategic planning process
Identify partners to be involved in strategic planning
process
Participate in the strategic planning process (if
applicable)
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Provides base to
measure progress
Develops consensus on
future direction
Builds strong teams
Solves major problems
Strategic Planning
Exercise 1
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Strategic Planning
Exercise 2
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Types of Planning
Types of planning
Strategic planning
Business planning
Project planning
Program planning
Municipal planning
Planning as a profession
Professional planners
Planning functions in other professions
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Strategic Planning
Exercise 3
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Planning to Plan
Exercise 4
Discuss the planning phase of strategic planning
by brainstorming some pre-requisites needed to
undertake the strategic planning process
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Planning to Plan
Planning to Plan
Organizational Capacity
Human resources
Staff
Volunteers
Board committees
Special/Standing committees
Financial resources
Identify budget
Determine resources
Time
Allocate organizational time
Determine realistic time lines
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Change
Renewal
Funding requirement
Financial forecasting
Mandate
Build consensus
Improve staff and board relations
Develop ownership
Build community support
Other (discussion)
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Planning to Plan
Exercise 5
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Planning to Plan
Strategic Planning Team
Board, staff, community volunteers
Strategic Planning Budget
Establish budget, identify funding sources
Strategic Planning Facilitator(s)
Identify a facilitator to lead the process
Strategic Planning Partners
Internal board and staff
External community groups/government
departments/others
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Mission
Core purpose of your organization
Presented in a clear, short statement that
focuses on attention in one clear direction
by stating purpose of the groups
uniqueness.
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Strategic Planning
Tools & Techniques
Appreciative Inquiry
Effective for changing organizational culture
Based on 4-D model
Discover, Dream, Design and Destiny
Open Space Technology
new method for working effectively with large
groups (10 - 1000 participants)
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Strategic Planning
Tools & Techniques
Public Consultation
Involve public and stakeholders in your
planning process
Achieve public consultation through
Interviews
Facilitated meetings
Open houses
Website discussion papers/surveys
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Strategic Planning
Tools & Techniques
Public Meeting
Provides opportunity for input for all
stakeholders through
Open house to review plans, maps, charts
Facilitated meeting with presentation on
what you plan to do
Facilitated meeting on interim and final
report
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Strategic Planning
Tools & Techniques
Focus Groups
Provides opportunity to address
specific issues
Provides opportunity for maximum
participation
Provides maximum information in
short period of time
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Strategic Planning
Tools & Techniques
Website feedback
Online survey
Online discussion paper to generate comments
Surveys
Online survey
Community survey
Can be developed and administered locally
Can be conducted by firm specializing in surveys
Research
Focus groups, surveys (primary)
Literature review (secondary)
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Strategic Planning
Parking Lot
Summary
Evaluation
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