Strategic

Planning
Sharon Schnelle, Presenter
Sponsored through

Goals of Training
Participants will understand
The basics of strategic planning
How to develop good vision and mission
statements for your organization
The basics of logic model planning
Identifying strengths, weaknesses,
opportunities and threats (barriers) of
your organization

Training Agenda

Welcome & Introduction

Basic Housekeeping information
Strategic Planning process Skills
Vision and Mission process Skills
SWOT process Skills
Logic Modeling process Skills
Practicing the Skills

Strategic Planning
What is this?
The big picture of what your agency is
doing and where it is going
Helps determine where your organization
is going over the next year or more
Why is this important?
Takes you outside the day-to-day activities of your
organization or project and helps give you clarity
about what you actually want to achieve and how to
go about achieving it rather than a plan of action for
day-to-day operations.

Strategic Planning
Models
Goals-Based

Most common
Works with the agency vision, mission, and the agency
goals to work toward achieving the mission

Issues-Based

Starts with examining issues that the organization is

facing

Organic

Focus is primarily on vision and values

Scenario

Components of a Strategic
Plan
Vision

Developing a clear understanding of what is

your preferred future

Mission

Developing a sound statement about

why you exist

Core Values and Beliefs

Describes behaviors and ideas that are important to your

organization

Strategic Issues

The issues that create a

gap between the ideal and reality

Operational Plans
achieve your vision?

How are you going to

Steps of a Strategic
Plan

Where is your agency in its

development RIGHT now?
Assess the Internal and External
Environments
SWOT Analysis

SWOT Analysis
Regardless of whether your
organization is future
planning for specific
products, work, personal or
any other area, the SWOT
analysis process is the
same.

SWOT Analysis

cont.

Step 1 In the here and now List all

strengths that exist now. Then in turn, list all
weaknesses that exist now. Be realistic but avoid
modesty!

Step 2 What might be List all

opportunities that exist in the future.
Opportunities are potential future strengths. Then
in turn, list all threats that exist in the future.
Threats are potential future weaknesses.

SWOT Analysis

cont.

Step 3 Plan of action Review

your SWOT matrix with a view to
creating an action plan to address each
of the four areas.

Step 4 Develop Operational

Plans, Monitor Actions, Evaluate
Progress, and Revise the Plan!

Other Steps in Strategic Plan

Create a Vision
Define core
beliefs and
values of your
agency
Identify your
agencys mission

If you dont know

where youre
going, any path
will get you
there.

Steps in Strategic Plan

Identify critical
strategic issues
Sometimes referred to as barriers

Develop goals and

detailed action plans
for each strategic
issue
How can you maximize the forces in
favor and minimize forces against?

cont.

Steps in Strategic Plan

cont.

Monitor Action Plans your

agency has developed in
response to the critical issues
Evaluate progress of
achieving the outcomes
Revise the plan as necessary

Contact
Sharon Schnelle
smschnelle@dps.state.oh.us
614.466.0346