Strategic Planning for CSOs

Part 1 – The Process

Rob Fuller

Director of Entrepreneurship

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What is Strategic Planning?

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Russell L. Ackoff

“Plan or be Planned for”

Why Plan?

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The Basic Elements of Strategic Planning

Vision & Mission

Strategy

Desired Outcomes

Resulting Actions

Action Plans

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Strategic Planning Context

PLANNING

PROCESS

EXECUTION

MONITORING &

EVALUATION

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Strategic alternatives to deal with emerging critical issues

Choose the “best” strategy

Develop action plans

Take Action

Report, evaluate progress, revise

Update and renew progress

Opportunities, Threats, Challenges

Triggers for Change

Major Issues

Screen and filter 3-4 critical issues with

high impact on organization

External

environmentInternal

environment

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The Nine Tasks of Strategic The Nine Tasks of Strategic PlanningPlanning

Monitor & Evaluate

Carry Out the Plan

Obtain Approval(s)

Write the Plan

Choose Strategy

Prioritize Issues

Conduct SWOT Analysis

Review Your Mission

Audit the Situation

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1. Audit the current situation

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2. Review your mission

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3. Conduct SWOT Analysis.

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4. Prioritize issues, problems, opportunities & threats

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5. Choose appropriate goals and strategies.

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6. Write the plan.

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7. Obtain approval(s) for the plan.

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8. Carry out the plan.

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9. Monitor the plan and evaluate results

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What does Success Look Like?

• How will you know if you are a success?

• How do you define success for your organization?

• Do you have a sustainable strategy?

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Clarifying My Mission

• Why does my organization exist?

• What does it do?• Who are my

constituents?• What does my

organization stand for?

• Who is my competition?

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Visioning

• Creating the Corporate Future : Plan or be Planned For

Russell L. Ackoff, Wharton

• “Idealized Designs”Bell Labs, 1963

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Assessment tool 1Assessment tool 1

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My three-year vision

• Capture your thoughts on the Handout

• Don’t analyze

• Avoid saying, “That won’t work because…”

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Assessment tool 2Assessment tool 2

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Where am I today?

• Record your reality on the Handout

• What’s good?What’s not so good?

• Don’t make excuses

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Assessment tool 3Assessment tool 3

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