The Need For Strategic PlanningThe essential duties of a not-for-profit board are to plan for future success, allocate resources, and support volunteers and staff in operations and implementing plans.
A key step in this responsibility is the crafting, reviewing and refreshing the strategic plan. |
Strategic Plan OutlineBringing a fresh perspective, experience and knowledge, Russ facilitates a three phase model of Purpose, Scanning, and Strategies as the components of the thinking exercise. He serves as a sounding board and coach.
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Approach, Process, Agenda
Most boards find that a one or two day retreat provides time for collaborative thinking, dialogue and decision making. It also provides for connections and relationship building. The agenda is supported with pre-event surveys and interviews.
- Confirm or refresh the organization’s Mission, Vision and Values Statements
- Examine the industry’s External Environment:
- Review Internal Operations through a SWOT analysis:
- Restate the Organization’s Value Proposition – determine identity for excellence for market leadership
- Develop Key Strategic Goals achievable for the next two to four years
- Advance discussions to determine Tactics, Actions and Program Plans
- Align Committees, Work Groups, Task Forces and Staff with resources and assignments
Deliverables
Russ will create and deploy a leadership survey for key leaders within the organization and will conduct one-on-one telephone interviews in advance of the event.
Utilizing survey insights and through a variety of group facilitation techniques, Russ will develop and manage the agenda to guide and discover a refreshed vision and action plan for the organization. Following the event, Russ provides a written draft of the strategic plan including an outline of the critical action items for execution by the board, committees and its staff or management firm.
Utilizing survey insights and through a variety of group facilitation techniques, Russ will develop and manage the agenda to guide and discover a refreshed vision and action plan for the organization. Following the event, Russ provides a written draft of the strategic plan including an outline of the critical action items for execution by the board, committees and its staff or management firm.
Client Feedback
“Russ’s passion and knowledge of association leadership was so helpful in guiding our thinking exercise.” – Board Chair
“He took our free flow thinking and dreams to a vision and plan! He was the right choice.” –Participant
“He took our free flow thinking and dreams to a vision and plan! He was the right choice.” –Participant