Strategic Planning: Timing is Everything!

Here is an overview of the strategic planning process in three steps:

  1. The first step of the strategic planning process is to gather data.
  2. The second step is to analyze the data.
  3. The third step is to create a plan from the results of the data.

I’ve detailed the process week by week to correspond to a 90-day process:

  • Week One: Meet with Executive Director to discuss strategic planning process; brainstorm members of the Strategic Planning Committee meeting
  • Week Two: Host First Strategic Planning Committee meeting; brainstorm organizational issues
  • Week Three: Conduct SWOT Analysis with Board and staff members
  • Week Four: Present Strategic Planning Introduction to Board of Directors; develop Mission, Values and Vision statements
  • Weeks Five to Eight: Conduct Strategic Planning Interviews
  • Weeks Five to Eight: Conduct Guest Surveys
  • Weeks Five to Eight: Assemble Positional Map(s)
  • Week Nine: Assemble results of the interviews, surveys and positional map(s)
  • Week Ten: Meet with Strategic Planning Committee to go review results; brainstorm recommendations
  • Week Eleven: Present Results and Recommendations at Board meeting
  • Week Twelve: Write strategic plan draft; present to Strategic Planning Committee and Executive Committee for discussion and feedback
  • Week Thirteen: Present Final Strategic Plan at Board meeting

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