Professional Documents
Culture Documents
Capacity Building
Program
Strategic Planning
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
Learning Objectives
• Introduce participants to
strategic planning
• Relate some experiences with
strategic planning and any best
practices
Strategic Planning Exercise 2
• Types of planning
• Strategic planning
• Business planning
• Project planning
• Program planning
• Municipal planning
• Planning as a profession
• Professional “planners”
• Planning functions in other
professions
Strategic Planning Exercise 3
• Change
• Renewal
• Funding requirement
• Financial forecasting
• Mandate
• Build consensus
• Improve staff and board relations
• Develop ownership
• Build community support
• Other (discussion)
Planning to Plan Exercise 5
Planning to Plan
• Strategic Planning Team
• Board, staff, community volunteers
Mission
Vision
Values
• What are the principles,
standards, and actions considered
worthwhile in the organization
• Includes how people treat each
other, how groups conduct
business and what is most
important to the organization
Developing the Plan
Strategic Analysis
• Environmental Scan
• Gathering of information that
concerns the organization’s
environments
• Analysis and interpretation of this
information
• Application of this analyzed
information in decision making
Developing the Plan
Strategic Analysis
• SWOT Analysis
• Strengths
• What are some internal positive
things about your organization?
• What does the community see as
your strengths?
• Weaknesses
• What are some weaknesses in
organization?
• What does the community see as
your weaknesses?
Developing the Plan
Strategic Analysis
• SWOT Analysis
• Opportunities
• What are some opportunities in
your community or region?
• What are some emerging trends?
• Threats
• What are some provincial or
national issues facing the
organization?
• What are some technology issues
that face the organization?
Strategic Planning Process
• Specific
• Measurable
• Acceptable
• Realistic
• Timeframe
• Extending
• Rewarding
Strategic Planning Process
• 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)
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
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
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
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)
STRATEGY & RELATIONSHIP ORGANIZATIONAL CO-OPERATIVE
PLANNING BUILDING SKILLS & DEVELOPMENT
MANAGEMENT
Strategic Community Organizational Basics of a
Planning Development Governance Co-operative
Proposal Writing Public Board Orientation Co-operatives
Participation and the
Community
Development
Process I
Project Alternative Meeting Management Co-operative
Management Dispute and the
Resolution Community
Development
Process II
Opportunity Group Dynamics Leadership and
Identification Motivation
Opportunity Interpersonal
Management Communications
Communications
Planning
Legal Issues
Conclusion and Evaluation
• Review objectives
• Review any additional expectations
• Review Parking Lot
• Point out Certificates of Participation
• Complete evaluation
• Thank you!