Creating and Implementing Your Strategic Plan: A Workbook for Public and Nonprofit Organizations, 2nd Edition

Creating and Implementing Your Strategic Plan......Page 5
Contents......Page 9
Preface to the Second Edition......Page 13
Acknowledgments......Page 17
The Authors......Page 19
PART 1 An Overview......Page 23
Introduction......Page 25
The Context and Process of Strategic Change......Page 37
Readiness Assessment Worksheets......Page 47
1 Strengths, Weaknesses, Opportunities, and Challenges (or Threats)......Page 49
2 Barriers to Strategic Planning......Page 53
3 Expected Costs of Strategic Planning......Page 54
4 Expected Benefits of Strategic Planning......Page 55
5 Should We Proceed with the Strategic Planning Process?......Page 56
PART 2 Creating and Implementing Strategic Planning: Ten Key Steps......Page 57
Step 1 Initiate and Agree on a Strategic Planning Process......Page 59
6 Plan the Planning Effort......Page 62
Step 2 Clarify Organizational Mandates......Page 69
7 Review of Mandates......Page 71
8 Background for Group Discussion of Mandates......Page 72
Step 3 Identify and Understand Stakeholders, Develop and Refine Mission and Values, and Consider Developing a Vision Sketch......Page 75
9 Stakeholder Identification......Page 79
10 External Stakeholder Analysis......Page 81
11 Internal Stakeholder Analysis......Page 83
12 Key External Stakeholder Involvement......Page 85
13 Key Internal Stakeholder Involvement......Page 87
14 Mission Statement......Page 89
15 Values Statement......Page 92
16 Vision Sketch......Page 94
Step 4 Assess the Environment to Identify Strengths, Weaknesses, Opportunities, and Challenges......Page 99
17 Internal Strengths......Page 101
18 Internal Weaknesses......Page 102
19 External Opportunities......Page 103
20 External Challenges......Page 104
21 Distinctive Competencies......Page 105
Step 5 Identify and Frame Strategic Issues......Page 107
22 Individual Strategic Issue Identification......Page 111
23 Master List of Key Strategic Issues......Page 113
24 Master Strategic Issue Statement......Page 115
25 Operational Versus Strategic Issues......Page 117
Step 6 Formulate Strategies to Manage the Issues......Page 119
26 Key Questions for Identifying Strategies......Page 123
27 Strategy Statement......Page 125
28 Criteria for Evaluating Suggested Strategies......Page 127
29 Checklist for Deciding on Strategic Plan Contents......Page 129
Step 7 Review and Adopt the Strategic Plan......Page 131
30 Plan Review and Adoption Process......Page 133
31 Plan Evaluation......Page 136
Step 8 Establish an Effective Organizational Vision for the Future......Page 137
32 Vision of Success......Page 139
Step 9 Develop an Effective Implementation Process......Page 143
33 Existing Programs, Services, and Projects: Evaluation......Page 145
34 Strategic Plan’s Proposed Programs, Services, and Projects: Evaluation......Page 146
35 Prioritizing Programs, Services, and Projects......Page 147
36 Action Planning......Page 148
Step 10 Reassess Strategies and the Strategic Planning Process......Page 151
37 Improving Existing Strategies......Page 153
38 Improving the Strategic Planning Process......Page 154
Resources......Page 155
A Brainstorming Guidelines......Page 157
B Snow Card Guidelines......Page 158
C Strategic Planning Workshop Equipment Checklist......Page 159
D Conference Room Setup Checklist......Page 160
E Model External Stakeholder (or Customer) Questionnaire for XYZ Organization......Page 161
F Model Internal Stakeholder Evaluation Questionnaire for XYZ Organization......Page 171
G Analyzing and Reporting Results of Surveys......Page 189
Glossary......Page 191
Bibliography......Page 193