notes on planning

Wagner,

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Strategic planning, a broad brush philosophy and action steps.
Strategy, external environment,
• Obtaining the support of the board
• Involve people in the process. Consultants, build up understanding knowing the role they play (your decision)
• Conduct environmental analysis. (SWOT, needed to be updated on yearly bases)
• Exam the implementation of the plan to the existing programs.
Plan need to be shared with others.
Scenario planning:
• Come up with various scenario for different situation in the future
• What’s the most likely scenario
• (Annual Environmental Scan)
To review the organizational mission statement (What does it means to people, see if needed wording revision) clear and concise mission statement (what you can use for elevator pitch)
Focus back on your core values and believes. (not to make assumptions for what people understand)

To have operational volunteers to be in the strategic planning conversation.
Determine whether immediate action is required.
Plan needs to be flexible and adjustable. Need to be a continuous process. Updated
Thinking strategically.

Strategic planning retreat, include educational components. customers/client/competitors could come to talk as guest speaker. Involve key stakeholders, others play the educational roles.