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Obiaa 2017 BIA Strategic Planning TTT Lunch&Learn
- 1. Strategic Planning Train-the-Trainer Program In Partnership with the Ontario Business Area Improvement Association October 24, 2017
- 2. Agenda • Introductions • Overview of strategic planning • Overview of Strategic Planning Train-the-Trainer Program • Questions and Discussion
- 3. What is Strategic Planning …a desired future …shared goals …a process
- 4. A Process • Input from many individuals and many levels of the organization • Opportunity to incorporate new ideas and approaches It is only as good as the creative and thoughtful insight and meaningful conversations on the participants involved.
- 5. Strategic Plan It is a formally written document that guides a group’s decision making process toward achieving desired goals that align with their mission and vision statements. It also helps in allocating resources (volunteer, staff, monetary, infrastructure, etc.) and prioritizing actions. A strategic plan is referred to for operational decisions and is updated regularly.
- 7. OMAFRA Resource Manual Introduction to Strategic Planning You can download the Strategic Planning Resource http://www.omafra.gov.on.ca/english/rural/edr/sp/index.html
- 8. Train-the-Trainer Program Goals BIAs will build their organization and community capacity by: • Increasing the number of volunteers trained to do strategic planning • Increasing the knowledge and leadership skills of their volunteers • Increasing collaboration with Community Partners • Developing a network for support
- 9. Train-the-Trainer Program Activities Each BIA will have: • experienced a strategic planning process • a completed strategic plan • Trained volunteers (Core Team) to lead and maintain the strategic plan process
- 10. Criteria for Participation in the Train-the-Trainer Program • Must have 5 people to take the training • BIA must not be in a ‘crisis’ • Must have approval of BIA board • Be prepared to engage in the strategic planning process 10
- 11. Your BIA Community Partners Strategic Planning Committee Core Team Roles & Responsibilities Core Team Facilitators of the Strategic Planning process Provides leadership about how the process will be delivered Coordinates activities throughout the process Strategic Planning Committee A group of key stakeholders, board directors, and community partners that will provide input, develop the strategic plan and support implementation. This group will be selected with input from the Core Team and your board. Community Partners Businesses and Economic development organizations, industry stakeholders who can provide information and ideas for the plan. Your BIA Has overarching responsibility for the process, through to the approval of the final strategic plan. OMAFRA Provides training and support for Core Teams and your organization through the process OMAFRA
- 12. Stakeholder Engagement Who should be involved • Members, funders, partners, clients, volunteers, community members • broader community • target audience How to engage them • surveys, focus groups, key informant interviews
- 13. How the Train-the-Trainer Program Works Training Session “Homework” Training Session “Homework” Training Session “Homework” Training Session “Homework” Training Session “Homework” “Homework” After each session, each Core Team will go back to their SP Committee to facilitate the process and share the information they have worked through. The Core Team will get input from the SP Committee and Stakeholders to build ownership. The Core Team will also gather information and input for the next phase.
- 14. OMAFRA • Provide training and resources for Core Teams • Provide support for Core Team activities
- 15. Community Economic Development and Your BIA • Tues November 7, 7-9 pm • Webinar covers: • What is community economic development? • What tools, programs or resources are available? • How do BIAs contribute to community economic development?
- 16. Project Schedule Overview Date Activities November 7, 2018 Community Economic Development and your BIA November 28, 2017 Stage 1: Preparation - Establish strategic planning committees January 9, 2018 Stage 2: Develop Vision and Mission - Facilitation tips and tricks January 30, 2018 Stage 3: Collect and Analyze Information - Conduct environmental scan, key stakeholder meetings February 20, 2018 Stage 4: Develop Goals and Performance Measures March 13, 2018 Stage 4: Develop Action Plans - Finalize strategic plan Stage 5: Implement and Monitor - Celebrate success, start implementation
- 17. How to Register • Request an application form at admin@obiaa.com • Return full application to OBIAA, including names and contact info for Core Team members
- 19. Strategic Planning Train-the-Trainer For More Information Helen Scutt Agriculture Organization Specialist T: (519) 826 – 3115 E: helen.scutt@ontario.ca Darren Shock Economic Development Specialist T: (519) 826 – 6634 E: darren.shock@ontario.ca
Notas del editor
- Strategic Planning helps groups work towards a desired future, by focusing energy and resources on shared goals. It helps organizations to assess and adjust strategic direction in response to changing environments. Overall, it’s a process
- It involves getting input from many individuals and many levels of the organization, and broader community. It provides the opportunity to incorporate new ideas and approaches. Can also: Examine where your group is now, where you want it to be, and how you are going to get there Steers your group in a focused direction for future success Allows proactive thinking beyond your current activities and traditions Deals with change positively by responding to it effectively Sets priorities for action that are reflective of all aspects of your group Establishes clear outcomes for measuring success IMPORTANT: It is only as good as the creative and thoughtful insight and meaningful conversations on the participants involved.
- Facilitator Notes: From the Resource Manual, page 4
- Each stage provides the foundation for the next. Combined, they provide a means of focussing group efforts and of communicating the group’s direction. It is helpful to think of strategic planning as a cycle that is continuously reviewed to keep relevant in a changing environment. Stage I. Preparation - Identify the Need, Understand the Rolesm, Stakeholder Engagement, Budget, Information, Timing Stage II. Develop a Vision & Mission - Develop Vision Statement, Develop Mission Statement Stage III. Collect & Analyze Information - Gather Information, Conduct Environmental Scan, Identify Critical Issues Stage IV. Develop Goals & Action Plans - Prioritize and Select Goals, Set Objectives, Identify Performance Measures, Create Action Plans Stage V. Implement and Monitor - Write & Communicate Strategic Plan, Monitor and Track Process
- Encourage everyone to download a copy of this resource. Speaking notes: This resource is the basis for the Train-the-Trainer program. Much of the content and exercises are included in the resource manual. The resource is on the OMAFRA website. There is a REQUEST FORM at the bottom of the webpage, that people complete and submit. Then a copy of the resource will be sent to them electronically. The resource is only available electronically.
- It will build capacity of groups to drive their sector and increase their organizational effectiveness and economic impact. It will build capacity of groups by building networks of volunteers and leaders to support each other. It will provide opportunities for current and emerging leaders of groups to develop leadership skills (leaders tend to volunteer with more than one group, which gives a multiplier effect). Strategic plans will be developed and implemented in a cost-effective way that can be replicated and sustained by groups.
- Speaker Notes: Explain that the Core Team needs to establish a Strategic Planning Committee – the group that they will be facilitating through the strategic planning process. It’s key to explain that the Core Team does not develop the strategic plan, but they are the facilitators. Review each group and the role they will play.
- Speaker Notes: What other groups should be involved in the development of the strategic plan (e.g. sponsors, partners, clients, volunteers, community members, etc)? Are there going to be open sessions for the broader community? Will there be a need to hold a session with a target audience? In what way(s) do you plan to engage them as part of the process (input from surveys, conversations, focus groups, key informant interviews, etc)?
- The Core Team ‘homework’ is the key to getting buy-in and making sure the plan is implemented.
- First session – not part of strategic planning, will give background to BIAs
- Tuesday nights – November to March
- Speaking Notes: Any questions?