Governance vs, Management:: Strategic Planning

1. STRATEGIC PLANNING
for Social Change
Veronica Ester Mendoza
September 11 – 13, 2012
Quezon City

2. WHAT CAN TRIGGER PLANNING?
“With funding cuts, our financial situation
looks very tight to continue the way we do
now.”
“The rules are changing. Donors want to see
measurable outcomes. And competition for
fund support is stiffer.”
“Situation is rapidly changing for the worse.
Our best efforts do not seem to yield the
results we want and things are not
improving.”

3. “People are approaching us with different new
program opportunities. We need to decide which
ones to pursue and how much growth we can
handle.”
“Our funder is encouraging us to develop a
strategic plan. With so much work at the
moment, how do we go about this?”
“We’re being criticized for not having focus and
not being responsive to needs of our clients.”
“The last time we did strategic planning in our
organization, it was a nightmare!”

4. WHY PLAN?
To respond appropriately To obtain organisational
to rapidly changing cooperation, commitment, &
social conditions learning
To have greater impact To align mission,
programmes,
programmes, resources, &
relationships
To address new financial
pressure or growing
competition To communicate & market
better for support & influence
“If you fail to plan, you plan to fail!”

5. WHAT IS STRATEGIC PLANNING?
It is the process of determining:
[1] what your organization intends to
accomplish, and
[2] how you will direct the organization &
its resources toward accomplishing
these goals over a period of time

6. DESIRED FUTURE
PRESENT
Strategic Plan is the HOW of getting to the
Desired Future from the Present

7. WHAT ARE INVOLVED?
The vision, mission, & The resources needed
goals (V-M-G) the
(V- to succeed – people,
organization will money, expertise,
pursue alliances, facilities, etc.
Whom you will serve How you can best
The organization’s role combine these
in the community or resources,
society programming, and
The kinds of alliances to accomplish
programming, services, V-
the V-M-G
or products you will
offer

8. HOW TO DEVELOP A
STRATEGIC PLAN?
Step 1: Get Organized
Step 2: Take Stock
Step 3: Set direction
Step 4: Refine and Adopt
the Plan
Step 5: Implement the Plan