3. Purpose
A strategic plan is a roadmap that will show you
where you want to go
• What do you do well?
• What needs to change?
• Where is your sphere of
influence?
• What strategies will best
deliver your mission?
• What metrics will you use to
evaluate success?
4. Components of a Strategic Plan
Performance Plan
Monitoring Preparation
Institutional
Action Plan
Mission
Situation
Analysis
7. Action Plan
• Group challenges into broad categories that
become your Goals.
• Establish steps or actions to address each goal.
• Identify the resources (human, capital, supply)
that have or will need to implement plan.
• Prioritize steps based on short term and long
term needs or abilities.
• Establish measurements metrics.
10. Laurie Baty
Deputy Director
National Capital Radio & Television Museum
lauriebaty@gmail.com
Liz Maurer
Creative Director
Re-Living History
liz@re-livinghistory.com
Notas del editor
Who are we? Who are you?Do you have annual plan/work plan/strategic plan?
Overview of planningNot comprehensiveReview of what we will come in sessionCurrent thinking on planning suggests that it needs to be short term and flexible (1-3 years)
A plan identifies what and where we want to beIdentify problemsCome up with strategies to deliver missionIncludes short and long term metricsBuilds on your strengthsDemonstrates the effect of institution-wide planning
Tell us why you are here. Give us examples of challenges at your organizations. (Write this on the charts) Tell group that we will model a planning process after reviewing this chart. Describe each component on the chart. Plan Prep: Review previous plans, ID stakeholders, timeline, anticipated outcomesMission: Review who we are and what we do. Does the mission reflect what we are trying to accomplish?Situation Analysis: In this step you study your institution to determine your strengths and weaknessesAction Plan: Group challenges, establish steps, ID resources, prioritize approachMonitoring: Have a monitoring system. Check ins. Possible metrics are dates, contacts, responses, etc.
As an activity, the group will go through a SWOT analysis. The predetermined “issue” will be volunteers. Participants will go through a SWOT analysis on “volunteers” based on their own organizations’ strength, weaknesses, etc.
Based on what came out of SWOT, develop a short (two or three component) Action plan as a group. Don’t forget to assign dates, quantities, or other measures of success to each step. These are the metrics for success.
Find a way to keep the plan front and center for yourself and your staff. Make it a regular agenda item in staff meetings. Ask for regular reports. Have a way to track the implementation of the plan.
Periodically review the plan based on the ongoing gathering of metrics. Be flexible enough to make changes. But be careful about putting new items into the plan on a whim; they may or may not fit into your overall strategy.
Periodically review the plan based on the ongoing gathering of metrics. Be flexible enough to make changes. But be careful about putting new items into the plan on a whim; they may or may not fit into your overall strategy.