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Strategic Planning
• What do we want to
  achieve?
• How do we get
  there?
Strategic Planning Phases
Initial formulation
• Formulation
• Development
• Implementation
• Evaluation
Continued improvement
    (repeat)
Strategy Formulation

    Vision statement

    Mission
    statement

    Define
    organizational
    values
Vision Statement
A statement to inspire stakeholders to
  engage and accomplish what the
  organization intends to do, for whom, and
  what will it look like.
“We hold these truths to be self-evident,
 that all men are created equal, that they
 are endowed by their creator with
 certain unalienable rights…”
Vision statement:
To implement an educational service that will
 revive and restore reverence for and
 understanding of the United States
 Constitution, and our Founding Fathers
 political philosophy, thereby ensuring our
 liberty and unalienable rights.
Mission Statement
• How will the organization achieve the
  vision?
• What makes us unique, valuable, and
  worthwhile?
“That to secure these rights, governments
  are instituted among men, deriving their
  just powers from the consent of the
  governed”
U.S. Constitution
“We the people of the united states, in
 order to form a more perfect union,
 establish justice, insure domestic
 tranquility, provide for the common
 defense, promote the general welfare,
 and secure the blessings of liberty to
 ourselves and our posterity, do ordain
 and establish this constitution for the
 united states of America.”
Mission statement:
To serve the American public by delivering
 educational programs in a fun, personable,
 interesting, and understandable manner
 that focuses on the United States
 Constitution, the Founding Fathers’
 philosophy, and American history.
Define Organizational Values
• How will the organization conduct itself?
• What will remain constant?
• What will we demonstrate each day?


“…That among these are life, liberty and
 the pursuit of happiness.”
Value Statement & Core Beliefs
The American Experiment; A Study of the
 Founders’ Republic (TAE) promotes the
 values of our Founders. We believe that our
 Creator endowed all men with “unalienable
 rights that among these are Life, Liberty,
 and the pursuit of Happiness…”
Value Statement & Core Beliefs
Liberty is an expression of independent
  thinking by self-government with consent
  given to just powers of the Republic.
Value Statement & Core Beliefs
Education of the public by emphasizing the
 restoration of the American heritage,
 providing a legacy for future generations,
 and promoting sound logic, reason and
 judgement.
Value Statement & Core Values
Morality and virtue, based on the love of God,
 love of our fellow man, and a Life of Justice
 with eternal Vigilance.
Value Statement & Core Values
Sound business and economic practices
 dedicated to fiduciary responsibility to TAE
 and the public trust.
Strategy Development


    SWOT analysis
    Strengths, Weakness,
      Opportunities, Threats

    Long Term Goals (3 to 5
    years)

    Identify strategies
Strategy Implementation

    Short Term Objectives (< 1 year)

    Action Plans

    Allocate Resources

    Motivate Staff
Strategy Evaluation


    Review
    strategies

    Measure
    performance
How Do We Know?

    Was this what the vision looked like?

    Was the mission accomplished?

    What have you become?

    Corrective action?

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Strategic planning 2013

  • 1. Strategic Planning • What do we want to achieve? • How do we get there?
  • 2. Strategic Planning Phases Initial formulation • Formulation • Development • Implementation • Evaluation Continued improvement (repeat)
  • 3. Strategy Formulation  Vision statement  Mission statement  Define organizational values
  • 4. Vision Statement A statement to inspire stakeholders to engage and accomplish what the organization intends to do, for whom, and what will it look like. “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their creator with certain unalienable rights…”
  • 5. Vision statement: To implement an educational service that will revive and restore reverence for and understanding of the United States Constitution, and our Founding Fathers political philosophy, thereby ensuring our liberty and unalienable rights.
  • 6. Mission Statement • How will the organization achieve the vision? • What makes us unique, valuable, and worthwhile? “That to secure these rights, governments are instituted among men, deriving their just powers from the consent of the governed”
  • 7. U.S. Constitution “We the people of the united states, in order to form a more perfect union, establish justice, insure domestic tranquility, provide for the common defense, promote the general welfare, and secure the blessings of liberty to ourselves and our posterity, do ordain and establish this constitution for the united states of America.”
  • 8. Mission statement: To serve the American public by delivering educational programs in a fun, personable, interesting, and understandable manner that focuses on the United States Constitution, the Founding Fathers’ philosophy, and American history.
  • 9. Define Organizational Values • How will the organization conduct itself? • What will remain constant? • What will we demonstrate each day? “…That among these are life, liberty and the pursuit of happiness.”
  • 10. Value Statement & Core Beliefs The American Experiment; A Study of the Founders’ Republic (TAE) promotes the values of our Founders. We believe that our Creator endowed all men with “unalienable rights that among these are Life, Liberty, and the pursuit of Happiness…”
  • 11. Value Statement & Core Beliefs Liberty is an expression of independent thinking by self-government with consent given to just powers of the Republic.
  • 12. Value Statement & Core Beliefs Education of the public by emphasizing the restoration of the American heritage, providing a legacy for future generations, and promoting sound logic, reason and judgement.
  • 13. Value Statement & Core Values Morality and virtue, based on the love of God, love of our fellow man, and a Life of Justice with eternal Vigilance.
  • 14. Value Statement & Core Values Sound business and economic practices dedicated to fiduciary responsibility to TAE and the public trust.
  • 15. Strategy Development  SWOT analysis Strengths, Weakness, Opportunities, Threats  Long Term Goals (3 to 5 years)  Identify strategies
  • 16. Strategy Implementation  Short Term Objectives (< 1 year)  Action Plans  Allocate Resources  Motivate Staff
  • 17. Strategy Evaluation  Review strategies  Measure performance
  • 18. How Do We Know?  Was this what the vision looked like?  Was the mission accomplished?  What have you become?  Corrective action?