Community

Capacity Building
Program

Strategic Planning
Agenda

• Icebreaker
• Welcome and Introductions
• Agenda Review
• What is Strategic Planning
• Types of Strategic Planning
• Planning to Plan
• Strategic Planning Process
• Strategic Planning Tools and
Techniques
• Parking Lot
• Discussion/Evaluation
Learning Objectives

• Identify the various steps in the

strategic planning process
• Initiate and manage a strategic
planning process
• Determine appropriate tools for
strategic planning
• Understand strategies for
evaluation
Learning Objectives

• Initiate community support and

involvement in the process
• Develop communication
strategies to promote the
strategic planning process
• Identify partners to be involved in
strategic planning process
• Participate in the strategic
planning process (if applicable)
What is Strategic Planning

• Used by community groups,

government departments,
organizations, and businesses
to develop blueprint for action
and change
• The process should be
community based, inclusive
and participatory to allow for
maximum stakeholder
involvement and input
Benefits of Strategic Planning

• Defines mission, • Provides base to

vision & values measure
• Establishes progress
realistic goals, • Develops
objectives & consensus on
strategies future direction
• Ensures • Builds strong
effective use of teams
resources • Solves major
problems
Strategic Planning Exercise 1

• Introduce participants to
strategic planning
• Relate some experiences with
strategic planning and any best
practices
Strategic Planning Exercise 2

Explore and discuss various

examples
of planning
Types of Planning

• Types of planning
• Strategic planning
• Business planning
• Project planning
• Program planning
• Municipal planning
• Planning as a profession
• Professional “planners”
• Planning functions in other
professions
Strategic Planning Exercise 3

To discuss how personality

affects how groups work
together to develop a strategic
plan or any type of plan
Strategic Planning Models

• Type of organization usually

dictates type of strategic
planning
• Non-profit
• Likely focus on board development,
management, fundraising, policies
• For-profit
• Likely focus on profit and strategic
directions
Types of Strategic Planning

• Basic Strategic Planning

• Issue-Based or Goals-Based
Strategic Planning
• Alignment Model
• Scenario Planning
• Organic (or Self-Organizing)
Planning
 Planning to Plan Exercise 4

Discuss the planning phase of strategic

planning by brainstorming some pre-
requisites needed to undertake the
strategic planning process
Planning to Plan

Planning to plan requires:

• Organizational readiness
• Recognition of need to plan
• Commitment to plan
• Organizational commitment
• Board and volunteer commitment
• Staff commitment
Planning to Plan
Organizational Capacity
• Human resources
• Staff
• Volunteers
• Board committees
• Special/Standing committees
• Financial resources
• Identify budget
• Determine resources
• Time
• Allocate organizational time
• Determine realistic time lines
Reasons for Strategic Planning

• Change
• Renewal
• Funding requirement
• Financial forecasting
• Mandate
• Build consensus
• Improve staff and board relations
• Develop ownership
• Build community support
• Other (discussion)
Planning to Plan Exercise 5

Why do you want to engage in

strategic planning?
Strategic Planning Process

Planning to Plan
• Strategic Planning Team
• Board, staff, community volunteers

• Strategic Planning Budget

• Establish budget, identify funding sources

• Strategic Planning Facilitator(s)

• Identify a facilitator to lead the process

• Strategic Planning Partners

• Internal board and staff
• External community groups/government
departments/others
Developing the Plan

Mission

• Core purpose of your organization

• Presented in a clear, short statement
that focuses on attention in one clear
direction by stating purpose of the
group’s uniqueness.
Developing the Plan

Vision

• What is your organization’s vision

of excellence
• Has to be realistic and not
something impractical
Developing the Plan

Values
• What are the principles,
standards, and actions considered
worthwhile in the organization
• Includes how people treat each
other, how groups conduct
business and what is most
important to the organization
Developing the Plan

Strategic Analysis
• Environmental Scan
• Gathering of information that
concerns the organization’s
environments
• Analysis and interpretation of this
information
• Application of this analyzed
information in decision making
Developing the Plan

Strategic Analysis
• SWOT Analysis
• Strengths
• What are some internal positive
things about your organization?
• What does the community see as
your strengths?
• Weaknesses
• What are some weaknesses in
organization?
• What does the community see as
your weaknesses?
Developing the Plan

Strategic Analysis
• SWOT Analysis
• Opportunities
• What are some opportunities in
your community or region?
• What are some emerging trends?
• Threats
• What are some provincial or
national issues facing the
organization?
• What are some technology issues
that face the organization?
Strategic Planning Process

Developing the Plan

• Goals
• Identify long-term outcomes to
provide focus for the planning process
• Strategies
• Outline how you will achieve your
goals
• Objectives
• Identify specific, measurable results
produced while implementing
strategies.
Strategic Planning Process

Goals and Objectives Should Be

SMARTER

• Specific
• Measurable
• Acceptable
• Realistic
• Timeframe
• Extending
• Rewarding
Strategic Planning Process

Developing the Plan

• Implementation
• Tasks – assigned to various board
and staff responsible for specific
items
• Timelines - established for
implementation of the plan for
implementation
• Funding the plan
• What is required to fund the goals in
the plan
Strategic Planning Process

Developing the Plan

• Communicating the plan

• How will you communicate the plan to stakeholders?
• Monitoring and evaluation
• Critical to plan’s success and credibility
• Must be built into the plan
• Critical for continuous improvement
• Continuous improvement
• Focuses on improving customer satisfaction through
continuous and incremental improvements
to processes
Strategic Planning Process Exercise 6

Prepare a SWOT analysis as part

of the strategic planning process
Strategic Planning Process Exercise 7

Discuss some tools and

techniques to be used for
strategic planning
Strategic Planning Tools & Techniques

• Appreciative Inquiry
• Effective for changing
organizational culture
• Based on 4-D model
• Discover, Dream, Design and Destiny
• Open Space Technology
• New method for working
effectively with large groups (10 -
1000 participants)
Strategic Planning Tools & Techniques

• Public Consultation
• Involve public and stakeholders in
your planning process
• Achieve public consultation
through
• Interviews
• Facilitated meetings
• Open houses
• Website discussion papers/surveys
Strategic Planning Tools & Techniques

• Public Meeting
• Provides opportunity for input for
all stakeholders through
• Open house to review plans, maps,
charts
• Facilitated meeting with presentation
on what you plan to do
• Facilitated meeting on interim and
final report
Strategic Planning Tools & Techniques

• Focus Groups
• Provides opportunity to address
specific issues
• Provides opportunity for maximum
participation
• Provides maximum information in
short period of time
Strategic Planning Tools & Techniques

• Website feedback
• Online survey
• Online discussion paper to generate
comments
• Surveys
• Online survey
• Community survey
• Can be developed and administered locally
• Can be conducted by firm specializing in
surveys
• Research
• Focus groups, surveys (primary)
• Literature review (secondary)
 STRATEGY & RELATIONSHIP ORGANIZATIONAL CO-OPERATIVE
PLANNING BUILDING SKILLS & DEVELOPMENT
MANAGEMENT
Strategic Community Organizational Basics of a
Planning Development Governance Co-operative
Proposal Writing Public Board Orientation Co-operatives
Participation and the
Community
Development
Process I
Project Alternative Meeting Management Co-operative
Management Dispute and the
Resolution Community
Development
Process II
Opportunity Group Dynamics Leadership and
Identification Motivation
Opportunity Interpersonal
Management Communications
Communications
Planning

Legal Issues
 Conclusion and Evaluation

• Review objectives
• Review any additional expectations
• Review Parking Lot
• Point out Certificates of Participation
• Complete evaluation
• Thank you!

Community Capacity Building Program

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