Creating and Implementing Your Strategic Plan
A Workbook for Public and Nonprofit Organizations
- Refine your organization’s mission and values
- Assess your internal and external environment
- Identify and frame strategic issues
- Formulate strategies to help manage the issues
- Create, review, and adopt the strategic plan
- Assess the strategic planning process
Title: Creating and Implementing Your Strategic Plan
Author: John M. Bryson; Farnum K. Alston
PART 1: An Overview.
The Context and Process of Strategic Change.
Readiness Assessment Worksheets.
1 Strengths, Weaknesses, Opportunities, and Challenges (or Threats).
2 Barriers to Strategic Planning.
3 Expected Costs of Strategic Planning.
4 Expected Benefits of Strategic Planning.
5 Should We Proceed with the Strategic Planning Process?
PART 2: Creating and Implementing Strategic Planning: Ten Key Steps.
Step 1: Initiate and Agree on a Strategic Planning Process.
6 Plan the Planning Effort.
Step 2: Clarify Organizational Mandates.
7 Review of Mandates.
8 Background for Group Discussion of Mandates.
Step 3: Identify and Understand Stakeholders, Develop and Refine Mission and Values, and Consider Developing a Vision Sketch.
9 Stakeholder Identification.
10 External Stakeholder Analysis.
11 Internal Stakeholder Analysis.
12 Key External Stakeholder Involvement.
13 Key Internal Stakeholder Involvement.
14 Mission Statement.
15 Values Statement.
16 Vision Sketch.
Step 4: Assess the Environment to Identify Strengths, Weaknesses, Opportunities, and Challenges.
17 Internal Strengths.
18 Internal Weaknesses.
19 External Opportunities.
20 External Challenges.
21 Distinctive Competencies.
Step 5: Identify and Frame Strategic Issues.
22 Individual Strategic Issue Identification.
23 Master List of Key Strategic Issues.
24 Master Strategic Issue Statement.
25 Operational Versus Strategic Issues.
Step 6: Formulate Strategies to Manage the Issues.
26 Key Questions for Identifying Strategies.
27 Strategy Statement.
28 Criteria for Evaluating Suggested Strategies.
29 Checklist for Deciding on Strategic Plan Contents.
Step 7: Review and Adopt the Strategic Plan.
30 Plan Review and Adoption Process.
31 Plan Evaluation.
Step 8: Establish an Effective Organizational Vision for the Future.
32 Vision of Success.
Step 9: Develop an Effective Implementation Process.
33 Existing Programs, Services, and Projects: Evaluation.
34 Strategic Plan’s Proposed Programs, Services, and Projects: Evaluation.
35 Prioritizing Programs, Services, and Projects.
36 Action Planning.
Step 10: Reassess Strategies and the Strategic Planning Process.
37 Improving Existing Strategies.
38 Improving the Strategic Planning Process.
A Brainstorming Guidelines.
B Snow Card Guidelines.
CStrategic Planning W orkshop Equipment C hecklist.
D Conference Room Setup Checklist.
E Model External Stakeholder (or Customer) Questionnaire for XYZ Organization.
F Model Internal Stakeholder Evaluation Questionnaire for XYZ Organization.
G Analyzing and Reporting Results of Surveys.