By Pam Kinzie, Consultant
Strategic planning is not a new process. In fact, the first mention of it in the literature related to military strategy in the fourth century B.C.! The Harvard Business School presented it as a new discipline in the 1960’s and by the 1970’s the elements of strategic planning commonly used today appeared.
Those who have participated in strategic planning before may be either enthusiastic about the prospect of developing one or jaded by a previous experience that did not accomplish the anticipated results. There is also a great deal of confusion about what a strategic plan is, why and how one should be developed.
To that end, HC Link has released a new resource on strategic planning, Strategic Planning: from mundane to meaningful. This resource provides an overview of strategic planning including why, when and how to do it, who to involve, the key elements and what to consider when developing a strategic plan. It provides a simple, clear guide to strategic planning for community groups, coalitions and small non-profit organizations drawing on literature aimed at similar organizations. The resource will also provide information that will help you to develop a plan that will not sit on a shelf, but rather act as a living document to guide your program planning, budgeting and measurement of performance. “The best plan is useless unless it is acted upon.”1
Strategic planning is defined as “a process through which an organization agrees on and builds key stakeholder commitment to priorities that are essential to its mission and responsive to the organizational environment. Strategic planning guides the acquisition and allocation of resources to achieve these priorities.”2
Another way to think of a strategic plan is as a flight plan for a pilot. Without one, the pilot and crew have no direction and no specific destination to inform the ticket-sellers or the passengers. The fueling station has no idea how much fuel to provide and the meteorologist can’t anticipate the weather en route. Indeed the mission is unclear. If you don't know where you want to go, it doesn't matter which road you take (to paraphrase the Cheshire cat in Alice in Wonderland).
Consultants may be helpful in providing objective assistance in the overall design of your planning process to involve all key stakeholders. They can obtain sensitive information through interviews and share it in a constructive way. Their key role is to focus on the process and provide relevant background information. Some organizations find it useful to have consultants facilitate planning meetings or retreats so that the stakeholders are free to participate actively. HC Link offers customized consulting services to community groups, organizations, and partnerships to support their work in building healthy communities. HC Link’s consultants can provide valuable resources, tools, problem-solving, advice and mentorship in a variety of areas. HC Link’s consulting services are funded by the Government of Ontario and are provided free of charge, when possible. Contact us to learn more!
We hope that you will find this resource useful in your strategic planning efforts. To learn more about facilitating strategic planning sessions, please read HC Link’s ongoing blog series on facilitation techniques:
- Using "Visioning" as a facilitation technique
- 1-2-4-all: Engage everyone in group conversation
- Facilitating a priority-setting exercise
- Appreciative Inquiry
- Breaking The Ice: putting a little fun into working with groups
- Peer Sharing: The wise crowds* technique
- Introduction to choosing a facilitation technique