strategic planning the what, why, who and how for crafting a desired future sister carol cimino:...
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Strategic Planning
The What, Why, Who and How for Crafting a Desired Future
Sister Carol Cimino:
CSAANYS
Sister Carol Cimino:
CSAANYS
What is it?
Mission, goals, vision you wish to pursue;Whom you will serve;Organization’s role in the larger community;Kinds of services you will offer;Resources needed;How you will combine resources,
programming, relationships to accomplish the mission.
Present
How
What
Desired Future
Finding the Fit“What do you hopeto accomplish?”
“What are you capable of doing?”
“What is needed andfeasible in your area?”
Strengths &Weaknesses
Opportunities &threats
MissionThe “Fit”
Why Plan?
ResultsFocusProblem-solvingBroader ownershipMarketingCommunication
Step 1: Get Organized
A.Note why you are planning and any concerns.B. Select a steering group to keep things on track.C. Determine if you need outside help.D. Outline a planning process that fits.E. Get commitment to proceed.
Step 2: Take stock
A. Pull together necessary background information.
B. Review your past, present and future situation.
C. Identify key issues or choices.
SWOT analysis
Strengths Weaknesses
Opportunities Threats
Take an Audit
What are your assets?Buildings, groundsPersonnelEquipment
What are your liabilities?DebtsAged equipment,buildingsHistory
HISTORY
Over the past five years:Enrollment patternsStaffing patternsBad debtCosts vs incomeStudent performanceCurriculum development
ID Critical Areas
Catholic IDCurriculumStudent lifeFinancesRecruitmentTeacher developmentPR
Step 3: Set direction
A. Develop a vision of your organization’s future:Critical issues approachScenario approachGoals approachAlignment approach
B. Determine how to move toward a desired future.C. Develop a first draft of the plan.
LARGE questions
MissionVisionCore valuesKey result areas
CORE VALUES
The charity of Christ urges us to:RespectQuality serviceSimplicityAdvocacy for the poorInventiveness to infinity
TRY:
Draft goalsMission alignmentStrategic objectiveAction steps
Step 4: Refine and adopt the plan
A. Check with constituencies.B. Get commitment C. Ritualize
Step 5: Implement the plan
A. Monitor the progress.
B. Make adjustments
C. Periodically update the plan.
IF YOU DON’T KNOW WHERE YOU’RE GOING,
HOW WILL YOU KNOW YOU GOT THERE?
Timeline
3-6 months: Identify areas in need of planning, craft goal statements.
Consult stakeholders, hold focus meetings -Assess resources at hand, resources needed.3-6 months: Craft objectives, identify timeline. -Craft projects, align with mission, assign tasks,
design assessment instrument.1-2 months: Refine objectives, projects, determine
validity of goals, objectives.
Timeline, cont’d.
3-6 months: Disseminate plan, ritualize plan and monitor progress.
3-5 years: Monitor progress aligned with assignment of tasks, calendar, re-align projects, plan to plan.
Final thoughts
Start the planningMaintain alignmentKeep track of your progressReport your progress to all stakeholdersPut out a draftCelebrate/ritualize the planMonitor its progress and report it.
REMEMBER:
If you fail to plan for the future, you probably won’t have one.