strategic planning what is a strategic plan1775
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STRATEGIC PLANNING
What is a strategic plan?
Where do you begin?
How do you get others on board?
Tips for effective Strategic Plans!
Strategic Planning
Overview…
What Is A Strategic Plan? Is a road map or course of action for achieving
desired results;
Should be laid out before the first steps are taken;
Is typically developed by committee; and
Plays a vital role in seeking funding.
Strategic Planning
Where Do I Begin? Work with designated members to decide the
future of the organization;
Get inside the members’ minds and know what they are really thinking and want; and
Do a survey or task representatives to bring the knowledge to the table.
Strategic Planning
How Do I Get Others On Board? Start early by speaking to designated
participants who will have input into the decision-making process;
Share reports and other objective data with the committee;
Divorce personalities from the discussion; and
Position the strategic plan as neutral and truthful based on member’s feedback.
Strategic Planning
Tips for Effective Strategic Plans! Work in a neutral environment;
Allow time for group interaction: In the form of a group activity Build a sense of teamwork and create an
environment where laughter and conversation flow freely.
Eliminate distractions; and
Develop a plan with clear action items.
Strategic Planning
Strategic Planning
Strategic Planning: Obtaining Agency Funding for BIG Conference Attendance
Strategic Plan for Funding
Overview… Challenges for Chapter Leadership Overcoming The Challenges Current Situation in most agencies Factors affecting agency support of NIG NTC Examine Strategic Plan Summary
Strategic Plan for Funding
Common Challenges for Chapter Leadership… Member recruitment and retention; “What can BIG do for Me?”; Perception of BIG by others; Limited participation by chapter members; Personal agendas; and Agency support of the BIG National Training Conference.
Strategic Plan for Funding
Overcoming the Challenges…Chapter Officers Must remain focused on goals and objectives of BIG; Develop a strategic plan to establish and maintain chapter
visibility; Question: Does your agency’s leadership support and
promote workforce diversity? Eliminate personal agenda’s – “BIG is not about YOU!” Provide best possible example of leadership to the
membership – be objective.
Strategic Plan for Funding
Current Agency Situations… Reduction in Training & Travel Budgets; Partial Funding - Admin/Annual Leave; Full Funding for some attendees; and Members continue to request assistance in obtaining
more Agency commitment to fund their BIG Training Conference attendance.
Strategic Plan for Funding
Factors Affecting NTC Support… Management Perception of BIG; Management Perception of BIG NTC, and other advocacy
group conferences (FEW, IMAGE, NAACP, etc…); Lack of individual chapter visibility and RESPECT! Location of BIG NTC.
Strategic Plan for Funding
Examine Your Strategic Plan… Developed by each Chapter President or Chapter Officers
(Executive Committee);
Executed by each Chapter President;
Plan should address specific Agency environment;
Plan should be goal oriented (how many members to be funded); and
Should contain actions for each month of the calendar year.
.
Monthly Activities…JANUARY
Perform analysis of Agency wide membership and determine membership interest in the NTC.
Deadline: February 15
Strategic Plan for Funding
FEBRUARYSchedule individual meetings with senior level managers.
MARCHDraft conference announcement and meet with senior level managers, no later than March 15. Then distribute conference
announcements (see handouts) Agency wide.
Agency XYZ
L eve l 2
L eve l 1
E lem en t A
L eve l 2
L eve l 1
E lem en t B
L eve l 2
L eve l 1
E lem en t C
L eve l 2
L eve l 1
E lem en t D
L eve l 2
L eve l 1
E lem en t E
C h ie f o f S ta ff
D ep u ty D irec to r
A g en cyD IR E C TO R
Organization Chart Example…
Strategic Plan for Funding
Monthly Activities…APRIL
Complete the selection process and hold a group meeting with all who were selected. Assist with preparation of necessary
training/travel forms and identify/elect delegates. Sponsor brown bag lunch meeting with agency director, deputy director, etc.
Strategic Plan for Funding
MAYMembership month program.
JUNE & JULYProvide additional conference preparation assistance, as necessary, for example: NTC registration, hotel reservations,
travel, credit card application, etc…
Monthly Activities…
SEPTEMBERSend e-mail reminders for conference workshop reports
Collect all reports within 5 weeks from the last day of the conferenceForecast and submit funding requirements for next conference
Individual Development Plan (IDP)
Strategic Plan for Funding
AUGUSTConduct final group meeting and develop strategy for
maximum workshop coverage.
OCTOBERPrepare conference summary report and provide to Agency Director.
Schedule meeting with Agency DirectorSponsor an agency wide workshop (invite BIG NTC presenters)
Monthly Activities…
NOVEMBER/DECEMBER Conduct meeting with Agency Director. Discussion should be focused on
“Benefits Derived” from attending the training conference.
Strategic Plan for Funding
Historical Example of NTC Attendance…Three Federal Agencies, Same Department, Comparison of Funded Attendees
Strategic Plan for Funding
Year Agency A Agency B Agency C
1993 100+ 70+ 2
1994 100+ 80+ 2
1995 100+ 80+ 7
BIG NTC Attendance History - Agency “C”…
Strategic Plan for Funding
Year Attendees Funded
1990 - 1994 1 or 2
1995 7
1996 20 ***
1997 18 ***
1998 40
1999 - 2008 25-30
Strategic Plan for Funding
Summary… Aim High! Get the support of the Agency Director; Maintain Chapter visibility - execute programs throughout the year; Meet regularly with managers (4-6 month intervals) and establish
individual rapport; Post Conference Reporting - reinforce “benefits derived” from
conference attendance; Chapter Presidents are the key - but lots of assistance from chapter
members is needed; Chapter officers must remain focused on the BIG goals and objectives; Keep workforce diversity on the radar of agency leadership; Strategic Planning is ESSENTIAL to a chapter’s success!! A failure to PLAN becomes a PLAN to fail!!
The Strategic Plan
Mr. Lamonte Johnson, Region XIDIA Chapter
(202) [email protected] and/or
Contact Information…
The Strategic Plan