Sage Project Consultants, LLC
Developing Strategies Budgets
and Action Plans
Phase Two: Goals and
Identifying and Strategic Issues
Vision Mission Values
Process and Readiness Plan the Stakeholder Mandate Environmental
Analyzing the Assessment Plan Assessment Analysis Scan
Whose plan is it?
What period of time will the plan cover?
Who is the plan’s sponsor(s)?
Who is the plan’s champion(s)?
Who will be on the planning project team?
Who should be involved in the development of the plan?
Who should review the plan?
Who are audiences for the plan?
What resources do we need to complete plan?
What criteria should be used to judge the effectiveness of the
Do you have the internal capacity to facilitate a plan?
Would an external perspective be useful in providing
unbiased feedback and facilitation?
Do your sponsors and champion have the time to facilitate
the process and document the plan?
Do you have the funding resources to pay for a consultant?
Can a consultant do some tasks and internal resources do
Would it be helpful to have an external consultant address
Do you have a national or parent organization
that requires a strategic plan?
Do they mandate your organization have a
strategic plan? If yes,
◦ Do they have a suggested or required process to
◦ Do they have required deliverables?
◦ Do they have resources (experts, funding,
templates) that you can draw upon?
Identify key stakeholders
Gain their feedback regarding the present
state and future priorities through:
◦ Focus Groups
Strengths: What are the strengths of your
organization and how will you maintain or improve
Weaknesses: What are the organization’s weaknesses
and how will you overcome those weaknesses?
Opportunities: What external opportunities may be
available to your organization?
Threats: What are threats or challenges that your
organization will face? How will you overcome each
◦ Are there other nonprofit, public or for-profit agencies
that provide the same service or product you do?
◦ How do they compare in price, quality and value?
◦ Who has contact with your audience?
◦ What are your funding sources now?
◦ Are they sustainable?
◦ How many sources of funding do you have?
◦ What are your funding challenges?
List your core competencies. Be honest.
Analyze your own data:
◦ Client Statistics
◦ Public Reviews
What is our organization here to do?
What is our purpose?
What business are we in?
Who do we serve?
How are we unique?
Provide key stakeholders a question(s) regarding
organization’s purpose. Have individuals write
their own thoughts.
In a small group, have individuals share their
ideas and ask group to draft a mission
statement. Present to larger group for editing.
Mission statement should be:
How do we want to treat others?
Review your organization’s values in practice
at this time.
Are these values desirable or not?
Are there additional values your organization
Choose 8 – 10 values you want to keep or
adopt and define each in your own words.
Incorporate into the vision statement.
A vision statement reflects what the
organization will look like if it successfully
implements its strategies.
Describe your organization now.
Imagine reporting on your organization 5
years from now.
Conduct a gap analysis. How will you close
the gap between now and five year vision?
During Phase 1, note strategic issues that
arise from during the data collection and
Frame the issues as questions or concerns
the organization can do something about.
Determine if the issue is strategic,
operational or tactical. Table or assign the
operational and tactical issues for now.
Goal: “A long-term organizational target or
direction of development. It states what the
organization wants to accomplish or become
over the next several years. Goals provide a
basis for decisions about the nature, scope, and
relative priorities of all projects and activities.
Everything the organization does should help it
move toward attainment of one or more goals.”
Goal 1: Increase the number of clients served while
maintaining high customer satisfaction.
Strategy: “The means by which an organization
intends to accomplish a goal or objective. It
summarizes a pattern across policy, programs,
projects, decisions, and resource allocations.”
Strategy identifying tips:
Review each strategic issue. How can you
improve or address the issue? What are practical
What major initiatives can be pursued to address
Objective: “A measurable target that must be
met on the way to attaining a goal.”
Objective Defining Tips:
Each objective should have a definable
measurement with a baseline and end target.
Objective 1.1 Increase the number of clients receiving our
counseling services from the historical average of 120 per year
(baseline average 2004 to 2008) to 150 per year (target average
from 2009 to 2014 during 5 year plan period).
Objective 1.2 Maintain customer satisfaction based on a 5 point
Likert scale at 4.5 (baseline average 2004 to 2008) over the 5
year plan period.
Action Lead/Team Timeline Budget Range
Initially, your organization may want to list
budget considerations only.
The following are project budget categories
for most grant applications:
◦ Fringe Benefits
◦ Indirect Expenses
Source or Potential
Objective/Action Budget Sources
A.1.1. $20,000 Annual budget
A.1.2. $5,000 Fundraising
B.1.1. $45,000 Grants X, Y, Z
If you have employees, their objectives should
directly reflect the plans objectives and action
Each goal and objective should be monitored and
“owned” by someone in the organization. They
should be accountable for implementation,
interventions and measurement.
Measures for each objective shall be updated
periodically and reviewed. Interventions to
correct or enhance should be encouraged.
Track your measures.
Maintain active action plans and timelines.
Make timely and effective interventions.
Rise above the daily activities periodically to
check if you are still on track with the
strategies and goals.
Objective Evaluation Questions measure When
Number of clients increased Every month and
from the baseline of 120 per
1.1 year to the target of 150 per
[Staff Name] end of fiscal
Survey questions regarding
effect of counseling experience
and resulting impact.
Evaluator Compile each
USDA National Institute of Food and
University of Florida/Extension
University of Idaho/Extension
University of Wisconsin/Extension
Activities Outputs Outcomes Impact
Your planned work Your intended results
Sage Project Consultants, LLC