Bryson Model Strategic Planning Template

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Bryson Model Strategic Planning Template Powered By Docstoc
					              Sharon Chontos
Sage Project Consultants, LLC
                         Phase Four:
                                                Evaluation
                    Implementing Strategies
                                                Monitoring

                                              Implementation
                Phase Three:
             Developing Strategies              Budgets
               and Action Plans
                                              Action Plans

        Phase Two:                                     Goals and
       Identifying and           Strategic Issues
                                                       Objectives
          Analyzing
       Strategic Issues
                               Vision          Mission              Values

 Phase One:
Organizing the
 Process and           Readiness     Plan the Stakeholder      Mandate Environmental
Analyzing the         Assessment       Plan   Assessment       Analysis    Scan
 Environment
   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
    strategic plan?
   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
    others?

   Would it be helpful to have an external consultant address
    uncomfortable subjects?
   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
      follow?
    ◦ Do they have required deliverables?
    ◦ Do they have resources (experts, funding,
      templates) that you can draw upon?
   Identify key stakeholders
    ◦ Internal
    ◦ External


   Gain their feedback regarding the present
    state and future priorities through:
    ◦ Surveys
    ◦ Focus Groups
    ◦ Interviews
   Strengths: What are the strengths of your
    organization and how will you maintain or improve
    those attributes?

   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
    challenge?
   Competition
    ◦ 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?
         Clients
         Funders

   Sustainable Funding
    ◦   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:

    ◦ Financial

    ◦ Client Statistics

    ◦ Surveys
       Quantitative
       Qualitative

    ◦ Public Reviews
                  Institution
                     Data




                Strategies
                  Goals
                Objectives

Environmental                   Stakeholder
     Scan                           Data
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:
    ◦ Concise
    ◦ Geography
    ◦ Services
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
    should adopt?
   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?
BEST CASE


BASE CASE


WORST CASE
   During Phase 1, note strategic issues that
    arise from during the data collection and
    analysis.

   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
  alternatives?
 What major initiatives can be pursued to address
  the issue?
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
1.1.
1.2.
2.1.
   Initially, your organization may want to list
    budget considerations only.
   The following are project budget categories
    for most grant applications:
    ◦   Personnel
    ◦   Fringe Benefits
    ◦   Equipment
    ◦   Supplies
    ◦   Construction
    ◦   Contractors
    ◦   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
    plan.

   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.
                                               Who will
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
            year.                                            year
            Survey questions regarding
            effect of counseling experience
            and resulting impact.
                                               Evaluator      Compile each
  1.2                                                           quarter
   W.K. Kellogg

   USDA National Institute of Food and
    Agriculture

   University of Florida/Extension

   University of Idaho/Extension

   University of Wisconsin/Extension
Resources
              Activities   Outputs         Outcomes          Impact
 / Inputs




  Your planned work                  Your intended results
Sharon Chontos
Sage Project Consultants, LLC
sharon@sageprojectconsultants.com
(605)728-5303

				
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