Five steps to successful nonprofit strategic planning with Carol Hamilton

In episode 90 of Mission: Impact, Carol Hamilton goes solo and talks about:

What strategic planning is and is not

the five steps to a comprehensive strategic planning process

Keys to ensuring your plan gets put into action and stays relevant

The five steps are 1. kick off, 2. discovery or listening tour, 3. explore, 4. decide, 5. plan & act

Strategic planning:

Strategic planning is a structured process for setting priorities for the medium term (3-5 years).

It involves gathering insights from stakeholders, identifying themes, exploring futures, and making decisions to focus the organization’s future in service of its mission.

What it is NOT

It’s not about predicting or controlling the future.

Just the document, it’s about conversations that build alignment and shared understanding.

It is not just a retreat

Kick Off

Setting yourself up for success

Let everyone know what is happening and what is coming

Pull together a team 

Equity considerations

Discover

Go on a listening tour

Interviews, focus groups, surveys – what will work for you.

How are you making participation accessible?

Explore

Share the current state as well as hopes and aspirations

Explore the wider landscape and ecosystem for trends

imagine new futures for the organization

Decide

Prioritize and decide on the future directions and goals: Where will you put your energy?

Revisit your mission and vision – are they aligned with where you are going?

Plan & Act

Define action steps, success indicators, and feedback mechanisms.

 

Keeping the Plan Fresh 

Agree on a process for reviewing and updating the plan

Important Links and Resources:

Common Mistakes Organizations Make in Strategic planning:

https://www.gracesocialsector.com/store/p13/strategic_plan_mistakes.html

Be in touch

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