Strategic Planning Case Presentation

SWB Consulting Services was honored to present at the Nonprofit Lifecycles Institute Winter Meeting with Helen Stepowany of HPR Consulting. Helen and I had co-facilitated a complex strategic plan during 2020 that was presented at the conference.

The dialogue focused on the role of stakeholders. This concept is relevant to almost all organizations.  Who cares about your work?  Whom does your work impact?  Who pays for you to do your work?

We also asked some critical questions:

Strategic Planning Chart

Critical Questions

What do stakeholders want and need?

What is achievable for the organization?

What is our niche?

What are our values?

What is preventing us from achieving scale?

Who are the other groups we should join with?

We moved to the implementation phase with a logic model structure for the Action Plans.

Strategic Actions:
Elements to Consider for 2021, 2022, 2023

Assumptions

What do you know, assume or want to confirm about Financial and Human Resources?

Inputs

What resources do you need to fulfill potential strategies?

People
$$$
Technology

Activities

Possible Action Steps aligned to your assumptions.

What
When
How
Who

Metrics

Short-term gains from defined actions.

Data and measures to gauge progress

Outcomes

Long-term gains from strategies and actions

Potential results to celebrat and publicize

Impact

Capacity improvements from actions linked to rural health needs and mission.

 

Remember, a strategic plan is about the future!

“The ability to shift from reacting against the past to leaning into and presencing an emerging future is probably the single most important leadership capacity today.”
C. Otto Scharmer

 

Does your organization need assistance developing your strategic plan? Contact us to discuss how we can help.