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Ensuring Your Vision makes a Difference

Take the key elements of your vision statement, and map it against all the key programs and potential programs in your organization.

Key elements: ................................................................................................................

Program name: ..............................................................................................................
How it meets these intents .....................................................................................

  • Design: .................................................................................................................
  • Implementation: ................................................................................................
  • Measurement: ...................................................................................................
  • Reward: ...............................................................................................................

Action ................................................................................................................................

Action Plan

Action Plan - Example

Each strategy will usually have more than one Action Plan, with each plan targeting a different aspect of the strategy, or developing into a hierarchy of plans that need to be completed in a particular sequence.

The following example shows a completed Action Plan.


Action Plan

Strategy 1: Demonstrate representation of the wider finance industry.

Action Plan 1.1 Identify demographics of current members.

Scope:  Identify demographic information relevant to planning needs; analyse what the database can do now, what it is capable of doing, what is needed; construct the database to accommodate survey information; identify how to collect, input and maintain data; survey all members with next subscription notice; review membership application form and renewal notice to include all database fields and survey information.

Resources:  Database upgrade $15,000; time allocation for data input.

Start:  May 2008.

Completion:  November 2008.

Project Manager:  Executive Director.

Success Measure: 60% members have complete data on the database.

Ethical Dimension:  Ensure privacy, ensure security of data.

Risk analysis:  database corruption-need backup protocols

Nine Stages of Strategic Plan Facilitation

There are nine steps necessary for developing a nonprofit Strategic Plan.

Stage 1: Create the planning team.

Stage 2: Establish the relevant scenarios.

Stage 3: Develop or reaffirm the Vision and Mission.

Stage 4: Apply the SWOR Analysis filter.

Stage 5: Set strategies and reality checks against SWOR.

Stage 6: Develop Action Plans.

Stage 7: Filter actions against the scenarios to ensure robustness of actions under all scenarios

Stage 8: Implementation.

Stage 9: Measure implementation.

Operational and Business Plan Checklist

Week 1 - Preliminary kick-off meeting (involving the CEO and nominated specific Board members

Week 1 - Collection and analysis of key documents by facilitator (constitution, annual report, financials, strategic documents as agreed)

Week 2 - Commence Operational Planning retreat

9.00 am Presentation to staff on the strategic planning process. How to use the Vision statement in operational project development

9.30 am Short training session on how to write action plans, the importance of success measures, and how to develop the three different types of Key Performance Indicators (KPI’s).

10.00 am Departments develop Key Objectives and match against strategic plan

11.30 am Teams develop detailed operational action plans

3.00 pm Key Performance Indicators for Department/project teams

3.30 pm Key Performance Indicators for individual staff

4.00 pm Wrap up and summary of next steps