Strategic Planning for CSOs

Part 1 – The Process

Rob Fuller
Director of Entrepreneurship
What is Strategic Planning?

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 Why Plan?

“Plan or be
Planned for”

Russell L. Ackoff
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 The Basic Elements of Strategic Planning

Vision &
Mission

Strategy

Action
Plans

Resulting
Actions

Desired
Outcomes

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Strategic Planning Context

MONITORING &
EVALUATION

PLANNING
PROCESS

EXECUTION

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External Opportunities, Threats, Challenges
Internal
environment environment
Triggers for Change

Major Issues

Screen and filter 3-4 critical issues with

high impact on organization

Strategic alternatives to deal with emerging critical issues

Choose the “best” strategy

Develop action plans

Take Action

Report, evaluate progress, revise

Update and renew progress

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 The Nine Tasks of Strategic Planning
Monitor & Evaluate Audit the Situation

Carry Out the Plan Review Your Mission

Obtain Approval(s) Conduct SWOT Analysis

Write the Plan Prioritize Issues

Choose Strategy

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1. Audit the current situation

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2. Review your mission

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3. Conduct SWOT Analysis.

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4. Prioritize issues, problems, opportunities & threats

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5. Choose appropriate goals and strategies.

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6. Write the plan.

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7. Obtain approval(s) for the plan.

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8. Carry out the plan.

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9. Monitor the plan and evaluate results

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What does Success Look Like?

• How will you know

if you are a success?
• How do you define
success for your
organization?
• Do you have a
sustainable strategy?

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Clarifying My Mission
• Why does my
organization exist?
• What does it do?
• Who are my
constituents?
• What does my
organization stand
for?
• Who is my
competition?

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 Visioning

• Creating the Corporate

Future : Plan or be Planned
For
Russell L. Ackoff, Wharton
• “Idealized Designs”
 Bell Labs, 1963

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 Assessment tool 1

My three-year vision

• Capture your thoughts on

the Handout
• Don’t analyze
• Avoid saying,
“That won’t work because…”

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 Assessment tool 2

Where am I today?

• Record your reality on the

Handout
• What’s good?
What’s not so good?
• Don’t make excuses

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 Assessment tool 3

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