vision-base strategic planning | strategy meeting i of v
TRANSCRIPT
Prepared for: Autism Hearts Foundation
Vision-based Strategic Planning FrameworkAn Introduction to the 5-Phase Process
Vision-based Strategic Planning Framework by Candice Marie Bickett
is licensed under a Creative Commons Attribution-NonCommercial-
NoDerivatives 4.0 International License.
Based on a work
at https://onedrive.live.com/redir?resid=380E516CAEBB878F!1843&aut
hkey=!AOEqaL1oNYD334M&ithint=file%2cpdf.
Planning Committee | Collaborative Processes
• Executive Leadership
• Management
• Core Staff
• Consultant
Strategy Consultant | Intentions and Objectives
• Develop a Methodological Framework • Alignment-centered
• Develop the Planning Processes• 5-Phases
• Facilitation of Processes• Defining Intentions
• Assessing Identity
• Analyzing Resources
• Evaluating Situations
• Aligning and Implementing Strategies
Strategic Planning Committee
• Professional Background
• Nonprofit Organizational Development
• Academic Context
• Conflict Analysis, Resolution, and Prevention
• Nonprofit Administration
• Experiential
• Human and Social Services
• Case Navigation
• Resource Development
Strategy Consultant
Agenda | Introduction to the 5-Phase Process | Strategy Meeting 1 of 5
• PART I: 4:30 – 5:30 • Overview of the Strategic Planning Process | ‘5-Phases of Planning’
• Review Status of Planning Process | To-date
• BREAK: 5:30 – 5:45
• PART II: 5:45 – 6:45 • Review of Phases I and II | Introduction to Phase III
• PART III: 6:45 – 7:00• Set Intentions for next Planning Meeting
Intentions (for process planning)
• Communication
• Collaboration
• Authenticity
• Integrated Perspectives
Strategy Meeting 1| Intentions & Objectives
PHASE I | PLANNING FOR THE PLAN
• Expectations and Intentions (for the planning process)
• Participation and Collaboration
• Management and Board Commitment
• Logistics and Resources
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
PHASE II | ASSESSING (taking ‘inventory’)
• Assessing Organizational Identity
• Organizational Culture (shared values, visions, principles)
• Internal Resources (human, social, financial)
• External Networks (partners, supporters, alliances, constituents)
• Contextual Environment(s) (scope and scale)
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
PHASE III | ANALYSES (internal, external, environmental situations)
• Client demographics, needs (in the context of AHF’s Intentions)
• Internal strengths, weaknesses (“ “)
• External opportunities, threats (“ “)
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
PHASE IV | EVALUATION | SWOT (implications)
What are the internal implications of:
• Organizational Strengths and Weaknesses?
What are the external implications of:
• Opportunities presented by Strengths?
• Weaknesses reduced by Strengths?
• Threats avoided by reducing Weaknesses and leveraging Strengths?
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
PHASE IV | PLANNING THE RETREAT
“To move forward we must retreat!”
Intentions of Retreat
Social Capital
• Bonding | Board and Staff engagement
• Bridging | Shared Intentions with Goals
• Linking | Strategic Vision for AHF, Communities, and the Future!
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
PHASE IV | DURING THE RETREAT
Objectives and Activities of Retreat:
• Developing our Organization’s Theory of Change
Aligning Vision, Value, and Mission with Goals, Objectives, Actions
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
PHASE V | IMPLEMENTATION
1. Action Plan Development
2. Evaluating and Revising
3. Approving the Strategic Plan
4. Evaluation of Alignment
• Internal
• External
• Environmental
Autism Hearts Strategy Planning 5-PhasesFollowing the
Process Framework
BREAK 5:30 – 5:45
PART II
• Review of Phases I and II – Process to-date
• Introduction to Phase III
Autism Hearts Strategy Planning | Review
PART III
• Set intentions for next meeting
• Set date and time for next meeting
Autism Hearts Strategy Planning | Review
AFTER WE LEAVE
• Summary of Strategy Meeting 1 will be made available on BaseCamp platform within 24 hours
• Follow-up Q&A conference call will go out via Outlook in 48 hours, at which time Strategy Meeting 2 will be confirmed – 2 weeks from today
• Agenda and preparation materials will be made available on BaseCamp platform within 48 hours of Strategy Meeting 2
ADDITIONALLY REQUESTED MATERIALS
• AHF is currently developing its social media presence via LinkedIn. An easy to follow 3-Step Navigation Guide will be attached to the ‘Summary of Strategy Meeting 1’
CLOSING NOTES