Strategic Planning

Strategic planning can be a complex effort to define purpose and direction for several years, or it can simply focus on defining priority projects for the coming months. At every level, planning ensures that people’s time is spent well. It also provides the foundation for key policy decisions throughout the organization.

Here are some tools that can be used to assist your organization in its planning efforts.

Cycles & Elements
The Planning Cycle
The Annual Board Cycle
Elements of the Strategic Plan
Supporting Plans
Planning Terminology
Steps in Planning
Timeline for Planning
Where Do You Spend Your Time

Strategic Planning
Sample Strategic Plan
Sample Annual Plan
Sample Work Plan
Blank Work Plan
Steps for Developing Work Plans
Personal Direction Exercises
Vision Guidelines

Functional Budgeting
Creating a Functional Budget
Functional Budget Example
Functional Budget Worksheet
Sample Membership Budget