Topic #2: Strategic Planning Process

Cycles for Strategic Planning and Evaluation:

  • In September, discuss and get input from your Position Focus (PF) leader for the current PF year.  This is your Initial Conversation.  
  • January is the Mid-Year Position Focus review. Celebrate goals achieved and discuss any adjustments that need to be made to your plan.
  • By the end of May, complete the EOY Position Focus review and begin to create preliminary strategic plans for the following PF year, including SWOT.

NOTES: 

  • Keep it simple, brief and strategic as you consider the stage of development you are in.
  • Contextualize your plan. Recognize the audiences you are currently engaging and move toward engaging all three – Lost, CoJourners, Mobilizers.
  • Be specific (by whom, by when, what results you want). Are your goals doable?
Open the Strategic Planning Template
Previous Topic
Back to Lesson
Next Topic