Voluntary Committee Management Facilitated by Caroline Egan, CramdenTECH Ltd. www.cramdentechsolutions.com

Agenda Key terms used in strategic planning Working together to create a strategic action plan Using a strategic planning template for grant applications

Key Terms Types of Plans: Planning Terms: Strategic Plan Operational Plan Business Plan Annual Work Plan Marketing Plan Financial Plan Planning Terms: Vision, Mission, Values Aims, Goals, Objectives Outcomes Outputs Inputs Key Performance Indicators

Creating a Strategic Plan Setting the mission, objectives and outcomes Identifying scenarios the voluntary committee may face Using a planning canvas to map out activities and resources

The Planning Canvas Question 1: What need are you responding to? What problem are you solving? What services are you delivering and why? Exercise: State your Value Proposition

The Planning Canvas Question 2: Whose needs are you responding to? i.e. customers/clients/target groups How will you deliver services? Exercise: State your product/service delivery methods

The Planning Canvas Question 3: How to you plan to recruit customers/clients/target groups How will you deliver services? Exercise: State how you plan to grow your customer/service user base

The Planning Canvas Question 4: How to you plan to generate revenue/funds? What resources will you need? What are your key costs? Exercise: State how you plan to fund the enterprise/initiative

The Planning Canvas Question 5: What key activities do you need to carry out? Exercise: State the main focus of your activities

The Planning Canvas Question 6: Who are your key partners? Exercise: Whose co-operation/support do you need to carry out your plans?

Strategic Plan Template Key Sections on a Strategic Plan template for use with grant applications: Executive Summary Background/History Board and Management Staff Vision/Mission/Values SWOT Analysis Aims and Objectives - strategy, actions and key performance Indicators Appendices

Next Steps Consider: What is the purpose of your Strategic Plan? What information do you need to gather to complete the Plan? Who should be involved? By what date does it need to be completed?