Strategic Planning Joey Wallace RESNA/NATTAP January 12, 2009

Strategic Planning Series Session 1 – Preparing for the Strategic Planning Process Session 2 – Developing the Plan: Analysis to Implementation Session 3 – Writing the Strategic Plan

Each of our programs are moving targets Your Plan is your Plan Your Plan is your Plan We are all in a different place and phase: We are all in a different place and phase: (Start up, operational, growth) Try to pick the priorities and areas most relevant and return with several objectives to work on Try to pick the priorities and areas most relevant and return with several objectives to work on

Preparation - Why create a plan? - Analyze the potential benefits and concerns - Determine the process for plan development - Who should participate?

Why develop a plan ? - Sustainability - Anticipate economic and financial pressures - Develop a shared vision - Create organization alignment - To analyze data and plan for the future - To provide a roadmap with a route to the future

Strategic Plan Benefits - Potential for improved results - Creates the mindset for future thinking - Promotes an organizational focus on most critical problems, choice making and prioritization - Fosters teamwork and commitment across participants - Establishes a document for distribution and self promotion - Self control and self direction

Strategic Plan Concerns - Poor preparation and faulty assumptions - Lack of commitment by participants - Concerns over cost effectiveness of the process - Crisis management overrides or interrupts the need for plan development - Implementation seems unlikely - staff time, past experiences, organizational timing

Plan Participation - Consider a Steering Group or person to coordinate the activity - Determine the need for outside facilitation, consultant, or advisor - How large is your strategic plan development group? - Characteristics of a participatory Board/Council/Steering Group

Plan Participants Marketing : Contacts within the industry, experience developing Marketing Plan, media contacts, press releases, web page, etc Legislative – Connections with elected officials at federal, state and local level, lobbyists, Vendor – Association memberships, lobbying Consumer – CIL, Aging, medical community Legal perspectives – contracts, agreements, etc

Next Session Developing the Plan