1. Session 4-5 : Partner Strategies and Vision
When you go to work on a Monday morning – how do you know what you should be doing?
What about next week?
What about next month?
What about next year?

2. A Strategic plan is a means of achieving your organisation’s VISION
Where we are now
Strategic plan
Vision / Mission
Where we want to be

3. Vision Reminders?
Its ‘the desired future state’
It should be ambitious / aspirational
It should be about the people your organisation serves
It should reflect what you are most passionate about – what is your ‘calling’?
Eg. Our vision is for vulnerable children, women and men in East Africa to live more self-reliant lives.

4. With your partner collegue, write down the Vision of your organisation
task
With your partner collegue,
write down the Vision of your organisation

5. What is a Strategic Plan?
Document that puts down on paper the long term direction of your organisation.
Doesn’t have to be long
Doesn’t have to be technical
Does have to be easily understood, useful and flexible

6. Strategic Planning is useful because……
It gives you a change to ‘look up’ from the day-to-day
Reflect back on what you have done
Make choices and priorities
Decide what NOT TO DO

7. Gives you direction and stops you being blown off course

8. Strategic Planning – why is it tricky?
We are trying to look into the future
There are so many sectors we could work in – health, education, enterprise development, water…
There is so much need amongst beneficiaries
We don’t have time for all this planning, we know what we are doing, we should just get on with it!
What if future donor opportunities fall outside our plan

9. Strategic Planning – Key choices
Do we give a little help to many or more intensive help to few?
Do we provide services or campaign for change (if both what is the mix)?
Do we stick closely to our plans or deviate to access new funding opportunities?

10. Task –With reference to your Vision – (the big picture) make notes on the following:
Think about who you exist to serve and what THEY would say you should be doing?
Decide on a time span for your plan – between 3 and 5 years
Look into the future and predict external changes that will affect you. (PESTLE)
Political
Economic
Social
Legal
Environmental

11. Task –make notes on the following:
Review your present situation
Identify what you know works well
(theory of change) and how to take it forward
Identify what hasn’t worked – and want to stop
What do you want to do that’s new or different?

12. Task –make notes on the following:
With reference to examples from KDPO and SNUPA:
Write some initial strategic objectives based on your discussions and notes.
Try to make then SMART:

13. Do more fundraising and increase our income
SMART?
Do more fundraising and increase our income
We will be raising 40% of our funds from sources other than Advantage Africa by April 2020
Do much more lobbying and advocacy
We will be the most influential DPO in the county between April 2018 and April 2023

14. SMART?:
We will continue testing people for HIV
We will facilitate 5,000 people (over 50% women) who have not been tested before to know their HIV status in Makueni County by 2023
We will provide 3 communities with support and services
We will facilitate and fund 300 families in 3 new communities to lift themselves out of poverty and access basis needs by 2023