1. Introducing Real Time Strategic Planning
“Plans are nothing, planning is everything.”
Dwight Eisenhower

2. The Strategy Pyramid

3. The Strategy Development Cycle
A- get to know ourselves better as an org
B- found our place in the field
C- Differentiated by our strengths
D- Work on this today, draft
E- introduce today
Constantly using this process to adapt strategy

4. Real Time Strategic Planning Process Tools
Organizational Identity Statement
Strategy Screen
Big Questions
One Page Strategic Plan
Board Process/Commitment to Planning as core Board function

5. Org Identity Example

6. Strategy Screen Example –
Definition - A set of decision making criteria that expresses the organization’s identity and it ability to maximize it’s impact.
Does it align with our mission and vision?
Is it achievable through funding resources we have or can obtain?
Do we have the capacity (expertise and resources) or can we easily create the capacity?
Does it have a high likelihood of success?
Will it build or reinforce our competitive advantage? OR
Does it enhance our brand and credibility?
Will it strengthen partnerships and/or not put key relationships at risk?

7. One Page Strategic Plan Example

8. Theory of Change - Defining the Problem First
Definition – An approach for social change that establishes the connection between the social problem, the strategies and the desired impact.
Define problem first
Impact (or long-term outcomes) second
Work backwards from Impact to define desired outcome, outputs, and activity that will effect the change

9. Theory of Change Logic Model The logical flow from Impact to Activities
Activities are the processes, tools, events, technology, and actions that are an intentional part of the program implementatio n.
Outputs
Outputs are data about the direct results of program activities. E.g., number of classes taught, meetings held,
Outcomes
Outcomes are specific changes - attitudes, behaviors, knowledge, skills, status, or level of functioning expected to result from program activities.
The further in time we get from the program activities, the less attribution we can claim
Impact
Impacts are the kinds of organizational , community, or system level changes expected