1. Voluntary Committee Management
Facilitated by Caroline Egan, CramdenTECH Ltd.

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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

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

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

11. 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

12. 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?