1. Your Roadmap to Success
Strategic Planning
Your Roadmap to Success

2. Getting to Know You Questions Name Place of work What you do
How long have you been an RISHP volunteer
Why do you volunteer
Fun fact

3. A strategic plan serves as an organizational roadmap
A strategic plan serves as an organizational roadmap. A road map gives you the best route to your destination, alerting you of possible dangers and providing alternate roads should you veer off course. Without it, you can end up somewhere you don’t want to be.

4. Why a Strategic Plan? A plan guides the board, committees and staff
Informs members what they can expect from the organization
Gets organization leaders on the same page through consensus to achieve mission
Solves problems and reveals opportunities
Serves as a reality check: where are we now? Where are we going?
Builds teamwork among board and staff

5. What is a Strategic Plan?
A strategic plan serves as an organizational roadmap
Especially important to organizations where volunteers frequently transitions
A plan guides the board, committees and staff
Informs members what they can expect from the organization

6. Reasons for Strategic Planning
Gets organization leaders on the same page through consensus
To achieve mission
Solves problems and reveals opportunities
Serves as a reality check: where are we now? Where are we going?
Builds teamwork among board and staff

8. Precautions
To make your plan a success, organizations should avoid the following:
Too many goals: beyond the capacity of the organization
Too tactical: simply a “to-do list”
Unrealistic goals
Short term (1 year) rather than visionary (3 to 5 years)
Lack of performance measures
Lack of buy-in and support by members, committees, allies and staff
Never implemented

9. Strategic Planning Ground Rules
Maintain focus by limiting digital distractions
Encourage frank discussion, new ideas and diverse opinions
Go for altitude: Take a 50,000-ft approach. Avoid getting in the weeds
Don’t get stuck reminiscing about the “good old days”
Avoid games
Agree on terminology
Discourage walk-ins or drop outs

10. Elements of the Strategic Plan
Brand Platform (Mission, Vision and Values)
SWOT Analysis
Goal Setting (S.M.A.R.T.)
Strategies
Performance Measures
Implementation

11. Brand platform
Elements of the Strategic Plan

12. Brand Platform Mission Statement
A clear, concise, easy to remember statement of purpose.
Answers basic questions about the organization: who, what, why, for whom, where?
Focuses on purpose/outcomes, not methods (to improve quality of life for people experiencing mental illness, not to provide counseling)
Helps to position your organization and communicate your “value-add” to others

13. ASHP Mission Statement
The mission of pharmacists is to help people achieve optimal health outcomes. ASHP helps its members achieve this mission by advocating and supporting the professional practice of pharmacists in hospitals, health systems, ambulatory care clinics, and other settings spanning the full spectrum of medication use. ASHP serves its members as their collective voice on issues related to medication use and public health.

14. Brand Platform Vision Statement
An inspiring statement answering: "What do we want to be in the long term if we had unlimited resources?”
Think of the vision statement as an image of the organization if it fully carries out its mission and strategic plan
A short, inspirational statement of what the world will be like when you have achieved your mission

15. ASHP Vision Statement
ASHP’s vision is that medication use will be optimal, safe, and effective for all people all of the time.

16. Brand Platform Values Statement
Core values are consistent with the mission, informing others of the organization’s guiding principles maintained by board and staff.
It is better to adopt a values statement than to insert values into the mission or bylaws.

17. Sample Value Statement
Our work will be guided and informed by our beliefs and commitments to:
Inclusiveness - we respect people, value diversity and are committed to equality.
Participation - we value and recognize the contributions of volunteers within organizations and communities
Quality - we strive for excellence through continuous improvement
Openness - we are committed to a culture of teamwork and collaboration

18. SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats

19. SWOT Analysis RevIEw
Elements of the Strategic Plan

20. Goals, objectives and tasks
Elements of the Strategic Plan

21. Goals
Objectives
Tasks

22. SMART GOALS

23. Elements of the Strategic Plan
Make sure all goals are:
Specific
Measurable
Attainable
Realistic
Timely

24. Strategies
What tactics will you use to achieve your goals? For example, how will your organization expand student involvement or build inter-discipline coalitions?

25. Next Steps
You’ve done the hard work, building the foundation. But the next steps you take are equally critical – following through. Many organizations find it beneficial to use a tracking document, which lists the goals, strategies, responsible persons, deadlines and budget guidelines.
The board should review and evaluate the plan on a regular basis, making modifications or adjustments when needed.

26. Thank you!