1. Alice Cahill June 2009 Strategic Planning for Leaders American College Health Association 2009 Annual Meeting San Francisco, California Leadership Day - May 26, 2009 Alice Cahill MSN, MPH, MS, MA(Ed) Organizational Consultant amc2120@columbia.edu

2. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan Articulating Mission, Vision, Values Taking Stock Assessing the Environment Synthesizing to Identify Key Issues Crafting Strategic Goals & Objectives Implementing the Plan and Follow-up

3. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan

4. Alice Cahill June 2009 Planning to Plan Assess readiness Select the planning team Outline the planning process Ensure commitment to follow through Enlist the necessary assistance

5. Internal Environment Analysis External Environment Analysis SWOT Strategic Issues Goals Objectives Measure/Evaluate Annual Plan Strategic Planning Elements – Bryson Model Resources Mission Vision Values Mandates Customer- Stakeholder Analysis Data analysis & Information

6. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan Articulating Mission, Vision, Values Taking Stock

7. Strategic Planning Elements - Bryson Mission Vision Values Mandates Customer- Stakeholder Analysis Data analysis & Information

8. Alice Cahill June 2009 Articulating Mission, Vision, Values and Taking Stock Mission Clarifies organization’s purpose Describes Who you are, What you do and Who you do it for Vision Image of a desired future Describes where you want to be

9. A Powerful Vision Statement  Presents where we want to go  Easy to read and understand  Describes a preferred and meaningful future state  Captures the desired spirit of the organization  Gets people's attention  Can be felt/experienced/gives people goose bumps when they hear it  Provides a motivating force, even in hard times  Is perceived as achievable  Is challenging and compelling, stretching beyond the status quo

10. Alice Cahill June 2009 Articulating Mission, Vision, Values and Taking Stock Values Shared beliefs Guidelines for day to day behaviors Mandates Requirements – formal or informal Regulations imposed from external source

11. Alice Cahill June 2009 Articulating Mission, Vision, Values and Taking Stock Customer – Stakeholder Analysis Focus groups, interviews, questionnaires Organizational assessments Internal & External stakeholder input Data Analysis & Information Review of organization’s present situation Synthesis of existing data & identification of trends

12. Alice Cahill June 2009 Articulating Mission, Vision, Values and Taking Stock Customer – Stakeholder Analysis Focus groups, interviews, questionnaires Organizational assessments Internal & External stakeholder input Data Analysis & Information Review of organization’s present situation Synthesis of existing data & identification of trends

13. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan Articulating Mission, Vision, Values Taking Stock Assessing the Environment

14. Internal Environment Analysis External Environment Analysis SWOT Strategic Planning Elements - Bryson Mission Vision Values Mandates Customer- Stakeholder Analysis Data analysis & Information

15. Alice Cahill June 2009 Assessing the Environment Conduct an environmental scan or create a “context map” identifying influences from: Political Economic Social Technological Organizational arenas

16. Context Map for a Church Organization

17. Alice Cahill June 2009 Assessing the Environment Conduct a SWOT Analysis: Strengths Strengths – Looking internally, what are we doing well? What are we good at? (BUILD on these) Weaknesses Weaknesses – Looking internally, what are we not doing well, what do we need to improve? (ELIMINATE or COPE with these)

18. Alice Cahill June 2009 Assessing the Environment Conduct a SWOT Analysis: Opportunities Opportunities – Looking externally, what factors should we capitalize on? (EXPLOIT these) Threats Threats – Looking externally, what are potential dangers that we need to prepare for or mitigate their effect (EASE or LOWER these)

19. Strengths Opportunities Weaknesses Threats

20. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan Articulating Mission,Vision,Values Taking Stock Assessing the Environment Synthesizing to Identify Key Issues

21. Alice Cahill June 2009 Identifying Strategic Issues Previous steps provided several sources of information to help identify topic areas, policy choices, necessary changes or concerns facing the organization List those issues that require attention in the future and that will affect accomplishment of mission and the stretch toward vision Keep at the strategic level, issues may be posed in question format

22. Opportunities _____________ Threats _____________ Strengths ___________ Weaknesses ___________ Invest Defend Mobilize Resources Strategic Alliances Divest or Prevent Damage Invest or Collaborate

23. Opportunities _____________ Threats _____________ Strengths ___________ Weaknesses ___________

24. Alice Cahill June 2009 Key Strategic Issues (Identify your ideas here)

25. Internal Environment Analysis External Environment Analysis SWOT Strategic Issues Goals Objectives Strategic Planning Elements - Bryson Mission Vision Values Mandates Customer Stakeholder Analysis Data analysis & Information

26. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan Articulating Mission, Vision, Values Taking Stock Assessing the Environment Synthesizing to Identify Key Issues Crafting Strategic Goals and Objectives

27. Alice Cahill June 2009 Crafting Goals and Objectives Goals are stated as desired outcomes Objectives are written in the SMART format: ~ Specific ~ Measurable ~ Achievable ~ Realistic ~ Time Phased

28. Alice Cahill June 2009 Youth Ministry Strategic Plan

29. Alice Cahill June 2009DRAFT 10 JUNE 2008 RecruitingSafetyNetworkingLife Skills We will establish a team of adults, youth and mentors to lead and participate in youth ministry. We will provide a safe environment wherever we gather. We will establish networking relations and opportunities with academic institutions, businesses, community groups and other youth-serving organizations. We will create an environment that will allow us to educate all involved in Life Skills. 1. Recruit adults for service and leadership. 1. Use adult volunteers to provide the safety needs at each event 1.Establish working relations with local high schools, colleges and universities for mutual benefit. 1. Develop a respectful environment that will support Life Skills learning 2. Recruit young adults and past participants to act as mentors and role models 2. Establish a partnership with the Camden Police Dept to help with safety needs 2. Share ministry activities with other youth groups. 2. Discuss and practice Life Skills that are relevant to the lives of participants 3. Have current youth personally invite peers to participate in youth ministry. 3. Create a system of communication among parents, adult leaders and youth to meet safety needs 3. Introduce youth to employers to broaden knowledge of life goal possibilities. 3. Create a mechanism to support application of learned Life Skills to lived experiences. 4. Establish multi-tier ministry marketing approach to enhance involvement 4. Develop a safe, reliable and affordable system of transportation to support attendance at meetings and events * Objectives highlighted in Yellow will become first Action Plans

30. Internal Environment Analysis External Environment Analysis SWOT Strategic Issues Goals Objectives Annual Plan Strategic Planning Elements - Bryson Resources Mission Vision Values Mandates Customer Stakeholder Analysis Data analysis & Information

31. Alice Cahill June 2009 Critical Steps in Strategic Planning for Leaders Planning to Plan Articulating Mission, Vision, Values Taking Stock Assessing the Environment Synthesizing to Identify Key Issues Crafting Strategic Goals and Objectives Implementing the Plan and Follow-up

32. Alice Cahill June 2009 Implementation and Follow-up Assign “Champions” at the Goal level to be responsible for all objectives and to guide Action Plan teams Schedule regular reviews of progress on Action Plans Track natural progress on all other objectives Use Strategic Plan for decision-making and as a “blueprint for change”

33. Alice Cahill June 2009DRAFT 10 JUNE 2008 Resource and Program Development Spiritual DevelopmentLeadership Development We will have youth and adult leaders develop resources and programs that will enable the ministry to fulfill its ongoing growth and challenges. We will provide a ministry that invites all involved to see and live God’s vision to “Love one another as God loves us.” We will utilize adult and adolescent leaders in a variety of leadership roles necessary for comprehensive ministry. 1. Develop, implement and sustain programs for youth activities. 1.Create an environment that allows the youth to explore the mystery of God in their own lives. 1. Develop a leadership structure with defined roles and responsibilities. 2. Create a responsible annual budget to reflect present and growth needs. 2. Create opportunities for all involved to make a difference in their world through their own spiritual journey. 2. Provide ongoing leadership training and development. 3. Evaluate programs annually and assess future needs to ensure ministry effectiveness 3. Create the connection with the faith community of SJPC through worship and witness.

34. Alice Cahill June 2009 Objective: ___________________________ Metrics for this Objective : _____________________ Action StepRationaleResources Required Responsible Party Due DateMeasure Of Success on this Action Step Action Plan for Strategic Goal: Place Goal Name Here

35. Internal Environment Analysis External Environment Analysis SWOT Strategic Issues Goals Objectives Measure/Evaluate Annual Plan Strategic Planning Elements - Bryson Resources Mission Vision Values Mandates Customer Stakeholder Analysis Data analysis & Information

36. Alice Cahill June 2009 Resources Bryson, J. M. Strategic Planning for Public and Non-Profit Organizations. Jossey-Bass Publishers, 2004. Allison, M. & Kaye, Jude. Strategic Planning for Non-Profit Organizations. John Wiley & Sons, 2005. Scott, C.D., Jaffe, D.T, & Tobe, G.R. Organizational Vision, Values, and Mission. Azzo Press, 1993. The Grove Consultants International, San Francisco, CA Strategic Visioning Visual Graphic Process. ( www.grove.com)