Worksheet 1: Assessing Readiness for Strategic Planning

Strategic Planning Worksheets

2014 - 2020 Worksheet 1: Assessing Readiness for Strategic Planning

Past Experience What contributed to past planning success? What contributed to past planning failures?

Current Reality What is in place to support successful planning? What is missing and needed for successful planning?

Here are some important needs for a successful strategic planning process. Check those that are currently in place when assessing readiness.

 Access to many of the types of data needed for the environmental scan (i.e. It may make be helpful to complete the community health assessment prior to strategic planning)  Access to a skilled facilitator, either internal or external  Adequate time for a quality environmental scan  Adequate time to devote to stakeholder engagement in the process  A champion for the strategic planning process from the governing body  Budget allocations for the process  Buy-in from Senior Leadership  Commitment to the process including remaining flexible  Understanding of the process and expectations for how the plan will be used throughout the agency  Other ______Worksheet 2: Identifying Stakeholders and Their Role

Stakeholder Level of Engagement Needed Action Needed and By When

Worksheet 3: Assessing Data Needs

Data Readily Accessible Data to Compile Data to Collect List possible ways to collect data and expected time to complete. Worksheet 4: Developing a Project Plan for Creation of a Strategic Plan

Action or Step to be Completed Timeline Milestones Person(s) Status/ Responsible Completion Method for Completion Date Worksheet 5: Identifying Organizational Mandates

Formal Mandates / Source of Mandate Informal Mandates / Source of Mandate

Worksheet 6: Reviewing Organizational Mandates

Mandate Formal or What is Does staff What needs Informal? required, understand? done? (i.e. forbidden or include in How is the allowed? mission, educate Company honoring staff etc.) this mandate? THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. GET THE FULL DOCUMENT HERE.

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