<p>Strategic Planning Worksheets</p><p>2014 - 2020 Worksheet 1: Assessing Readiness for Strategic Planning</p><p>Past Experience What contributed to past planning success? What contributed to past planning failures?</p><p>Current Reality What is in place to support successful planning? What is missing and needed for successful planning?</p><p>Here are some important needs for a successful strategic planning process. Check those that are currently in place when assessing readiness. </p><p> 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</p><p>Stakeholder Level of Engagement Needed Action Needed and By When </p><p>Worksheet 3: Assessing Data Needs</p><p>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</p><p>Action or Step to be Completed Timeline Milestones Person(s) Status/ Responsible Completion Method for Completion Date Worksheet 5: Identifying Organizational Mandates</p><p>Formal Mandates / Source of Mandate Informal Mandates / Source of Mandate</p><p>Worksheet 6: Reviewing Organizational Mandates</p><p>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.</p><p>ADDITIONAL TEMPLATE PREVIEWS</p><p>Environmental Analysis Strategic Business Plan Strategic Plan Workbook II SWOT Analysis Model Model Workbook Presentation and Strategic Plan Report Strategic Plan Report Report Charts and Strategic Plan Workbook III Writer Template-2 Writer Template-1 Graphics - Big Time Saver! MARKET, INDUSTRY, New Business, Product, Strategic Planning Facilitator's Guide AND COMPANY, HR Strategic Plan and Startup Ideas RESEARCH</p><p> Develop Winning Business Plans  Develop Insightful Marketing  Develop Creative Sales and New & Investor Presentations Plans & Competitive Analyses Product Launch Plans</p><p> Build Breakout & Game  Execute Productive Joint  Create Winning Business Asset Changing Strategic Plans Ventures & Strategic Alliances and Stock Purchase and Joint Venture Agreements</p><p> Build Creative Change  Plan, Manage & Execute  Investigate Business Management Plans Successful Trade Shows Funding Sources</p><p> Use Comprehensive Business  Execute Solid Mergers,  Develop Great Term Sheets, Valuation Models Acquisitions, & Divestitures MOUs, & Letters of Interest </p><p> Conduct Effective Due Diligence  Build Effective Results  Develop Creative Budget & Driven Post Merger Financial Statement Forecasts Integration Plans</p><p> Tackle Complex Project  Use Creative Thinking  Set up Effective Alternate Management Issues Guidelines & Models Distribution Channels</p><p> Download Productivity Tools -  Develop Newsletters,  Customize 600+ Business and Doc Mgmt, Info Mgmt, and Brochures, & Flyers collateral Sales Letters , Forms, and more... Announcements </p>