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Strategic Plan Elements Worksheet

A strategic plan is the document that sets out the specific activities that will be undertaken to overcome the challenges faced on the way to achieving your community’s or organization’s vision. It spells out the logical steps the community or organization and requirements needed to realize the vision in the timeline defined.

During the development of a strategic plan, questions, regarding the current state and position of your community or organization, where the community or organization want to be in a specified time frame, how the community or organization sees itself getting there, and the resources of people, tools, and finances that are best capable of supporting the community or organization to get there should all be addressed.

If helpful, copy and paste these questions onto a Word document as a working sheet.

Review (or build) your strategy plan and complete the checklist below.

  1. Planning Process – There is a general description of the process used to develop the plan.
  2. Vision Statement
  3. Memorable/repeatable
  4. Mission Statement
  5. Value Statement
  6. Analysis Tools used to identify current/future state:
    * SWOT analysis
    * cost/benefit analysis
    * performance audit(s)
    * program evaluation(s)
    * other analysis or evaluation tools used ____________________-
  7. Identify stakeholders
  8. Identify stakeholders who should be involved in the Strategic Planning Process
  9. Ensure authorization from stakeholders exists
  10. Objectives/goals/activities identified
  11. Objectives are SMART:
    Time Bound
  12. Identify necessary resources for specific needs:
    * human
    * funding
    * tools/technology
  13. Develop action plan
  14. Confirm timelines
  15. Assign responsibilities
  16. Create internal accountability process or system to measure progress
  17. Determine external accountability process or system to report on progress
  18. Preserve data and and identify maintenance plan
  19. Describe the fiscal impact
  20. Identify and determine the return on investment