Table of Contents
About the Third Edition xi
Preface xiii
Intended Audience xiii
Structure of the Book xiv
Supporting Resources xiv
How to Use This Book xvi
A Word About Words xvi
Acknowledgments xvii
Introduction 1
Strategy and Planning 2
Why Plan? 2
What Strategic Planning is Not 4
Keys to Effective Strategic Planning 5
What is Strategy? 6
The Strategic Planning Process 9
Other Considerations in Strategic Planning 17
Strategic Planning is Alive and Well! 24
Section One First Steps 27
Chapter 1 Step 1: Set Up for Success 29
Identify Outcomes 30
Check Conditions for Success 32
Plan for Data Collection 34
Anticipating Other Needed Research 36
Design Your Strategic Planning Process 37
Create an Organization Profile 42
Chapter 2 Step 2: Stakeholder Engagement 59
Engage Internal Stakeholders 59
Gather Input from External Stakeholders 63
Synthesize Stakeholder Input 65
Incorporate External Input into Your SWOT Analysis to Update Critical Issues and Questions 66
Chapter 3 Step 3: Mission, Vision, Values 77
Revisit Your Mission Statement 78
Write Your Vision Statement 84
Articulate Your Fundamental Values 87
Section Two Strategic Analysis 97
Chapter 4 Step 4: Environmental Scan 99
When is Scenario Planning Helpful? 100
Organize Your Research, Summarize Findings 102
Chapter 5 Step 5: Theory of Change and Program Portfolio 109
Needs Assessment and Value Proposition 111
Program Effectiveness 112
Competitive Analysis 114
Theory of Change 119
Draft Future Program Portfolio 122
Chapter 6 Step 6: Business Model 139
Summarize Revenue and Expenses 139
Historical Summary and Key Questions 140
Current Program Revenue and Expenses 141
Articulate Your Business Model 143
Business Model Analysis 143
Develop Summary Findings 152
Chapter 7 Step 7: Organization Capacity 157
Elements of Organization Capacity 158
Activities for This Step 163
Identify Requirements for Each Category of Capacity 163
Determine How to Carry Out Assessment 163
Agree on Priorities to Include in the Strategic Plan 165
Chapter 8 Step 8: Leadership 173
Assess Leadership, Summarize Implications 175
Section Three Set Your Course 183
Chapter 9 Step 9: Complete Your Strategic Plan 185
Summarize Strategic Decisions 185
Draft the Complete Strategic Plan 187
Conduct a Thorough Review Process 192
Dressing Up Your Strategic Plan for Public Distribution 192
Strategic Planning Committee Celebration and Debrief 192
Chapter 10 Step 10: Using Your Plan Successfully 211
Help People Make Required Changes 212
Write Detailed Annual Operation Plans 214
Create a Dashboard to Monitor Implementation 219
Develop a Dynamic Approach to Watch for Changing Trends 221
Conclusion A Word to Leaders 229
Appendix A Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes 231
Appendix B Tips on Using Task Forces 243
Appendix C External Stakeholders 247
Appendix D How to Use the Matrix Map 253
Appendix E Leadership Assessment Survey 259
Appendix F Selected References 269
About the Companion Website 271
About the Authors 273
Index 275
