Strategic Planning Process: Step 2

In this past blog we talked about the 4 Steps of Strategic Planning that we follow. A quick recap of the 4 steps are: Collaborate, Assess, Facilitate and Create. A few weeks ago we shared more about Step 1 in that process: “Collaborate”. Today we are continuing our blog series on strategic planning by focusing on Step 2 in the process: “Assess”.

Assess Highlighted

 

With many of our clients and partners, we find that they immediately want to jump to Steps 3 and 4 of the process, which is about goal and strategy setting. By skipping over Steps 1 and 2, organizations are missing out on a critical opportunity to get buy in and input from key stakeholders as well as embed a thoughtful review in the planning process.

We divide the assessment phase of the strategic planning process into two parts: Internal and External Assessment.

Internal Assessment

  • Organizational review: The internal assessment includes an analysis of the organization by looking at financial statements, programming, and organizational structure.  This might include summary reports of the organization and programs to determine results accomplished. You will want to look for trends, gaps and opportunities.  
  • Stakeholder feedback: We have several blogs that talk about stakeholder feedback here and here. Don’t forget to talk internally within your organization about the strategic plan by reaching out to clients (if appropriate), staff, volunteers, and board of directors.

External Assessment

  • Environmental Scan: The external assessment may include collecting information about the industry and sector that the organization operates. It might be helpful to provide a brief update about the latest research, policies and best practices that inform the work of your organization.
  • Community needs assessment: It might be helpful to complete an updated needs assessment of your community or targeted audience to ensure strong alignment with programs and needs. We have some blogs about this here and here.
  • Stakeholder feedback: Just like an internal assessment, there are some key stakeholders to reach out to for feedback and input to inform your planning process. This might include current and past funders, other community partners, and the public.

While completing a new strategic plan for Healthy Families Indiana, we included both an internal and an external assessment. We gathered key data points about the organization to bring to the planning team for review and discussion. We also completed an organizational history timeline exercise to help bring everyone together about the key milestones accomplished over the life of the program in the state. We sought feedback from various stakeholders within the organization, which included staff at different levels (direct service staff, supervisors and program managers) and across the state.

We also sought feedback from external stakeholders by reaching out to community partners who make referrals and have shared goals. These components provided important context to inform the discussion about goals for the future.

Once we gather all of this information, it is important to do some pre- analysis and synthesis of this information before it is shared with the planning team. We do this in a couple of ways for our clients:

  1. Pre-read report – We develop a narrative report that summarizes all of the information collected in the internal and external assessment. We use graphs and tables to make it as user-friendly as possible. It’s helpful to share this report in advance of a planning meeting or retreat, so that the team can review the information before meeting.
  2. Presentation – A presentation can be a simpler way of compiling the information and sharing it with the planning team. Sometimes we create both a narrative report and a presentation that summarizes the information gathered. The slide deck presentation can be helpful to highlight some of the key findings during the assessment phase.
  3. Dashboard – We talk about creating dashboards in this blog. Basically we love dashboards and how helpful they are to display multiple data points in a user-friendly format. We love to create dashboards that summarize internal and external assessment data to share with the planning team. See this one we created for a community strategic plan.

The main purpose of the “Assess” step in the strategic planning process is to gather important information to share with your planning team, so that they are well informed and equipped to develop a plan for the future. We would love to partner with your organization in developing a strategic plan. Contact us for more information!

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