In January, we kicked off our Exercise Your Impact campaign. Throughout 2019 we’re sharing tools and resources that highlight critical phases of organizational planning. Our first quarter focus is on the first phase: Strategic Planning. As we finish out the quarter, we want to provide some tips on how to use and implement your strategic plan.
In a previous blog series, we highlighted the 4 steps of strategic planning and detailed each step (step 1, step 2, step 3, step 4). But what happens once you’ve completed those steps? We often find that organizations get stuck on figuring out how to take the big picture elements in the strategic plan and make them operational. To avoid this, we create an “implementation plan” during Step 4. This implementation plan unpacks the strategic plan into actionable steps. It provides your organization with a road map for how to accomplish the goals identified in the strategic plan.
We recently worked with Healthy Families Indiana (HFI) to help them develop their strategic plan, including a detailed implementation plan. We are currently helping them implement the plan while providing project management support for their Think Tank. The following four components are key pieces of any implementation plan.
Key Implementation Plan Components
Strategies/Goals: It is important to include any priorities and goals that are set within your strategic plan in your implementation plan. For example, one of HFI’s key goals from their strategic plan is to translate information about brain science to share with parents. Including this goal in the implementation plan ensured that they had a detailed plan to actually achieve it.
Action steps: For each strategy/goal, the implementation plan will spell out action steps to help your organization meet that goal. The tasks associated with the HFI goal listed above included developing or identifying a family-facing brain science resource to share with parents.
Timeline: The implementation plan will indicate which year you plan to complete each task. For example, if you have set a three-year strategic plan, it is important to evenly schedule tasks out over those three years. For example, HFI determined that in their long-term schedule, developing and/or identifying family facing brain science resources would fit best within 2019.
Responsibility: It is important that the implementation plan indicate who is responsible for completing each task. Identifying those responsible helps to ensure accountability and track progress. The responsible party could be a group or individual. They could be staff, board members, or a committee. HFI identified the Think Tank as being the most appropriate group to complete the task outlined in the previous components.
Tips for Using your Implementation Plan
- When carrying out an implementation plan, it is important to establish a procedure to track progress on tasks. For example, we’ve done this for clients by creating a spreadsheet that they can update on a quarterly basis to track actions they’ve taken.
- An organization can update their implementation plan over time if needed. Tasks may take a longer or shorter amount of time than anticipated, so it is appropriate to update timelines as you go.
TCG is privileged to work with organizations at all stages of the strategic planning and implementation process. We are currently helping another client, Manchester Early Learning Center, finalize their strategic plan. We’re excited to watch them carry it out!
As we finish the first quarter of 2019, we’re also looking forward to the second ‘leg’ of our Exercise Your Impact campaign: Program Development. Once you have set the strategic vision for your organization it is time to take a closer look at your program(s) to assess whether your current programming is in a place to help you achieve that vision. Contact us today to see how we can assist you with your strategic planning or programming needs!