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Strategic Plan Workshop

Learn about the components of an effective strategic plan and how to create and execute one for your organization. Topics covered include mission, vision, values, goals, strategies, tactics, and implementation plans.

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Strategic Plan Workshop

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  1. Strategic Plan Workshop NFPA 2013 Annual Convention Hartford, Connecticut

  2. What is a strategic plan? Strategic plans are comprehensive documents that cover all aspects of an organization’s work, including programs and services, management and operations, fundraising and finances, marketing, communications and membership development, just to name a few.

  3. Components of an effective strategic plan should include: • Mission Statement • Vision Statement • Values Statement • Goals and Objectives • Strategies and Tactics • An Implementation Plan

  4. MISSION STATEMENT Brief expression of your purpose. “Why do we exist? “What do we do?”

  5. VISION STATEMENT Brief description of your desired future state. “Where do we want to be?”

  6. VALUES STATEMENT Brief description of your principals. “What do we believe in?”

  7. GOALS AND OBJECTIVES Goals and objectives should be measurable. “What do we want to accomplish?”

  8. STRATEGIES AND TACTICS The approach needed to achieve goals and objectives. “How will we actually accomplish our work?”

  9. IMPLEMENTATION PLAN The “user’s guide” to your strategic plan. “What are our specific priorities?”

  10. THE DISCUSSION • Brainstorming • Bullet list or flow chart • What areas require the most focus • Membership • Finance • Pro Bono • Student education • CLE • Technology

  11. THE DISCUSSION • Set Goals and Assign Tasks • Utilize your Region Directors and other local associations during your region meetings for ideas • Network with other associations to troubleshoot issues

  12. CREATE • Place group approved ideas into a working document • Concise • Well organized • Achievable • Take a step by step approach and work closely together to decide what should and should not be included in your plan.

  13. DELEGATE • Delegate responsibilities • Designate a point person or supervisor

  14. EXECUTE • Constant review and revision • Prioritize • Means of execution • Survey • Email discussion • Event or meeting

  15. EXECUTE • Use your website • Create discussion boards • Post announcements • Use your calendar • Be well organized • Keep everyone informed • Provide a reasonable deadline or time frame

  16. FOLLOW THROUGH Make a commitment to see your plan through to the end

  17. FOLLOW UP • Keep lines of communication open • Don’t get distracted - keep on point • Create a tickler system

  18. UPDATE Revisit your plan on a regular basis

  19. QUESTION AND ANSWER PERIOD

  20. THANK YOU

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