Strategic Planning
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Strategic Planning Phyllis Shurn-Hannah • November 15, 2012. What is Strategic Planning. Section Title (12 point Arial; color = white). The process by which we can become what we want to become through setting a strategy.

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Strategic PlanningPhyllis Shurn-Hannah • November 15, 2012

What is strategic planning
What is Strategic Planning

Section Title (12 point Arial; color = white)

  • The process by which we can become what we want to become through setting a strategy.

  • The identification of opportunities and the allocation of resources to exploit those opportunities.

  • The rational determination of where you are, where you want to go, and how and when you are going to get there (GAP).

  • It is setting the direction for the organization’s membership’s future(1 year, 3-5 years, and up).

Components of strategic planning
Components of Strategic Planning

  • Planning Base— Where are we now? Where have we been?

  • Results Required—Where do we want to be?

  • How—Specifically define how to get there.

  • Implementation—Identify a plan to execute. Who does what by when?

  • Review—How are we doing? Monitor the results.

Items for consideration as you plan
Items for Consideration as You Plan

  • Historical “highs” and “lows” of the chapter/council – where have you been? What is your history?

  • Positives and Negatives for:

    • Membership and Member Services

    • Socio-demographics

    • Competition

    • Technology

    • Economic Factors

    • Government/Regulations

    • Culture

    • Structure

    • Daily Practices

    • Cost Efficiency

    • Innovation and New Products/Services

    • Financial Stability and Assets

Outcomes of strategic planning
Outcomes of Strategic Planning

  • Clear picture of how trends impact the present and future

  • Agreed-upon direction/strategy

  • Clearly defined mission, vision, values

  • Specific plans to improve performance

  • Development of team behaviors through volunteers




Swot analysis strengths

Something we have,

our competition does not

and they can’t easily get.

Swot weaknesses
SWOT – Weaknesses

Something our

competition has,

we do not,

and we can’t

easily get.

Swot opportunities
SWOT - Opportunities

What are the overall issues,

based on what our scan tells us,

that we should be concentrating on?

Swot analysis threats
SWOT Analysis - Threats

What can potentially

get in the way

of our success?

Swot analysis case study
SWOT Analysis – Case Study

Chapter XYZ – Membership SWOT

Strengths –

  • membership has increased by 1% over the last 3 years

  • Membership Committee is strong, 8 – 10 committee members

  • Have not increased membership dues

  • Great educational programming

    Weaknesses –

  • Retention rate at 60%

  • Membership is not diverse and not representative of community

  • Low turn-out for meetings

  • Need more young professionals

  • Senior HR professionals in the area do not attend meetings

  • No succession plan in place

Swot analysis case study1
SWOT Analysis – Case Study

Chapter XYZ – Membership SWOT

Opportunities –

  • Large small business community

  • Join the local chamber of commerce

  • Partner with other local organization on programming

  • Work with student chapters in the area

  • Legislative programming

    Threats –

  • Other local professional organizations

  • Local Chamber has a senior HR group

  • Senior HR group meets in the area

Outcomes of strategic planning1
Outcomes of Strategic Planning

  • Improved decision making

  • Better leadership—more cohesive team

  • Development of strategic thinking and implementation skills

  • Better allocation of resources and responsibilities

  • Identification of short- and long-term “attention” areas

  • Lists of short-term and long-term goals

Outcomes of strategic planning2
Outcomes of Strategic Planning

  • Increased recognition from external and internal sources

  • Consistent, sustained success, as opposed to marginal success

  • Strategic budget—a plan for 1-2 years and 3-5 years regarding what budget changes are needed to reach plan goals

After the plan
After the Plan

  • Follow up with your membership to share the plan goals and successes – keep them in the loop about your activities and how you are working for the best interests and successful future of the chapter/council

  • The most important (and the most difficult) thing about strategic planning? NOT allowing it to just sit on a bookshelf!



Thank You

For your Volunteerism