Key Features of our Approach
- A realistic and comprehensive assessment of the organization’s major internal strengths and challenges. We will gather information, both objective and subjective, from wide array of sources, including board, staff, community leaders, beneficiaries, clients and partners to assess how your organization.
- A clear and broad understanding of the organization’s external opportunities and challenges, because no organization exists in a static environment. Social, demographic, political and economic trends continuously affect organizations, their programs and services.
- An inclusive approach, by involving the appropriate mix of people through surveys, interviews, focus groups, retreats, etc. Various stakeholder groups will have a voice in the planning efforts; visionaries, as well as implementers of the plan, will be involved. Strategic plans should not be exclusively developed by the Board of Directors or staff only. They must incorporate the views and feedback of all constituencies that will be affected by the plan or have a role in its implementation. No board or staff, acting on its own, has a full grasp of all elements affecting the planning process. Strategic planning should be a participatory process and should involve a board-staff planning team that oversees the planning efforts from start to finish, and assist external consultants in this undertaking. This team should also organize retreats, define the scope of planning and track its progress. Involvement of senior leadership is very important because they are usually charged with keeping the organization on track to fulfill its mission. However, because of their lack of involvement in daily operations, staff members are likely to have more intuitive and informed understanding of the organization’s internal operational issues and limitations. We also involve others such as beneficiaries, clients, partners, and possibly financial backers of the organization.
- A flexible approach, in which the best practices of the strategic planning process are utilized with individualized application. We realize that each organization is unique in its mission, client-base, programs and operations, so we will not attempt to utilize one specific method for all.
- A focused approach that clarifies and addresses top priorities. We will not attempt to create a scattered to-do list; rather we will identify the top priorities and attend to them fully. Some organizations with inexperienced planning committees hold retreats, generate brainstorming ideas and make wish lists that become so overwhelming, that they are rarely achieved. Our approach addresses what is relevant to the mission and realistic to implement.
- A practical approach that includes implementation planning, setting clear guidelines on how to monitor the implementation of the plan.