Conduct an Internal Analysis:
Begin the strategic planning process by assessing the current state of the organization. Key questions to consider include: Are we operating under an existing strategic plan? If so, when was it last completed? If not, why hasn’t one been implemented? This reflection helps identify the foundation from which the planning process will build.
Evaluate Organizational Culture
Examine if the organization’s internal culture supports its strategic direction. Understand how employees feel about their work—do they feel ownership and engagement, or is there a sense of disengagement? A strong alignment between culture and goals is essential for success.
Engage the Governing Board
Securing the support and “buy-in” of the governing board, such as the board of trustees, is a crucial element. Initiate conversations with board members to understand their expectations for the organization and gauge their commitment to the strategic planning process. Their endorsement is vital to ensure alignment and shared vision.
Clarify Intentions for Strategic Planning
It is important to communicate that the decision to embark on strategic planning does not imply something is wrong or broken within the organization. In fact, strategic planning is most effective when initiated from a position of strength.
Start by asking these questions of yourself and your board. Once you are ready for the next step-get in touch!