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| What You Will Find in This Book | |
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| Introduction to the Second Edition | |
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| Acknowledgments | |
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| Introduction to Strategic Planning | |
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| What Is Strategic Planning? Why Plan? What Strategic Planning Is Not | |
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| Keys to Effective Strategic Planning | |
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| Summary of Key Concepts | |
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| Different Types of Planning | |
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| The Strategic Planning Process | |
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| The Language of Strategic Planning in the Nonprof it Sector | |
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| How Much Time and Money Does It Take To Do Strategic Planning? | |
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| Phase 1: Get Ready: How Do We Get Started? | |
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| Identify the Reasons for Planning | |
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| Set Up Your Planning Process for Success | |
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| Develop a Plan for Gathering Information from Internal and External Stakeholders | |
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| Design Your Strategic Planning Process to Meet Your Organizational Needs | |
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| : Write a Planning Workplan | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Phase 2: Articulate Mission, Vision, and Values | |
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| Write (or Reaffirm or Rewrite)Your Mission Statement | |
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| Write Your Vision Statement | |
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| Articulate the Fundamental Values that Guide Your Work | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Phase 3: Assess Your Situation | |
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| Prepare a History and Descriptive Profile of Operations | |
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| Articulate Previous and Current Strategies | |
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| Gather Information from Internal Stakeholders | |
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| Gather Information from External Stakeholders | |
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| Gather Information from Documents and Other Sources | |
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| Summarize Information into a Situation Assessment | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Phase 4: Agree on Priorities | |
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| : Analyze Data, Review Progress to Date, and Update Workplan | |
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| : Use Business Planning: Tools for Assessing Your Program Portfolio | |
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| Agree on Each Program's Future Growth Strategy and Develop Your Program Portfolio | |
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| Confirm Your Future Core Strategies | |
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| Agree on Administrative, Financial, and Governance Priorities | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Phase 5: Write the Strategic Plan | |
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| Create Goals and Objectives | |
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| Understand the Financial Implications of Your Decisions | |
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| Write the Strategic Planning Document | |
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| Adopt the Strategic Plan and Next Steps Common Obstacles Encountered in Phase | |
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| Case Study: Worksheet | |
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| Case Study: Strategic Plan | |
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| Phase 6: Implement the Strategic Plan | |
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| Plan to Manage Change | |
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| Develop a Detailed Annual Operation Plan Sample (Annual) Operating Plan: Program Goal for an Economic Development Agency Fund Development Goal for Museum (from Annual Operating Plan) | |
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| Case Study: Worksheet | |
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| Phase 7: Evaluate and Monitor the Strategic Plan | |
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| Evaluate the Strategic Plan and the Strategic Planning Process | |
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| Monitor the Strategic Plan and Update as Needed | |
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| Conclusion: A Word to Leaders | |
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| Case Study: Worksheet | |
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| Case Study: Worksheet | |
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| Appendix A: Blank Worksheets | |
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| Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes | |
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| Elements of an Effectively Managed Organization (EEMO2"): An Assessment of Your Organizational Capacity | |
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| Self-Assessment of Board of Directors | |
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