[PDF] How to write a strategic plan - Harvard University

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How to write a strategic plan - Harvard University

Goals, Priorities and Strategies Outlines the goals, priorities, and strategies to meet the mission 3 -4 overarching goals aligned with mission

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HOW TO WRITE A

STRATEGIC PLAN

Sushma Raman

http://carrcenter.hks.harvard.edu/

Outline

...Introductions / Overview ...Strategic Planning: Why? ...Strategic Planning: How, What, Who, When? ...Overcoming Challenges and Pitfalls ...Sample Strategic Plans ...Q & A

About me

...Adjunct Lecturer at HKS ...7RR GHŃMGHV· H[SHULHQŃH LQ POH QRQSURILP MQG philanthropic sector, designing and leading large global and national initiatives and organizations ...Board experience on boards and advisory boards ...www.sushmaraman.com ...www.linkedin.com/in/sushmaraman

What is a strategic plan and why is it

needed? ...A roadmap to launch and grow your organization ...Process as important as product (perhaps more important) ...Aligns stakeholders around strategic priorities ...Communicates your goals, strategies and programs ...Engages, motivates, and retains external and internal audiences (e.g., board, staff, donors, etc.)

Process, not just a Product

Analysis and Assessment

Strategy Development

Strategy Execution

Evaluation and Refinement

Analysis and Assessment

...Scanning the field: †Builds knowledge on trends, best practices, existing initiatives, gaps, etc.

†Builds buy-in through stakeholder engagement

†Enables the organization to position itself in a larger landscape †Clarifies the unique value-add of the organization or initiative within a complex marketplace

Strategy Development

...A process, not simply a product ...Dynamic, not static ...Engages board, staff, funders, clients, community ...Helps organization align mission, programs, capacity

Key Components

...Executive Summary ...Mission and Vision ...Environmental Analysis / SWOT ...Goals, Priorities and Strategies ...Additional components: financial plan, evaluation, staffing / operational plan

Mission, Vision, Values

...Mission Statement: your purpose ...Harvard Kennedy School: rent.pdf ...Ford Foundation: ...Open Society Foundation: values

Environmental Analysis

...Reviewing literature ...Identifying and analyzing similar organizations working on the issue or in the same geographic region ...Interviewing experts in your field and related fields ...PEST: political, economic, social, technological IMŃPRUV POMP MIIHŃP \RXU RUJMQL]MPLRQ·V PLVVLRQ MQG approach ...6J27 \RXU RUJMQL]MPLRQ·V VPUHQJPOV MQG weaknesses, as well as opportunities and threats

Goals, Priorities and Strategies

...Outlines the goals, priorities, and strategies to meet the mission ...3 -4 overarching goals aligned with mission ...Priorities, activities, objectives, strategies are in more depth, have more specificity ²each goal could have a few different objectives / strategies associated with it ...Need to find balance between aspirational and forward looking versus specific and tangible

Other components

...Financials (how do your financials align with your aspirations?) ...Staffing ...Evaluation (what will success look like?) ...One page summary / Key highlights / dashboard to track progress

Executive Summary

...Can be the most important part of the document ² may be the only portion read by external stakeholders ...Should succinctly convey the future direction, priorities and impact ...Write this last!

Overcoming Challenges and Pitfalls

...Challenge of consensus over clarity ...Challenge of who provides input versus who decides ...Preparing a long, ambitious, 5 year plan that sits on a shelf ...Finding a balance between process and a final product ...Communicating and executing the plan ...Lack of alignment between mission, action, and finances

Examples of strategic plans

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