Develop the basics of a strategic plan with on-site facilitation and monthly conference calls, and a final one-day session to finalize the plan.
- Review vision and mission statements
- Conduct self-assessment of the agency’s past strategic plan and accomplishments
- Review the Community Health Assessment (CHA) and Community Health Improvement Plan (CHIP)
- Review Mobilizing for Action through Planning and Partnerships (MAPP) Assessment
- Scope out the current and future political and funding landscape
- Identify core assumptions that will guide the agency over the next few years
- Discuss current measurement system – data availability vs. data required
- Advise the health director on the composition of the strategic planning team
- Conduct a one-hour webinar with the strategic planning team to prepare for the first session
Days 1-2 (on-site)
- Overview of strategic planning
- Review of the agency assessment – briefing book
- Discuss potential modifications to the vision or mission
- SWOT analysis of the current reality
- Prioritize the strategic goals to drive the agency forward
- Understand the status of the top five strategic goals – baseline
- For each of the five strategic goals, develop
- Three-year objectives
- One-year targets to be achieved
- Measures to track the progress toward objectives and targets
- Activities to be undertaken
- Assign responsibilities for the tasks and timeline for completion
Day 3: Follow-up Activities (remote or on-site)
- Review the draft strategic plan with staff and makes any modifications based on feedback
- Finalize strategic plan and deploy to operating units for implementation
- Review operational plans to ensure that they meet the needs of the strategic plan
- Design and facilitate the first review process six months after the strategic plan’s deployment
- Facilitate yearly self-assessments and strategic plan refreshing sessions as required
Duration: 1-3 days