q Strategic Planning Step 4: Tools to Create - Transform Consulting Group

Congratulations! You have journeyed through the 4 steps of our Strategic Planning Process and you’re ready for the final step: Create. (We covered steps 1, step 2, and step 3 in previous blogs).

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A strategic plan aims to develop timely, relevant, and action-oriented plans for your organization’s future. Once you have a clear direction, it is time to make sense of the information and package it in a way that is meaningful and possible to implement.

At TCG, a strategic plan has little value if it is a report that sits on your shelf, never to be seen again. We don’t create extended strategic plan reports you can’t use, share, or review regularly.

When working with clients, we recommend and create 3 different strategic plan tools:

1. One-page strategic planning overview

One Page Strategic Planning

This is a one-page summary of your goals and top strategies. This tool can be shared externally with partners, funders, and other key stakeholders as well as internally with staff.

When creating a strategic plan for the Wabash County Early Childhood Education Committee, we wanted a one-page overview that highlighted the following key elements:

  • Stakeholders involved (especially since this is a collective impact, multi-sector plan. Learn more here.)
  • Goals
  • Strategies
  • Outcomes

Each one-pager for the strategic plan that we create is unique to the client but essentially covers their top goals and strategies.

2. Strategic plan report 

It is the purpose of this report to explain in more detail the process of how the strategic plan was created, the information that was collected, and more details about the goals and strategies that were developed as part of the plan. There is a tendency for this to be an internal document, which is shared with the board and the staff as part of the reflection process about the process. When there is a leadership transition among the staff and board members, documenting this information is especially helpful in order to prepare for the transition.

Strategic Plan reports

3. Implementation plan

In our experience, we find that organizations often find themselves stuck when it comes to figuring out how to turn the strategic plan’s big-picture elements into operational elements. Our purpose is to create an “implementation plan” that breaks down the strategic plan into actionable steps that can be implemented by staff, committees, and the board. Staff, board members, and committee members, who are most likely to be responsible for implementing the plan, are the main audience for the implementation plan.

Implementation of Goals and Strategies

This could be set up like a calendar or a chart that describes who is responsible for each step. We also love using Tableau to create a strategic plan dashboard to track and monitor action items and milestones. The point is that we want all parties involved to have a clear understanding of the timeline so that they can put the plan in motion.

Is your organization ready to jump into a strategic planning process? Learn more about our strategic planning services here. Contact us today, and we’d love to chat about how our team can meet your needs.

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