The Effective Strategic Planning Retreat

One effective way to involve a large stakeholder group in the strategic planning process is through a leadership retreat. A retreat can be an opportunity to kick off the process, gather feedback, or transition to implementation. Additionally, annual retreats are an effective way to update your strategic plan throughout the current planning horizon.   To […]

Strategic Planning Process Highlight: The Internal Assessment

An important component of any strategic plan is an accurate internal assessment of the organization. It combines data analysis with qualitative information and analysis to formulate an accurate profile of the historical performance.  Along with the external assessment, it establishes the organization’s strengths, weaknesses, opportunities, and threats (SWOT) and identifies competitive advantages and disadvantages that […]

Organizing Your Strategic Planning Process

Successful strategic planning begins with careful, thoughtful organization. One mistake commonly made in an organization’s strategic planning process is the failure to appropriately organize the process before diving into the work and/or analyses. To avoid this mistake, organizations are encouraged to spend time working through an organizational phase prior to engaging in the actual planning […]

Prioritizing Among Priorities: How to Allocate Resources When Everything Seems Important

Once the majority of a strategic planning cycle has occurred – including a thorough environmental assessment, comprehensive review and appropriate revision of mission, vision and values, and development of goals and strategies – a transition will take place, shifting attention away from planning activities and toward more action-oriented implementation activities.  Engaging in structured and objective […]

The Link Between Critical Planning Issues and Vision

We recently received the following question from an attendee during our ACHE Cluster session, Strategic Planning from Formulation to Action, in Phoenix: What is the link between the critical planning issues established in the environmental assessment and the vision established in the organizational direction phase of the strategic planning process? In order to best address […]

When to Update Your Existing Strategic Plan

We recently received the following question from an attendee during our ACHE Cluster session, Strategic Planning from Formulation to Action, in Phoenix: How often should we go through a full strategic planning process vs. just update our existing strategic plan? The need or desire to complete or update a strategic plan will vary greatly by […]