Strategy Worksheet
The next step in the planning process is to develop
strategies for each goal. Strategies begin to answer the question “HOW will
we go about accomplishing our goals?” The examples below offer some
definitions and show the relationship between goals and strategies.
| LEVEL OF PLANNING
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EXAMPLES
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GOALS:
3 years out
Broad statements of what the organization hopes to
achieve in the next 3 years. Goals focus on major outcomes or results
and are qualitative in nature.
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To expand our
funding base to sustain current operations and support anticipated
program growth. |
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STRATEGIES:
1-3 years out
Statements of major approach or method for
attaining goals and resolving specific issues.
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1.
Generate more revenue from programs.
2.
Expand individual annual campaign giving.
3.
Increase corporate giving.
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YOUR TASK:
Review the information listed below. They contain many ideas for
strategy.
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Information from
earlier planning surveys; earlier group discussion.
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Critical issue statements.
Brainstorm strategies for the goals.
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Use the format for
strategies from the sample box above. Remember, strategies describe a general
approach or method; they don’t describe specific activities or projects.
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Use the ideas for
strategy suggested by other group members in earlier meetings, comments from
other members, etc.
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If needed, use the
list of verbs on the next two pages as a resource for writing your strategy
statements.
Later, in your assigned goal group, review strategy ideas developed
earlier by group members. Then develop/select the 4-6 best strategies. Use the
suitability criteria below:
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Ask whether the
strategy statement:
Takes
advantage of opportunities
Defends
against threats
Builds
on organizational strengths
Corrects
organizational weaknesses
Offers
some basis for future competitive advantage
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If
needed, use the list of verbs on the following
pages as a resource for writing your final strategy statements.
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Write the best strategies on newsprint for reporting out to the full group.
Strategic Outcomes/Activities
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