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Five Steps to Develop a Strategic Plan

Note why you are planning and


any concerns
Select a steering group or person to
STEP 1 keep the planning on track
Get Organized Determine if outside help is needed
Outline the planning process that
fits your organization
Get commitment to proceed

Pull together necessary background


STEP 2 information
Take Stock Review your nonprofits past,
(Situation Analysis) present, and future situation
Identify key issues or choices

Develop a vision of your organiza-


tions future
- Critical issues approach
- Scenario approach
STEP 3 - Goals approach
Set Direction - Alignment approach
Determine how to move the organi-
zation toward this future
Develop a first draft of the plan

STEP 4 Review and refine the plan


Refine and
Adopt the plan
Adopt the Plan

Implement the plan


STEP 5 Monitor progress
Implement
Make adjustments
the Plan
Periodically update the plan

Strategic Planning Workbook for Nonprofit Organizations, Revised and Updated.


Copyright 1997, Fieldstone Alliance, www.FieldstoneAlliance.org