Summary & Method(s):

Strategic planning is a management tool used within a specified time period to determine mission, vision, values, goals, objectives, and roles and responsibilities. It is used to help an organization do a better job – to focus its energy, to ensure that members of the organization are working toward the same goals, to assess and adjust the organization’s direction in response to a changing environment. It is a disciplined effort, producing fundamental decisions and actions that guides what an organization does. Strategic planning shapes an organization’s identity and with great management leads it into the future.

Expect as a Client:

Pre-planning: A thorough conversation as to how a specific strategic planning model would best be tailored to fit your needs and how such a process fits into future planning and outcome development.

Execution: Strategic Planning can take place in one full day or over a series of days or time periods, depending on the project’s scope. Expect that such a process will be integrated into the other demands of your organization and in tandem with one of your appropriate leaders.

Evaluation & Follow-up: Effective strategic planning takes place within the context of how your organization’s key players are prioritizing their work and time right now. An evaluative process that defines who, what, when, where, and how will be incorporated and prioritized, with help from Cline Consulting as needed and contracted.

Read a quick description of the San Juan Preservation Trust’s strategic planning process and the outcomes generated from the plan.  SJPT Membership Participates in Strategic Review