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A practical guide and workbook

Author: Michael Allison; Jude Kaye
Publisher: [Place of publication not identified] : Wiley, 2005.
Edition/Format:   Print book : English : 2nd ed
Strategic planning is a common management tool but, in order for it to be effective in a nonprofit setting, it needs to take into consideration some of the special characteristics of this sector, such as limited resources of time, staff and money. Previous ed.: 1997.

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Document Type: Book
All Authors / Contributors: Michael Allison; Jude Kaye
ISBN: 0471445819 9780471445814
OCLC Number: 851977070
Language Note: English.
Notes: Includes CD-ROM.
Description: 458 pages ; 230 x 151 mm
Contents: What You Will Find in This Book. Introduction to the Second Edition. Acknowledgments. Chapter 1: Introduction to Strategic Planning. What Is Strategic Planning? Why Plan? What Strategic Planning Is Not. Keys to Ef fective Strategic Planning. Summary of Key Concepts. Different Types of Planning. The Strategic Planning Process. The Language of Strategic Planning in the Nonprof it Sector. How Much Time and Money Does It Take To Do Strategic Planning? Chapter 2: Phase 1: Get Ready. How Do We Get Started? Step 1.1: Identify the Reasons for Planning. Step 1.2: Set Up Your Planning Process for Success. Step 1.3: Develop a Plan for Gathering Information from Internal and External Stakeholders. Step 1.4: Design Your Strategic Planning Process to Meet Your Organizational Needs. Step 1.5: Write a Planning Workplan. Case Study: Worksheet 1. Case Study: Worksheet 2. Case Study: Worksheet 3. Case Study: Worksheet 4. Chapter 3: Phase 2: Articulate Mission, Vision, and Values. Why Do We Need a Mission Statement? Step 2.1: Write (or Reaffirm or Rewrite)Your Mission Statement. Step 2.2: Write Your Vision Statement. Step 2.3: Articulate the Fundamental Values that Guide Your Work. Case Study: Worksheet 5. Case Study: Worksheet 6. Case Study: Worksheet 7. Chapter 4: Phase 3: Assess Your Situation. Review History and Current Scope and Scale of Operations. Step 3.1: Prepare a History and Descriptive Profile of Operations. Step 3.2: Articulate Previous and Current Strategies. Overview of Information Gathering. Step 3.3: Gather Information from Internal Stakeholders. Step 3.4: Gather Information from External Stakeholders. Step 3.5: Gather Information from Documents and Other Sources. Step 3.6: Summarize Information into a Situation Assessment. Case Study: Worksheet 8. Case Study: Worksheet 9. Case Study: Worksheet 10. Case Study: Worksheet 11. Case Study: Worksheet 12. Chapter 5: Phase 4: Agree on Priorities. Overview of Phase 4. Step 4.1: Analyze Data, Review Progress to Date, and Update Workplan. Step 4.2: Use Business Planning: Tools for Assessing Your Program Portfolio. Step 4.3: Agree on Each Program's Future Growth Strategy and Develop Your Program Portfolio. Step 4.4: Confirm Your Future Core Strategies. Step 4.5: Agree on Administrative, Financial, and Governance Priorities. Case Study: Worksheet 13. Case Study: Worksheet 14. Case Study: Worksheet 15. Case Study: Worksheet 16. Chapter 6: Phase 5: Write the Strategic Plan. Step 5.1: Create Goals and Objectives. Step 5.2: Understand the Financial Implications of Your Decisions. Step 5.3: Write the Strategic Planning Document. Step 5.4: Adopt the Strategic Plan and Next Steps. Common Obstacles Encountered in Phase 5. Case Study: Worksheet 17. Case Study: Strategic Plan. Chapter 7: Phase 6: Implement the Strategic Plan. Step 6.1: Plan to Manage Change. Step 6.2: Develop a Detailed Annual Operation Plan. Sample (Annual) Operating Plan: Program Goal for an Economic Development Agency. Fund Development Goal for Museum (from Annual Operating Plan). Case Study: Worksheet 18. Chapter 8: Phase 7: Evaluate and Monitor the Strategic Plan. Step 7.1: Evaluate the Strategic Plan and the Strategic Planning Process. Step 7.2: Monitor the Strategic Plan and Update as Needed. Life After the Strategic Plan Is Done. Conclusion: A Word to Leaders. Case Study: Worksheet 19. Case Study: Worksheet 20. Appendix A: Blank Worksheets. Appendix B: Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes. Appendix C: Elements of an Effectively Managed Organization (EEMO2(t)): An Assessment of Your Organizational Capacity. Appendix D: Self-Assessment of Board of Directors. Appendix E: Sample Techniques Used in Client Needs Assessment and Program Evaluation. Appendix F: Conducting Focus Groups. Appendix G: Techniques and Tools for Managing Group Process: A Toolbox of Meeting Process Tools and Techniques. Appendix H: Tips on Using Task Forces. Appendix I: Templates for Strategic and Operational Plans. Appendix J: External Stakeholders: Process Recommendations and Suggested Questions. Appendix K: Selected References. Index
Responsibility: Michael Allison and Jude Kaye.


Your total guide to putting a powerful management tool to work in your organization Why strategic planning? Because a well wrought strategic plan helps you set priorities and acquire and allocate  Read more...


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