How to Do Strategic Planning

Any successful business or non-profit organization will have a solid strategic plan in place to keep the organization's team on track. The best strategic plan is comprised of measurable objectives, strategic and financial targets for both short-term and long-term action. Before scheduling a session with your staff and Board members to devise this road map, you should understand how to do strategic planning to provide clear focus and ownership for your organization.


  1. Image titled Do Strategic Planning Step 1
    Determine the process you'll use to create your strategic plan and the players from within your organization who will be involved in this planning session.
    • You may choose to hire a facilitator or consultant to run your planning session if this is the first time your firm is devising a strategic plan, if you are making drastic changes in the direction of your organization, or if you feel you need direction in creating a better plan than you've previously had in place.
    • Your board and chief executive may handle this task, fully rewriting your plan or simply tweaking the strategic plan you already have in place to represent any new or continued goals you may have for your organization.
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    Write a mission statement and list of objectives that will serve as your overall picture of what your strategic plan will ultimately accomplish. The mission statement should clearly and completely state your vision, reflecting the purpose and values your firm or organization represents. The objectives should be a list of goals that keep your staff and board focused on your mission and that reflect the methods used to measure your success.
    • If you have specific issues facing your organization, your list of objectives can also focus on methods for confronting and resolving these issues.
  3. Image titled Do Strategic Planning Step 3
    Analyze both the internal and external environments of your organization, keeping the mission statement and objectives at the forefront of the analysis discussion.
    • Internal analysis will include identification of strengths and weaknesses of your internal workings, staff, board and resources. Part of your internal analysis will involve devising a SWOT analysis, which is simply a profile listing your organization's strengths, weaknesses, opportunities and threats.
    • External analysis involves identifying political, societal, ecological and technological trends that affect your organization's products, services or both from outside, those things you can't easily control or have no control over at all. These are important to identify so you'll know how to build contingencies into your strategic plan.
  4. Image titled Do Strategic Planning Step 4
    Identify your organization's competitive advantage, where you stand in relation to rival businesses if you're a for-profit business, or other organizations competing for the same resources or donors if you're a non-profit. Knowing where you stand in your field enables you to create the best possible strategic plan.
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    Communicate the strategic plan to your staff once your board or strategizing committee is finished compiling it. Your staff will need to know what parts fall under their specific departments and responsibilities; allow them to make suggestions and implement these changes wherever possible.
    • Allowing your staff to make changes within the structure of the strategic plan will help you secure their "buy-in" and create greater ownership when it comes to enacting the plan.


  • Evaluate your strategic plan and its progress at least quarterly, and use the plan to measure your staff members at performance review time.
  • Customers should be rewarded for their loyalties with the company.
  • There should be a reward for the staff members for a good job done. It will boost their confidence.To work even more harder for the benefit of the company.
  • Make sure that you develop and set SMART goals while doing strategic planning [S-pecific, M-easurable, A-chievable, R-elevant, T-ime Bound]
  • Instigate accountability to every goals being set and agreed upon.

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Categories: Job Strategies