STRATEGIC
PLANNING
PROCESS
October 24, 2011
OVERVIEW
Phase 1
Phase 2
Planning Team
Y Community
Prepare to Plan
Discussion & Collaboration
Phase 3
Phase 4
Planning Team
Analyze Findings
Planning Team, Board, Develop the Plan
Staff
PHASE 1 – PREPARE TO PLAN
(PLANNING TEAM)
 Create website (private/public)
 Review Y’s mission and focus areas – youth, health, community
 ID constituencies – who cares about the Y? Who are existing
and potential partners?
 Document internal strengths & weaknesses, external
opportunities & threats
 Select a planning timeframe (five years)
 Develop themes/areas of discussion, starting with focus areas.
PHASE 2 – DISCUSSION/COLLABORATION
(Y COMMUNITY)
 Facilitate planning meetings with constituencies
 Small, targeted, planned discussions with staff, members, schools, health care,
businesses, donors, government, community orgs, other Ys, etc.
 Research in advance, come prepared.
 Get these groups to share their plans wherever possible.
 Document discussions
 There will likely be more than one round of conversations –
people take time to think and process.
PHASE 3 – ANALYZE FINDINGS
(PLANNING TEAM)
Review feedback, analyze findings
 ID repeated themes, new ideas, opportunities, concerns
 Compare with initial planning – what’s different?
 Organize and document
Report back (collectively) to constituencies and the
Board
PHASE 4 – DEVELOP THE PLAN
(PLANNING TEAM, BOARD, STAFF)
Develop 3-5 key strategies
 These should guide large initiatives, philanthropy, and risk
management
 Evaluate strategies against the opportunities and risks identified in
Phase 1 and reviewed in Phase 3
Vet strategies with stakeholders
 Exact process TBD - will depend somewhat on findings and
strategies
Revise and publish
TIMELINE (PROPOSED)
Q4 2011
Q1 2012
Q2 2012
1: Prepare
2: Meet
Checkpoints
3: Analyze
4: Plan