Strategic planning
Strategic planning workshops focus on defining clear objectives, engaging stakeholders, and using structured agendas supported by data-driven insights to set long-term goals and priorities.
We can help you with a scope of works to ensure skilled facilitation and post-workshop follow-up ensure clear and concise documentation of the strategic plan with alignment, accountability, and the creation of a strategic roadmap with measurable outcomes.
Specialist Strategic Planning Process for Australian Charities
1. Preparation & Readiness
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Confirm board and leadership commitment to the planning process.
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Form a planning committee and assign roles.
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Gather financial, operational, and program data.
2. Environmental Analysis
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Conduct SWOT analysis (Strengths, Weaknesses, Opportunities, Threats).
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Review community needs and stakeholder feedback.
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Assess regulatory and funding trends.
3. Mission, Vision & Values
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Review and update mission statement.
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Align vision with long-term aspirations.
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Reaffirm organizational values.
4. Strategic Goals & Priorities
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Define 3–5 key strategic goals.
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Ensure goals are SMART (Specific, Measurable, Achievable, Relevant, Time-bound).
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Prioritize initiatives based on impact and resources.
5. Action Plans & Resources
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Assign responsibilities for each goal.
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Develop timelines and milestones.
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Align budget and staffing with priorities.
6. Implementation & Communication
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Communicate the plan to staff, volunteers, and stakeholders.
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Integrate goals into operational plans.
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Foster engagement and accountability.
7. Monitoring & Review
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Establish performance metrics.
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Schedule quarterly progress reviews.
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Update the plan as needed based on results and changes