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This checklist developed by the Yong Professionals of Iowa.

 

Strategic Planning
If you don’t know where you’re going, how are you going to know when you get there?

  • Defines the realistic goals and timeframes
  • Goals communicated to all team members to develop a sense of ownership
  • Provides measurable goals to give reason to celebrate success
  • Review your group’s purpose or desired result
  • Survey and understand your YP group
  • Analyze the situation – SWOT
  • Establish goals
  • Establish strategies & assign responsibility
  • Physically write the plan
  • Acknowledge and Celebrate Successes

When should you do strategic planning?
  • If you haven’t done one yet
  • New Group Starting
  • New major venture
  • When having a “come to Jesus” meeting on group
  • Once every three years
  • Action plans should be updated yearly, but discussed quarterly

Strategic Planning tips
  • Involve the right people
  • There is no “perfect” plan
  • Start simple, but start!
  • Consider having a consultant or facilitator
  • Be engaged to communicate the plan
  • Build accountability – who’s doing what when?
  • Deviating from the plan is okay, it’s not a set of rules, it’s a guideline

Goals and Objectives should be SMARTER
S – Specific
M – Measurable
A – Acceptable
R – Realistic
T – Time frame
E – Extending
R - Rewarding

Be sure to share strategic plan with full membership – without that information they may feel lost