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Creating and Implementing Your Strategic Plan is the best-selling companion to John Bryson's landmark book, Strategic Planning for Public and Nonprofit Organizations. This new edition of the workbook is completely revised and updated and can be used as a stand-alone resource or as a companion to Strategic Planning for Public and Nonprofit Organizations. A step-by-step guide to putting strategic planning to work in public and nonprofit organizations, this indispensable workbook includes easy-to-understand worksheets and clear instructions for creating a strategic plan tailored to the needs of the individual organization. From setting up the meeting room to establishing a vision of the future, every step of the strategic planning process is covered. The workbook shows how to: Refine your organization's mission and values Assess your internal and external environment Identify and frame strategic issues Formulate strategies to help manage the issues Create, review, and adopt the strategic plan Assess the strategic planning process

John M. Bryson is a professor of planning and public affairs in the Hubert H. Humphrey Institute of Public Affairs at the University of Minnesota, in Minneapolis. He consults widely on leadership and strategic planning with public, nonprofit, and for-profit organizations in the United States and abroad. He is the coauthor of Leadership for the Common Good and Visible Thinking: Unlocking Causal Mapping for Practical Business Results.

Farnum Alston is the founder and president of The Crescent Company in San Anselmo, California, an international consulting firm that specializes in assisting public and private clients with strategic business and technology planning. He is a former partner of KPMG Peat Marwick and a former deputy mayor and budget director of San Francisco.

Preface to the Second Edition

xi

Acknowledgments

xv

The Authors

xvii

PART 1 An Overview

Introduction

3

(12)

The Context and Process of Strategic Change

15

(22)

Readiness Assessment Worksheets

1 Strengths, Weaknesses, Opportunities, and Challenges (or Threats)

27

(4)

2 Barriers to Strategic Planning

31

(1)

3 Expected Costs of Strategic Planning

32

(1)

4 Expected Benefits of Strategic Planning

33

(1)

5 Should We Proceed with the Strategic Planning Process?

34

(3)

PART 2 Creating and Implementing Strategic Planning: Ten Key Steps

Step 1 Initiate and Agree on a Strategic Planning Process

37

(10)

Worksheet

6 Plan the Planning Effort

40

(7)

Step 2 Clarify Organizational Mandates

47

(6)

Worksheets

7 Review of Mandates

49

(1)

8 Background for Group Discussion of Mandates

50

(3)

Step 3 Identify and Understand Stakeholders, Develop and Refine Mission and Values, and Consider Developing a Vision Sketch

53

(24)

Worksheets

9 Stakeholder Identification

57

(2)

10 External Stakeholder Analysis

59

(2)

11 Internal Stakeholder Analysis

61

(2)

12 Key External Stakeholder Involvement

63

(2)

13 Key Internal Stakeholder Involvement

65

(2)

14 Mission Statement

67

(3)

15 Values Statement

70

(2)

16 Vision Sketch

72

(5)

Step 4 Assess the Environment to Identify Strengths, Weaknesses, Opportunities, and Challenges

77

(8)

Worksheets

17 Internal Strengths

79

(1)

18 Internal Weaknesses

80

(1)

19 External Opportunities

81

(1)

20 External Challenges

82

(1)

21 Distinctive Competencies

83

(2)

Step 5 Identify and Frame Strategic Issues

85

(12)

Worksheets

22 Individual Strategic Issue Identification

89

(2)

23 Master List of Key Strategic Issues

91

(2)

24 Master Strategic Issue Statement

93

(2)

25 Operational Versus Strategic Issues

95

(2)

Step 6 Formulate Strategies to Manage the Issues

97

(12)

Worksheets

26 Key Questions for Identifying Strategies

101

(2)

27 Strategy Statement

103

(2)

28 Criteria for Evaluating Suggested Strategies

105

(2)

29 Checklist for Deciding on Strategic Plan Contents

107

(2)

Step 7 Review and Adopt the Strategic Plan

109

(6)

Worksheets

30 Plan Review and Adoption Process

111

(3)

31 Plan Evaluation

114

(1)

Step 8 Establish an Effective Organizational Vision for the Future

115

(6)

Worksheet

32 Vision of Success

117

(4)

Step 9 Develop an Effective Implementation Process

121

(8)

Worksheets

33 Existing Programs, Services, and Projects: Evaluation

123

(1)

34 Strategic Plan's Proposed Programs, Services, and Projects: Evaluation

124

(1)

35 Prioritizing Programs, Services, and Projects

125

(1)

36 Action Planning

126

(3)

Step 10 Reassess Strategies and the Strategic Planning Process

129

(6)

Worksheets

37 Improving Existing Strategies

131

(1)

38 Improving the Strategic Planning Process

132

Resources

A Brainstorming Guidelines

135

(1)

B Snow Card Guidelines

136

(1)

C Strategic Planning Workshop Equipment Checklist

137

(1)

D Conference Room Setup Checklist

138

(1)

E Model External Stakeholder (or Customer) Questionnaire for XYZ Organization

139

(10)

F Model Internal Stakeholder Evaluation Questionnaire for XYZ Organization

149

(18)

G Analyzing and Reporting Results of Surveys

167

(2)

Glossary

169

(2)

Bibliography

171

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