So you ask…now that the planning is over now what do we do with the plan?
It is time to package it up!
Once the initial goals and objectives are drafted and approved by the planning team and board of directors, the organization needs to look at the two main audiences both internally and externally and in what form they should receive a copy of the plan.
And just like a case for support, there are several ways of packaging and for different reasons and audiences.
From my experience you will want to have an internal plan for executive management staff and board purposes that outlines priorities and goals, key objectives and tasks, along with any new staff requirements needed to achieve the plan, budgets to support the efforts and timelines for turning the vision into reality. This internal plan becomes the day-to-day operational plan. This version while very specific and detailed is less formal than what is presented externally. It can be kept as a very informal, rudimentary working document with an eye towards task management and internal benchmarking.
Externally, while not as specific, this document can be more formally polished and presented to a wide variety of stakeholders according to traditional modes of communication. These modes might include brochures, articles in newsletters, insider updates, websites, social media and other mediums as desired depending upon the particular cultural needs and expectations of the stakeholders including potential funders, donors and community partners.
1. Distributing a full copy to every board and management team member.
2. Distributing all (or highlights from) the plan to everyone in the organization from the newest employee to direct care staff.
3. Posting your mission, vision and values statements on the walls of your main offices.
4. Consider giving each employee a card with the mission, vision and values statements (or highlights from them) on a card.
5. Publishing portions of your plan in your newsletter, advertising and marketing materials (brochures, ads, etc.).
6. Training board members and employees on portions of the plan during orientations.
7. Including portions of the plan in policies and procedures, including the employee manual.
8. Providing copies of the plan for major stakeholders, for example, funders/investors, trade associations, potential collaborators, vendors/suppliers, etc.
So how have you gone that final step and packaged your strategic plan?
Share your thoughts, suggestions and samples!