Making ready For the Strategic Planning Retreat – A Checklist

Each and every nonprofit firm should conduct strategic planning on a regular foundation, as strategic strategies outline what action measures the business will choose in the long run to maintain and grow their operation, when adhering to their mission. Quite a few corporations concentrate attention on conducting the strategic planning session and creating a plan, but never allocate adequate time to put together for the planning retreat. Taking time to adequately prepare for a strategic planning session can help the actual celebration to operate significantly much more smoothly and proficiently, resulting in larger productivity. This write-up presents a checklist of objects to look at in making ready for your subsequent strategic planning retreat.

1. Talk to board associates that it is one of their primary responsibilities to set the direction for the business, by using strategic planning. Board member job descriptions need to involve this responsibility, and opportunity board users should be aware of it prior to coming on board.

2. If your group already has a strategic plan in area, evaluate what goals and objectives have been finished. If there are remaining plans and goals that have not been dealt with but are applicable to the organization’s security and expansion, make certain they are dispersed to board members prior to the planning session.

3. Collect as a great deal input from your staff members, board members, and other stakeholders prior to the strategic planning session. This is typically accomplished by a SWOT evaluation, wherever stakeholders discover the internal strengths and weaknesses of the organization as very well as the exterior prospects and threats that the corporation may be experiencing. Stakeholders may also be asked to detect any traits in the discipline that may possibly impression the firm, positively or negatively. This input is worthwhile to the strategic planning approach, as it can detect regions that have to have to be made or resolved. The SWOT investigation results should be shared with the board prior to the planning retreat.

4. Choose when and wherever you will conduct the strategic planning session, allowing at minimum a total working day for the planning retreat. Make sure that the location is in a silent and comfy placing, wherever board associates can chill out. Interruptions really should be saved to a minimum.

5. Research and retain the services of a facilitator. Request your colleagues about good facilitators they have made use of in the past, especially people with a background in the nonprofit industry. Meet with the facilitator prior to the planning session to acquire the session’s agenda, and to discuss the planning procedure and expected results. Make positive the facilitator has copies of essential documents to examine so s/he can understand your organization’s mission and vision, applications and products and services, and vital concerns, prior to the planning retreat.

6. Examine and make all needed food preparations. Decide which meals you are likely to provide (relying on your spending budget), and choose a caterer if the facility won’t function a kitchen. Make certain that you supply at least two entrée options, and never neglect to survey your board customers in advance to see if they have any dietary concerns or demands.

7. Choose what you will have to have at the planning retreat in phrases of devices, instruments, and provides. Do you want to have computer systems and a printer accessible, will you need an overhead projector and screen, or will a flip chart suffice? Will the facility supply paper and pens or will you want to deliver individuals supplies? Make a checklist of all those items you will need to have, assemble them a day prior to the retreat, and make positive that all equipment is operable.

8. Request your board users if they require any form of specific lodging. For case in point, if an individual is visually impaired or blind, they may want their planning resources in substantial print or Braille. Likewise, if they use a wheelchair, they could require a table that is increased in

9. Figure out which paperwork you want your board members to examine in advance. Distribute individuals documents by means of e-mail or normal mail, depending on what the board associates request. In addition, make positive that these identical paperwork are accessible at the planning retreat, for reference uses or in situation anyone forgets their supplies. Documents that you may possibly want board associates to examine prior to the planning retreat may include, but are not confined to:

a. Content articles of Incorporation and Bylaws

b. Mission and vision statements

c. Normal and personnel policies and techniques

d. Job descriptions and effectiveness evaluation resources

e. Brochures, newsletters, other marketing supplies

f. Software and services descriptions, eligibility conditions/necessities, types, figures, reports, etcetera.

g. Once-a-year report(s)

h. Prior accredited budgets and current funds, revenue and expenditure experiences, profit and loss statements

i. Prior strategic planning documents

j. Prior and present-day audit reviews

k. Contracts, grants, agreements

l. Copies of internet site webpages

Taking the time to put together for your subsequent strategic planning session can assistance it to flow more efficiently, run more efficiently, and be extra productive. This write-up supplied a checklist of merchandise to take into account when preparing for a retreat you may well think of other objects as very well. The vital level is to set aside sufficient time when getting ready for your planning retreat. A checklist can help you to manage and don’t forget people products that need to have to be attended to in advance, ensuing in a far more productive and successful planning retreat.

Copyright 2009 © Sharon L. Mikrut, All legal rights reserved.