Effective Planning


“If you don’t know where you are going, any plan will get you there!”  Effective planning helps organizations to be proactive rather than reactive in relation to change. Effective planning acknowledges both organizational strengths and weaknesses, and considers both opportunities and threats.  Planning is vital to the success of any organization.  While the planning process can contain a number of steps (vision, strategic goals, action items, benchmarks, evaluation), it need not be over complicated.  Our planning workshops move an organization through a step-by-step process that will lead to well-developed and applicable organization plan.

Sample Topics and Learnings

  • Describe what the group wants to accomplish in goal setting

  • Create vision and mission statements 

  • Discuss and list potential barriers and possible solutions 

  • Determine available and needed resources 

  • List actions to be taken and responsible individuals 

  • Discuss alternative actions and contingencies 

  • Explore methods for disseminating all information in a timely manner