Strategic Planning Workshop

Facilitated by Jan Thorpe and Kelly Harding

2010

Introduction to Workshop

Agenda:

• Introduction to workshop• Discussion groups• Reason for a strategic plan• Process of developing a strategic plan• Question Time• Handout of information packs

Why develop a Strategic Plan?

1. determine need - action plans2. transparency of what we are providing the community3. demonstrate clearly your strategic resource responsibility

in order to give clear indications of your direction for your stakeholders

Strategic planning achievements

1. action plan for where the organisation is going2. what you need to do to get there3. how the plan is progressing along the way (with annual strategic

review in place)4. knowledge for stakeholders on the direction or the organisation 5. accountability that the full account of results achieved will be

delivered at the appropriate time6. three year financial plan7. annual review of the organisations financial status

Reference: Created Equal – Kirsten Bartlett

Reasons for a Strategic Plan

Skills Reform

• Presentation of Skills Reform

• What changes will Skills Reform bring to your organisation?

• How could this change the direction of your centre?

• How could it jeopardise your future?

Phase 4 – Implementing Strategies- evaluation- monitoring- implementation

Phase 3 – Developing Strategies and Actions Plans- budgets- action plans- strategies

Phase 2 – Identifying and analysing strategic issues- strategic issues- goals and objectives- vision, mission, values

Phase 1 – Organising the process and analysing the environment- readiness assessment- plan the plan- stakeholder assessment- mandate analysis- SWOC and environmental scan

Reference: Created Equal – Kirsten Bartlett

Process of developing a Strategic Plan

Process of developing a Strategic Plan

Phase one:

Readiness Assessment:Do you have the staff, resources and time to implement the strategic plan, what to you need to get ready.

Plan the plan:Who is going to facilitate the day, who are you going to invite?

Stakeholder Analysis:Who are you stakeholders?

Mandate Analysis:Regulatory bodies, funding bodies, relevant legislation compliances (e.g. childcare, skills reform), what do people need to know to make informed decisions

SWOC and environmental scan:Strengths, weaknesses, Opportunities and Constraints

Process of developing a Strategic Plan

Phase two:

Strategic Plan workshop

• Strategic issues

• Goals and objectives

• Vision, mission and values

Process of developing a strategic plan

Phase three and four:

Ongoing review process of Strategic Plan:• Evaluation• Monitoring• Implementation

Action Plan and Implementation:• Establish working group to draft plan• Draft strategic plan including action plan, timelines and responsibilities • Finalise draft plan• Set up annual review working group

Budgets:• Develop a budget for your strategic plan

Resources

• Oxfam Skillshare www.shareyourskills.org

• Our Community www.ourcommunity.com.au

• Skills Victoria www.skills.vic.gov.au

• Flexible business development grants ACFE

• ACFE capacity initiatives workshops:Current challenges for ACE providers

• Information packs

Questions?