ONE-PAGE STRATEGIC PLAN
Heather Himes, Executive Director
UNITED WAY OF LAMAR COUNTY
May 16, 2017
What does
strategic planning
mean to you?
WHAT DOES STRATEGIC PLANNING MEAN
TO US TODAY?
Taking…
 what you know about your organization AND
 what you want your organization to look like in a set
amount of time
Then, drawing a map between the two.
WHAT YOU KNOW…
The easy stuff…
The not-so-easy stuff…
 Mission
 Values
 Vision
 Lay leadership
 Leadership
 Perception
 History
 Budget/Financial picture
 Strengths
 Services
 Collaborators
 Weaknesses
 Areas of growth
 Profile of stakeholders
 Overlap (employee/volunteer, organizational, etc)
MISSION & VISION
MISSION
VISION
 What do we do?
 Snapshot of your organization
somewhere in the future.
 How do we do it?
 For whom are we doing it?
 Provides direction for the mission and
goals.
What town you’re in, if you are driving a car or
walking, what address you are going to
Google maps, street view
Do your mission and vision statements do this?
Do you all have vision statements?
Give some examples…
MISSION
GOALS : What are the broad areas you are working on
STRATEGIES: How will you be getting there
OBJECTIVES:
What are the measurements
TACTICS: What are the steps you take
VISION
GOALS… BOIL IT DOWN
What are the 3-4 most important things you do as an organization?
Most the time it boils down to:
 SERVICES TO STAKEHOLDER CLIENTS
 RAISING FUNDS FOR CURRENT AND SUSTAINABLE PROGRAMS
 ENGAGING ACTIVE, LOYAL VOLUNTEERS
 Active= participates in calls to action readily and feels they are a part of your program; your
successes are their successes
 Loyal= they not only engage at sporadic calls for action, but can be depended on for the longtime service to the organization over a period of time
What are some other things you might find in your organization?
EXAMPLE
TotalTechOrg
 MISSION
To build an education program to engage teens in professions that require
technological skills and knowledge
 VISION
TotalTechOrg hopes to build a solid workforce in tech jobs to attract more
industry to our community and provide a wider variety of opportunities for
students who choose to both stay and leave our community
 VALUES
Innovation, Entrepreurship, Collaboration, Professionalism, and Creativity
**Look for the action words**
EXAMPLE
TotalTechOrg
BUILD
ENGAGE
ATTRACT
PROVIDE
 MISSION
To build an education program to engage teens in professions that require
technological skills and knowledge
 VISION
TotalTechOrg hopes to build a solid workforce in tech jobs to attract more
industry to our community and provide a wider variety of opportunities for
students who choose to both stay and leave our community
 VALUES
Innovation, Entrepreurship, Collaboration, Professionalism, and Creativity
What could be
some goals for
TotalTechOrg?
SAMPLE GOALS
Depending on where TotalTechOrg is on its way to its vision, these could be
some samples…
Increase corporate sector engagement on a regional scale
Increase number of students enrolled in the program
Increase the visibility of impact within region
Build a tradition of volunteerism within IT departments locally and
regionally
Increase sustainability of program through stable fundraising efforts
Etc….
GOALS
Increase # of students
enrolled in program
Increase corporate sector
engagement
Increase the visibility of
impact on the community
Now, to get strategies… how will you go about trying to achieve these goals. Sometimes an objective will
meet more than one goal.
Build better relationships
with community orgs
Build a speakers bureau of
local tech employees
Host a tech showcase night
for existing students
Increase philanthropy from
tech industry sources
Conduct an economic
impact study of program
Increase # of students
enrolled in program
Build better relationships
with community orgs
Increase corporate sector
engagement
Increase the visibility of
impact on the community
Build a speakers bureau of
local tech employees
Host a tech showcase night
for existing students
Increase philanthropy from
tech industry sources
Conduct an economic
impact study of program
Goals
Increase # of students
enrolled in program
Increase corporate sector
engagement
Increase the visibility of
impact on the community
Strategies
Build better
relationships with
community orgs
Build a speakers
bureau of local tech
employees
Conduct an economic
impact study of
program
Increase philanthropy
from tech industry
sources
Host a tech
showcase night for
existing students
Objectives
Speak at 12
events
annually
Partner with 5
schools/orgs
Enroll 250%
more students
Increase
corporate
sector giving
by 300%
Engage 15
speakers
from the tech
industry
Activate
100% of
matching
gifts available
Invite 300
industries to
showcase
Find measurable numbers that will show you if your goals have
been successful and can support your strategies.
THE FINAL STEP… TACTICS OR ACTIVITIES
 Tactics or activities will drive the action planning for each of your strategies.
 Take one of your strategies…
 Example: Host a tech showcase night for existing student
 And your objectives association with that strategy…
 Example:
 Invite 300 industries to showcase
 Partner with 5 schools or orgs
 Increase corporate sector giving by 300%
 Then, develop how you will go about making your strategy happen and attaining
your metrics set on your objectives, which will look like this…
Increase # of students
enrolled in program
Speak at 12
events
annually
Partner with 5
schools/orgs
Build better
relationships with
community orgs
Increase corporate sector
engagement
Increase
Enroll 250%
corporate
more students
sector giving
Objectives
by 300%
Build a speakers
bureau of local tech
employees
Conduct an economic
impact study of
program
Increase the visibility of
impact on the community
Engage 15
speakers
from the tech
industry
Activate
100% of
matching
gifts available
Increase philanthropy
from tech industry
sources
Invite 300
industries to
showcase
Host a tech
showcase night for
existing students
Find corporate
sponsors for event
Create competition
between orgs/schools
Find corporate execs
to present awards
and judge
Build list of tech
sector jobs and
companies regionally