1. Assignment 1 - Organizational Overview. Prepare and submit an Organizational Overviewof the organization that you selected for the Consulting Project. Follow the directions provided in Consulting Project Briefing 1 (Project Overview) in completing this assignment.

Five Year Planning Period

Project Components

• Mission Statement = SWOT analysis
• Goals
• Strategies
• Program Objectives
• Impact Objectives

Recommend a Mission Statement

Formulate a series of Goals for the Five-year planning period

• For each goal identify Strategies necessary to achieve that Goal.
• Remember that Goals are "ends" Whereas Strategies are "means" selected to achieve that outcome.

Identify Program Objectives by categorizing each strategy into the timeframe (s) in which it will be implemented.

Translate each set of Program Objectives into corresponding Impact Objectives that show progress towards Goals attainment.

Steps in Strategy Formulation

Based on an informed understanding gained through conducting a SWOT analysis

1. Draft a recommended Mission Statement
2. Formulate Goals that make sense based on the SWOT Analysis and Mission Statement.
3. Identify necessary Strategies to support each Goal.
4. Categorize these strategies according to planned implementation timetable under program objectives.
5. Translate the program objectives for each timeframe into progress towards goal attainment and list under impact objectives.

Scope of Work

• Conventional timeframes for listing Program Objectives and Impact Objectives are 1 year, 3 year and 5 years.
• Program Objectives are designed to measure progress in the implementation of strategies while Impact Objectives measure progress towards Goal attainment.

Project Guidance

• Make sure that you list all necessary actions to achieve a Goal under both "Strategies" and "Program Objectives".
• Remember that Impact Objectives should be stated in the same terms as the respective Goal.

Deliverables

• Prepare and submit a written document that responds to the scope of work.
• This document should include the following items:
• Recommended Mission Statement
• Set of Goals for the planning period
• Support Strategies
• Program Objectives
• Impact Objectives
• Please start each Goal on a new page.

Characteristics of Effective Goals

• Precise and measurable
• Address crucial issues.
• Challenging but realistic
• Specify a time period.

Example - Increase membership by 30 percent over the next five years.

Increase Membership by 30 percents over the next five years

Strategies:

• Survey current member regarding expectations and satisfaction
• Develop and offer new membership services.

Program Objectives:

• Year 1 - Survey current member
• Year 3 - Introduce new membership services.
• Year 5 - Conduct membership survey.

Impact Objectives:

• Year 1 - Increase membership by 5 percent from base year.
• Year 3 - Increase membership by 15 percent from base year.
• Year 5 - Increase membership by 30 percent from base year.

Suggested Format

Goal - xxxxx

• Strategies
• XXX
• XXX

Project Objectives

• Year 1
• XXX
• XXX

• Year 3
• XXX
• XXX

• Year 5
• XXX
• XXX

Impact Objectives

• Year 1
• XXX

• Year 3
• XXX

• Year 5
• XXX