PA 4530 Worksheet #1 Step 1: Initiating and Agreeing on a Strategic Planning Process This week you have to choose one organization that you will apply a new strategic planning process step every week throughout this semester. You have two options in this semester. Please be sure to check out their websites before you make your decisions. Remember, you have to stick with this organization of your choice this week throughout this whole semester. So choose something that interests you and seems like they need a new strategic planning. I highly recommend you to browse both websites before you make your decision. For this semester: your options are 1) DirectRelief (https://www.directrelief.org/ ) and 2) City of Tacoma, WA (https://www.cityoftacoma.org/tacoma 2025 ) If you really want to do something else, check with me first by emailing me! What organization did you choose? Now, for this semester, you will be acting as a strategic planner for this organization. What is the mission(s) of the organization? Browse its website to create its longer-term outcomes and shorter-term outcomes. Desired longer-term outcomes Desire shorter-term outcomes. PA 4530 Worksheet #1 Purpose mapping Using the uploaded slide \"Purpose Mapping\PA 4530 Worksheet #1 In order to achieve the goals and serve these purposes you described, you need to make a good strategic plan for this organization. Let us plan for the strategic planning. Plan for the planning effort My plan is for (Check all that apply) The whole organization The whole organization, with separate plans for major divisions, units, and so forth Part of the organization (Specify the division, unit or program) A business, human resources, or information technology function Specify: Strictly internal stakeholders, or will also involve external stakeholders | (Specify: A collaboration (Specify members or potential members, including whether governments, nonprofits, or businesses are involved) A community Specify: What period of time will the plan cover? (Keep the time horizon realistic!) 1 year 2 years 5 years Other Specify: Who will sponsor the strategic planning process? And do they have the necessary authority and power and the resources and time? Directors Senior managers Middle managers Board members Staff External stakeholders Others (Specify: ) Who would you ask to be the member of your strategic planning project team? Board members Senior managers Middle managers Staff Other stakeholders, including possible external stakeholders such as volunteers or funders Consultants PA 4530 Worksheet #1 What kind of size of strategic planning team works (or will work) best in your organization? Think about who should own and be committed to the plan at the end of the process and what that means for the composition of the strategic planning team. Who should be involved in the development of the plan? Again, think about who should own and committed to the plan at the end of the process and what that means for involvement in the strategic planning effort. How many hours are you willing to give to the strategic planning process? 1-12 | 12-24 24-40 :'C Are you willing to use internal and external consultants or other resource experts? ' Yes No If yes, who will they be and what roles will they play? If no, what kind of help do you think you might need for not using consultants? What type of written plan do you envision? Short executive summary Longer and more detailed but not including most tactical and operational elements A detailed plan that includes tactical and operational elements Other (Specify: ) What is the expected time frame for the planning process? 6 months 12 months Other (Specify: ) PA 4530 Worksheet #1 What resources do you need to start and to complete the effort, and where will you get them? Budget People Information Technology Facilities for meetings Consultants Volunteers Other (Specify: )