Strategic Planning Strategic Planning OverviewOverview

Gaphor M. PanimbangGaphor M. Panimbang

gp_rseufi@yahoo.com.phgp_rseufi@yahoo.com.phgpanimbang@gmail.comgpanimbang@gmail.com

March 26-28, 2007March 26-28, 2007

What is Strategic Planning?What is Strategic Planning?

• A disciplined effort to produce fundamental DECISIONS and ACTIONS that SHAPE and GUIDE what a cooperative is, what it does, and why it does it with a focus on the FUTURE.

• A process by which a group defines its own VMOSA .

What is VMOSA?What is VMOSA?

M

O

V

S

A

VISION

MISSION

OBJECTIVES

STRATEGIES

ACTION PLAN

VMOSA is … ?VMOSA is … ?

A practical planning process that can be used by

any community organization or institution

Planning tool that can help your organization by providing a blueprint for moving from dreams to actions to positive outcomes for your community.

Why should your organization Why should your organization use VMOSA?use VMOSA?

It allows your organization to build consensus around

your focus and the necessary steps your organization

should take

Allows your organization to focus on your short-term goals while always keeping sight of your long-term vision and mission

The VMOSA process grounds for your dreams. It makes good

ideas possible by laying out what needs to happen in order to

succeed.

When should you use VMOSA?When should you use VMOSA?

When you are starting a new organization.

When you are trying to invigorate an older initiative that has lost its focus or momentum.

When your organization is starting a new initiative or large project, or is going to begin work in a new direction.

When your group is moving into a new phase of an ongoing effort.

Planning Process StepsPlanning Process Steps  

Vision (the dream)

Vision (the dream)

Mission (the what and

why)

Mission (the what and

why)

Objectives(how much of what

will be accomplished by when)

Objectives(how much of what

will be accomplished by when)Strategies

(the how)

Strategies (the how)

Action plan (what change will

happen who will do what by when to make it happen)

Action plan (what change will

happen who will do what by when to make it happen)

VISION VISION ( the dream)( the dream)

Vision statements should be: • Understood and shared by members of

the community • Broad enough to allow a diverse variety of

local perspectives to be encompassed within them

• Inspiring and uplifting to everyone involved in your effort

• Easy to communicate

Mission Mission (the what and why)(the what and why)

Concise

Outcome Oriented

Inclusive

Guiding Principles

Example:

Socio-economic EmpowermentExample:

Socio-economic Empowerment

Objectives Objectives (how much of what will be accomplished by when)(how much of what will be accomplished by when)

Three basic types of objectives

BehavioralObjectivesBehavioralObjectives

Community-level

Objectives

Community-level

Objectives

ProcessObjectivesProcess

Objectives

Strategies Strategies (the how)(the how)

Five specific strategies can help guide most interventions. They are:

• Providing information and enhancing skills – (e.g., Undertake continuous cooperative education to its members)

• Enhancing services and support – (e.g.,extend financial assistance to its members for provident &

productive purposes) • Modify access, barriers, and opportunities

– (such as equal distribution of net surplus or patronage refund arising out of cooperative operations )

• Change the consequences of efforts– (e.g., provide incentives to the management staff)

• Modify policies – (e.g., encourage deferment of patronage refund for revolving capital).

Action plan Action plan (what change will happen; who will do what by when to make it (what change will happen; who will do what by when to make it

happen)happen)

Specific (community and systems) changes to be sought

Specific action steps necessary to bring about changes in all of the relevant

sectors, or parts of the community/organization

The Plan refers to:

Action PlanAction Plan cont… cont…

Action step(s)Action step(s)

Resources required

Resources required

Person(s) responsible

Person(s) responsible

Collaborators:Collaborators:

Dated completed

Dated completed

What will happen?What will happen?

Who will do what?Who will do what?

Timing of each action stepTiming of each action step

Resources and support (both what is needed and what's available)

Resources and support (both what is needed and what's available)

Who else should know about this action?

Who else should know about this action?

Thank You and Wassalam!