Prepared for: Autism Hearts Foundation

Vision-based Strategic Planning FrameworkAn Introduction to the 5-Phase Process

Vision-based Strategic Planning Framework by Candice Marie Bickett

is licensed under a Creative Commons Attribution-NonCommercial-

NoDerivatives 4.0 International License.

Based on a work

at https://onedrive.live.com/redir?resid=380E516CAEBB878F!1843&aut

hkey=!AOEqaL1oNYD334M&ithint=file%2cpdf.

Planning Committee | Collaborative Processes

• Executive Leadership

• Management

• Core Staff

• Consultant

Strategy Consultant | Intentions and Objectives

• Develop a Methodological Framework • Alignment-centered

• Develop the Planning Processes• 5-Phases

• Facilitation of Processes• Defining Intentions

• Assessing Identity

• Analyzing Resources

• Evaluating Situations

• Aligning and Implementing Strategies

Strategic Planning Committee

• Professional Background

• Nonprofit Organizational Development

• Academic Context

• Conflict Analysis, Resolution, and Prevention

• Nonprofit Administration

• Experiential

• Human and Social Services

• Case Navigation

• Resource Development

Strategy Consultant

Agenda | Introduction to the 5-Phase Process | Strategy Meeting 1 of 5

• PART I: 4:30 – 5:30 • Overview of the Strategic Planning Process | ‘5-Phases of Planning’

• Review Status of Planning Process | To-date

• BREAK: 5:30 – 5:45

• PART II: 5:45 – 6:45 • Review of Phases I and II | Introduction to Phase III

• PART III: 6:45 – 7:00• Set Intentions for next Planning Meeting

Intentions (for process planning)

• Communication

• Collaboration

• Authenticity

• Integrated Perspectives

Strategy Meeting 1| Intentions & Objectives

PHASE I | PLANNING FOR THE PLAN

• Expectations and Intentions (for the planning process)

• Participation and Collaboration

• Management and Board Commitment

• Logistics and Resources

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

PHASE II | ASSESSING (taking ‘inventory’)

• Assessing Organizational Identity

• Organizational Culture (shared values, visions, principles)

• Internal Resources (human, social, financial)

• External Networks (partners, supporters, alliances, constituents)

• Contextual Environment(s) (scope and scale)

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

PHASE III | ANALYSES (internal, external, environmental situations)

• Client demographics, needs (in the context of AHF’s Intentions)

• Internal strengths, weaknesses (“ “)

• External opportunities, threats (“ “)

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

PHASE IV | EVALUATION | SWOT (implications)

What are the internal implications of:

• Organizational Strengths and Weaknesses?

What are the external implications of:

• Opportunities presented by Strengths?

• Weaknesses reduced by Strengths?

• Threats avoided by reducing Weaknesses and leveraging Strengths?

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

PHASE IV | PLANNING THE RETREAT

“To move forward we must retreat!”

Intentions of Retreat

Social Capital

• Bonding | Board and Staff engagement

• Bridging | Shared Intentions with Goals

• Linking | Strategic Vision for AHF, Communities, and the Future!

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

PHASE IV | DURING THE RETREAT

Objectives and Activities of Retreat:

• Developing our Organization’s Theory of Change

Aligning Vision, Value, and Mission with Goals, Objectives, Actions

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

PHASE V | IMPLEMENTATION

1. Action Plan Development

2. Evaluating and Revising

3. Approving the Strategic Plan

4. Evaluation of Alignment

• Internal

• External

• Environmental

Autism Hearts Strategy Planning 5-PhasesFollowing the

Process Framework

BREAK 5:30 – 5:45

PART II

• Review of Phases I and II – Process to-date

• Introduction to Phase III

Autism Hearts Strategy Planning | Review

PART III

• Set intentions for next meeting

• Set date and time for next meeting

Autism Hearts Strategy Planning | Review

AFTER WE LEAVE

• Summary of Strategy Meeting 1 will be made available on BaseCamp platform within 24 hours

• Follow-up Q&A conference call will go out via Outlook in 48 hours, at which time Strategy Meeting 2 will be confirmed – 2 weeks from today

• Agenda and preparation materials will be made available on BaseCamp platform within 48 hours of Strategy Meeting 2

ADDITIONALLY REQUESTED MATERIALS

• AHF is currently developing its social media presence via LinkedIn. An easy to follow 3-Step Navigation Guide will be attached to the ‘Summary of Strategy Meeting 1’

CLOSING NOTES