STRATEGIC PLANNING PROCESSOctober 24, 2011

OVERVIEW

Phase 1

Planning Team Prepare to Plan

Phase 2

Y Community Discussion & Collaboration

Phase 3

Planning Team Analyze Findings

Phase 4

Planning Team, Board, Staff

Develop the Plan

PHASE 1 – PREPARE TO PLAN(PLANNING TEAM) Create website (private/public) Review Y’s mission and focus areas – youth,

health, community ID constituencies – who cares about the Y? Who

are existing and potential partners? Document internal strengths & weaknesses,

external opportunities & threats Select a planning timeframe (five years) Develop themes/areas of discussion, starting with

focus areas.

PHASE 2 – DISCUSSION/COLLABORATION(Y COMMUNITY) Facilitate planning meetings with constituencies

Small, targeted, planned discussions with staff, members, schools, health care, businesses, donors, government, community orgs, other Ys, etc.

Research in advance, come prepared. Get these groups to share their plans wherever possible.

Document discussions

There will likely be more than one round of conversations – people take time to think and process.

PHASE 3 – ANALYZE FINDINGS(PLANNING TEAM) Review feedback, analyze findings

ID repeated themes, new ideas, opportunities, concerns

Compare with initial planning – what’s different? Organize and document

Report back (collectively) to constituencies and the Board

PHASE 4 – DEVELOP THE PLAN(PLANNING TEAM, BOARD, STAFF) Develop 3-5 key strategies

These should guide large initiatives, philanthropy, and risk management

Evaluate strategies against the opportunities and risks identified in Phase 1 and reviewed in Phase 3

Vet strategies with stakeholders Exact process TBD - will depend somewhat on findings

and strategies Revise and publish

Q4 2011 Q1 2012 Q2 2012

TIMELINE (PROPOSED)

1: Prepare

2: Meet3: Analyze

4: PlanCheckpoints