Strategic action planning

Over the years I have developed a plan that keeps people informed while moving the institution forward at record paces. It is called a strategic action plan. Too many times plans are made only to sit on a shelf and collect dust until it is time to make a new plan. At which time it is taken down and dusted off.

The plan accomplishes the following. They are:

• Helps set the culture

• Creates plans

• Gets all on the same page

• Builds dynamic teams

• Helps all see the whole picture

• Helps things run smoothly

• Keeps track of the details

• Brings people together for the common good

• Celebrates success

  
  

Successful leaders do not get paralyzed by perfection. Instead, they understand the adaption in actions beats the best laid plans that sit and gather dust.

EXAMPLE TEMPLATE:

2024-2026 STRATEGIC ACTION PLAN

MISSION:

VISION:

CORE THEMES:

KEY CHARACTERISTICS:

PRINCIPLES:

Team Goals & Measurements: 

Goals and updates will be monitored quarterly 

Review Dates: September 15, December 15, March 15, and June 15, of each year.

Strategic Action Plan goals:

Team Action Plan - Goals & Measurements

Person Responsible

Target Date for Completion

Additional Resources Required

Estimated Cost

Progress to Date

Goal

Objectives

Goal

Objectives

Goal

Objectives

Within this framework there are key areas that are needed for success. This template or slightly modified can work for meeting minutes, strategic planning, short term and long term goals, executive leadership retreats and training as well as board retreats and training.

The model is most effective when all employees and stakeholders are incorporated into the overall planning and implementation.