Local Government Resource Handbook PDF
Preview Local Government Resource Handbook
Section 6.1 Strategic Planning Executive Summary r olfaun agmnik r eoadwivo rostptinemuc osdi hfetosopr uephT raeh t.e nha Wlcpigeta r ttacsudn ooscteitilapicin unmaito caSvoN ear i,h reosu o nhnia lcpigetar teascudo r opstehs iywtilapicinum l ltinwemu cso id,hstsec o erhhpgtuo rmh etehdt itountgatlusnoc Strategic Planning tnemuc osd i. hsTnoisic eddemrof neik a omltairet aem hetdivorp rehtr ud fnganinna lcpigetar tonstoitcudort n nsidaaewe iedvbluohs selcit rlaanru o,jsko oftb o s ndoainhu oen fbaccip oe thnstoliated .set ib sedwna d nganiyfitne dri osfseco rcpitamets y sasgininna lcpigetartS s’ytilapicinu meh tn oezilatipa ctah tsmargor pgnitnemelpmi lanret xe ereare hgtnizingoc eerli h,wsessenka ed wnsahtgnerts .ytilapicin ue mhnto ptucap mneiav atha hsteitinutrop pd onsataerht tara h ocyttilapicin uram osfna eem hstedivo r tp,iylpm iestiuQ .d lot fI y nsesutha nt geonvtietc an earrheth tsaerr i estreiudtuf fnoois ipavolev e odyttilapicin uem hrt oyftinutrop peo hstedivorp l lmao rnfoitapicitr aep hhtt iywtilapicin uem h fteorut udferis eedht ciget aeer rhts ut spossetnetedsu l o css.nslsiear ceeodhrlTpohekats gnign a oshattcpa dd ansadnops ed rn,atnerr uscniam enralp .tnemnorivne e rhaci h,wna lcpigetar tgasnirape r npsipe tcsis anbev ees rearehT :swoll osfa 1. dezinag rgOnitteG C ma egTninna lcPigetar tgaSnikirtS C krowema rlFanoitazinag rgOnitteS C setadna Ms’ytilapicinu MgniyfitnedI 2. noissi Mdn aseula VgniyfiralC C sisylan AredlohekatS C seula Vs’ytilapicinuM C tnemetat Snoissi Ms’ytilapicinuM Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP1 3. noitaut ieS hgtnissessA C tnemsses snAoitautiS C ,sessenka e,wshtgnert ss(isyla nTAOWS seitinut rdonpap)ostaerht C seus scIigetar tgSniyfitnedI 4. n acliPgetartS C seiget aerttaSlumroF C s egingiet t acaorirtggteeSttnnaaIrltPS C tnemetat Snoisi Vs’ytilapicinuM C ssec onroPitaulavE C tenreampuecroPD 5. n acliPgeta regthnStitpodA 6. noitatnemelpmI C sseco rnPoitatnemelp meItalumroF 7. tnemega neau MscsiIgetartS C cige t sadernitagSet asrsteSssaeR sseco rgPninnalP :na lcpigetar tgasnitcudn o fcsotifen enbi aemv ief rearehT 1. It promotes strategic thought and action. 2. .seu slsaici t nioortictne tsteasu ctoIf 3. lanoitazinagr os’ytilapicinu masecnahn etI .ecnamrofr edp nsasenevisnopser 4. oetl braett eeb rsarek anmoisic edd nsarek aymciloP ffat slapicinu mf okro wmae teh tdn aselo rrieh tllifluf .denehtgne rstis 5. krdron o fuasweoehrdtgi v nocarilpgpet aArts .nal pssenisu blapicinum dae rs pygsandik ryotw n eeovwtlt ee w kntna aatccliPgeta rethST dhntada e ergnhbnotidne p,eddoi rhetp neovml er xoweaittvso as isih t,ytilapicinu myn ar o .Fdesserdd ae bo tseuss if oytixelpmoc yn a fmwoei v s e,aarrovaed ngenidraw edr nealbaeganam eh ts inal pcigetart sa,etacidn illi wseitilapicinu mlufsseccus enotsrenroc ot rieht.sseccus Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP2 Table of Contents yra memvuiStucexE ............................................. 1 Part I - Background ............................................. 4 Introduction ............................................ 4 Why Strategic Planning? .................................. 5 What is Strategic Planning? ............................... 6 What are the benefits of Strategic Planning? ................... 7 Consultants ............................................ 8 e m easfhGeotluR ....................................... 9 Part II - Organizational Aspects .................................. 11 Organizational Aspects to Consider for the Strategic Plan ........ 11 Strategic Planning ohW dluohs eb devlovni ni eht cigetartS gninnalP?ssecorP ....... 12 Part III - The Strategic Planning Process ............................ 14 The Strategic Planning Steps .............................. 14 petS:1 Getting Organized ............................... 15 1.1 Striking a Strategic Planning Team ........... 15 1.2 Setting the Organizational Framework ......... 16 1.3 Identifying the municipality’s mandates ........ 17 petS.2 Clarify the municipality’s mission and values ........... 17 2.1 redloheksaitsSylanA ...................... 18 2.2 s’ytisleaupliacVinuM ...................... 19 2.3 Municipality’s Mission Statement ............. 21 petS:3 Assessing the Situation ........................... 23 3.1 Situation Assessment ...................... 23 3.2 sisy lTaOnWAS .......................... 29 3.3 cgingsieeytufasirsttInSedI .................. 34 petS.4 Strategic Plan ................................... 35 4.1 Formulate Strategies ....................... 35 4.2 Integrating Strategies to a Strategic Plan ....... 37 4.3 Municipality’s Vision Statement .............. 37 4.4 noistsaeucloarvpE ........................ 38 4.5 eraperPtnemucoD ........................ 39 pet5S Adopting the Strategic Plan ........................ 40 pet6S Implementation ................................. 40 pet7S Strategic Issue Management ........................ 41 Summation ........................................... 41 Definitions .................................................. 42 ecnerefeR ................................................... 44 steehskroW .................................................. 46 Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP3 Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP4 Section 6.1 Strategic Planning Part I - Background Introduction r olfaun agmnik r eoadwivo rostptinemuc osdi hfetosopr uephT .na lcpigetar tgasnitcudn orc osfeitilapicin unmaito caSvoN ecud o norrwtpio e tnheuotkoi rsotetsh syitwilapic ir neauhmtehW heghut o mr eeht dhtnoitatutg l n eucarr siloiangphoect aarts Strategic Planning demrof neik a omltairet aem hetdivo rlpl itwnemuc osdi h,tssecorp sisyla ndaeliat ee aodbetmuse rtp osne otdnemuc os di. hsTnoisiced lanru o,jsko osbuorem ue nreare hetsuac e,bgninna lcpigetar tfso e h ntwoeiv edreliat eeaddivo rnp ahcci hswet ibs edw nsaelcitra topic. seuqinh c eeshtettarge ttnniemu cso iddnheitdiv oerrpudec oerhpT lapicin ue mhr tolfe d eoacmudo ro,ptsecru ofysotei r maaovrf ecneref ee.r hyTgolodoht eem s ouetlpm ids nraae lnagcinittes stnemu ceocdr uroes t et ewfme fheoobsoti sevadeirv onropitces nh o,Jrevew o,he s.e rhfetOp aspi hetlipm oodcte ssuet ib sedwna , kso’onbosyrB Strategic Planning for Public and Non-Profit Organizations nsoesuc o tfeisuac eyblirami rtp usodna ts ssenis unnboa hrteht asrnoitazinag rtoiforp-n od nntanemnrevog ndiedrawr osfdoht eem h ftyon a,myltneuqes n. osCnoitacilppa des anbe eybllau seuv athnemnrev ohgt igwnila esdtnemuc ordehto .sk’rno ownsoyrB Why Strategic Planning? w efynoteir ae vd niae weebv aehre h,tsedac eo dwtts ae lhrtevO Strategic Planning ,sisyla ntaifeneb-ts omco rgfnign a,rseuqinhc ettnemeganam has become the ,gnitegd udbesab-or e,zsmets ygsnitegdub-gnimmargorp-gninnalp cornerstone for many ,noitnevni- e,rtnemegan ayMtila ulQat o,Tsevitcej b yotbnemeganam successful yn adm ndaeraeppas iedv aths oemlo h ew .h nct Ot,egnireenigne-er municipalities. s a,hrevew o,hgninna lcpigeta r. tdSetnemelp myilla errev eenrew ,lo ottnemegan aemvitcef f ne saea sdu nyatiralup o npniworg lli wtenretn Ieh tf oweive rkci u .qAseitilapicinu mhti wyllaicepse des ueva hhcih wseitilapicinu mf orebmu neh tetartsull iylkciuq s’noitazinag rroie hfetonotsren r teoaidc ad mnganinna lcpigetarts .s seccus Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP5 Strategic planning mor ftpmex es iytinummo co ndn agnignah cs idlro weh t,yliramirP can deal with a hc a,eylgnisae r.c snrIotc alfanret xd enlaanret noei tu,degnahc changing lufera cseriuqe rsi h .Tsnoitatimi lecruose rhti wdeca fs iytilapicinum environment. .seitila ew reense hhtt ilwa eosdtnoitcer iw desneriuq ed rnsaeciohc It provides a vision to etae rdc neagna hecgan a omyt acwitamets y sasgininna lcpigetartS the future, based on a evitae r s.a ctimIla ewr esni hntiht iewrut ueflbiss otps eebht municipalities an ognizilatipa csmargor pgnitnemelpm idn agniyfitned iro fssecorp strengths, .s etiItinutro p dpsnotaae r,hstessenk a,eswhtgne rst’sytilapicinum weaknesses, threats d nsaeus sliaciti rosctecruos eercra cfnsooitacol le ahnstoesucof and opportunities. . sAecruos eervitanret leatagitsev n oisteitilapicin usmegaruocne enb asc i. hyTtilapicin uem hrt oefsru osactnemuc onda lcpigetarts tlaennosr e npsiegna hlcaitnet o fptohg i nltinatrop myilralucitrap .deniatni a smeisru oec hgtnirus nseu h,tslev ellicnu odc nfafa tesht f oerutci prerael caytinummo caevi gna cgninnal pcigetart s,yllaniF eghntidra gsetrc e npoostiatne tw t adayrntdaitn eeduiq insnwtuoi .erof edbekoolre vnoe eebv atha hyttilapicinum ,seitilapicin unmaito caSv orN olfo ottnemegan asa,maeroferehT seitilapicinu mesoh tr o .Fdednemmoce rylhgi hs igninnal pcigetarts ll itwnemuc osdi h,tsseco rspi h ntdoekrab myedaer leav ahhcihw gninna lcpigetar trsie hetnilmaer t osntoitacifira lrcehtr uefdivorp .ytilapicin ue mhfstode ee nht tirfett eosbtsecorp koo brieh tn ieya Kdn anosillA Strategic Planning for Nonprofit Organizations: A Practical Guide and Workbook, noted there are :na lcpigetar tgasnitelpm o ncsieul aeverht Reactive vs. 1. e h ftrietae reg rsasecc urs osfecna hsc’ytilapicin uAm Opportunistic ,alu aghn oe l hr.te nva Olcpigeta r s taanshoitazinagro gniknih tst in icigetart sdn alanoitnetn is ihcih wytilapicinum citsinutrop pdo neavitca egrni enba hetr ohmsilpmoc claliw . ncai lgtpeut oaahrttisw 2. e h ftrietae reg rsasecc u fssoecna hsc’ytilapicin uAm Shared vision y bderah ss ihcih wnoisi vagnidliu bo tstimmo cnoitazinagro .sredloheka td snfafa t,ssrollicnu oecht Inclusive Process 3. o tya wtnellecx en as issecor pgninnal pcigetart sevisulcn inA dera hoatstnemtimm odcli udb nnaa lcpigetar tpasoleved f otso msedulcn ihcih wytilapicinu manu rgno leh tn .Inoisiv cigetar tss tgininiatni adm nganitalumr o nfsiredloheka tssti .laitnet oepu rst tginiveih c oattseso lecm olcl inwalp Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP6 What is Strategic Planning? :snoits e eurhqetw stonptame tstna aclipgeta r,tyslp meitsiuQ C ?w otnhg iee rwrearehW C ?e r teu oo nrteeetdnaeubwhiwhftW C t eotgtnemelp modite eelnwl isweigetar ttsahW ?ereht C ta hgtnitare pe orsaecr olfanret xd enlaanret ntiahW .sla omgr egtn orl ueoveih c oa stpul e rhroedn ilhliw noitam rdo a fs onearirbiu qgenrinn aclipgeta r,tyslrep oertpar eopTo Strategic Planning cigeta rnftoositarol p dxtnenaempole v ee,hdstsec ogrnpirehtag tnese r fpsonoitacilp meirut uef h ntsoisahp m nehat i,wsevitanretla d nnaoitacinumm oectatilic anf ascseco rspi h.Tsnoisiced .seul ad vnsatseret nfsiopuo rtgnegrev iedm ogsno mnaoitapicitrap egaruo c nnstaepicu oersg emh otsrtfro fdfeenib m eohhcgtuorhT lufssecc ues hettomo rdp nganik anmoisic eldacitylana .flest inal peh tf onoitatnemelpmi Strategic planning tnemegan armeh tmoo rtfnereff i sdsiseco rgpninna lcpigetar teshT builds on the political noisic eldacitil oep h fteorut aen h ntsodli u tbtia h nt,iseuqinhcet decision making roj aem h ftnooisulc nei hstegaruoc nde nsaseco rgpnikam process. cigeta rsfttosnen o.ps osrePc ogrnpinn a eslnhrpitedlohekats e h otet u sdsimets yrseh teo h fteoruli aef hdtet oenv aghninnalp tc ayfeh tderereraho tnri goe ditenier vt omrtuocr irocettneuhotc feorut ae nhndtoli unba hrteht anroitazinag re ohfetorut alnacitilop .sseco rgpnik anmoisic eldacitil oepht What are the benefits of Strategic Planning? aetelpmo co tytilapicinu maro fstifene bnia mevi fer aerehT .n aclipgetarts Systematic 1. e h stgininna lcpigetar t fstoifen erboj aemhT Information . nt ohdi gntscuaciioah ghTneto tifatorotmsorp Gathering gnireht angoitamrof nciitamets yesr ooasmtdael lanretn idn alanretx e’seitilapicinu meh ttuoba ,stseret nriedloheka tssuoir a,vtnemnorivne e hdt n,anoitcer iedrut u sff ntooiitacifiralc .noit cra osfeitiroi r fptonemhsilbatse Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP7 Focus on the issues 2. t si,agnik anmoisic eddevorp mri osfedivo rtpI spl e thdi nsaeus sliaicu rec h ntnooitnet tsaesucof t t u oateoothurbdwou agsirfe knaomisi cyeedk ytilapicinu meh tple hna cgninnal pcigetar t .Smeht cigetar tss teitacinumm oyclrae ldc neatalumrof snoisic esd’yad ogtnik a nmtisis sna a. tcsInoitnetni paolev epdl e nh .a tscIecneuqesn oecrut u fftohg inli gnika mnoisice dro fsisa belbisnefe ddn atnerehoc ytilapicinu meh tnihti wsnoitcnu fdn asleve lll assorca saer aesoh tn inoitercsi dmumixa mgnisicrex eelihw .l orrreitdennhoutc Enhanced 3. eacnah nn eat,cistni oo pwttsr ie fhmtorF Responsiveness dn assenevisnopse rlanoitazinagr os’ytilapicinum odtegaruoc n seyitilapicin uem h st,aecnamrofrep d n,aseus slianoitazinag rrooj asmserd dda nyafiralc d nsadnam eldanret xde nlaanret n oiytles idwnopser oyttilapicin uem hsttimr esp i. hsTerusserp gnignah cyldipa ranihti wlae dylevitceffe gnit cd anganikni hctigetar t,srev e.w tonHemnorivne .en oglnaikn it h stt,uotjnn ut oaechrwa Team Building 4. ycilo peh ttifene byltceri dna cgninnal pcigetartS rie hltlifl urfett e obstrek anmoisic edd nsarekam krowma eet h.Tseitilibisnops errie htte edm nsaelor o tyleki ler affat slapicinu mll atsgnom aesitrepx edna .denehtgn eerbts Business Plan 5. krroofawdn useoehrdtgi v nocarilpgpet aArts Development ssenis uebvisneherpm otaccudn o ocyttilapicinum .nalp It requires the seire h,tstifen eebse h ftlo leadivo rnp agcninna lcpigetar thsguohtlA commitment of the ,stpecn o fcto eyaslpm i ssgininna lcpigeta r. tlSl i tweietnara uogn major decision srenna ld pnsaregan a,msreda ellapic i.n sulMo od tnsaerudecorp makers and gninna lcpigetar t nseigag nyee hwt othuo blaufer aycr e e vobdteen stakeholders. roli ayte hwt o nhtor a nptisa e tldanep eldl iswsecc ursie hetsuaceb .cniogie tt ,aa cs u rridntstefrIi sshi osretcoewicoetheopthrstp ,sreka mnoisice dlapicinu mhguon ef ikro wyln olli wgninnalp . esn ensomm ohct i twei sdu n tatiropp ussrenna ldp nsareganam et bodnluo hgsninna lcpigetar tnse hswnoitaut i,srevew o,he rearehT e h ntsiisi rrcoj a sameire hnte hewlpma xre o,fdetalpmetnoc ra ogfnihcra e fssoseco rep h nt siyitilapicin uemh tn(oitazinagro Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP8 laicnani froja magnicneirepx er oreciff Oevitartsinimd Afeih Cwen ostrek anmoisic eyd e yktbnemtimm oec htt o sneire h rt)osisirc :gninna lcpigetar tfxsoodar ae phss.tii nha Tlcpigeta r etacsudorp tsa e sl tieire hdw nkar o owytlek itlsa e sl ti,its odmede e sn tieirehw e rsanoitaut issisi re chft.tos kor Mooywtlek itls ost,miidedeen ytilapicin uem hetdulce rtp odnluo hds nsanoitaredisn omcr ettrohs e hfttoaer hrtoj ae mhetc ngoninna lcpigetar tngsonikrab mmeorf noisice dye ky btnemtimmo cf okca le h .Tdedisbu ssa hsisirc devlos e ertbs uhmci hewlcats brooj asa,mirevew o,hsrekam .yllanretni Strategic Planning Consultants If a consultant is to eakatred n ouetcneirep x resolli kes hstkc ayltilapicin uem hftI be hired, what raedisn o ocetlihwhtr olwl e ewyb a tm,isseco rgpninna lcpigetarts factors should be e h etdblu oewune vsai h,tsecnats nyin a. nmtInatlusnoc considered in the gnaicud otnrsipi sdsla usotcnatlus n eoeshctat udoerdnemmocer selection process. ndoesuc osftnapicitr aep hpte e,krenn aymlem i natnia lcpigetarts ecruose relbaulavn in ae bdn astcilfno claitneto pezimini m,seuss ieht throughout the process. odte e eanlbl iewre h,tsesseco rgpniredn eltapicin ulm lhat iswA tt nt sndocr e a neiuoorttfehsdfteulost sn touaeonnsrcainpoxce e h,tsseco rnpoitaula vee h nt.Igninna lcpigetar tlsapicinum :gniwollo feh tredisno co thsi wya mytilapicinum C tenv aa pthads loaf ss uoroed eesgghefohnteoeDtonhct ?ytilapicinum C cifice p,sygolodoht eem hetnilt uyolrae llcasopo rep hsteoD deri ueq se,dortnhnatatl ud seyenmbh ortsc oko fsterabetp ?ma egTninna lcPigetar teS hytb C etlbil irewosicre x”erett ueciko o ycag“olodoht ee mhstI ?ytilapicin uem h ftsode ecnifice pes h otdteroliat C tnna alokh ftptrtef loihafws uwwttoeoeesshHohntdtoc gninna lcPigetar teS hdt nsaredloheka tes h,tytilapicinum ?maeT C n idedulcn ie blli wtah wdeifitned iylrael ctnatlusno ceh tsaH ?tcudo rlpan iefht Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP9 C ?e erlAbatem id tneat andoitelpm odceta tyslra e elarce hstI ?elbatpec cyaeht C e htte eosmtnoitacifila ue qhetv afhfa tss’tnatlusn oe chotD ?ks ae thfstotnemeriuqer C eh tn idevlovn ie blli wffat ss’tnatlusno ceh tf ohcihW roinu jdeifilau qsse lhti wsnoitutitsbu se bereh tll i ?Wssecorp ?decnemm os cathcejo re phetc nfofats C ehfh co traeoe nfniilh tsitw stoccej odrepsop o erehprtA e reare hy thd wntaa hewnimret e,?dt softnInatlusnoc ?slasopo rep hnteewt esbecnereffid C d nnaoitamrof ndinuorgkc aeb hetdivo rtpnatlusn oec hltliW cigetar tn swroie httcudn ooycttilapicin ue mhr togfniniart ?srae ygniwollo fn igninnalp C t eneomitatu plearre n desngeacnere fse’rtnatlus n eoohcDt ?snoitatcepxe Rules of the Game ,elpo eypteir amavo rtfup nei hetriuq elrl inwa lcpigetar tAs What are the “rules ssenisu b,sneziti cdenrecno c,srollicnuo c,ffat slapicinu mgnidulcni of the game” to a ma egTninna lcPigetar teS h fttor ampr olfl ihwci h,w.c t,eelpoep successful strategic e et sr, ( aIp.PIe)It1S.1 tecn e Ospfs ss orseaeeichbhfotmtorepm plan? ll imwa e eT s heitzingoc edrluo hmsa egTninna lcPigetar teSht d nsawe i fvsotni o,pstseret ntinegrev ihdt iswlaudivid n fitosisnoc elbl iow hmwa eet h ftsorebm e emlbl iewre h,tnoitid d na.Isnrecnoc oetl b ealbl imwa eet hgtnimus s.Aegna hlcanoitazinag r oottnatsiser tri o,fekats i eamdblu oewus syire v netonemeer glal unfiatbo eer g oaptuo rhagc urs oeflbissop mria etn o fntiluciff i eddbluohs ma egTninna lcPigetar te Sh,terofe r.e ehuTs syire vn%eo001 nsousnes n goancidli ufnbooit oe nhhtt iewsicre xe ehttra tdsluohs hca en oeerg ayllu fto nya mlaudividn ihca e,snae mtah T.euss ihcae m ahe cthace ith nwd iraoap weovti rdtlsu omh as ee tht,uttbniop lli wsi h .Tnoisice dlani feh thti wevi lo telb ae bdluo wrebmem mo rkfr oywe h stsalaudivid nli lmao refk adt neav iegm oesriuqer stia hlt l,asem iyt n. adMnuo regldd i oam,twe i fvsotni otpnegrevid .gni d sreoeohtgwtn aehlct beduresariuqer Confidentiality ma egTninna lcPigetar teS h ftsorebm enmeewt esbtnemeergas ifdI Part VI - Strategic Management koobdn aeHcruos etRnemnrev olGacoL 0 0r0e2bo tcO ec si anva voriloietaN tSopdacinlScaeiRnuM noit c1e.S6 - egaP01
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