PART I of the guidebook includes guidelines to help the reader gain clear understanding of the strategic planning process, including how it guides the direction, structure and operations of all facets of nonprofit organizations. Ultimately, from reading this section, the reader realizes the importance of customizing the strategic planning process to suit the nature and needs of the typical nonprofit organization.
PART II includes complete, step-by-step guidelines to customize a strategic planning process that is relevant, realistic and flexible. Guidelines make frequent reference to numerous practical tools and techniques spread throughout the guidebook. The planning process is divided into six overall phases, including:
Preparing a thorough "plan for a plan" to customize your strategic planning process.
Conducting realistic situational analyses, external and internal to the organization.
Establishing consensus-driven strategic direction for the organization, including meaningful mission (and vision and/or values, if preferred), goals and strategies.
Developing realistic and flexible implementation plans, including action plans, performance plans, staffing plans and an operating budget.
Developing and communicating the strategic plan document, including thorough review and approval.
Monitoring implementation and adjusting plans, including specific approaches and tools to track status of implementation, along with clearly making changes to plans as needed.
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