A Strategic Plan Framework
I. Purpose
Make a clear statement about the reason the organization exists; the difference you make;
distinctiveness
Mission, vision values; public benefit
Short contextual piece about the sector in which the organization operates
Constitution
Mission, Vision, Values tool
Post it workshops
II. Drawing from the past
Be clear about what must continue, past achievements and learning: facing the future
with pride in the past.
What we must continue to do and why
Our learning from the past: about need, about ourselves, our performance (inc what we
must do differently – use client feedback)
III. Considering the future
What we must continue to do and why
Our learning from the past: about need, about ourselves, our performance (inc what we
must do differently – use client feedback)
Beneficiary needs
External environment analysis (drivers, other player activity)
Internal environment analysis (fitness to face future)
Future funding map
Level of ambition & approach to risk
IV. Strategic aims, objectives and Scorecard
Make a clear statement about the organization’s priorities for the forthcoming period, given
the analysis of what has gone on in the past, and what is needed for the future.
High level aims with objectives for each
Measures defining what the organization wants to deliver
Strategies to deliver quality assurance
V. Delivering the goals
Explain the key activities required by the organization to deliver the strategy. Give confidence
to the reader that the organization has thought through the ‘what’ and ‘how’ to deliver the
strategy.
Appendices Detailed material that some High level Gantt
readers may be interested in. High level P&L/budget