Does your strategic plan need an update? Use this checklist to determine if you need a formal review of your current plan:
Are your incoming leaders familiar with the existing plan? Do they feel connected to it – do they ‘own’ it?
If YES: Review as a group to get buy in and motivation from all board members that the plan represents your priorities for the upcoming year.
If NO: A formal review will get your incoming president and board members moving in the same direction. Help them understand the long-term goals and how your staff is delivering on the plan.
Are there tactics that don’t make sense anymore?
If YES: You are not unusual. There are times when a board suggests tactics that turn out to be unrealistic. Little movement may not mean you didn’t do anything, but perhaps the goal needs reconsideration.
If NO: This is GREAT! Now continue to review the plan for new ideas to help you accomplish or overachieve the strategic goal.
Are there parts of your plan you “ACED?”
If YES: Then its time to take the plan a step further. A lot happens in year one. Go back with fresh eyes to make sure the follow on steps will get you to your goal.
If NO: This is a good chance to review the activities you planned and make sure they still make sense.
Have market conditions changed? Is there a new competitive threat?
If YES: Your association’s long-term goals remain the same, but objectives and activities may need to change to respond to new issues.
If NO: Continue to monitor outside opportunities and threats. Be sure your plan for the next year prepares you for the whispers of change.
Did the year pass and you only made progress on one of your goals to the detriment to progress on the others?
If YES: Sometimes one big goal consumes an organization. Now is the time to refocus on the remaining goals.
If NO: The plan should motivate the board toward your vision – so keep going on all your goals!
Does your plan make sense, but your new leaders can’t get behind it? Do they think there should be a completely different set of goals?
If YES: Do not abandon the work you did a mere year or two ago. These goals were critical at the time. A frank, honest discussion is necessary.
If NO: You are in good company. Most new leaders, once briefed will understand the direction and your goals.
Take an honest look. Then take the time to get your plan on track and moving towards your vision.