© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.
Adapted from the Field Guide to Nonprofit Strategic Planning and Facilitation and Field Guide to Nonprofit Program Design, Marketing and Evaluation.
One of the most common sets of activities in the management is planning. Very simply put, planning is setting the direction for something — some system — and then guiding the system to follow the direction. There are many kinds of planning in organizations. Common to these many kinds of planning are various phases of planning and guidelines for carrying them out as effectively as possible. Information in this document can be referenced as a basis from which to carry out various kinds of planning, ranging from highly complex to simple and basic. (The library topic Planning describes a wide variety of plans.) To help make the following information applicable to as many situations as possible, the scope of the following planning information is to the “system”, which is fully explained below. The following process should be customized by planners to the meet the needs and nature of the planners and their organizations.
Sections of This Topic Include the Following
Context of Planning
Typical Overall Phases in Planning
Guidelines for Successful Planning and Implementation
Involve the Right People in the Planning Process
Write Down the Planning Information and Communicate it Widely
Goals and Objectives Should Be SMARTER
Build in Accountability (Regularly Review Who’s Doing What and By When?)
Note Deviations from the Plan and Replan Accordingly
Evaluate the Planning Process and the Plan
Realize that the Recurring Planning Process is at Least as Important as the Plan Document
Ensure the Nature of the Process is Compatible to the Nature of Planners
A Critical — But Frequently Missing Step — Acknowledgement and Celebration of Results
The Secret to Ensuring Follow-Through
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