Strategic Planning Workbook PDF Free Download

Strategic Planning Workbook PDF Download Info

Book Overview:

  The Strategic Planning Workbook provides practical, step-by-step guidance and worksheets to help organizations reach their goals and make an impact in the face of funding cuts and increased competition. It provides information on how to create a shared vision of the nonprofit’s future, strategies to address problems and opportunities, tips for implementing and updating the plan, examples of how multiple organizations, coalitions, and communities can use strategic planning, and easy-to-complete worksheets.The Strategic Planning Workbook is a practical and accessible workbook that takes readers step by step through the strategic planning process, explaining the concepts and providing the tools and techniques needed to formulate and implement a strategic plan. It includes supporting videos to help readers think like a strategist, understand customers, analyse competitors, understand the pressures and define their company’s mission, vision and values.Creating Your Strategic Plan provides a step-by-step guide to putting strategic planning to work in public and nonprofit organizations.

Summary of Strategic Planning Workbook:

  The Budget & Finance Department of the Town of Davie has five work groups: General Accounting, Budget, Procurement, Payroll and Utility Customer Service. The primary function of the Finance Department is accounting for all transactions in the organization and ensuring that there is an adequate internal control system. The Department stakeholders include the Town Council, Town staff, Town property owners, outside agencies and the Budget Advisory Committee. The products and services include continuous compliance with GASB, procurement policy modifications, Miscellaneous Receivables Modules, training other Departments and Divisions, debt management, bond rating updates, retirement benefits, Comprehensive Annual Financial Report preparation, Florida Sales Tax payment to Department of Revenue, Conduit Bond Financing, and cash management.The Department prepares payroll related benefits/deduction obligations for payment with United Healthcare, AFLAC, pension contributions, utility billing, budget, purchasing, contracts, formal bids, informal bids, request for proposals/qualifications, travel requests, review credit card purchases, and follow the applicable utility rate structure approved by the Town Council.The senior management team decided that summaries of plans would be necessary for the planning process, and Regional Managers were to write them in formats drafted by the Planning Unit and selected by the senior management team. In future, the purpose, need, and format for summaries should be re-examined and more realistic timelines and user-friendly formats set.

 MANAGEMENT & ORGANIZATIONAL STRUCTURE

 The Community Redevelopment Agency (CRA) strives to eliminate and prevent conditions of slum and blight, increase the tax base of the CRA and Town of Davie, encourage affordable housing and facilitate redevelopment activities by the private sector within the redevelopment area of Davie. Programs include the Commercial Property Improvement Grant Program, which provides up to $100,000 to property owners to improve or redevelop their properties and start new businesses. Examples of the approved grants include the Flashback Diner and Grifs Western. The Davie CRA has provided grants to encourage improvements to commercial properties, initiated payments to close curb cuts, and approved preliminary plans for improvements to Davie Road to improve pedestrian access, provide bike lanes, and slow down traffic. Additionally, the CRA has constructed 13 affordable houses and three additional houses are being built by Broward County on lots donated by the CRA.

Review:

  The most important idea is to create a strategy to help businesses reach their full potential.Strategic Planning Guide and Resource is an outstanding resource for nonprofit organizations seeking to pursue strategic planning. It is practical and straightforward, providing tough-minded questions aimed at building a context for decision making, and is relevant and responsive to the nonprofit sector.The approval process of country I regional plans in the model was a significant learning and sharing experience between Regional Managers and their Area Directors. Area Directors agreed to use three broad criteria suggested by one of them: whether there was a focus on poverty, whether the plan was internally consistent, and whether it provided a sound basis for annual work-plans and budgets. Other variables, such as length, the degree to which the plan took into account all the nine issues from the overview, and whether the plans fell within the budget parameters, were introduced by some Area Directors. The approval stage was a process whereby staff were told whether or not their plan document was of an acceptable standard, and it does not imply that the plans laid out will necessarily be funded or implemented.

Strategic Planning Workbook PDF Free Download