IRPA Strategic Planning Process & Services
How can we
manage our
future direction?
Who are we?
Why are we here?
Where are we?
How can we do
better?
Where do we
want to be?
How will we get
there?
How are we
doing? Are we
there yet?
Preparation &
Kick-off
Developing
Mission
Analyzing
Current State
Setting Goals
& Initiatives
Developing an
Action Plan
Implementing
& Tracking
the Plan
Conduct
Planning Audit
Develop Mission
Statement
Stakeholder Needs
(customers &
others)
Develop
Overarching
Goals
Establish
Baseline Timeline
Execute &
Communicate
the Plan
Organize Effort/
Determine Scope
Alignment Check
w/Division & BC
Missions
Activities &
Services
(check alignment)
Gather and
Assess Ideas &
Suggestions
Identify
Measures &
Metrics
Agree on Update
Schedule &
Method
Hold Kick-off
Meetings &
Orientation
Strategic
Visioning
SWOT Analysis
Visioning &
SWOT exercises
revisited
Identify &
Address CrossCutting Issues
Track/Report
Progress
Internal
Resources/
Operations
Establish
Priorities &
Criteria
Complete Action
Plan Template
Evaluate &
Revise
External
Environment Scan
Create Strategic
Plan Document
Complete
Readiness
Checklist
Folders with tips, exercises and sample facilitated programs to assist your team with
its strategic planning efforts are located in the Strategic Planning Toolkit.