Outline of a Organizational Plan

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Outline of a Organizational Plan
(Note: This is a detailed outline of how one might present an organizational plan. We've
added every possible item that might be included. Feel free to omit sections that are not
relevant to your organization.)
I.
Introduction/Overview of Plan
Reasons and process for planning. Who was involved in planning activity? How
was consensus reached? Key themes that emerged in planning.
II.
Executive Summary
Brief descriptions of all sections outlined below.
III.
Goals
1.
2.
3.
4.
5.
6.
7.
Program Goals
Personnel Goals
Public Relations and Marketing Goals
Fund Raising and Earned Revenues Goals
Facilities Goals
Financial Management Goals
Board Governance Goals
IV.
Brief Organization History
V.
Mission Statement
VI.
Values and Operating Principles
1.
Societal value of the organization’s work
2.
Values embedded in organization’s approach to providing services
3.
Inclusiveness values—such as diversity and accessibility
4.
Relationship of organizations to others in its field
5.
How the organization’s values are enacted through its policies
VII.
Vision of the Organization
1. How the organization is distinct among others in its field of service
2. How its field of endeavor is changing
3. How it is responding to changing conditions
VIII.
Organization’s Programs
1.
Description of program one, outline of goals, and list of strategies for
achieving goals may be achieved
2.
Description of program two, outline of goals, and list of strategies for
achieving goals
3.
Description of program three, outline of goals, and list of strategies for
achieving goals
IX.
Organization Administration
1.
Personnel
A.
Description of work environment, distribution of tasks, workload,
and compensation
B.
Goals for personnel
C.
Strategies for achieving goals
2.
Public relations and marketing
A.
Goals for increasing public engagement in programs
B.
Elements of message to be communicated
C.
Target audiences
D.
Strategies for reaching target audiences with message
3.
Resource development
A.
Fundraising goals to support strategic plan and strategies for
achieving those goals
B.
Earned revenues needed to support strategic plan and strategies for
achieving those goals
4.
Financial management
A.
Current financial management staffing and systems
B.
Current financial policies and procedures
C.
Strategies for strengthening financial systems
5.
Facilities and other assets
A.
Goals for facilities and major equipment
B.
Policies for maintenance, upgrading, and renovation
C.
Strategies for achieving goals
X.
Board of Directors and Advisory Boards
1.
Role of board of directors
2.
Current composition of board of directors
3.
Board policies and training
4.
Strategies for recruitment, training, and revising policies
APPENDICES
I.
Projected budgets over the coming three years
II.
Organizational chart
III.
Detailed outline of programs
IV.
Facilities development master plan
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