Strategic Planning

Planning & Monitoring

Planning, monitoring and evaluation are part of an integrated process.

Regardless of the board model, all boards must plan for the future of their organization and take steps to implement the vision. Thus, the fundamental role of the board in planning and monitoring is threefold:

1. Create and continually reshape the mission of the organization.
2. Develop goals that will move the organization towards its mission, as part of a strategic plan.
3. Monitor how effectively the organization is achieving its strategic plan.

Boards may choose to do more work on planning than the steps listed above, particularly if they are working boards or collectives.

(provided by United Way of Canada - Centraide Canada)

Resources - Websites and Documents

Strategic Planning Process by Boarddevelopment.org - United Way of Canada

Strategic Planning and Governance (pdf) by Board Development Program, Volunteer Services Branch, Alberta Community Development

Best practices in strategic planning by Ron Robinson on CharityVillage.org

Aligning Strategy and Governance by Ron Robinson on CharityVillage.org

The Role of the Executive Director & Board in the Strategic Planning Process by Ron Robinson on CharityVillage.org

A Framework for Personal and Organizational Success by Ron Robinson on CharityVillage.org

Strategic Leadership: More Than a Strategic Plan by Toni Lashbrook

Books

Strategic Planning for Nonprofit Organizations: A Practical Guide and Workbook by Michael Allison and Jude Kaye on Amazon.com

The Strategic Board: The Step-by-Step Guide to High-Impact Governance by Mark Light on Amazon.com