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Strategic Planning Workbook

Let's talk Strategy!

It is the year of strategy! Let’s keep the conversation going. Based on our popular Manual of Strategic Planning for Cultural Organizations by Gail Lord and Kate Markert, published by Rowman and Littlefield, we have created a series of tools to help you plan strategically. Stay tuned to this page, we will be posting one tool a week for the next five weeks.

Strategic Planning Workbook
Strategic Planning Workbook

Action planning can be the most difficult part of the strategic planning process. That’s why we have designed the Strategic Planning Workbook to give you and your staff a guide to helping ensure your goals become reality. Download this excel template and put your plans into action!

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Strategic Planning Retreat
How to Prepare for a Successful Strategic Planning Retreat

Once you have identified the key issues for your organization, a board retreat is the next step in your strategic planning process. Here, the steering committee and board members gather together to identify the strategic directions and goals for your organization.

Running a retreat is not an easy task. But if done correctly, you can succeed in setting the direction of your organization over the next 3 to 5 years.

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Three Phases for Strategic Planning
Three Phases for Strategic Planning

Defining a plan for the optimal future of your organization is not an easy task. Start by understanding the three phases of strategic planning in order to manage your strategic planning process effectively.

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The Four Ws of Strategic Planning
The Four W’s of Strategic Planning

Before you begin a strategic planning process there are some important things to know— What, Why, When and Who. Read this helpful presentation to learn more about what strategic planning is, why conducting a strategic plan can be important, when to conduct a strategic plan, who is involved and what do they do.

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Strategic Planning Readiness Checklist
Strategic Planning Readiness Checklist

You may know you need a strategic plan — but are you ready? Use our readiness checklist to decide if your organization is ready to start a strategic plan.

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Do you need a strategic plan?
Do you need a strategic plan?

There are a variety of reasons it might be time for you to update, or create your first strategic plan. If you say yes to one or more of these questions, you may need a strategic plan!

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