Strategic Planning

We love when organizations include strategic planning as a focus area because it reinforces the importance of engaging with your plan on a regular basis. For this area, consider when and how the plan will be reviewed and executed by your team.


Sample Three-Year Vision:

  • We will have established an effective annual process for executing and revising our strategic plan.

Sample One-Year Goals:

  • GOAL WRITING: Include goal writing as a new component of our staff onboarding process.
  • QUARTERLY REVIEW: Implement a quarterly staff meeting to review/revise the strategic plan. 
  • MISSION STATEMENT: Review and refine our mission statement.