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- Everyone — board, staff and volunteers — understands
the organization's mission, key objectives and
core values and can articulate them accurately
and succinctly in their own words.
- The organization thinks — and acts — boldly on
the basis of a clear organizational strategy. It shapes
its future through clear analysis, participatory
decision-making and forceful intentions, rather
than simply responding to emerging challenges or
sudden opportunities.
- The organization's leadership spends significant and
regular time on strategic issues. The board regularly
discusses some aspect of the organization's
longer-term aspirations, possibilities and constraints
and reviews progress towards the realization
of longer-term strategic perspectives. The
chief executive officer and the senior executive
team spend between 15% and 20% of their time,
on average over the course of a month or year, on
strategic matters.
- The organization updates and refreshes its strategic
plan on a regular basis — no less frequently than
every five years — and in doing so takes analytic
account of its successes and failures since the previous
plan, notes changes (both positive and
threatening) in its situation and context and delineates
a new set of strategic goals and objectives
for the next period of time.
- All key constituents participate in strategic planning,
through a process guided by the leadership of the
board and the chief executive officer. Building
involvement increases the likelihood of owner-ship of the resulting strategic plan and hence
boosts the odds of successful implementation of
the plan.
- The organization has an implementation plan linked
to its strategic plan that details the specific steps
over a one or two year period to realize the key
goals of the strategic plan. The implementation plan
delineates specific tasks with responsible parties
and anticipated completion dates for each strategic
goal; includes an analytically secure financial plan;
and provides clear metrics to measure the performance
of board and staff.
- The organization shares its strategic thinking and
planning with its donors and prospective funders so
that they understand its mission, values, aspirations
and key strategic drivers. It uses its strategic thinking
to develop long-term partnerships with volunteers
and funders and encourage investment by them
in the achievement of its strategic objectives. It
regularly reports on how philanthropic financial
support is enabling it to meet its goals and
objectives and ensures full accountability and transparency
with respect to all aspects of its planning
and management.
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ANTHONY
KNERR & ASSOCIATES
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