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Strategic Planning:
A Streamlined Approach for Associations
(Part 3)
 

But First...Plan to Plan

  • Determine who should participate on the planning team
     
  • Develop your planning schedule
     
  • Determine the resources needed.

Role of Facilitator

  • Process protector, not content critic
     
  • Skeptic, not advocate
     
  • Coach, not referee
     
  • Enabler, sometimes enforcer

Ground Rules

Most meetings benefit from clear ground rules. This is particularly true for strategic planning sessions.

While the ground rules should be tailored for each group, here are some general ones we usually use:

  • Be specific; define key words
     
  • Clarify before reacting
     
  • Share the airtime
     
  • Stay focused
     
  • Discuss the "undiscussable"
     
  • Be honest
     
  • Honor confidentiality

Next: Part 4: Process Overview
 

Back to Part 2


Back to Beginning of Streamlined Strategic Planning

 

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