Description
Standards for Excellence 3.0
02 Planning Strategically Part 1
2.1 What is planning strategically?
2.1.1 Why plan with intention/prepare to plan
2.1.2 Deciding on strategies
2.1.3 Public expectations and delivering on our mission guarantee
2.1.4 Considering the public – inclusion and diversity in strategy design
2.1.5 Determining the needs of the community – community needs assessment
2.2 Types of Plans
2.2.1 Short-term planning: caring for the immediate
2.2.2 Long-term planning: caring for the future
2.2.3 Pitfalls of Planning
2.3 Setting Goals in Planning
2.3.1 What is a goal?
2.3.2 Defining goals based on organization’s life
2.3.3 Supporting the mission and culture with goals
2.3.4 Creating SMARTIE goals – including inclusion and equity in goal setting
Selected Resources for Planning Strategically Part 1
Attachments
Attachment 2A: Sample Short Term Strategic Plan Worksheet
Attachment 2B: Sample Long-Term Strategic Plan (Source: American String Teachers Association)
Attachment 2C: Sample Strategic Plan Implementation/Action Plan Template
Replaced by 3.0 September 2025
