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Strategic Plan Development Checklist

Pre-Planning Phase

Conduct a thorough analysis of the current state of the organization

Identify key stakeholders and their interests

Define the scope and goals of the strategic plan

Establish a timeline for the development process

Environmental Scan

Analyze the external environment, including market trends and competitive landscape

Assess the internal environment, including strengths, weaknesses, opportunities, and threats

Identify any potential risks or obstacles to achieving the strategic goals

Gather feedback from employees, customers, and other key stakeholders

Goal Setting

Develop clear and measurable objectives that align with the organization's mission and vision

Prioritize goals based on their importance and feasibility

Ensure that goals are specific, achievable, relevant, and time-bound

Seek input from all levels of the organization to ensure buy-in and alignment

Strategy Development

Identify potential strategies for achieving each goal

Evaluate the pros and cons of each strategy

Select the most appropriate strategies based on resources, capabilities, and potential impact

Develop action plans with detailed steps, responsibilities, and timelines

Implementation Planning

Create a detailed implementation plan that outlines the steps, resources, and timeline for executing the strategic plan

Assign responsibilities to individuals or teams and establish accountability mechanisms

Identify potential barriers to implementation and develop strategies for overcoming them

Communicate the strategic plan to all stakeholders and provide training as needed

Monitoring and Evaluation

Establish key performance indicators (KPIs) to track progress towards the goals

Regularly review and analyze performance data to assess the effectiveness of the strategic plan

Make adjustments to the plan as needed based on feedback and performance metrics

Conduct a formal evaluation of the strategic plan at regular intervals to assess its impact and make improvements for future planning cycles.

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