Our Planning Process

Goal-Based Planning

Our programs follow a "Goal-Based" planning process that helps you stay focused. Goal-Based planning starts with a focus on the organization's long term mission and vision. The next step establishes goals to work toward the mission and strategies to achieve those goals. Finally, action planning establishes who will do what and by when.

Think of a set of Russian Nesting Dolls. The largest outer doll is your long-term vision. The next one inside is your 1-year plan. The next is an action list for this quarter. The next, an action plan for this week. And the last, and smallest doll, is your plan for today. Are you doing today the things you need to do to accomplish your long term goals?

Steps in the Process

  1. Mission and Values
  2. Three-Year Vision
  3. SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
  4. Current Year Critical Success Factors (The Big Rocks)
  5. Organizational Structure
  6. Financial Goals and Budget
  7. Detailed Action Plan
Learn more about how we can help you stay focused and acheive profitable growth​​​ >

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