Strategic Planning
Often, the best first step when considering technology initiatives is to develop a strategic plan. The development of a strategic plan will articulate how technology can help your organization achieve its overall goals.
Common components and schedule for the development of a strategic plan
A strategic plan can be broad or focused on a specific objective.
Project Kickoff
- Meet with the project steering committee to officially begin the project
- Communicate with staff about the project
Phase 1
Read key documents
- Organization Strategic Plan (if available)
- Annual Reports
- LSC Program Quality Visit Reports (if available)
- Reports and metrics related to the specific goals of the strategic plan
Meet with stakeholders- Meet with people at all levels of the organization (board members, senior leaders, managers, staff)
- Meet with clients and people eligible for services
- Meet with key community partners
- Meet with pro bono volunteers
Phase 2
Based on findings in Phase 1 and the goals of the strategic plan, utilize the appropriate methods:
- Surveys and additional interviews (as needed) with key internal and external personnel
- Collect and read reports and best practices
- Experiential learning (user studies, attend events/clinics, etc.)
Phase 3
- Develop a report that includes findings, analysis, and recommendations
- Present the report to the steering committee and other personnel as desired
Additional Items (optional)
Write a Request for Proposal (RFP) for implementation of selected initiatives
Create materials to assist with fundraising for technology implementation
Write a grant application
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