Strategic Planning for Your Chapter


Strategic planning provides an organization/chapter with an overall view of what is now, what it hopes to be in the future and how it will get there.


Strategic planning is a tool to provide an organization/chapter with an overall big picture view of what is now, what it hopes to be in the future and how it will get there. Strategic planning involves a series of steps to help a chapter define its future.  Keep in mind that strategic planning is a constantly evolving process as a chapter changes and grows. 

The benefits of a strategic plan; develops a board outlook, provides a map to the future, sets progress markers along the way, warns of upcoming danger, shows where/when help is needed and helps evaluate the journey. 

Membership Marketing IconBenefits of a Strategic Plan:

  • Develops a board outlook
  • Provides a map to the future
  • Sets progress markers along the way
  • Warns of upcoming danger
  • Shows where/when help is needed
  • helps evaluate the journey

Step 1

Ask the question “Who are we and what do we really want?”

To answer that question a chapter must focus on itself by looking at the following areas:

  • Mission Statement
  • Value Statement
  • Vision

Step 2

Ask the question “Who’s out there?  What do they really want?  Can we work together?  Do we have similar views, values?” 

To determine these answers a chapter must focus on an Environmental Assessment. A way of doing this is by doing a SWOT analysis.  A SWOT analysis assesses:

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

Step ​3

Ask the question “How are we going to get there and what do we need to do, and with whom?” 

To answer these questions focus on the following:

  • Goals
  • Objectives
  • Priority Objectives
  • Strategies
  • Tactics

Implementation can be the most difficult stage of a strategic plan. There must be strong commitment by the chapter leadership and clearly communicate the plans values and importance. To ensure progress, benchmarks and timelines should be established, monitored and evaluated.

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