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Strategic Planning
for Tribes and Tribal Organizations

Governing


The ability to plan with accuracy and foresight is the cornerstone of success. Strategic planning is important at all levels of any organization, and it’s a team process. In this hands-on class, you’ll examine the unique role that tribal culture plays in the planning process. Learn what tools you can use to analyze your organization and its needs and how to develop a strategic plan.

During this class, you’ll learn how to conduct a strategic planning session, how to prepare for the session and steps to take after the session. As you discover ways to establish a direction for your organization, you’ll also understand how to evaluate the plan’s success and make necessary modifications.

Topics that will be covered include:

A Native Perspective on Planning
  • Identifying community needs
  • Pursuing common goals
  • Determining your tribal organization’s strategic posture
Elements of Planning
  • Dynamic variables
  • Operational variables
  • Making and using certain assumptions about the future
  • Visualizing and formulating proposed goals to achieve results
  • Performance Assessment Rating Tool (PART)
Crucial differences in the Planning Process
  • Non-Native corporations
  • Native corporations and organizations
Steps in Strategic Planning — Directing
  • Building a tribal organization
  • The mission statement
  • Clarifying your mission statement
  • Creating a roadmap to success
  • The development process
Management by Objectives
  • Developing statements of objectives:
    • Determining and identifying objectives
    • Assigning priorities to objectives
    • Writing the objectives
  • Preliminary exercise — identifying goals and objectives
Steps in Strategic Planning — Assessing
  • Looking at the big picture
  • Analyzing the past
  • Assessing the present
  • Projecting the future
Steps in Strategic Planning — Strategizing
  • Formulating strategies for organizational development
  • Reality vs. wishful thinking
  • Soliciting suggestions on how your organization can prosper
  • Using judgment and creativity to make educated guesses
  • What to do with the less than perfect strategy
Steps in Strategic Planning — Planning
  • Developing the one-year strategic plan to achieve goals
  • Getting information and suggestions from managers
  • Modifying the strategic plan
Steps in Strategic Planning — Evaluating
  • Reviewing results
  • Drawing conclusions
  • The strategic-planning loop
Conducting a Strategic-Planning Session
  • Before the session
  • Who should be involved?
  • During the session
  • Steps to take after the session
Strategic Planning Outline
  • Step-by-step overview
  • Planning process terms
  • Critical questions to help define strategic issues
  • Final strategic plan format
Click here to find out how you can bring this Falmouth Institute seminar to your location!