Template - Strategic Plan

Photos to be included on front

Contents 1

Strategic Plan ..................................................................................................................... 3

2

Introduction ....................................................................................................................... 4

3

The Mission and Vision ...................................................................................................... 5

4

Environment Analysis ........................................................................................................6

5

Congregational Structure..................................................................................................8 5.1

Church Hierarchy and Diocesan Structure .......................................................................... 8

5.2

Congregational Chart ........................................................................................................... 8

6

Objectives...........................................................................................................................9

7

SWOT Analysis ................................................................................................................. 10

8

Financial Analysis .............................................................................................................. 11

9

Strategic and Operational Plan ........................................................................................12

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Strategic Plan Template

1

Strategic Plan

A strategic plan describes the context or situation in which your congregation operates, sets the congregation’s goals and directions, and guides the allocation of financial and human resources to achieve those goals. It is an important capacity building tool that can help you be more sustainable and have far greater opportunities to access funds. In total, a strategic plan should be around 10-12 pages long. Your strategic plan should include clear and concise information regarding the following core components:  Introduction  Mission  Vision  Environmental Analysis (your internal and external environment, stakeholders)  Management (congregational structure, governance).  Objectives  Strategies  SWOT (Strengths, Weaknesses, Opportunities, Threats)  Financial plan (including budget)  Strategic and Operational Plan (program of activities)

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Strategic Plan Template

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Introduction

One to two pages - provide historical and background information about your congregation Who you are What you do How you do it How long have you been doing it Who you help

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Strategic Plan Template

3

The Mission and Vision

In one page Mission Statement Provides the opportunity for people to understand what your congregation does, its purpose and its existence. It is important you can clearly define who you help Describe your beliefs, aspirations and values Vision “Where there is no vision the people perish” Proverb 29:18 When outlining your vision it is important to describe it well as it has the ability of inspiring many people.

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Strategic Plan Template

4

Environment Analysis

One page describing the environment The purpose of this analysis is to identify the ways changes in the environment can directly or indirectly influence the congregation. The environment can be your local community or your country. Internal environment - the conditions, events, and factors inside a congregation that influence what it does. External environment – the conditions, events, and factors outside a congregation that determine its opportunities and risks. These are examples: Influencer Political

Economic

Internal

Women’s congregations, only income is from kindergartens Church has no income

Social

Nuns live onsite at kindergartens English literacy

Technological

Computer literacy

Legal Environmental

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External Differing tolerances of religious belief and practice Minority status of Christianity in Asian societies Weakening of the Euro

Strong dependency on alternative methods of funding (philanthropic and religious) High inflation, unemployed, gap between rich and poor Rising living and education standards across Asia mean a more informed, educated and technically sophisticated Church and community is emerging in many Asian countries Need for both parents to work , therefore more children need care Evolution of social media Rights of congregations to own property Restrictions on receiving foreign funding Environmental sustainability Reduction in waste

Strategic Plan Template

Who are your key stakeholders (please list)? Who are the stakeholders? It is important to identify who has interest in or influence on your congregation.

What are their expectations?

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Strategic Plan Template

5 5.1

Congregational Structure Church Hierarchy and Diocesan Structure

(Diocesan Profile Series and Catholic Directory)

5.2

Congregational Chart

Include a chart showing role and responsibilities for each position, and to whom they report.

Superior General

Councillor General

Secretary General

Treasurer General

How do you operate with other congregations within your order? Describe the way your congregation and the other congregations within your order work together. Do you have a common Provincial? Are you independent in administration and personnel?

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Strategic Plan Template

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Objectives

What are your objectives, what are you trying to achieve, how will you measure success, what other things do you want to do in the future, metrics for measurement of success and timeframes, resources required,) These are examples Objective Provide education and schooling Improve professional careers of teachers above the current kindergarten certificate level

To implement and deploy new Information and technology to assist children in their learnings (why?) To engage and empower the community in exactly what are we doing

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Description Establish kindergarten which will benefit the children of What is the education they require Provision of training and learning opportunities to meet identified gaps in skills and knowledge How many computers do they want, what type of computers, how will they be supported. Set up a centre How will we promote

Measures Providing an education to what level for how many children How many teachers are trained, to what level Delivery of required training in the timeframe required

What would we expect to see once computers in place

Successful completion of agreed performance measures

Strategic Plan Template

7

SWOT Analysis

A SWOT analysis is used to understand your internal strengths and weaknesses and your external opportunities and threats. How to do a SWOT Analysis A SWOT analysis is a planning tool. It stands for:  Strengths  Weaknesses  Opportunities  Threats Strengths: What are we good at? What is good about what you are doing - is it people, location, reputation? What do you need to do to improve these even more? How can you do better? Weaknesses: Where could we improve? What holds us back from success? Opportunities: What things could you do? What’s happening in your community or the world that could add to what you do? Threats: What might stop you from achieving your objectives? Consider things such as changes to government policy and funding. Strengths Weaknesses   

What’s good about what you do? What do you do well? What do the people you help like about what you do?

   

What’s stopping you from doing more in your congregation? What could be changed to make your work easier What do you not do well? Does anyone complain?

Opportunities  

What things could you do? What’s happening in your community or the world that could add to what you do?

Threats   

What’s happening in your order that could threaten your congregation? What’s happening in other orders that could threaten your congregation? What’s happening in your community or the world that could threaten what you do?

These are examples Strengths  Are you well known in the community  Are you respected in the community  Do you have good relations with people in the community you buy from  Do you provide a service no one else does Opportunities  Improved economic conditions

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

Weaknesses Your financial resources

Threats  Changes in government regulations

Strategic Plan Template

8

Financial Analysis YEAR Revenue Private Donations External Funding Kindergarten Fees Congregation Funds

2012

2013

2014

2015

Three year forecast This needs to be done on a case by case basis as it is dependent on local cultural and political sensitivities and will be supported by specific templates. You will to be able to identify these elements

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Strategic Plan Template

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Strategic and Operational Plan

An operational plan is a subset of a strategic work plan. It describes short-term ways of achieving milestones and explains how, or what portion of, a strategic plan will be put into operation during a given operational period. Categorise tasks around your objectives.

Objective

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Strategy Training and Skills development Building and renovating Food plan

Action

Strategic Plan Template

By When

By Whom