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> Strategic Planning > Tools
Strategic Planning
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Making Study Circles
A study circle is a group of eight to 12 people from different backgrounds and viewpoints who meet several times to talk about an issue. In a study circle, everyone has an equal voice, and people try to understand each other's views. They do not have to agree with each other. The idea is to share concerns and look for ways to improve community programs and services. This resource links to step-by-step instructions for planning study circles.
 2 users |
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Mapping Systems for Community Change
Viewing your community’s long term care and supportive services as a whole system will help you make changes that are lasting and meaningful to older adults. To create a shared understanding of your community’s system, partnership members may want to convene a meeting to draw a systems map. A systems map will include all key players, relationships and processes of the whole system, or a sub-part of the system. This map can be used to plan changes and develop measures of performance. This tool introduces systems mapping and offers a group exercise for creating maps.
 2 users |
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Strategic Planning Assessment Tool
You can assess how well your partnership is implementing its strategic plan with the Strategic Planning Assessment Tool. It will help you evaluate the extent to which you have implemented the structures and processes included in the plan, as well as decide whether some aspects need to be reworked.
15 users |
Getting Started
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One-Day Meeting
A great way to begin community strategic planning is to hold a one-day meeting with key community members. You can get to know each other better through introductions, establishing ground rules, planning for communications, and determining initial approaches to governance and decision-making. Laying this groundwork at the start of the process will minimize confusion in these areas, ensuring a greater likelihood of success. This tool contains information on preparation and follow-up for meeting organizers, and a sample agenda that can be customized.
 12 users |
Shared Vision
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Vision/Current Reality Exercise: Turning Your Community's Vision into Reality
Turning your community’s vision into reality requires extraordinary understanding, commitment and collaborative participation by all concerned community members. This tool helps strategic planners examine the dynamic tension between their vision of the long term care and supportive services system and the realities of the current system. The tool uses group process to identify and prioritize actions that could be taken to move toward the vision, by taking effective action to leverage the positives and by dealing with obstacles that can get in our way.
3 users |
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A Visioning Exercise for Partnerships
The term “brainstorming” has come to mean sitting down in a group and throwing out ideas on a question or issue. That’s a good shorthand description, but to get the most out of brainstorming, it needs to be structured and managed carefully. This tool shows you how to effectively use brainstorming to develop a preliminary vision statement.
8 users |
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Visioning for Partnerships: Future Search Conferences
Creating a successful strategic plan that reflects the desired future for long term care and supportive services systems requires understanding, commitment and collaborative participation by all community stakeholders. One method used widely by communities to define their goal is the “Future Search Conference.” Developed by Marvin Weisbord, the conference involves large and diverse groups in the visioning and planning process, and produces two interconnected results: a shared vision for the future and an action plan for how to get there. This page provides an overview of the Future Search process.
1 users |
Information Gathering
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Mapping Systems for Community Change
Viewing your community’s long term care and supportive services as a whole system will help you make changes that are lasting and meaningful to older adults. To create a shared understanding of your community’s system, partnership members may want to convene a meeting to draw a systems map. A systems map will include all key players, relationships and processes of the whole system, or a sub-part of the system. This map can be used to plan changes and develop measures of performance. This tool introduces systems mapping and offers a group exercise for creating maps.
2 users |
Priorities & Planning
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Budgeting Within a Partnership
Implementation plans, which include budgets, are the roadmaps that lead from strategies to actions. Developing a partnership’s budget is a shared and open process. A budget, like a vision statement, embodies the investments and goals of many diverse stakeholders. This tool focuses on creating, using and accounting for the public budget of a community partnership.
 29 users |
Measuring Impact
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Strategic Planning Assessment Tool
You can assess how well your partnership is implementing its strategic plan with the Strategic Planning Assessment Tool. It will help you evaluate the extent to which you have implemented the structures and processes included in the plan, as well as decide whether some aspects need to be reworked.
15 users |
Stories
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General Resources
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Making Study Circles
A study circle is a group of eight to 12 people from different backgrounds and viewpoints who meet several times to talk about an issue. In a study circle, everyone has an equal voice, and people try to understand each other's views. They do not have to agree with each other. The idea is to share concerns and look for ways to improve community programs and services. This resource links to step-by-step instructions for planning study circles.
2 users |
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