Strategic Planning Phases
| Activities | Stakeholder Engagement |
|---|---|
| Phase 1: Organize Strategic Planning Working Group; Sep. – Dec. 2007 | |
| • Board approved terms of reference for working group
• Select board, staff and community members2 • Select chair of working group • Develop work plan for board approval December 12, 2007 |
• Board meeting Sept. 19
• Working group meeting Dec. 3 • Board meeting Dec. 12 |
| Phase 2: Situational Analysis; Jan. – Feb. 2008 | |
| • Review documentation of 2003 strategic planning process
• Review literature and demographics (e.g., Strong Neighbourhoods Task Force, Colour of Poverty Campaign, Three Cities) • Collect information on FST programs and services – who we serve, what services we provide, etc. |
• Circulated key documents to working group members
• Working group meeting Jan 31 to plan forums |
| Phase 3: Appreciative Inquiry Interviews; Feb. – Mar. 2008 | |
| • Train selected board, staff and students in Appreciative
Inquiry and the art of interviewing
• Conduct Appreciative Inquiry interviews • Meet with interviewers to discuss the results of the interviews and identify themes |
• 22 board, staff and
students trained in
Appreciative Inquiry and
conducted interviews (all
sites and units
represented)
• 89 interviews with community partners, clients, board members and staff3 • interviewers’ meeting to analyse and synthesize the results of the interviews |
| Phase 4: Implement Forums; Mar. – Apr. 2008 | |
| Purpose of Forum 1:4 • To launch FST’s planning process by bringing people together to talk about what’s changed in the city since 2004 (when FST did its last strategic planning process) and what these changes mean for FST. Trends to be considered include demographics, funding, philanthropy and services. • To bring external voices to our planning process to share their knowledge about the environment. • To provide an opportunity for community partners to learn about the latest research on trends in the city. • To present information on what FST is currently delivering in terms of programs and services. • To identify gaps in service within the City for FST to consider as it continues its strategic planning process. • To consider the role of a city-wide agency in meeting existing and emerging needs. • To generate enthusiasm about our work and ideas Purpose of Forum 2: • To use open space planning to discuss major themes identified in the planning process to date and discuss what role, if any, FST could play in relation to the themes. • To prioritize themes that could be strategic directions for FST. • To review FST’s mission, vision and values. |
• Working group feedback
on detailed plan for forums
• 112 community partners, staff and board members attended forum 1 • 104 community partners, staff and board members attended forum 2 • Evaluations of the each forum synthesized, analysed and reviewed to identify opportunities for improvement |
| Phase 5: Develop Draft Strategic Directions and Revised Vision, Mission, Values; May - Jun. 2008 | |
| • Synthesize information from forums, key informant interviews,
document review, FST data
• Review EAP business review findings and integrate in strategic planning • Write draft |
• Working group meetings May and June to review and provide feedback on drafts
• Leadership Team meeting to provide feedback on draft (June) |
| Phase 6: Consultations with Clients, Staff, Board, Community Partners Jul. – Aug. 2008 |
|
| • Get feedback on draft strategic directions; vision, mission and values | • 88 staff and managers
attended one of six
consultations held to
gather feedback • 13 community partners were interviewed to obtain their feedback • Draft circulated to the board for their feedback |
| Phase 7: Finalize Draft; Aug. – Sep. 2008 | |
| • Revise draft based on themes from feedback | • Working group meeting to
review and provide
feedback on revised
document • Finalize document |
| Phase 8: Board Review and Approval of Strategic Plan; Sep. 2008 | |
| • Present draft document to board at orientation • Board approva |
• Board orientation Sept. 11 • Board meeting Sept. 17 |
| Phase 9: Develop Operational Plan and Evaluate Process; Sep. 2008 - Feb. 2009 |
|
| • Strike working groups on selected strategic directions • Incorporate planning to address strategic directions in operational planning process |
• Working groups struck with
broad representation • Revise operational planning process in light of new directions • Evaluation of process |
2 Appendix A is a list of Strategic Planning Working Group members.
3 Appendix B is a list of community partners interviewed.
4 Appendix C is the agenda for Forum 1.
355
Church St., Toronto ON M6C 1L9