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Elements and Performance Criteria

1. Establish strategic planning process
   • Agree to a documented strategic planning process with other board members
   • Identify and allocate resources to undertake strategic planning
2. Develop and review organisation’s values, vision and purpose
   • Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
   • Identify agreed values, vision and purpose of the organisation with other board members
   • Ensure organisation’s values, vision and purpose are documented and endorsed by the board
3. Analyse internal and external factors that could impact on organisation’s strategic plan
   • Review and evaluate the previous strategic plan
   • Identify and analyse community aspirations, interests and needs
   • Identify and analyse changing government policy and funding that might affect the organisation
   • Identify and analyse emerging and predicted trends
   • Identify and analyse potential for strategic alliances and partnerships
   • Seek advice from appropriate experts when necessary
4. Establish strategic objectives and strategies
   • Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken
   • Ensure objectives and strategies are achievable and benchmarked against industry and community standards
   • Identify and document factors that may affect achievement of objectives
5. Monitor and evaluate strategic performance
   • Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period
   • Monitor and evaluate progress reports against the plan to identify successes and performance gaps
   • Review and revise strategic objectives and strategies with other board members where necessary
6. Develop and review organisation’s values, vision and purpose
   • Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
   • Identify agreed values, vision and purpose of the organisation with other board members
   • Ensure organisation’s values, vision and purpose are documented and endorsed by the board
7. Analyse internal and external factors that could impact on organisation’s strategic plan
   • Review and evaluate the previous strategic plan
   • Identify and analyse community aspirations, interests and needs
   • Identify and analyse changing government policy and funding that might affect the organisation
   • Identify and analyse emerging and predicted trends
   • Identify and analyse potential for strategic alliances and partnerships
   • Seek advice from appropriate experts when necessary