Elements and Performance Criteria
- Gather relevant planning information
- Consult with community to identify needs, issues, visions and interests
- Identify people with appropriate expertise both within and outside the organisation who could assist the planning process
- Identify and obtain relevant planning information, including the organisation’s current provision of services
- Review the effectiveness of this provision in meeting organisational and community needs
- Set directions for planning
- Work with board members to set or review the vision, goals and objectives of the organisation
- Seek support of internal or external experts if required
- Analyse and use information to make planning decisions
- Identify type of planning activity required to meet needs of the organisation
- Identify key purpose and essential components of the planning activity
- Clarify roles of board, management and staff in the planning activity
- Ensure plans and planning processes meet cultural objectives
- Check plans and planning processes to ensure they maintain and enhance cultural identity
- Check plans and planning processes to ensure they reflect cultural requirements and protocols promoting cultural respect
- Develop strategies to address areas where conflict may occur between cultural and economic requirements
- Check plans to ensure they reflect the vision and objectives of the organisation
- Oversee development of plans
- Work with board members and senior staff to establish a plan-development process and timeframe
- Ensure adequate resources are available to develop plans
- Ensure plans meet legal and compliance requirements
- Ensure plans meet financial targets and funding requirements
- Ensure plans include risk management strategies
- Ensure plans include consideration of sustainability
- Monitor plan development and adjust where appropriate
- Approve plans