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Campaign Planning Blueprint

Why Plan?

A strategic plan should allow you to take a step back, and make sure you're planning activities that are in line with your mission (which may first require self-discovery and redefining your mission). Besides being smart by making a plan of how to execute tasks, you're making sure all efforts of your organization are pointed toward your mission. Smart planning even extends into marketing and publicity, since your Mission Statement, Vision Statement, and Tagline will clearly define your organization, and you can present your (1-3 year) plan to potential funders and other supporters.

Strategic Planning Terms

  • Mission Statement - Neat statement possibly identifying cause for existence, targeted parties, and methods for helping those parties. If it truly describes what you do, then you should design all parts of your strategic plan and all your actions to be in-line with your mission. (learn more about writing a mission statement)
  • Vision Statement - Long-term (10-100 year) ideal description of organization and how the world looks when the organization is being effective. This is a very handy tool to allow the organization to dream, realize what each staff person pictures the organization as, then work backward to form a realistic mission statement (and from there, form goals). This may be used internally rather than published in organization materials, etc.
  • Tagline - Like a slogan- for your audience to remember you by; reminds them of the importance of your work; speaks true of your mission
  • Goals - An organization might have 3-5 goals for a 1-3 year planning horizon.
    • Objectives - Break down goal into realistic pieces/projects (where you could imagine committees or working groups forming around each Objective)
      • Actions - specific tasks which, when achieved, fulfill Objective (and ultimately the Goal).
  • Other issues -
    • Metrics- Each Action should be specific, and most should give a qualitative, if not quantitative measure to determine when that Action has been fulfilled
    • Timeline- Timeline of accomplishing parts of (1-3 year) plan
    • Review periods- Established times to review progress of plan, and consider reworking plan or timeline, and also questioning whether the work you are doing aligns with your Mission. Outside perspective is great. A plan is a living document; there's no need to absolutely be ruled by it.


Our friends at the Alliance for Biking & Walking have an excellent workbook designed to aide in the development of effective campaings and to break down barriers to safe bicycling and walking in your community.


Campaign Planning Blueprint Worksheet -







    

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