I offer this confession to you in case you are leading an organization, a church, or a ministry and find yourself in a similar circumstance:
In September 2012, the Board of Directors for Let’s Start Talking met by teleconference for one of our three regular meetings. At the very end of this meeting, one of the directors brought up—again—the question of whether I (Executive Director) had made any progress towards implementing the board’s desire for LST to develop a strategic plan.
I had not been really keen on the idea, so I had used the fact that the board wanted to hire outside assistance and the costs that such assistance would involve as an excuse to drag my feet on the whole process.
With polite and kind words, the board made it very clear to me that they really wanted this to happen and that I should quit resisting. I admit to being more than a little irritated about being pushed, but I do serve at their pleasure, so I reluctantly acquiesced. (By the way, Sherrylee sided with the board, so if I was going to have peace at home, I was going to have to cooperate as well!)
Perhaps, the one good decision I made that day was to do what I was told to do! Now I not only see their wisdom, but I’ve enjoyed the process and believe that the money, time, and effort were well spent and will benefit the ministry and the mission immensely.
Here was our timeline:
September 2012 Decision to proceed with strategic plan and to hire a coach to assist
Dec/Jan 2013 Search for strategic planning coach. Mike Bonem hired Jan. 15
February 2013 Bonem meets with LST board/ Kick-off of strategic planning
March 2013 Debrief board and prepare surveys and database lists for data gathering. Begin collecting data from outside surveys
April 2013 Staff workshop; Senior staff assimilates all input into 6-8 major objectives
May 2013 Board meets to assimilate all input and suggests major objects. Determination that Board and senior staff lists were virtually identical. Executive Director assigned to create working list of objectives and begin developing appropriate strategies.
June, July, August ED with regular input from coach develops the concrete strategies and actions plans for each ministry objective
End of August The first draft of the strategic plan is submitted to LST senior staff, the coach, and the board of directors
September Revisioning and reviews
Sept. 29, 2013 The strategic plan was presented for final adoption to the board of directors. With some amendments, the plan was approved.
October 2013 The final plan was distributed to the board and to the staff.
The following steps should occur after the process has been completed:
- Announce the objectives appropriately. This does not mean you publish it as is to everyone you know, but my experience is that if you don’t tell people what you are planning to do, then you are not really committed to it yet! Or you are too afraid of failure! Announce the objectives, perhaps even individually at different times, but your community needs to know that you are thinking strategically and the direction you are going, so that they can be as fully committed to you as you desire.
- Do not make the mistake of trying to do everything at once. Your plan should have included a timeline for action items. If you don’t have a timeline for your action items, now is the time to create it—with a big dose of realistic expectations!
- Plan immediately when you and your board will review the strategic plan? The plan should be available at all future board meetings until everyone becomes very familiar with it. Using it as a checklist against reality will become natural. Sometimes you will want to change what you are doing to match the plan; other times, you may want to change the plan to match a new reality.
- Be clear on the timeframe that the plan encompasses. What this suggests, of course, is that this plan has a pre-determined lifespan. Don’t wait until it dies to start the process again for the next one. If you will stop and review the process you have just gone through, you may capture some ideas that will help the next strategic planning process go more smoothly or produce better results.
Finally, this verse has long been one that has brought peace to my soul when I feel the burden of leadership, especially with looking into an uncertain future. I offer it to you at the end of this series as my best advice. Believe it!
Unless the Lord builds the house,
those who build it labor in vain.
Unless the Lord watches over the city,
the watchman stays awake in vain.
It is in vain that you rise up early
and go late to rest,
eating the bread of anxious toil;
for he gives to his beloved sleep
Psalm 127:1-2