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Developing Strategic and Action Plans:


Quick Tips: A Successful Planning Process

Adapted from An Action Planning Guide for
Community-Based Initiatives, the University of Kansas Work Group on
Health Promotion & Community Development


Congratulations on beginning the planning process! Here are tips for making it successful.

Be inclusive

Good planning is active and inclusive. Seek out key players with diverse viewpoints on the problem or issue. Once a diverse group of important players is at the table, it is important to get them to communicate with each other. Effective leaders often call on silent members during pauses in the discussion. They convey the value of each person's voice on the issues. Occasionally, it may be necessary to discourage an overly enthusiastic member from talking too much or dominating meetings. Leaders may do so by thanking them for their comments and indicating the importance of hearing from other members of the group.


Manage conflict

If the group is effective in attracting diverse views, conflict among members may result. Group facilitators can recognize differences, perhaps noting the diverse experiences that give rise to divergent views. To resolve conflicts, leaders may attempt to elevate the discussion to a higher level on which there may be a basis for agreement. By reminding the group that we all share the vision of a healthy community, leaders can help members find common ground.


Use brainstorming rules

Group facilitators must avoid making judgments about ideas and suggestions. Brainstorming rules apply. All ideas must be heard and noted without criticism.


Be efficient

Planning meetings must be efficient, starting and ending on time. It is helpful to have an agenda or to build a consensus at the beginning of the meeting about what will be accomplished and in what time frame.


Communicate products of planning

Planning will result in a useful product. Try to structure every planning session so that it results in a product, such as a list of issues or ideas. Show off the product at the end of planning meetings, distributing copies of the products of planning to all members.


Provide support and encouragement

Finally, it is important to provide support and encouragement throughout the process of planning. Good planning takes time; it usually requires months to produce a detailed plan of action. Acknowledge the contributions of all participants, especially key leaders. Let the group know when it is doing a good job. Positive feedback feels good, particularly to those who are used to being criticized for their work.

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