Core Tasks and Tools - Develping and Using Strategic and Action Plans
CORE TASKS : SOME CTB SUPPORTS:

1. Convene key stakeholders to develop the group’s strategic plan.

  • Key stakeholders, including members of the group & representatives of the target community affected by the issue, were brought together to plan the initiative or effort.

Chapter 1: Our Model for Community Change and Improvement

1.5: Our Evaluation Model: Evaluating Comprehensive Community Initiatives

Chapter 2: Some Other Models for Promoting Community Health and Development

2.8: Communities That Care

Chapter 5: Choosing Strategies to Promote Community Health and Development

5.3: Social Planning and Policy Change

5.5: Coalition Building I: Starting a Coalition

CHAPTER 8: Developing a Strategic Plan

Chapter 9: Developing an Organizational Structure for the Initiative

9.2: Choosing a Group to Create and Run Your Initiative

9.3: Understanding and Writing Contracts and Memoranda of Agreement

Chapter 24: Improving Services

24.4: Developing Multisector Collaborations

Chapter 36: Introduction to Evaluation

36.1: A Framework for Program Evaluation: A Gateway to Tools

Chapter 40: Maintaining Quality Performance

40.1: Achieving and Maintaining Quality Performance

2. Establish and use the group’s vision statement to guide the development of the strategic plan.

  • The group has a written vision statement that is clear, concise, & positive.
  • The vision statement is referenced or included in the written strategic plan.

Chapter 1: Our Model for Community Change and Improvement

1.5: Our Evaluation Model: Evaluating Comprehensive Community Initiatives

1.7: Working Together for Healthier Communities: A Framework for Collaboration among Community Partnerships, Support Organizations and Funders

Chapter 3: Assessing Community Needs and Resourcs.

3.14: SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats

Chapter 5: Choosing Strategies to Promote Community Health and Development

5.5: Coalition Building I: Starting a New Coalition

5.6: Coalition Building II: Maintaining a Coalition

CHAPTER 8: Developing a Strategic Plan

8.1: An Overview of Strategic Planning or “VMOSA” (Vision, Mission, Objectives, Strategies, and Action Plans)

8.2: Proclaiming Your Dream: Developing Vision and Mission Statements

8.3: Creating Objectives

8.5: Developing an Action Plan

Chapter 19: Choosing and Adapting Community Interventions

19.2: Understanding Risk and Protective Factors: Their Use in Potential Targets and Promising Strategies for Interventions

3. Establish and use the group’s mission statement to guide the development of the strategic plan.

  • The group has a written mission statement.
  • The mission statement communicates the outcome or end that the group has in mind & the broad approaches used to get there.
  • The final vision & mission statement(s) were reviewed & approved by the group for consistency with the group’s purpose.
  • The group regularly reviews the vision & mission statements & makes necessary adjustments.
  • The mission statement is referenced or included in the written strategic plan.

Chapter 1: Our Model for Community Change and Improvement

1.5: Our Evaluation Model: Evaluating Comprehensive Community Initiatives

1.7: Working Together for Healthier Communities: A Framework for Collaboration among Community Partnerships, Support Organizations and Funders

Chapter 3: Assessing Community Needs and Resources

3.14: SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats           

Chapter 5: Choosing Strategies to Promote Community Health and Development

5.5: Coalition Building I: Starting a New Coalition

5.6: Coalition Building II: Maintaining a Coalition

CHAPTER 8: Developing a Strategic Plan

8.1: An Overview of Strategic Planning or “VMOSA” (Vision, Mission, Objectives, Strategies, and Action Plans)

8.2: Proclaiming Your Dream: Developing Vision and Mission Statements

8.3: Creating Objectives

8.5: Developing an Action Plan

Chapter 19: Choosing and Adapting Community Interventions

19.2: Understanding Risk and Protective Factors: Their Use in Potential Targets and Promising Strategies for Interventions

4. Develop objectives that serve as a marker of accomplishments and provide benchmarks for accountability.

  • Collect data & established benchmark measures to assess the baseline level of the issue & to serve as a measure or indicator of progress in addressing the issue.
  • The group has written objectives to guide the efforts of the initiative.
  • The objectives are written in a way that indicate how much (e.g., percentage, number) of what (e.g., specific goal or behavior) by when (e.g., month, year) will be accomplished to meet the objective.
  • The group has established measurable outcomes or objectives to be brought about in the target community or population to support the mission.
  • The group has established measurable objectives related to changes in behaviors of the target population or other populations or groups that would need to change their behavior to address the issue.

Chapter 1: Our Model for Community Change and Improvement

1.3: Our Model of Practice: Building Capacity for Community and Systems Change

1.5: Our Evaluation Model: Evaluating Comprehensive Community Initiatives

1.7: Working Together for Healthier Communities: A Framework for Collaboration among Community Partnerships, Support Organizations and Funders

1.11: Participatory Evaluation

Chapter 2: Some Other Models for Promoting Community Health and Development

2.1: Developing a Logic Model or Theory of Change

CHAPTER 8: Developing a Strategic Plan

8.4: Developing Successful Strategies: Planning to Win

8.5: Developing an Action Plan

Chapter 36: Introduction to Evaluation

36.1: A Framework for Program Evaluation: A Gateway to Tools

36.5: Developing an Evaluation Plan

Chapter 46: Planning for Long-Term Institutionalization

46.3: Promoting Adoption of the Initiatives Mission and Objectives

5. Identify strategies (i.e., intervention components and elements) that will be used to ensure the initiative will reach its objectives.

  • The group has written & approved strategies that indicate how the group will accomplish its stated objectives.
  • The group has identified strategies to be used at various levels targeted by the initiative.
  • The group has identified & considered the personal & environmental factors &/or the risk & protective factors targeted by the group when selecting strategies.
  • Each strategy identifies the new or modified program, policy, or practice to be sought in the community.
  • The group has identified the targets of change & agents of change to implement each strategy.
  • The group prioritized the strategies based on the importance & feasibility of implementing each strategy.

CHAPTER 1: Our Model for Community Change and Improvement

1.9: Community Action Guide: A Framework for Addressing Community Goals and Problems

Chapter 2: Some Other Models for Promoting Community Health and Development

2.1: Developing a Logic Model or Theory of Change

2.3: Healthy Cities/Healthy Communities

2.7: Ten Essential Public Health Services

Chapter 5: Choosing Strategies to Promote Community Health and Development

5.2: Community (Locality) Development

CHAPTER 8: Developing a Strategic Plan

8.2: Proclaiming Your Dream: Developing Vision and Mission Statements

8.3: Creating Objectives

8.5: Developing an Action Plan

CHAPTER 9:

9.1: Organizational Structure: An Overview

Chapter 25: Changing Polices

25.1: Changing Policies: An Overview

6. Identify action steps for each strategy (program, policy, practice) to be implemented by the group.

  • Action steps were specified to support the implementation of the identified strategies.
  • Action plans were developed that identified the person responsible, proposed completion date, & resources needed for implementing the components of the strategic plan.

Chapter 1: Our Model for Community Change and Improvement

1.5: Our Evaluation Model: Evaluating Comprehensive Community Initiatives

CHAPTER 5: Choosing Strategies to Promote Community Health and Development

Chapter 8: Developing a Strategic Plan

8.1: An Overview of Strategic Planning or “VMOSA” (Vision, Mission, Objectives, Strategies, and Action Plans)

Chapter 36: Introduction to Evaluations

36.1: A Framework for Program Evaluation: A Gateway to Tools

7. Develop, implement, and review the strategic/action plan.

  • The group has a written strategic plan that is current & details the specific objectives, strategies, & action steps for achieving the identified vision & mission of the group.
  • The group regularly reviews & makes necessary modifications & updates to the strategic plan.
  • The group systematically tracks or documents progress towards achieving the strategic plan.
  • The group regularly communicates progress toward completing the strategic plan to the staff, board, & other key stakeholders.

Chapter 5: Choosing Strategies to Promote Community Health and Development

5.2: Community (Locality) Development

Chapter 8: Developing a Strategic Plan

8.1: An Overview of Strategic Planning: Planning or “VMOSA” (Vision, Mission, Objectives, Strategies, and Action Plans)

Chapter 11: Recruiting and Training Volunteers

11.2: Recruiting Volunteers

Chapter 19: Choosing and Adapting Community Interventions

19.2: Understanding Risk and Protective Factors: Their use in Selecting Potential Targets and Promising Strategies for Interventions

Chapter 27: Cultural Competence in a Multicultural World

27.8: Multicultural Collaboration

CHAPTER 36: Introduction to Evaluation

36.5: Developing an Evaluation Plan

CHAPTER 38: Some Methods for Evaluating Comprehensive Community Initiatives

38.2: Gathering Information: Monitoring Your Progress

38.6: Reaching Your Goals: The Goal Attainment Report

Chapter 42: Getting Grants and Financial Resources

42.1: Developing a Plan for Financial Sustainability