Strategic Planning Workshop Series
LCI’s Strategic Planning Workshop Series was designed to help leaders ensure that their organization’s focus is concrete, their strategies align to this focus, and that they have the means to document and assess their progress. The series is comprised of three self-contained but related one-day programs.
Session 1: Framing a Theory of Action to plan for success (10/18/17)
What, precisely, do we want to accomplish? To what end?
How do we know if we’re taking the right actions to support our goals?
How do we want to affect others?
Writing down goals is straightforward; ensuring that these goals are representative of what your organization is seeking to achieve or are worth pursuing is another matter. Workshop participants will:
- Articulate, review, and refine a theory of action;
- Use their theory of action as a compass for articulating goals, communicating to others and evaluating impact;
- Identify outcomes and indicators in support of their goals;
- Generate evaluation questions to assess progress and impact.
Participants should bring any existing documentation related to their organizational vision, mission and/or goals to use as resources for the day’s work.
Session 2: Determining How to Best Assess Progress and Impact (11/21/17)
How do we determine if we’re making progress?
How do we know that we are effective?
Who needs to know?
What data should we collect?
We can only go so far by advocating the merits of our own organization and its work. Data speaks much louder. But what data matters most? In this session, participants will prioritize outcomes worth evaluating as they:
- Identify short-term and long-term indicators of success;
- Differentiate measures of effort and measures of effectiveness;
- Craft evaluation questions to assess the effectiveness or impact of their indicators;
- Uncover possible sources of data to demonstrate progress and attainment.
Participants should bring any existing documentation related to their organizational vision, mission and/or goals, as well as any data from prior evaluation work to use as resources for the day’s work.
Session 3: Designing measures to assess our impact (1/11/18)
What questions should we ask to gather the specific data that we seek?
How should we best reach our respondents?
How do we organize, analyze and use the data we collect?
In this session, participants will tease out the best way to gather useful evidence of impact and effectiveness by:
- Exploring a variety of instruments including surveys, interviews and observation protocols;
- Designing a survey or interview protocol;
- Identifying a purposeful sample of respondents;
- Planning a pilot;
- Determining how to collect, analyze, use and apply the information collected.
Participants should bring any existing documentation related to their Theory of Action, organizational vision, mission and/or goals, as well as any program evaluation work to use as resources for the day’s work.