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Overview of Planning Tools for Decisions-Makers

1 Establish Capacity: Champion and Scope . The first step in most planning processes is to determine the capacity to undertake the planning. This requires identifying the primary sponsor or plan facilitator as well as the defining scope of the planning effort.

2 Establish Vision/Mission . One of the initial phases of strategic planning consists of laying out a long term vision for the future of the region, to identify the specific expectations and the vital interests of community stakeholders. 

3 Quantitative AssessmentThe third major phase of a community-wide or organizational strategic planning effort is essentially fact-finding in nature. The assessment typically is used to quantify the magnitude and extent of some important community problem.  Even so, needs assessments give rise to possible priorities (goals) and strategies (objectives).

4 Environmental Scan . The next phase of strategic planning is a qualitative examination directed to understanding of the context and environment in which (strategic) improvements will occur. It is intended to be diagnostic. This scan of the environment is typically called a situation analysis. 

5 Identify Strategic Issues and Goals With the needs assessment and the situation analysis as background, the next step of strategic planning is to determine community (or organization) priorities. The priorities are the significant issues. 

6 Generate Options / Formulate Strategies to Manage Issues.This sixth phase of the planning process is aimed at moving beyond the general framework of priorities (institutional goals and objectives). For each priority, the planning team undertakes for problem solving, choosing the best options (strategies) for realizing the vision and priorities of the organization. Strategies are efforts or initiatives that would require the time and resources, if implemented. 

7. Evaluate Strategies; Set Priorities. This next step of the strategic planning process is evaluating and choosing from among those policy options and selecting the ones that will be carried out in some fashion by the the planning teams or its partners.

8. Manage Strategic Planning Process This phase of the strategic planning process is a commitment to adopt an operating plan and to proceed with implementing the chosen courses of action. Active involvement of area organizations is the key to success at this stage.

9. Measure Results [Assess the Process] . Officials charged with the implementation of a project are also responsible for the tracking system that measures and demonstrates that the project is a success.

10. Assess Impacts. With a clear understanding of who the stakeholders are and what their expectations are, officials charged with project implementation must evaluate how well the project strategy responded to those expectations