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PLANNING STEPS			TECHNIQUES & TOOLS
FOCUS: Establish the Parameters of Planning	1	Establish Capacity	Budget/Resources	Planning Comittee	Identifying Stakeholders worksheet/ pdf	Public Engagement	Stakeholder Interest	Community Leadership
	2	Define Mission	Organizational Mandates	Group Consensus	Scenario Exploration	Interest Group Ethnography	Create a Mission Statement
POSITIVE: Collect Information & Analyze Issues	3	Quantitative Assessment	Peer Comparison	Preferences Questionnaire	Trends and Forecasts	Regional Analysis	Mission Oriented Statistics	Focus Group	Conducting a Survey in your community
	4	Scan Environment	Trend Analysis	SWOT Analysis	Portfolio Analysis	Needs and Assets	Market Segmentation	Readiness Checklist	STEP Analysis
NORMATIVE: Select Priority & Generate Options	5	Identify Goals and Strategic Issues	Affinity Diagramming	Strategies Worksheet	Charette	Establish Goals	Content Analysis	Nominal Group
	6	Generate Options	Delphi Technique	Brainstorming	Key Informants	Gap Analysis	Pressure State Response	Field Visits	Determine Objectives and Strategies
INSTRUMENTAL: Decide Course of Action & Craft Action Plan	7	Evaluate Strategies; Set Priorities	Multi-Criteria Matrix Means/Ends Trade-Off (worksheet)	Paired Comparison	Cumulative Voting	Strategic Assessment Guide pdf / worksheet	Multi-Criteria Matrix Means/Ends Trade-Off (pdf)	Force Field Analysis 1, 2	Multi-voting
	8	Manage Strategic Planning Process	Strategic Management	Write a Scope of Work worksheet /pdf	Stakeholder Management	Portfolio Management	Financing	Regulation
SUMMATIVE: Monitor & Evaluate the Implementation	9	Measure Results	Total Quality Management	Performance Targets	Financial Management	Balanced Score Card	Perfomance Measurements
	10	Assess Impacts	Quasi-Experiment	Customer Satisfaction	Competitive Benchmarking	Alternatives Evaluation	Cost Benefit Analysis

*based on: "Planning Matrix © 2003-2004 Eric L. Rinehart, e-d-solutions.com"

Developed in the Department of Human and Community Development, University of Illinois at Urbana-Champaign, with support from: The Illinois Department of Commerce and Economic Opportunity and University of Illinois Extension.