UIUC
LCED
HOME MATRIX PLANNING STEPS    

Step 1:: Establish Capacity: Champion and Scope

The first step in most planning processes is to form the plan-to-plan document. This includes the critical decisions of defining the scope of the planning effort as well as the champion or plan facilitator. A plan to plan is a general declaration of the scope of the strategic planning effort. Among other items it should list the milestones (major steps) to be undertaken along with the time-frame when the planning steps will occur; it should identify the primary scope or arena for which the planning will take place, including subject matter, geographic area and results expected; and it should name the organizations and stakeholder groups that will lead or participate in the process.

The Champions. Participation in the planning should be extended to a broad base of stakeholders:
1. Planning Committee – A representative group of the community, that reflects the community’s diverse interests, is needed to research, prepare, and summarize the day-to-day work of the planning process.
2.Identifying Stakeholders (worksheets)/ Identifying Stakeholders (pdf 100KB) - The purpose of this exercise is to systematically identify a list of existing and future stakeholders in the community who know how decisions are made, how things get done, and who is behind the action.
2. Community Leadership (pdf 27KB)– The leaders of the community – influential parties capable of motivating individuals and organizations to support and successfully complete the planning and its implementation – should be active participants.
3. Public Engagement (pdf 34KB) – Citizens of the community should play a significant role in the decision making, including the priority setting, project selection, implementation, and monitoring of the planning process.

The Scope: The scope of the planning effort can be based on one or a combination of the following:
1. Stakeholder Interests (to be developed)– Acknowledge the stakeholders for whom the planning is being undertaken and then specify the general kinds of issues, interests, or preferences that these stakeholders have expressed.
2. Budget/Resources (to be developed)– Identify the resources available to the planning team for the planning process itself and for the implementation of strategies or project ideas generated from the planning process. If implementation resources (staff, grant or investment funds, etc.) are limited in purpose, then the scope of the planning should be dedicated to those purposes.

Other ideas ???  Send your comments, suggestions, and examples to lced@aces.uiuc.edu

NEXT

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.