Strategic Planning for Your Issue Focus

If you are considering developing a strategic plan for your United Way - GREAT! Strategic planning is critical for the long-term success of every United Way.

If you have not yet selected your issue and bold goal, we would encourage you to check out our Introduction to an Issue Focus Board Retreat and our Direction-Setting, which are prerequisites for our Strategic Planning.

If your United Way has decided to be issue-focused, and your board has selected your issue and bold goal, then you are ready for our two-step Strategic Planning process.

 

Step One: Essential Strategies Webinar

In our two-hour Essential Issue-Focused Strategies webinar we will present the following topics to your board and staff:

  • Impact/investment strategies 
  • Resource development strategies 
  • Marketing/engagement strategies 
  • Next steps to prepare for the Strategic Planning session

For each of the strategies we discuss, we will provide specific examples of how those strategies are being used by successful issue-focused United Ways.

 

Step Two: Strategic Planning Session

Once your board and staff have had an opportunity to view and reflect on the strategies presented in the Essential Issue-Focused Strategies webinar, we will hold our Strategic Planning session.

With our guidance, during this five-hour Strategic Planning session, your board and staff will discuss and determine:

  • Impact/Investment strategies and activities that will be completed over the next three years to transform your United Way to an issue focus
  • Resource development strategies and activities that will be completed over the next three years to transform your United Way to an issue focus
  • Marketing/Engagement strategies and activities that will be completed over the next three years to transform your United Way to an issue focus
  • Governance and board activities that will be completed over the next three years to transform your United Way to an issue focus

To successfully transform to an issue focus, we will work together to develop a strategic plan that guides the direction of your United Way from where you are today to where you want to be as an issue-focused United Way three years from now.

If you don’t plan for the future, tomorrow will look no different than today

You bring real enthusiasm and knowledge. It’s clear you really care if we succeed. Thanks!
— Debra Lancaster, Executive Director at United Way of Skagit County

 

A Note for Smaller United Ways

At Perspectives, we understand that smaller United Ways have limited time and financial resources, and that the process of adopting an issue focus is no easier for smaller United Ways than it is for larger United Ways. Therefore, we have developed Strategic Planning for smaller United Ways, which recognizes the limited time and financial resources of smaller United Ways. If your United Way is a smaller United Way and you are interested in Strategic Planning, please contact us and let us share with you how Strategic Planning for smaller United Ways can help your United Way adopt an issue focus effectively, efficiently, and affordably.

 

Next Step: SUPERCHARGING!