Growth Exchange
Annual Board & Organization Planning
Introduction
Reflections & Preparation
- Gather formal feedback from constituents, staff and board.
- Evaluate what has gone well and challenges.
- Review strategic plan.
- Determine if goals…
- where met
- are on track
- are behind
- need to be re‐evaluated
- Set or refine goals for new year.
Planning
What are the ongoing items that need to be addressed?
What are the goals for the year?
What do we need in order to stay on track with those goals?
What does staff need in order to feel supported?
What do staff need to own and move projects forward?
What is the best way to address these items?
Schedule
- Determine:
- What needs to happen
- Who needs to be involved
- How often it needs to occur
- When it needs to occur
- Set a standard schedule
- Schedule for the entire year
Structuring the Plan
- Board
- Staff
Change Your Mind
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