Signatories
The board of ORGANISATION adopted the following strategic and operational plan in its entirety on the ** day of ******* in the year 20**
Name Position Signature


Table of Contents
ORGANISATION
Our Mission
Our Values
Our Vision
Goals
Objectives
Strategies and Actions
SWOT Analysis of the ORGANISATION
Planning Grid for Goal 1
Planning Grid for Goal 2
Planning Grid for Goal 3
Planning Grid for Goal 4
Contingency Plans
Attachment A1: Organisation Chart
Attachment B1: Stakeholder Analysis
Attachment C1: Organisation History Timeline
Attachment D1: PEST Analysis
Attachment E1: SWOT of Goal 1
Attachment E2: SWOT of Goal 2
Attachment E3: SWOT of Goal 3
Attachment E4: SWOT of Goal 4

The ORGANISATION
The ORGANISATION which promotes the BUSINESS GOAL from its base of operations on LOCATION/TOWN is a proud and active business.
As part of the planning process the ORGANISATION listed the key events, milestones and occurrences in their history. The pivotal moments that have shaped the ORGANISATION into its current form are:
INSERT KEY MILESTONES FROM THE ORGANISATION HISTORY TASK
A detailed chronological breakdown of the organisation’s history can be found in Attachment C1
Mission
INSERT MISSION
Values
INSERT VALUES
Vision
INSERT VISION

Goals
Goals that the ORGANISATION has determined to focus on are:
• Goal 1 – including :
o Aspect 1
o Aspect 2
o Aspect 3
• Goal 2 – including :
o Aspect 1
o Aspect 2
o Aspect 3
• Goal 3 – including :
o Aspect 1
o Aspect 2
o Aspect 3
• Goal 4 – including :
o Aspect 1
o Aspect 2
o Aspect 3

Objectives
In line with the goals outlined in this plan the ORGANISATION has developed specific objectives to be achieved throughout the 20**-20** life of the plan.
The objectives for each of the key areas are:
• Goal 1
Objective
• Goal 2
Objective
• Goal 3
Objective
• Goal 4
Objective

Strategies and Actions
As part of its planning the ORGANISATION developed planning grids that record strategies and actions designed to achieve its objectives for each key area.
These planning grids record strategies and actions that are SMART. They are:
? Specific
? Measurable
? Achievable
? Reviewable
? Time bound
In addition the planning grids record:
? What the Organisation intends to do and how
? Who will be responsible for the action
? When these will be done
? What resources are needed
? How progress will be measured or indicators of success that will help the Organisation know whether it has achieved its objectives or not
These planning grids are included In the Plan on pages ** through **
SWOT Analysis
As part of the planning process those involved completed a SWOT analysis of the ORGANISATION.
This identifies the strengths, weaknesses, opportunities and threats associated with the ORGANISATION’s key areas of activity. Through analysis of the SWOT the ORGANISATION can assess where it is currently at in relation to each area. The SWOT ultimately assists in helping the Organisation determine a preferred future.
The information collected as part of this stage of the planning is included with the plan as Attachments E1 through E4.


PLANNING GRID FOR GOAL 1
Objective:
Strategies
What Actions
How Priority
L/M/H Time
Frames
When Resources
Human
Material
Financial
Intellectual property Responsibility
Who Performance Indicators
Measurement

PLANNING GRID FOR GOAL 2
Objective:
Strategies
What Actions
How Priority
L/M/H Time
Frames
When Resources
Human
Material
Financial
Intellectual property Responsibility
Who Performance Indicators
Measurement

PLANNING GRID FOR GOAL 3
Objective:
Strategies
What Actions
How Priority
L/M/H Time
Frames
When Resources
Human
Material
Financial
Intellectual property Responsibility
Who Performance Indicators
Measurement

PLANNING GRID FOR GOAL 4
Objective:
Strategies
What Actions
How Priority
L/M/H Time
Frames
When Resources
Human
Material
Financial
Intellectual property Responsibility
Who Performance Indicators
Measurement

Contingency Plans
Contingency plans for each goal are:
• Goal 1 :
o Plan aspect 1
o Plan aspect 2
o Plan aspect 3
• Goal 2 :
o Plan aspect 1
o Plan aspect 2
o Plan aspect 3
• Goal 3 :
o Plan aspect 1
o Plan aspect 2
o Plan aspect 3
• Goal 4 :
o Plan aspect 1
o Plan aspect 2
o Plan aspect 3

Attachment A1 Organisation Structure
INSERT AN ORGANISATIONAL CHART FOR THE ORGANISATION – This should depict the relationships between the committee/board, paid staff, voluntary staff and any sub committees or key external stakeholders.
Attachment B1 Stakeholder Analysis
Stakeholder Interests Expectations Potential
What is their interest in the organisation? What do they expect from their relationship with the organisation? What contribution could they make to the organisation?

Attachment C1 Organisation Time Line
The ORGANISATION listed the changing trends in the sector which are having or may have an external influence on the organisation.
Attachment D1 PEST Analysis
The ORGANISATION listed the changing trends in the sector which are having or may have an external influence on the organisation.
Political Economic

Social Technological

Attachment E1 SWOT Analysis of Goal 1
STRENGTHS WEAKNESSES OPPORTUNITIES THREATS


Attachment E2 SWOT Analysis of Goal 2
STRENGTHS WEAKNESSES OPPORTUNITIES THREATS


Attachment E3 SWOT Analysis of Goal 2
STRENGTHS WEAKNESSES OPPORTUNITIES THREATS


Attachment E4 SWOT Analysis of Goal 4
STRENGTHS WEAKNESSES OPPORTUNITIES THREATS