Strategic Planning Assessment

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1. Our purpose, core values and long-term vision are clearly defined, and the organization is aligned to that "core ideology."

2. The status/condition of our competitive environment is understood, and we are acting on priority opportunities or threats.

3. The current condition of our operations has been assessed, and we are in action on priority opportunities for improvement in performance.

4. The board of directors understands/supports the assessment of our competitive position and internal condition as well as the strategic agenda going forward.

5. Each strategic project has a well defined target for year-end accomplishment and multi-year accomplishment where applicable.

6. Milestone outcomes with timelines for each are detailed for our strategic projects so we can effectively manage progress/problems.

7. Accountabilities for results on strategic projects are clearly defined.

8. A method for measuring the effectiveness of each project in achieving its intended impact/result has been defined, and we are collecting and evaluating that data regularly.

9. Accountability for results on strategic projects is well managed by leadership.

10. The performance (i.e. completion) on strategic projects is satisfactory.

11. Our plan is updated regularly based on success, problems, changes in strategy, etc.*

12. The impact upon performance (i.e. return) from the investment of resources in the strategic planning effort warrants continuation of the existing planning process.*

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