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How can you ensure that your strategic plan is inclusive?

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A strategic plan is a document that outlines the vision, mission, goals, and actions of an organization. It guides the decision-making and resource allocation of the leaders and staff, and communicates the direction and purpose of the organization to the stakeholders. However, a strategic plan is not effective if it does not reflect the needs, perspectives, and values of the diverse groups that make up the organization and its environment. Therefore, it is essential to ensure that your strategic plan is inclusive, meaning that it considers and incorporates the input and feedback of different stakeholders, especially those who are often marginalized or underrepresented. In this article, we will discuss how you can ensure that your strategic plan is inclusive, by following these six steps:

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1 Identify your stakeholders

The first step is to identify who are your stakeholders, that is, the individuals or groups that have an interest or influence in your organization and its strategic plan. Stakeholders can include internal ones, such as staff, board members, volunteers, and donors, and external ones, such as customers, clients, partners, suppliers, competitors, regulators, and community members. You should map out your stakeholders according to their level of power, interest, and diversity, and prioritize those who are most affected by your strategic plan, as well as those who can contribute to its success.

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2 Engage your stakeholders

The second step is to engage your stakeholders, that is, to involve them in the process of developing, implementing, and evaluating your strategic plan. You should use various methods of communication and consultation, such as surveys, interviews, focus groups, workshops, forums, and feedback sessions, to solicit their opinions, expectations, concerns, and suggestions. You should also ensure that your engagement methods are accessible, respectful, and culturally appropriate, and that you provide clear and timely information about the purpose, scope, and outcomes of your strategic plan.

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Dr. Rahul Deo Gupta

Executive Director of Enterprise PMO at Boutique Group - PIF | Chief Strategy Officer | Transformation | Strategy Formulation & Execution | EPMO | PMO
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To ensure an inclusive strategic plan, engage stakeholders by identifying key individuals and groups who may be affected by the plan. Involve them early in the process through meetings, workshops, surveys, or focus groups to gather their input, perspectives, and diverse ideas. Create a safe and inclusive environment that encourages open and honest communication. Consider different viewpoints and strive for consensus-building. Communicate the progress and outcomes of the strategic planning process regularly to keep stakeholders informed and involved. By actively engaging stakeholders, their diverse perspectives and insights can inform and shape the strategic plan, leading to a more inclusive and effective outcome.

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3 Analyze your stakeholders' needs

The third step is to analyze your stakeholders' needs, that is, to understand the problems, challenges, opportunities, and aspirations that they face or have in relation to your organization and its strategic plan. You should use qualitative and quantitative data, such as demographics, trends, benchmarks, best practices, and feedback, to identify the gaps, issues, and priorities that your strategic plan should address. You should also use tools such as SWOT analysis, stakeholder analysis matrix, and force field analysis, to assess the strengths, weaknesses, opportunities, and threats that affect your organization and its stakeholders.

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Joshua M. Shronce

Executive & Sales Leader - Founder at Atlantis Enterprises LLC - Realtor? - Professional Problem Solver & Master Networker
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Ensuring that a strategic plan is inclusive requires a deliberate and thoughtful approach. Here are some key steps to consider: 1. Establish a diverse planning team: Assemble a team that represents a range of perspectives, backgrounds, and experiences. This diversity will bring different viewpoints to the table and help ensure that the strategic plan considers a variety of needs and interests.

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4 Align your strategic plan with your stakeholders' needs

The fourth step is to align your strategic plan with your stakeholders' needs, that is, to ensure that your vision, mission, goals, and actions are relevant, realistic, and responsive to the needs of your diverse stakeholders. You should use techniques such as SMART objectives, logic models, and balanced scorecards, to define and measure your desired outcomes and indicators, and to link them to your inputs and activities. You should also use strategies such as stakeholder mapping, stakeholder engagement plan, and stakeholder communication plan, to assign roles and responsibilities, and to communicate and coordinate with your stakeholders throughout the strategic planning process.

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5 Monitor and evaluate your strategic plan

The fifth step is to monitor and evaluate your strategic plan, that is, to track and measure the progress, performance, and impact of your strategic plan, and to compare them with your expected outcomes and indicators. You should use tools such as dashboards, reports, and surveys, to collect and analyze data, and to report and share your findings and recommendations. You should also use methods such as feedback loops, learning circles, and reviews, to solicit and incorporate the feedback and suggestions of your stakeholders, and to identify and address any challenges, risks, or opportunities that arise.

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Joshua M. Shronce

Executive & Sales Leader - Founder at Atlantis Enterprises LLC - Realtor? - Professional Problem Solver & Master Networker
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2. Conduct a thorough stakeholder analysis: Identify and engage with all relevant stakeholders who may be affected by or have a stake in the strategic plan. This includes employees, customers, suppliers, community members, and any other groups or individuals who may be impacted. Seek their input and feedback to ensure their voices are heard and their needs are considered.

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6 Celebrate and acknowledge your stakeholders

The sixth and final step is to celebrate and acknowledge your stakeholders, that is, to recognize and appreciate the contributions and achievements of your stakeholders, and to celebrate the success and impact of your strategic plan. You should use ways such as events, awards, newsletters, and social media, to thank and acknowledge your stakeholders, and to showcase and share your results and stories. You should also use opportunities such as partnerships, networks, and referrals, to foster and maintain positive and lasting relationships with your stakeholders, and to create a culture of inclusion and collaboration in your organization.

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Joshua M. Shronce

Executive & Sales Leader - Founder at Atlantis Enterprises LLC - Realtor? - Professional Problem Solver & Master Networker
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3. Promote open and inclusive communication: Create a culture of open dialogue and encourage all team members and stakeholders to share their thoughts, ideas, and concerns. Provide multiple channels for communication, such as surveys, focus groups, town hall meetings, and one-on-one interviews, to ensure that everyone has an opportunity to contribute.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Joshua M. Shronce

Executive & Sales Leader - Founder at Atlantis Enterprises LLC - Realtor? - Professional Problem Solver & Master Networker
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4. Incorporate diversity and inclusion goals into the plan: Explicitly include diversity and inclusion goals as part of the strategic plan. This can involve setting targets for diverse representation in leadership positions, creating initiatives to address any existing disparities or biases, and fostering an inclusive and equitable work environment. 5. Conduct impact assessments: Evaluate the potential impact of the strategic plan on different groups to ensure that it does not inadvertently exclude or disadvantage any particular segment of the population. This can involve conducting equity assessments, analyzing data disaggregated by various demographic factors, and considering the potential unintended consequences of the plan. Be amazing

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How can you ensure that your strategic plan is inclusive?

1

2

3

4

5

6

7

1 Identify your stakeholders

2 Engage your stakeholders

3 Analyze your stakeholders' needs

4 Align your strategic plan with your stakeholders' needs

5 Monitor and evaluate your strategic plan

6 Celebrate and acknowledge your stakeholders

7 Here’s what else to consider

Administrative Management

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How can you ensure that your strategic plan is inclusive?

1

2

3

4

5

6

7

1 Identify your stakeholders

2 Engage your stakeholders

3 Analyze your stakeholders' needs

4 Align your strategic plan with your stakeholders' needs

5 Monitor and evaluate your strategic plan

6 Celebrate and acknowledge your stakeholders

7 Here’s what else to consider

Administrative Management

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