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Topic Snapshot: Boards

Board Development

Strategic Planning

  • Sample Strategic Plans
      Maine
    • MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
      This document includes the questions that Board members considered during their strategic planning Retreat.
    • MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
      This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.
    • Strategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
      Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develop a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.
    • MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
      This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.

      Virginia
    • Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
      This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activities, timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processing.
  • Strategic Planning Training
    • Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
      This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fundís planning documents.
    • Strategic Planning Follow-Up Call - June 16, 2009 - PowerPoint Summary (2009) -- Available formats: ppt
      This power point was a summary of the key points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.
    • Developing the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
      The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.
    • Developing the Strategic Plan - February 10, 2009 - PowerPoint (2009) -- Available formats: ppt
      This power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordinator, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be appropriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.
    • Preparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
      The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.
    • Preparing for Strategic Planning - January 13, 2009 - PowerPoint (2009) -- Available formats: ppt
      This presentation looks at the benefits of strategic planning, the concerns that need to be addressed, who should participate in the process and specifics about planning for an event.


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