Training Course on Launching Your Institution's First Strategic Plan
1Summary
Starting a strategic plan from a blank page is often the hardest part of the whole process — not because institutions lack ideas, but because they aren't sure where to begin, who needs to be involved, or how far the first draft should go before it's tested against reality.
This training course focuses specifically on that starting phase and what follows it: initiating the process the right way, analyzing where the institution actually stands, and turning that into goals and action plans that survive contact with day-to-day operations. Through case studies, group exercises, and hands-on work, participants leave with a practical understanding of how to launch and manage a strategic planning process from the ground up.
2Objectives and target group
Course Objectives
- Understand why strategic planning matters for institutional success.
- Initiate the strategic planning process with a clear scope, objectives, and governance structure.
- Conduct thorough situational analyses to inform strategic decisions.
- Set actionable, measurable strategic goals and turn them into detailed action plans.
- Engage and communicate effectively with stakeholders throughout the process.
- Roll out the strategic plan across the institution using sound implementation practices.
- Monitor and evaluate the plan's effectiveness for continuous improvement.
Who Should Attend?
- Institutional leaders and executives responsible for setting strategic direction.
- Managers and department heads involved in strategic planning initiatives.
- Strategic planners and analysts looking to strengthen their skills in initiating plans.
- Board members and governance professionals seeking practical insight into effective planning.
- Change agents and organizational development professionals facilitating strategic initiatives.
3Course Content
Module 1: Getting the Starting Point Right
- The purpose and importance of strategic planning for institutions.
- Defining the scope and objectives of the strategic plan.
- Building a planning team and establishing governance structures.
Module 2: Bringing the Right People to the Table
- Identifying key stakeholders and their roles in the process.
- Techniques for effective communication and engagement with stakeholders.
- Building consensus and managing expectations early on.
Module 3: Reading Where the Institution Stands Today
- Using SWOT analysis to assess the current state.
- Applying PESTLE analysis to capture the wider environment.
- Identifying trends and issues that affect the institution.
Module 4: Setting Direction and Building the Action Plan
- Developing a vision and mission statement aligned with institutional values.
- Setting measurable goals and objectives using SMART criteria.
- Turning goals into detailed action plans with resources, timelines, and assigned responsibilities.
Module 5: Rolling It Out Across the Institution
- Strategies for rolling out the strategic plan institution-wide.
- Applying change management principles for a smoother transition.
- Building a culture of accountability and support around the plan.
Module 6: Keeping the Plan Alive — Monitoring, Evaluation, and Real Examples
- Establishing performance metrics and KPIs to track progress.
- Using feedback loops to make ongoing adjustments to the plan.
- Analyzing successful institutional strategic plans and their initiation processes.
- Final project: presenting a strategic plan proposal.
Course Dates and Locations:
Courses are held in several regions around the world, with training centers in the United Kingdom, France, Sweden, Denmark, the Netherlands, Austria, Germany, Egypt, Jordan, Turkey, Malaysia, and more than 30 other countries.
Delivery Formats:
- Theoretical training with instructors.
- Practical training with instructors.
- Individual training upon request.
- Group training for institutions or organizations, public or private.
Upon successful completion, each participant receives an accredited certificate from the Academy.