A suggested outline

Executive summary.

1. Current organizational goals

Present overall purpose, philosophy and ethos, with the current mission/vision statements, and current goals and objectives.

2. Your organization's current business position

Describe your research on your organization's current business position and your consultation results. This is where you can put most of your analytical statements of internal and external environments, organizational capability, market placement, and value chain. This section can also include:

1. SWOT: strengths, weaknesses, opportunities, and challenges
2. Competitors, market niche, clientele, market image,
3. Resources and assets
4. Client needs (perceived, real, and potential)
5. Interests of key stakeholders,
6. Business viability,
7. etc.

3. Risk management

What could go wrong? How probable is it and hwo much harm would they cause? Which risks are acceptable? Which are not? What would you do if the risks eventuated?

4. Proposed changes to organizational goals and core business model

Describe the direction and future strategic objectives for the period of the plan. What changes do you propose? Define them and the implications. Write a supporting set of priorities, immediate objectives and long term goals and that are clearly understood, measurable, attainable and evaluated.

If you are suggesting a major change to the core business model, it needs to be up front. this is because the business model determines profitablitiy and strategic risk.

Explain the range of alternatives you considered and why you chose these.

5. The marketing plan

6. Write a financial plan consistent with your strategic plan

Your financial plan needs to consider the business model, the organization's current financial state and its financial performance to date. The plan needs to include:

1. a review of financial inputs required, including any plans to raise funds (including the forms of financing)
2. projections of likely cash flows, income and expenditure
3. budgetary information
4. funding proposals
5. financial risk management

7. Changes to systems

8. A plan for supplying products or services

How will you orgaization actually provide products or services in the new system? What will stay the same? What will be different?

9. Describe the strategy for implementing change

1. What are the critical success factors for change (also known as key performance indicators)?
2. What are the deadlines or target dates for all aspects of the plan?
3. What budgetary considerations do you see?
4. What policy revisions do you recommend (and why)?
5. What possible barriers do you still anticipate?
6. How will you promote the effects and benefits of change?
7. What training will staff need?

10. Describe how you will implement change

1. How will you inform relevant parties about the plan?
2. How have stakeholder responses prepared you for change?
3. What resources will you need and how will you get them? (thye migh not be only money.) What are your recommendations for allocating resources?
4. What strategic alliances prepared you for change? What are the potential benefits and costs, and risks?

11. Describe how you will monitor performance

Describe your plan for evaluating results against expectations, targets, standards and previous performance.

Appendix: Reports that you have prepared and circulated to your stakeholders for follow-up.