This document outlines the strategic planning process for an organization including formulation, development, implementation and evaluation phases. It discusses establishing a vision, mission and values statements to guide the organization. Key steps include analyzing strengths, weaknesses, opportunities and threats, setting long term goals, identifying strategies, establishing short term objectives and action plans, allocating resources, and evaluating performance to determine if the vision and mission were achieved. The process aims to continuously improve the organization's strategy.

1. Strategic Planning
• What do we want to
achieve?
• How do we get
there?

2. Strategic Planning Phases
Initial formulation
• Formulation
• Development
• Implementation
• Evaluation
Continued improvement
(repeat)

3. Strategy Formulation

Vision statement

Mission
statement

Define
organizational
values

4. Vision Statement
A statement to inspire stakeholders to
engage and accomplish what the
organization intends to do, for whom, and
what will it look like.
“We hold these truths to be self-evident,
that all men are created equal, that they
are endowed by their creator with
certain unalienable rights…”

5. Vision statement:
To implement an educational service that will
revive and restore reverence for and
understanding of the United States
Constitution, and our Founding Fathers
political philosophy, thereby ensuring our
liberty and unalienable rights.

6. Mission Statement
• How will the organization achieve the
vision?
• What makes us unique, valuable, and
worthwhile?
“That to secure these rights, governments
are instituted among men, deriving their
just powers from the consent of the
governed”

7. U.S. Constitution
“We the people of the united states, in
order to form a more perfect union,
establish justice, insure domestic
tranquility, provide for the common
defense, promote the general welfare,
and secure the blessings of liberty to
ourselves and our posterity, do ordain
and establish this constitution for the
united states of America.”

8. Mission statement:
To serve the American public by delivering
educational programs in a fun, personable,
interesting, and understandable manner
that focuses on the United States
Constitution, the Founding Fathers’
philosophy, and American history.

9. Define Organizational Values
• How will the organization conduct itself?
• What will remain constant?
• What will we demonstrate each day?
“…That among these are life, liberty and
the pursuit of happiness.”

10. Value Statement & Core Beliefs
The American Experiment; A Study of the
Founders’ Republic (TAE) promotes the
values of our Founders. We believe that our
Creator endowed all men with “unalienable
rights that among these are Life, Liberty,
and the pursuit of Happiness…”

11. Value Statement & Core Beliefs
Liberty is an expression of independent
thinking by self-government with consent
given to just powers of the Republic.

12. Value Statement & Core Beliefs
Education of the public by emphasizing the
restoration of the American heritage,
providing a legacy for future generations,
and promoting sound logic, reason and
judgement.

13. Value Statement & Core Values
Morality and virtue, based on the love of God,
love of our fellow man, and a Life of Justice
with eternal Vigilance.

14. Value Statement & Core Values
Sound business and economic practices
dedicated to fiduciary responsibility to TAE
and the public trust.

15. Strategy Development

SWOT analysis
Strengths, Weakness,
Opportunities, Threats

Long Term Goals (3 to 5
years)

Identify strategies

16. Strategy Implementation

Short Term Objectives (< 1 year)

Action Plans

Allocate Resources

Motivate Staff

17. Strategy Evaluation

Review
strategies

Measure
performance

18. How Do We Know?

Was this what the vision looked like?

Was the mission accomplished?

What have you become?

Corrective action?