Strategic planning

With significant pressures on scarce resources it is critical that all organisations undertake strategic planning to have a clear idea of where they are trying to get to, where they are now and how they are going to apply their resource in achieving their key objectives.

For charities this may include opportunities for new services, mergers or major restructuring as a result of changes in government policy or funding such as Self Directed Support.

How we can help

Our strategic planning advice allows management to review the internal and external factors impacting their charity and to make informed decisions on key priorities for the coming few years.  This in turn allows management to plan detailed actions in line with these strategic priorities.

Our approach

Scott-Moncrieff has developed a strategic planning approach tailored to the needs of our clients and their particular sector, including charities.  Our approach to strategic planning includes consideration of the following:

  • An assessment of the charity’s competitive and regulatory environment.
  • The current competitive position of the charity’s key products and services.
  • The strengths and weaknesses of the charity’s organisational and management structure.
  • The availability of resources including potential government support.
  • Other factors likely to impact the organisation over the next 3-5 years.

Working closely with the Board and senior management, we use this information to identify and assess a number of key priorities for the charity.  This evaluation allows the management to drive the detailed operational planning.

Evidence-based conclusions

This structured approach to strategic planning allows busy management to consider key factors impacting the charity in an objective and cost effective manner resulting in an evidence based conclusion which can be supported across the charity.