It's important for organizational leaders to pause at various times during the year to reflect on the progress their organizations have made. Specifically, on what the organization has accomplished thus far during the current year and what planning needs to happen for next year.
As I help clients with this type of strategic thinking, I’ve found that having an organized and thoughtful process for reflection and visioning can really help.
Over time, I’ve created what I call the Planning & Resource Alignment Checklist for my clients to use that lets them make sure they’re:
So, in support of your reflection and future planning process, I’m making this checklist available to you (you can access it by clicking on the link at the end of this post).
What’s the value of using Quinn Strategy Group’s Planning & Resource Alignment Checklist?
As the leader of your organization, chances are you’re pretty involved in the running of it. In this role, though, it’s hard to get the distance (not to mention the time and space) you need to objectively look at organizational achievements and challenges.
Using this checklist will provide you with a structure for evaluation, and will also help you ensure you leave no stone unturned.
Essentially, the Planning & Resource Alignment Checklist walks you and your team through an evaluation of your strategic goals and the key resources, activities and partnerships that support those goals.
Taking this approach will give you an accurate picture of your organization’s current situation, as well as a roadmap for the future. It also protects your organization from the “bright, shiny, new” trap that some leaders fall into when left to their own devices.
Doing a paper on resource alignment