Strategic Planning for Associations: The Complete Guide

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Without a doubt, strategic planning for associations is essential to establish a direction, align efforts and resources, anticipate changes and promote the sustainability of the association. Without good planning, it is impossible to overcome challenges, such as increasing the member base, raising funds or structuring processes. Do you want to understand how you can do this in your union or association? Then read this article until the end!


What is strategic planning?
In short, strategic planning is a process created by companies and institutions in order to define long-term purposes, goals and guidelines for the entire organization.

Despite being non-profit organizations, strategic planning for associations is also vital to guide the association’s activities in order to achieve its mission. After all, every institution needs to follow a “north” and strategic planning formalizes this.

Many associations do their planning at the beginning of the year, which is very common since it represents the beginning of a new cycle. Other times, as the institution grows or seeks to expand, it is common for them to revise or develop a new strategic plan for their members.

However, it is important to emphasize that there is no ideal student data time to create new strategies for associations. This is because the job market is constantly changing, through crises or legislative changes, which means that it is important to review or create new actions at all times.

A simple example might be your association’s membership base. It’s best if your institution plans to grow its membership in a given period. To do this, you need to set monthly or annual goals and establish activities that will help you achieve this.

What are the steps of strategic planning?
1. Analysis of the environments (SWOT)
When we talk about analyzing the internal environment, it means identifying the strengths and weaknesses of your association, that is, the resources and skills it has. This also frames the areas that can be improved.

By doing so, the association learns to leverage its strengths and address its weaknesses. Only then is it possible to develop appropriate strategies for association management.

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