Strategic Plan

Purpose: The Strategic Plan provides direction for the Chapter by identifying where they want to go, steps to get there, and measure of success. To ensure alignment with INCOSE, chapter plans should consider the INCOSE vision, mission, goals, and strategic initiatives which can be found on the INCOSE public website homepage under “About INCOSE” and “Advancing the Practice”. In turn, all proposed chapter activities should be evaluated in light of the chapter’s Strategic Plan to ensure priority alignment.

Description: The Strategic Plan explicitly articulates the Vision/Mission, Long Range Goals, and Current Year Objectives, along with Strategies/approach to achieve the objectives and goals. The plan is made more pragmatic with individual initiatives and associated metrics within the year, to achieve each objective for the year. The strategy may be modified as the activity/program enters different phases or with changes in objectives. The Strategic Plan needs to be posted and communicated to all team members, and used as a guide by the Leadership Team throughout the year.

Template for conducting a planning session for Strategic and Operating Plans
Another approach for creating a Strategic Plan
Combined Strategic, Operating, and Communications Plans
Created by a smaller chapter