Strategic Planning Toolkit

Shared by AFHTO & Collaborative Solutions

Created January 2019

Purpose of This Document
This document is designed for use by Primary Health Care Teams as a guide for developing your own strategic planning process and strategic plan. 

The toolkit includes the following content: 

• why strategic planning is important;
• current Family Health Team (FHT) contract requirements related to strategic planning;
• key roles in strategic planning and why a strategic plan is essential for the Board’s strategic leadership of the FHT/NPLC;
• essential steps and components of a strategic planning process;
• typical contents of a strategic plan, and,
• tips on developing your strategic plan and integrating it into ongoing strategic decision-making and performance oversight. 
   

Access the tools:

• Strategic Planning Toolkit (doc)
• To view the complete Governance Webcast Series: Strategic Planning Webinar, view the materials & access samples, click here.

Resource includes: 

1. Introduction
2. Overview
   1. What is Strategic planning and why we do it
   2. MOHLTC-FHT Contract Requirements
3. Organizing for Strategic Planning
   1. Setting strategic direction is a key board responsibility
   2. Clarifying roles is the planning process
   3. Strategic planning committees
   4. Board retreats
4. The Strategic Plan and Planning Process
   1. Standard Strategic Planning Process
5. Appendix
   1. Environmental Scan List of Contents
   2. SWOT Analysis template
   3. Standard Strategic Planning Process
   4. Sample Board-Level Strategic Planning Questions

Sample Strategic Plan

• Thames Valley FHT Strategic Plan 2021-24