Tag Archives: planning

Quick Report

To aid communication in the Society, every task, committee, subcommittee, project, task force, etc. needs to let the relevant governing body know what’s happening. Yet long written reports are often (a) difficult to find time to prepare, (b) not done most of the time, and (c) not thoroughly read. The attached is a Quick Report form that can allow a group within the Society to make the needed report to the… Read More »

Quick Assessment

Planning ends with an assessment of how the project went — or how the year went for a committee or task force or subcommittee. The attached form is very helpful, especially in smaller societies or, within larger societies, in subcommittees of larger committees — though it can be useful to any society trying to get into the habit of remembering to assess what was planned and accomplished.

Planning: Readings

For the planning process, these are some of the helpful resources you might consult: Basics: Courageous Visions: How to Unleash Passionate Energy in Your Life and Your Organization – a planning process is outlined in this basic OD text Embarking on Strategic Planning for Small Congregations: Mission, Visionn and Values – from the Jewish Reconstructionist Federation Going Deeper: Planning: Holy Conversations: Strategic Planning as a Spiritual Practice for Congregations Article: Congregational Readiness… Read More »

Planning Questionnaire

This planning questionnaire was used at the Ethical Humanist Society of Chicago in 1993. The 12 Keys material helped guide creation of the questions.  Today, you’ll probably want to convert your adapted survey to an online format, using a service such as http://fluidsurveys.com or http://surveymonkey.com    

SWOT Analysis

SWOT is a planning tool for describing the current situation.  The attached diagram explains the SWOT concept. The attached exercise is useful for board retreats and other planning meetings to have participants brainstorm the strengths, weaknesses, opportunities and threats.