As part of our Strategic Plan Sample&Review series we will have a look at the recently released of the Island Trust in British Columbia, Canada.
The Islands Trust is a land use and planning agency - created by the province of British Columbia - to preserve and protect the trust area and its unique amenities and environment for the benefit of the residents of the trust area and of the province generally, in cooperation with municipalities, regional districts, improvement districts, other persons and organizations and the Government of British Columbia.
The Trust Council is responsible to provide strategic direction for the duration of it's elected term. The term of the current council is from November 2011 until November 2014. The strategic plan for the same period was released in September of 2012 after review and public consultation.
The plan is 12 pages long and divided into three distinct parts being:
- Introduction and high-level objectives;
- Detailed overview of objectives, activities and success measures;
- Strategic Planning Process Diagram (2012-2013)
We will briefly review each section and then end with a short summary of likes and dislikes.
Introduction and high-level objectives
This section of one page length. gives a short outline of the Trust area and the role the Trust Council plays in the governance of the Trust. These first two sections are the same as for the previous plan.
The third section of this part is a listing of the four main focus areas subdivided each with objectives and strategies. Each of the strategies is worded in an active way starting with a verb. We like that.
We miss the reason behind each of the four focus areas. In other words, why focus on those, what is the expected benefit for the trust?
Detailed overview of objectives, activities and success measures
The next 9 pages are used for a detailed breakdown of each of the focus areas. The form that is used is a landscape table with the following headings:
- POTENTIAL ACTIVITIES AND PHASES
- WHO WOULD WORK ON IT?
- IS FUNDING REQUIRED OR IN PLACE?
- HOW WOULD WE MEASURE SUCCESS?
- STATUS (Italics indicate status change since last TC meeting)
The objective and strategies are the same as on page one.
In the activities and phases column the phases are identified by fiscal year. The activities are for the most part described in an active way with a verb and an expected output.
We don't like the title of the next column "Who would work on it" for the simple reason that the word would implies a certain level of uncertainty. We understand why they might has chosen would over will as a more polite way of saying it but we think in these kind of directional documents a more direct way of saying things is better.
We like the inclusion of a funding column as it clearly gives an indication, albeit small, of the likelihood of the activities actually being executed.
The success measure column is excellent as it provides focus for the activity owners. However, some of the measures are not very specific and may need shoring up. For example, one of the activities for strategy 1.6 is "Trustee workshop about protection of special areas". The associated measure is "By whether a trustee workshop has been held". This seems circular. Better is to outline the objectives of the workshop and include those as a measure in the success column.
The status column is great as it appears that the status of the strategic plan will be reviewed/presented during the quarterly council meetings.
Strategic Planning Process Diagram (2012-2013)
This diagram is a simple one page circular block diagram outlining the sequence of events in developing the plan and the related budgets. Although there is mention of the achievement of some objective and the quarterly measurement of success we mis a more robust approach of strategic plan control and alignment.
There is no mention of the previous plan and its success (or lack thereof) and how the current plan relates to the previous plan. At least acknowledge what was and was not achieved and how the new plan builds on that or departs from that.
What we liked:
- Concise well written
- Use of active words
- Use a measures
What we did not like:
- Lack of benefit statement (the why)
- Use of non-specific measures
- No link with previous plan (only as reference document on web-page)
All in all an excellent plan with enough detail to make things happen.