Strategic Planning Toolkit

November 1, 2025

Strategic Planning Overview

Strategic Planning Toolkit - For Process Lead By Chapter Leadership:

• Chapter Strategic Plan Toolkit Overview
• Chapter Strategic Planning Facilitator Guide
• Chapter Strategic Planning Sample Agenda
• Chapter Strategic Planning Sample Slide Deck
• Chapter Strategic Planning Sample Survey Questions
• Chapter Strategic Plan Sample Goals and Objectives
• Chapter Strategic Planning Sample Progress Tracker
• AFP Global Strategic Plan 2025-2027
• AFP in Canada Strategic Plan / FRE

Sample Chapter Strategic Plan & Development/Implementation Tools:

• Sample Chapter Strategic Plans -
  • US Chapter
  • Canadian Chapter
  • New/Small Chapter
• Chapter Ten Star/Ten Star Gold Awards Program
• Chapter IDEA Champion Program

Strategic Planning Activities

• SWOT Analysis
• Blizzard Exercise/Goal Setting
• Sample Chapter Goals 

Helpful Resources:

• http://www.quickmba.com/strategy/strategic-planning/
• http://www.forbes.com/fdc/welcome_mjx.shtml