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Design for SDNHM Strategic Planning

Timing | Transition Planning Team | Strategic Planning Team | Design

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Design for Strategic Planning
The Plan for Planning
The Benefits
Timeframes for Planning
Positioning and Niche-Picking
The Culture of an Organization

Stream lily.Seashells.








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The new century provides extraordinary opportunities for the San Diego Natural History Museum: The grand opening of the new facility and all that portends...complete implementation of all six bold Key Result Areas set forth in the Museum's 1992-2000 Full Circle strategic plan...and the challenge of a new ten-year planning process to inspire our efforts for 2002-2012.


At the beginning of the new round of strategic planning there was need for immediate planning and implementation for our transition into the new facility. Staff and other participants in this activity stayed focused on planning for permanent and temporary traveling exhibits, operations and staffing. Highlights of this have been planning for exhibits of dinosaurs, bears, and unprecedented discoveries about the natural history of diseases...and the grand opening of the new wing with the premier of the Museum's new large format film.

From January, 2001, through June, 2001, the focus has shifted to recruiting community leadership and preparing for a strategic planning process that will determine priorities and strategies for the Museum's next decade.

Strategic planning will extend from July 1, 2001 to July 1, 2002, when the new 10-year strategic plan will be presented to the Board of Directors for adoption.

Makeup of the Transition Planning Team (TPT)

Led by the executive director, the TPT was formed around the Museum management team. Other staff members participated in task forces related to specific aspects of the transition to the new facility. Trustees and outside experts were invited to take part at various stages in the process.

Makeup of the Strategic Planning Team (SPT) for July 1, 2001 to July 1, 2002

The size of the SPT will be 21. Experience tells us that this number works well. It brings diverse expertise and is manageable. Seven will be from the Board of Directors, seven from senior Museum staff and seven from leaders of educational, business, science, and other professional activities in our region.

From time to time other Museum staff members will be invited to attend SPT sessions as observers.

SPT co-chairs will be the president of the Museum Board of Directors and the Museum executive director, who also manages the overall process.

Supporting the SPT's work will be Museum staff, professional strategic planning facilitators, a planning research firm, visiting museum experts, technology consultants and financial and legal advisors as needed.

In addition, a carefully selected group of San Diego and Mexico leaders will be invited to serve as Community Advisors, providing feedback and suggestions at critical points in the process.

Design of the Process

The strategic planning process will draw upon the experience of trustees, staff and volunteers who participated in the strategic planning programs for (1) the comprehensive 1991-92 Full Circle, (2) the 1997-98 Environmental Sciences Education Center, (3) the 1999 Biodiversity Center of the Californias, and (4) planning for transition to new facilities...augmented by the valuable knowledge and talents of individuals new to the Museum's planning processes.

At the heart of things will be the Plan for Planning. The foundation for this four-part process will be an updating of our planning database upon which our decisions about priorities, objectives, strategies and action plans can later be based. Experience has proven that this process will create future opportunities as yet not imagined.

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Plan for Planning

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