The Charity Commission's guidance CC10 'The Hallmarks of an Effective Charity' (http://tinyurl.com/yg8wplt ) is one of a number of documents relating to charity law and regulation. This advice is aimed at Trustees and the general public. Some of the advice involves legal requirements, while other aspects are recommended practice.
The Trustee Network (Trusteenet.org.uk) makes the following point about the Charity Commission guidance:
'Although the principles on which the Hallmarks are based will be relevant for all charities, the way in which they can be achieved will vary with the size, income, complexity and activities of each charity.'
This is important, as Charities with substantial income and infrastructure are able to approach governance and management in very different ways from those which are smaller, or embryonic. Nevertheless, there are some aspects of this guidance which are crucially related to strategic planning. Read Hallmarks 1, 4, 5 and 6 to explore this further.
Strategic planning is usually defined as a series of activities which includes:
setting objectives in terms of planning and budgeting
Strategic planning processes should provide evidence and reasons for any changes made, and discussions will arise from ongoing reflection and analysis, reviewing existing strategies and considering how relevant they are to the current context. Strategic planning cannot be done without reference to external factors, including technology, politics, economics and social change.
These different stages mean that Strategic Planning poses challenges for management and governance
Every aspect of the organisation should be involved - this may impact on culture and performance