If you don't have a Strategy, that IS your strategy!
- Paul Baker
- Mar 3
- 3 min read
Updated: Apr 15
Many organisations operate without a formal, written strategic plan. Sound familiar? It’s understandable—we’re all busy. While most leaders have a vision in mind, that abstract roadmap might not be enough to drive meaningful progress. But what if I told you that a strategy does far more than just chart a course to success? Read on. This is Heritage Thinking Differently—exploring how a strong strategy can transform your organisation.
“If you don’t know where you’re going, any road will take you there.” – Lewis Carroll
The Power of a Strategic Plan
A well-crafted strategy doesn’t just guide you—it energises, unites, and strengthens your team. The process of developing one is just as important as the final plan itself. Here’s why:
It engages your stakeholders. Strategic planning taps into the collective ambition and knowledge of your team, fostering collaboration and innovation.
It improves relationships. When stakeholders feel heard, organisational bonds strengthen—leading to better teamwork and partnerships.
It creates focus. A solid plan equips you to navigate uncertainty with confidence, ensuring your efforts are purposeful and aligned.
It strengthens fundraising. Funders will have more confidence in an organisation with an agreed plan.
The Three-Step Process
Our strategic planning approach follows a simple yet powerful structure:
Step 1: Stakeholder InterviewsWe start by conducting interviews with key stakeholders, asking just five essential questions. These questions uncover long-term ambitions, pinpoint areas needing improvement, and reveal potential blind spots.
Step 2: Visioning WorkshopUsing the insights from the interviews, we host a collaborative workshop to explore opportunities and set priorities for the next decade. This is where creativity meets strategy, shaping a clear and inspiring path forward.
Step 3: Action PlanningIn the final workshop, we translate vision into action. What steps can you take today? What milestones will guide you toward your goals? By the end of this process, you’ll have a succinct, accessible plan that’s easy to update and integrate into your organisational culture.
Why a Strategic Plan Matters More Than Ever
A well-structured strategy isn’t just an internal roadmap—it’s also a powerful tool for securing funding. Funders and donors are far more likely to invest in an organisation that demonstrates clear goals and a well-thought-out plan. Beyond financial benefits, this process fosters a shared sense of purpose, ensuring that everyone is committed to delivering on the organisation’s mission.
Taking Action
There are many ways to approach strategic planning, but the key is simple: do something. In today’s uncertain landscape, inaction isn’t an option. The approach we offer, in partnership with Helen Sharp, was developed by Nick Winterbotham, a seasoned leader in the museum sector. This method is designed for adaptability—Nick even recommends an annual review to keep your strategy relevant.
In addition to strategy development, we also assist organisations in securing funding to cover review costs. Many small grants are available for this purpose, and we can help you navigate the application process.
Let’s Talk
Museums and heritage sites are facing unprecedented challenges. Now is the time to ensure your organisation has a strategy for growth and sustainability. If you’re ready to strengthen your vision, align your team, and maximize your impact, we’d love to discuss how we can help.
What Others Are Saying About Nick Winterbotham’s Strategic Programme
Emma Chaplin – “The process was engaging, fun, quick, and just what we needed.” (Director, AIM)
Carrie Canham – “We had never embarked on a strategic review before. It was intelligent, swift, and transformational... and brought the politicos and staff together as never before.” (Director, Ceredigion Museum)
Paul Baker
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