Organizational Strategic Planning Guide
September 08, 2025
This guide provides health agencies with an overview of the organizational strategic planning process, comprised of seven major phases that an organization should complete on a recurring basis to adapt and refine their plans over time. This allows organizations to remain responsible as their needs and goals evolve.
In addition, the guide reviews keys to success and highlights tips for addressing common challenges for each phase. It helps organizations better navigate uncertainties, anticipate challenges, and achieve success in their strategic planning.
This resource has been updated. It was originally published on July 29, 2024.
This work was supported by funds made available from the Centers for Disease Control and Prevention (CDC) of the U.S. Department of Health and Human Services (HHS), National Center for STLT Public Health Infrastructure and Workforce, through OE22-2203: Strengthening U.S. Public Health Infrastructure, Workforce, and Data Systems grant. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by CDC/HHS, or the U.S. Government.