Needs Assessment and Strategic Planning

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Needs Assessment and Strategic Planning
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ST2178

Zürich (Switzerland)

16 Feb 2026 -20 Feb 2026

6000

Overview

Introduction:

Needs assessment and strategic planning constitute core institutional processes that guide organizations in aligning resources, priorities, and initiatives with long-term objectives. Effective planning relies on systematic assessment of organizational needs, environmental conditions, and stakeholder expectations to support informed decision-making. This program presents structured frameworks for conducting needs assessments and translating findings into coherent strategic plans. It emphasizes governance alignment, evidence-based analysis, and performance-driven planning within organizational contexts.

Program Objectives:

At the end of this

The participants will be able to:

  • Define the institutional purpose and scope of needs assessment and strategic planning processes.

  • Classify assessment models and planning frameworks used in organizational settings.

  • Analyze internal and external data sources informing strategic priorities.

  • Evaluate alignment between identified needs, strategic objectives, and resource allocation.

  • Develop structured planning perspectives that support sustainable organizational performance.

Targeted Audience:

  • Senior Managers and Department Heads.

  • Strategy, Planning, and Performance Officers.

  • Program and Project Managers.

  • Policy, Development, and Organizational Development Professionals.

  • Leaders involved in institutional planning and decision-making.

Program Outlines:

Unit 1:

Foundations of Needs Assessment:

  • Concept and institutional role of needs assessment.

  • Strategic value of evidence-based decision-making.

  • Types of needs: organizational, operational, and stakeholder-driven.

  • Relationship between needs assessment and strategic planning.

  • Governance considerations in assessment processes.

Unit 2:

Needs Assessment Models and Methodologies:

  • Qualitative and quantitative assessment approaches.

  • Stakeholder analysis and engagement frameworks.

  • Environmental scanning and situational analysis tools.

  • Prioritization techniques for identified needs.

  • Data integrity and validation considerations.

Unit 3:

Strategic Planning Frameworks:

  • Overview of strategic planning models and cycles.

  • Vision, mission, and strategic objective formulation.

  • Translating assessment outcomes into strategic directions.

  • Scenario planning and strategic option analysis.

  • Alignment with organizational mandate and policy frameworks.

Unit 4:

Strategy Alignment and Resource Planning:

  • Linking strategic objectives with operational plans.

  • Resource allocation and capacity considerations.

  • Risk identification and mitigation in strategic planning.

  • Performance indicators and monitoring mechanisms.

  • Ensuring cross-functional alignment and ownership.

Unit 5:

Implementation, Monitoring, and Continuous Improvement:

  • Governance structures supporting strategy implementation.

  • Monitoring progress against strategic objectives.

  • Reporting frameworks and accountability mechanisms.

  • Adaptive planning and response to change.

  • Continuous improvement in planning and assessment systems.