The Stepping In It Podcast with Renee Schulte & Jason Haglund

73. Set Up to Lose: How to Bomb Strategic Planning in 2025

Renee Schulte

What’s the secret to ensuring your strategic plan crashes and burns? In this episode, we tackle the most common pitfalls organizations face when planning for the future. From ignoring essential data and tracking the wrong metrics to writing reports no one reads, we explore how poor oversight and accountability can set you up to fail. We also dive into the costly consequences of neglecting contracts, skipping annual reporting, and justifying inaction with bad data. Whether you’re leading a nonprofit, business, or community initiative, this episode is packed with lessons on what not to do if you want to make 2025 a year of progress, not regret.


In this episode, you will be able to:

  • Mastering Strategic Planning for Nonprofits: Uncover the key to unlocking sustainable growth and impact for your organization.
  • Harnessing the Power of Data in Strategic Planning: Discover how to make data-driven decisions that drive your organization's success.
  • Achieving Accountability in Behavioral Health Services: Learn the essential steps to ensure accountability and quality in behavioral health services.
  • Navigating Behavioral Health System Challenges: Explore effective strategies to overcome challenges and improve outcomes in the behavioral health system.
  • Setting and Achieving Sustainable Goals: Unlock the secrets to setting and achieving sustainable goals that drive your organization forward.


The key moments in this episode are:
00:00:02 - Introduction to Behavioral Health Systems
00:03:53 - Why Strategic Planning is Important
00:08:26 - Challenges with Data Management
00:10:21 - Revising Key Performance Indicators
00:11:41 - Ensuring Sustainability in System Transformations
00:12:06 - Importance of Understanding Contracts
00:15:34 - Accountability and Sustainability Planning
00:17:29 - Accepting Responsibility and Financial Viability
00:21:43 - Accountability and Leadership Failures
00:23:02 - The Importance of Regular Measurement and Tracking
00:24:22 - Importance of Accountability and Goal Setting
00:25:34 - Adjusting Goals and Recognizing Seasonal Changes
00:26:38 - Personal Goal Setting and Self-Care
00:27:57 - Planning for Bigger Life Changes
00:29:39 - Avoiding Pitfalls and Learning from Mistakes 


Connect with us: 

https://ruralpolicypartners.com/ 

https://www.linkedin.com/linkedin.com/company/rural-policy-partners/ 

https://www.facebook.com/facebook.com/ruralpolicypartners

https://www.youtube.com/@ruralpolicypartners


Watch this episode on YouTube: https://youtu.be/Jcz5UYDlbVk