Business strategy and planning audit

Developing a business strategy and plan is essential for long-term survival and growth. Developing a vision, based on shared values and a philosophy of care, is the starting point. Planning is about putting values into practice, and taking actions that will improve the lives of people who use services. Developing clear objectives as part of the planning process enables staff to work towards common goals both as individuals and as part of a team. This audit aims to help you assess and improve your strategy and planning.

There are 8 questions spread over pages. If you would like to prepare your answers, you can view and print all the questions first. Otherwise, you can start the audit below.

Please select your answers to the questions below. Questions marked with an asterisk (*) and highlighted must be answered before you can move on to the next page. Click on 'clear' at the bottom of the page to clear your selections and start the page again.

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Defining the values and philosophy of care

1. Organisations, and particularly those in the social care sector, need a philosophy or set of values informing what they do and how they do it. Some of the values that have been identified for the social care sector are: promoting independence, respecting rights, providing choice, and giving people who use services a say in how services are delivered. Setting out a statement of values is important in letting everyone know how you intend to deliver services. This statement needs to be reviewed from time to time to ensure that it is a true reflection of your values and that any changes have been incorporated. Some National Minimum Standards have a requirement for such statements to be prepared.

Do you have an up-to-date statement of your values or philosophy? *

2. Which of the following do you do? Tick all that apply.


Developing a business strategy

3. Every organisation needs a business strategy if it is to survive and continue to provide services. Most organisations have a written strategy, which usually identifies objectives or business aims, the market or sector the organisation is working in, and the risks and opportunities on the horizon. It defines how your organisation gets from where you are now to where you want to be.

Do you have such a business strategy? *

4. When developing a strategy and/or plan, which of the following do you do? Tick all that apply.