Phase 2 of the Transition Roadmap journey is a pivotal period where leaders engage in active collaboration to develop a comprehensive plan for the organization’s transition. This allows the organization to transition strategically and in a way that will serve the community best. 

Phase 2 has five steps:

Organizational Assessment

This helps to understand the organization’s current state and develop a plan for the future. By guiding leaders to assess their organization’s strengths and weaknesses, they can create a realistic plan for change that builds on strengths, and helps to improve weaknesses.

Strategic Planning

The first step in strategic planning is to evaluate the organization, assessing its mission, vision, and values. These things define an organization in what they want to achieve, the world they hope to create, and the way in which they will accomplish their goals.

The organization will conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to inform and develop a strategic plan.

Organizational Planning

Organization leaders conduct a thorough analysis of the current state of the organization. This involves the definition and evaluation of the current state of the organization, and finally, the definition of the future state of the organization.

Leaders use this information to develop two care model canvases, one speaking to the current state of the organization and the other to the future state of the organization in relation to target beneficiaries, impact goals, primary programs or main activities, staffing structure, key partnerships, critical resources, income sources, and cost factors.

Program Planning

Program planning in transition involves evaluating the current programs of an organization, identifying areas that need improvement, and developing new programs to achieve the organization’s goals during the transition period. 

The goal of program planning in transition is to create a clear definition of new programs that will be transitioned to.

Transition Planning

To plan for transition, leaders identify the resources needed for implementation, such as training for staff and management, developing policies and procedures, and implementing a new program model. It also involves assessing potential risks and challenges during the transition period and developing strategies to mitigate them. 

Ultimately, transition planning aims to ensure a smooth and successful transition that prioritizes the well-being and rights of the children and families involved. 

At the completion of Phase 2, the transition plan is fully developed, taking into account the needs of the children, families, and community at large.

Taking careful time to plan is vital for the best outcomes for everyone impacted by the organization, and allow for a clear path forward for the organization.