Planning Basics

A Guide for Developing Community Long-term Care Options

This guide has been developed by the Division of Aging and Adult Services, North Carolina Department of Health and Human Services, in collaboration with the Center for Aging Research and Educational Services, Jordan Institute for Families, School of Social Work, The University of North Carolina-Chapel Hill.

First Web Edition, published August 18, 2004, in Adobe Acrobat (.pdf) format. Note: This document is formatted for Acrobat Reader 5 or 6. If you are using an earlier version, please download a newer version of Acrobat.

To download a free Acrobat reader, go to http://www.adobe.com/products/acrobat/readstep2.html

  • Cover, Table of Contents, Introduction, 149 KB
  • I. A Review of the Planning Process, 110 KB
    • 1 - Why plan well? (Revised, 11-15-04)
    • 2 - Steps in strategic planning
    • 3 - That vision thing
    • 4 - Are you ready to plan?
    • 5 - Established planning initiatives for services for older and disabled adult in NC
    • 6 - Roles and responsibilities of the lead agent
  • II. Support for the process, 62 KB
    • 7 - Planning sponsorship and finding sponsors
    • 8 - Working with county commissioners and other public officials
    • 9 - Identifying and involving informal community leaders
  • III. Skills for leading, 343 KB
    • 10 - Claiming your leadership style
    • 11 - The art of motivation
    • 12 - Sparking creative thinking
    • 13 - Active listening
    • 14 - Negotiation
    • 15 - Conflict resolution
    • 16 - Managing disruptive behaviors in teams
  • IV. Managing meetings, 150 KB
    • 17 - Making meetings productive
    • 18 - Time management
    • 19 - Facilitation
    • 20 - Minutes
    • 21 - Learning styles and the decision-making process
    • 22 - Group decision making and process
    • 23 - Parliamentary procedure and Robertís Rules of Order
  • V. Communicating, 218 KB
    • 24 - Social marketing
    • 25 - Developing a marketing and public relations plan
    • 25 - Working with the media
    • 26 - Writing clearly
    • 27 - Effective presentations
  • VI. Productive teamwork, 145 KB
    • 28 - A teamwork checklist
    • 29 - Giving structure to your planning team
    • 30 - Identifying and recruiting planning team members
    • 31 - Recruiting and retaining volunteers
    • 32 - Encouraging consumersí active participation
    • 33 - Supporting diversity in community planning
    • 34 - Reducing turfism among planning team members
  • VII. Gathering and using data, 143 KB
    • 35 - Community dialogues
    • 36 - Finding and using public data
    • 37 - Homegrown data
    • 38 - Using community mapping for planning
    • 39 - SWOT analysis
  • VIII. Products of planning activities, 41 KB
    • 40 - Strategic plans
    • 41 - Getting started and tracking progress (to come)
    • 42 - Grant writing
    • 43 - Evaluation, long- and short-term
  • Appendixes

We appreciate your feedback. Regarding the content of the Planning Basics guide, please e-mail Steve Freedman at the NC Division of Aging and Adult Services, Steve.Freedman@ncmail.net. For comments about the web page or .pdf files, please e-mail Margaret Morse at CARES, mmorse@email.unc.edu.

Continuing thanks to Julie Bell, who coordinated the development of this guide and wrote many of the chapters.