Strategic metaplan

From EcoReality

Contents 1 Project steward 2 Need 3 Description 4 Status 5 Goal or deliverable 6 Timeline, schedule, or end date 7 Plan 8 Financial budget 9 Labour budget 10 Time Log 11 Vehicle Log 12 Summary 12.1 total 12.2 by person 12.3 by activity 12.4 by vehicle 13 Final accounting

Project steward

Jan Steinman

Need

EcoReality needs clearly communicated, long-term planning that is a cooperative process, the outcomes of which may easily be understood by all.

Description

In order to best determine how to attract investors, retire debt, come up with a Permaculture design, protect the local ecosystem, produce food and energy, develop a housing plan, conform to regulatory requirements, and meet other long-term planning needs, we create a strategic planning team and a strategic plan review team.

Note that these teams do not make all these challenges happen, nor even make all these plans. Rather, the teams come up with three strategic plans for doing so!

To begin, the strategic planning team physically meets once a week, and presents their work to the review team periodically via email and wiki, no less than once each month. The review team makes recommendations, and presents plans to the members once each month at the members' meeting.

Status

This project has been abandoned due to the agreement to liquidate EcoReality. Should that change, this project may be re-instated.

Goal or deliverable

1. A tactical "do before winter" plan for 2009.
2. A one-year strategic plan.
3. A three-year strategic plan.
4. A five-year strategic plan.

Timeline, schedule, or end date

1. 2009 winter plan initial presentation to members: 30 August 2009.
2. 2010 strategic plan initial presentation to members: 30 August 2009.
3. 2013 strategic plan initial presentation to members: 27 September 2009.
4. 2015 strategic plan initial presentation to members: 29 November 2009.

   This is an aggressive schedule, based on best-case collaboration and willingness to make it happen!

Plan

1. Review and complete this metaplan.
2. Identify major goals.
3. Establish timelines for each goal and place it in the appropriate (1, 3, or 5 year) plan.
4. Describe goals in terms of projects, with draft timelines and budgets.
5. Request consent of membership for final set of plans.

Financial budget

• Pay travel expenses to relevant public meetings.

Labour budget

• 4 hours per week for each strategic planning team member

  22 weeks, 3 team members: 264 person-hours total

• 8 hours per month for each strategic plan review team member

  5 months, 3 team members: 120 person-hours total

• Grand total: 384 person-hours, or 9.6 person-weeks

Time Log

Who	In	Out	Hours	Activity	Accomplishment	Paid
Jan Steinman	2009-05-18 03:41:00	2009-05-18 04:40:00	0.9833	Planning	EcoReality agreement type structures	no
Jan Steinman	2009-06-04 18:37:00	2009-06-04 19:18:00	0.6833	Planning	Work on strategic metaplan	no
Jan Steinman	2009-06-04 21:02:00	2009-06-04 22:06:00	1.0667	Planning	Work on strategic metaplan	no
Jan Steinman	2009-06-22 21:00:00	2009-06-22 22:55:00	1.9167	Planning	Strategic planning	no
Jan Steinman	2009-06-25 02:20:00	2009-06-25 02:51:00	0.5167	Planning	strategic planning	no
Jan Steinman	2009-07-14 20:57:00	2009-07-14 22:56:00	1.9833	Correspondence	Ecoreality correspondence: DLC about EcoReality processing stuff	no
Jan Steinman	2009-09-27 19:15:00	2009-09-27 20:05:00	0.8333	Consulting	consult with DLC about Shannon's financial plan	no
Jan Steinman	2009-12-15 09:25:00	2009-12-15 11:22:00	1.9500	Planning	Priority setting meeting	no
Jan Steinman	2009-12-15 20:38:00	2009-12-15 21:20:00	0.7000	Information Management	Susie Anne's priorities exercise	no

Vehicle Log

Who

Vehicle

Date

Distance

Cost

Purpose

Notes

Paid

Summary

total

Hours

10.6333

by person

Who	Hours
Jan Steinman	10.6333

by activity

Name	Hours
Consulting	0.8333
Correspondence	1.9833
Information Management	0.7000
Planning	7.1167

by vehicle

Name

Distance

Final accounting