Effective strategic plans are the end product of discussions by informed individuals.  To be informed and consequently an effective participant in the planning process a significant amount of data generally needs to be gathered.  A series of data collection, research and analysis steps are necessary as well as focused research on specific strategic issues of concern to the organization for whom the plan is being developed. This will result in an overall environmental assessment including the identification of key trends, opportunities and risks.

While much of the information will be analyzed during the Assessment process, some research and information gathering can be started earlier.  This might include: Key trends in the program environment; plans and attitudes of major existing funders; views of key community informants; demographic changes within the target population; regulatory changes.  This process may also include compiling a list of competitors or collaborative partners including what services they offer, prices charged, etc.