In this section we can think about about the why, what, when, how – and who to involve. We look at how to begin and getting your ducks in a row.

The first thing to do if you are going to embark on a planning process is to set up a notebook or file in which to keep the shared vision and any plan you develop and use them as living documents that you can refer back to.

It will be important to schedule regular reviews of these documents so they remain relevant to your situation over time.