Creating a StrategicDevelopment Plan

Welcome to a People-o-meter

Go to the back of the roomLine up shoulder to shoulder facing the front You may need to overlap a bit

You are standing on a number line 1= Totally Disagree, No, Impossible10 = Totally Agree, Yes, Very possible

Listen to the question, statement and place yourself on the number position 1, 2, 3…9, 10

1. I have a current, viable and effective strategic plan in

place in my chapter.

2. Creating a strategic plan requires, input from all of

the “moving parts” in the chapter, XD, staff, board,

volunteers.

3. A Strategic plan is laid out for a one year time frame.

4. The Best time of the year to do this is March.

5. The biggest reason plans fail is not having one!

The Strategic Development Plan (SDP)

• Grandpa and shooting skeet

• What does it include?• Strategy Focus

• Measured Goals• Numeric goals #’s and $’s

• Objectives, Tasks for each Objective• Implementation

• Calendar

Key Area’s

• Levels of Partners(segmentation and other)

• Prospects• Impulse• Core• Major• Lapsed• Inactive• * Churches• * Staff Development

• Level of Relationship• Find• Win• Keep• Lift

• Communication plans• Newsletters• Emails• Texts• Social Media

• Marketing plans• Find• Win• Keep• Lift

• Skin in the Game• Staff• Board• Volunteers/Committe

esal Media

Creating a StrategicDevelopment Plan

• Don’t forget events

• Don’t forget alternative sources

• Do you need some separate thoughts for your staff, board's goals, training, etc.?

Developing a Strategic PlanEstablish your Goals

Last Year This Year

Prospect 670 (New – 100)

Impulse 240 500

Core 335 400

Major 35 40

Lapsed 44% 40%

Inactive Ugh

* Churches 13 16

Golf Tournament 62 players/$22,340 net 80 players/$25,000 net

What else?Grants

StaffBoard

Specific Events

Developing a Strategic PlanEstablish your Goals

NarrativeFocus Area Obstacles Target/Goal

Moves Management: Through effective use of our events, CRM and Relationship Development Strategy we want to grow our Major partners.

Time, XD must focus more on overall vision and 7 touch strategy with Majors and Events

2-3new major partners5 transitioned from CORE giversIncrease net by $50,000

Increased engagement by staff with their COI

Lack of training 100% engagment of currentGrow COI #'s by 10%

Golf Tournament Weak CommitteeNeed new Captains

Grow to 80 playersFind new Ownership SponsorNet $25,000

Comedy Night: Host 2nd Annual Better Church marketingNot enough sponsorsLimited Committee

Net $15,000Establish committee with$2000/member goal

Communication: Social Media audience to grow to 2000 likes

Must have a more dedicated staff to oversee this strategy

2000 likes(640+)10% conversion rate

Prospect

What When Who

Find

Win

Keep

Lift

S - specific, significant, stretching

M - measurable, meaningful, motivational

A - agreed upon, attainable, achievable, acceptable, action-oriented

R - realistic, relevant, reasonable, rewarding, results-oriented

T - time-based, time-bound, timely, tangible, trackable

MajorWhat When Who

Find Church Presentations(Fall Spring update letter)

Aug 15, Feb 28 DOD Adm, DO, XD

Find Existing Core

Find End of Year Segmented mailer with Board appt follow up

Win Hosted Special Dinners:Scott Aspesinight

TBD XD, DOD Adm

Win

Win

MajorWhat When Who

Keep 3 x invites to all Major50% attendance

Fall (Point Breaks)Yr Round(establish JJM days

XD, DOD Adm, DJJM, DPB, CMO

Keep 7 Touch Strategy: Map out Relationship Development plan for each major

June of prev fiscal year XD, DOD Adm, DO

Keep Nov TY Calls as a part of EOY 3 month strategy

Month of Nov. XD, Board, Key Staff

Lift Implement 3 touch ty correspondence

2 week increments after each event:XD to write template

XD,DOD Adm, DO

Lift

T i m e l i n e

Establish Measured Goals

Develop Objectives with Implementation Data per Goal

Peak of the Sand on a TableEstablish Narrative Summary and Goals

BE SMART

Objectives are a merger of the Measured Goals and Narrative Goals

Establish your Strategic Development Calendar, you must use task assignments &

deadlines.

Assignment• Create a Goals/Objective Chart for Impulse Givers

ImpulseWhat When Who

Find

Win

Keep

Lift