strategic planning part 1
DESCRIPTION
Strategic planning should be a means not only to produce a strategy, but also to engage and cultivate stakeholders, develop leadership, and generate new energy, commitment and consensus around mission. Its primary product is not a written plan, but strategic thinking within the organization through a process of planning followed by a process of implementation. A well-conceived and managed planning process can be the most effective form of organizational development.TRANSCRIPT
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Strategic Planning Part 1: Cultivation & Organizational Development
Sam Frank
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Today’s Speaker & Host
Sam Frank Principal,
Synthesis Partnership Assisting with chat questions: April Hunt, Nonprofit Webinars
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Sam Frank Synthesis Partnership
Strategic Planning for Nonprofits part 1: Cultivation & Organizational Development
© Copyright 2011 Synthesis Partnership All rights reserved. Copies permitted only with full attribution
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Take-aways���
• How to get broad buy-in
• The benefits of an effective planning process
• How to approach & structure a planning process
• Tools for • assessing your situation • engaging your constituencies • developing & implementing an effective plan
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Why Plan?���
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
INTEGRATED PLANNING
What is Planning?���
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Committee
• Shape the planning process • Offer inclusiveness and transparency • Ensure participation and completion • Craft mission-based goals & objectives
• Facilitate action plan • Launch implementation
Roles ���
Governing Board • Set the strategic direction • Own the planning process
• Approve goals & supporting objectives
• Monitor implementation
Both • Gain a more robust understanding of the organization
CEO & Board Chair • Maintain proper focus
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Prepare
Assess
Engage
Plan
Implement
Planning Process���
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 1. Prepare���
Committee Chair
Documentation
Process Design
Board Commitment
Committee
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 1. Prepare���Typical Timeline
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 2. Assess���
Gather Data
Interview Key Players
Identify Critical Issues
Examine Component Plans
Conduct a Board Self-Assessment
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 2. Assess���Board Self Assessment Tool
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 2. Assess���Mission Statement
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Board & senior staff
All stakeholder groups
Ongoing communication
Planning Process: 3. Engage���
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Strengths Weaknesses Opportunities Threats External Environment: Opportunities Threats
Internal Environment: Strengths Weaknesses
• Inputs (Human resources, funding, facilities)
• Processes (Programs, operations, governance)
• Outputs (Quality of programs, social change)
Planning Process: 3. Engage���Situation
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 3. Engage���Polarities
MANAGEMENT
by Budget by Mission
+ Sustainability Purpose Fulfillment of mission Service to community
- Bottom-line decision making Cut programs if budget can’t be balanced Not attuned to ultimate purpose of institution
Requires extraordinary leadership & involvement Requires full commitment to fundraising
FUNDING PRIORITY
Facilities Programs
+ -
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 3. Engage���Surveys
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 4. Plan���
Mission-Based Goals
Supporting Objectives
Board Endorsement
Mission
Measurable Actions
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 4. Plan���Goals & Objectives CBE Mission-Based Goal: Membership ���Strengthen ties & the sense of community among all members. Supporting Objective 1:���
Develop programs that appeal to every segment of the CBE community. Supporting Objective 2:���
Connect with new members through as many means as possible. Supporting Objective 4:���
Reach out to members only partially engaged in the CBE community. Supporting Objective 8:���
Cultivate all younger members as potential leaders.
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 4. Plan���Goals & Objectives CBE Mission-Based Goal: Finance ���CBE will operate in a fiscally responsible manner. CBE has not made a compelling case for the appropriateness of its current spending or its need for a higher level of funding. More transparency is needed to indicate where funds are going and how thinly they are stretched. For financial sustainability CBE needs to look at retaining existing members and increasing membership.
Supporting Objective 1:���
Communicate the financial facts more clearly to the membership. Supporting Objective 2:���
Identify opportunities for revenue enhancement to support expansion of programming and services. Supporting Objective 3:���
Make prudent choices about programs that can be supported. Supporting Objective 4:
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 4. Plan���Mission-Based Goals i[2]y Mission ���End isolation & improve quality of life for young adults affected by cancer.
Mission-Based Goals Program: Access ���Offer access to resources for young adults with cancer, their families, and their care providers Program: Connections ���Create opportunities for young adults with cancer to make meaningful connections to each other. Program: Quality of Life ���Have an impact on the quality of life of young adults with cancer Fundraising Develop a sustainable funding stream from foundations, individuals and corporate sponsors Marketing���Make i[2]y a visible resource to all diagnosed young adults, survivors, their families and care providers Governance Shape the board and its activities to support sustainably the mission of i[2]y Finance / Operations
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
Mission: End isolation and improve quality of life for young adults affected by cancer
Mission-Based Goal: Offer access to resources for young adults with cancer, their families, and their care givers
Supporting Objective 2 ���Develop a robust presence in cancer treatment centers
Supporting Objective 1 ���Upgrade the website to state of the art
Planning Process: 4. Plan���Mission to Action i[2]y
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
Dedication to Excellence Goal 1!SGIS will operate as a single school in pursuit of its mission. Objective 2!Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. !
Strategic Planning: 4. Plan���Two versions SGIS
The three-campus model is not just an added value of SGIS, it is an essential feature of the SGIS education and experience, both for students and for their families. This fact must be reflected in curriculum, communications, family events, and all other school functions. SGIS will have to re-examine curriculum, communications, and events annually to assure that the school is reflecting this commitment in them in the best possible manner.!
Action 1: "Annually review the curriculum to assure that it supports the understanding and acceptance of all SGIS students.!Action 2: "Communicate to all constituent groups the vision and progress of cross-campus connections at least three times a year. !Action 3: "Parents Association will plan events, times and location to be supportive of all three campuses. !!Action 4: "Have at least one school-wide event for families and faculty from all 3 campuses each year. !
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 4. Plan���Action Plan WS
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 5. Implement���Plan tracking and monitoring
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Planning Process: 5. Implement���Published Plan
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
SYNTHESIS
P A R T N E R S H I P
Advising nonprofits in strategy, planning, and organizational development
683 Commonwealth Avenue��� Newton MA 02459
617 969 1881��� [email protected]
www.synthesispartnership.com���[email protected]
© Copyright 2011 Synthesis Partnership All rights reserved.
Copies permitted only in entirety and with full attribution
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Critical Issues #1: Why Plan? http://bit.ly/SyPci01 #2: The Secret Life of Surveys http://bit.ly/SyPci02 #5: The Structure of Planning http://bit.ly/SyPci05 #7: On a Mission http://bit.ly/SyPci07
#8: The Measure of Success http://bit.ly/SyPci08 #9: Brand Identity for Nonprofits? http://bit.ly/SyPci09
Other Webinars on Planning
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schedule & registration links http://bit.ly/SyPwebinars
Complimentary consultation ���(by e-mail or phone appointment) [email protected]���
Resources ���
SYNTHESIS P A R T N E R S H I P
Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: July 13, 2011
© 2011 Synthesis Partnership. All rights reserved
December 8, 2010���www.synthesispartnership.com http://bit.ly/SyPBlog
Strategic Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
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