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The planning process is an essential tool for guiding organizational performance, identifying the resources you’ll need and keeping you on track. It addresses funders most basic questions: *Whom do you serve? *How do you serve them? *What resources do you need? *How will you reliably raise financial and in-kind resources? *How will you measure performance and incorporate feedback for continuous improvement? In this session you will learn how this tool lays the foundation for successful fundraising efforts.
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Sponsored by: A Service
Of:
7 Ways Planning Improves Social Impact and
Sustainability
Geri Stengel and Audrey Winkley
March 13, 2013
Sponsored by: A Service
Of:
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development
www.synthesispartnership.com
(617) 969-1881
INTEGRATED PLANNING
Sponsored by: A Service
Of:
Affordable collaborative data
management in the cloud.
Sponsored by: A Service
Of:
Today’s Speakers
Geri Stengel President
Ventureneer/Stengel Solutions
Hosting:
Sam Frank, Synthesis Partnership Assisting with chat questions: Jamie Maloney, Nonprofit Webinars
Audrey Winkler Principal
OMG!
Organizational Management Group
Title of Show Subtitle here
7 Ways Planning
Improves Social Impact
and Sustainability
Presented by: Geri Stengel Audrey Winkler For Nonprofit Webinars March 13, 2012
6
Spread the Word
Planning improves performance
2.5 + times
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Why Business and Strategic Planning?
1. Clarity and focus
2. Analysis and evaluation
3. Prioritization
4. Align resource with priorities
5. Financial sustainability
6. Tightly managed and
smartly led
7. Measure social impact
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Nonprofits That Should Use Planning
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1.) Clarity and Focus
• Whom do you serve?
• What do?
• How do you make a
difference?
• How do you know?
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2.) Analyzing and Evaluating
Internal factors
• Program/service performance
• Proprietary know how
• Reputation
• Name recognition
• Alliances
External factors
• Market size
• Market needs / characteristics
• Marketplace
• Competitive comparison
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3.) Prioritization
• Align with mission and social impact
• Complement core capabilities
• Execute well
• Makes a big social impact
• Improve efficiency or effectiveness
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4.) Align Resources With Priorities
• Include human / infrastructure resources
• Project costs
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5) Financial Sustainability
• Project existing revenue
• Identify new revenue sources
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6) Tightly Managed and Smartly Led
• Analyze and plan
• Evaluate leadership
• Cultivate emerging leaders
• Develop a culture of learning and
development
• Create a culture of constructive
comment
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7) Measuring Social Impact
Measure
Analyze
Improve
Repeat
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It’s Not the Destination It’s the Journey
• Explore
• Discover
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Connect With Us
Name
Geri Stengel [email protected]
http://www.linkedin.com/in/geristengel
http://www.facebook.com/Ventureneer
http://twitter.com/#!/ventureneer
Audrey Winkler [email protected]
http://www.linkedin.com/in/audreywinkler
http://www.facebook.com/OmgOrganizationalManagemen
tGroup
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Sponsored by: A Service
Of:
Find listings for our current season
of webinars and register at:
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