Strategic Planning Part 1: Cultivation & Organizational Development

Sponsored by: A Service Of:

Strategic Planning Part 1: Cultivation & Organizational Development

•  Sam Frank Synthesis Partnership

March 20, 2013


Advising nonprofits in:!•  Strategy!•  Planning!•  Organizational Development!

www.synthesispartnership.com!!

(617) [email protected]!

!

INTEGRATED PLANNING


Affordable collaborative data management in the cloud.


Today’s Speaker & Host

Sam Frank Founding Director, Nonprofit Webinars

Principal, Synthesis Partnership Assisting with chat questions: Jamie Maloney, Nonprofit Webinars

SYNTHESIS P A R T N E R S H I P

Strategic Planning Part 1: Cultivation & Organizational Development!Wednesday Webinar: March 20, 2013!

© 2013 Synthesis Partnership. All rights reserved !

Sam Frank Synthesis Partnership

Strategic Planning for Nonprofits part 1: Cultivation & Organizational Development

© Copyright 2013 Synthesis Partnership All rights reserved. Copies permitted only with full attribution




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







Why Plan?"


Is there resistance to planning within your organization?

From whom?

What is his/her argument against planning?






Why Plan?" Circumstance

Operations

Wisdom

Cultivation

Organizational Development

Aspiration







INTEGRATED PLANNING

What is Planning? "







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

!







Prepare

Assess

Engage

Plan

Implement

Planning Process"







Planning Process: !1. Prepare "

Committee Chair

Documentation

Process Design

Board Commitment

Committee







Planning Process: !1. Prepare "Typical Timeline!







Planning Process: !2. Assess"!

Gather Data

Interview Key Players

Identify Critical Issues

Examine Component Plans

Conduct a Board Self-Assessment







Planning Process: !2. Assess"Board Self Assessment Tool!







Planning Process: !2. Assess"Mission Statement!







Board & senior staff

All stakeholder groups

Ongoing communication

Planning Process: !3. Engage"!







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!







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

+!

-!







Planning Process: !3. Engage "Surveys!







Planning Process !"!




Strategic Planning Part 2: Plan Development and Implementation April 10, 2013 Strategic Planning Part 3: The Measure of Success May 15, 2013




Planning Process: !4. Plan Development "!

Mission-Based Goals

Supporting Objectives

Board Endorsement

Mission

Measurable Actions







Planning Process: !4. Plan Development "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







Planning Process: !4. Plan Development "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. !







Planning Process: !4. Plan Development "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:







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!







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. !







Planning Process: !4. Plan Development "Published Plan!







Planning Process: !5. Implement "Measurement & monitoring !







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 "synthesispartnership.blogspot.com!© Copyright 2013 Synthesis Partnership!

All rights reserved.!Copies permitted only in entirety and with full attribution!

Questions?!




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 Mission http://bit.ly/SyPci07 # 8 The Measure of Success http://bit.ly/SyPci08 # 9 Brand Identity for Nonprofits? http://bit.ly/SyPci09 #11 Integrated Planning http://bit.ly/SyPci11 #12 Managing Change http://bit.ly/SyPci14 #15 Strategic Action http://bit.ly/SyPci15 #17 Fear & Loathing of Strategic Planning !http://bit.ly/SyPci17

Arguments Against Planning Blog post from prior webinar http://bit.ly/SyParguments Other Webinars on Strategic Planning Strategic Planning Part 2: Plan Development and Implementation April 10, 2013 Strategic Planning Part 3: The Measure of Success May 15, 2013 schedule & registration links http://bit.ly/SyPwebinars

Complimentary consultation !"(by e-mail or phone appointment) [email protected]

Resources !"!





Find listings for our current season of webinars and register at:

NonprofitWebinars.com

Business

Strategic Planning Part 1: Cultivation & Organizational Development