Strategic Planning Part 1: Cultivation & Organizational Development

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Strategic Planning Part 1: Cultivation & Organizational Development

Sam Frank

May 30, 2012


Advising nonprofits in: •  Strategy •  Planning •  Organizational Development

www.synthesispartnership.com

(617) 969-1881 [email protected]

INTEGRATED PLANNING


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Today’s Speaker & Host

Sam Frank Principal

Synthesis Partnership Assisting with chat questions: April Hunt, Nonprofit Webinars

Sam Frank Synthesis Partnership

Strategic Planning for Nonprofits part 1: Cultivation & Organizational Development

© Copyright 2012 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

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

Strategic Planning Part 1: Cultivation & Organizational Development Wednesday Webinar: May 30, 2012

© 2012 Synthesis Partnership. All rights reserved

Why Plan?��

Circumstance

Operations

Wisdom

Cultivation

Organizational Development




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: 4. Plan��

Mission-Based Goals

Supporting Objectives

Board Endorsement

Mission

Measurable Actions




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.




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:




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




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��Action Plan WS




Planning Process: 5. Implement��Plan tracking and monitoring




Planning Process: 5. Implement��Published Plan




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 2012 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 a 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 Business Planning http://bit.ly/SyPci12 #13 Facility Planning http://bit.ly/SyPci13

Arguments Against Planning Blog post from prior webinar http://bit.ly/SyParguments Other Webinars on Planning Strategic Planning Part 2: Getting Results June 20, 2012 schedule & registration links http://bit.ly/SyPwebinars

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

Resources ��





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