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STRATEGIC PLANNING WORKSHOPREDLAC Capacity Building Program
Mombasa, Kenya, March 2011
fondo acción, colombia
Balanced Scorecard approach:
NGOs create value
Balanced Scorecard approach
Intangible assets: main source of value
Reputation & brand Trust
WorkingenvironmentLeadership
People
Networks
Two key & related challenges
Sustainability and the ability to adapt
to a rapidly changing world
“Organizations must face growing competition, greater
diversity among their stakeholders, higher expectations from
the general public, increasing costs, declining support, fast
paced technical change, and significantly new and different
business models. Survival in this environment
(sustainability) depends on the ability to adapt.”
Thomas Wolfe
Managing Non profits in the XXIst Century
Grantmaking
Financial sustainability
Measure &
report
Enhanced capacities in NGOs
Conservation impacts
Innovations
Market the Fund
Diversify donor base
Raise funds
Leverage + Partnerships + Products & Services
Impacts
Endowments
Sinking
Context: How CTFs operate
1. Consolidate the “traditional model”
• Certify internal procedures under ISO 9001-2000
• Design and apply Impact Indicators
• “Tell the story” (heroes, success stories)
2. Advance on “the new model”
• Products and services
• Costing
• Capacity building (corporate sector)
3. Explore & create options for sustainability
• Endowments
• Market-based mechanisms
• New funding sources
• Brand community
Strategic Goals
Planning timeline
January 2006
Strategic Plan I
January 2006 – December 2009
Jan 2009
SP Evaluation
Feb. 2009
Strategic Plan II
Feb. 2009 – Dec. 2012
2006 2009 2010 2013
What happened between the two
Strategic Planning exercises?
Reduced number of Strategic Objectives:
from 11 to 5
Updated the Vision
Reviewed and redesigned KPIs
Designed and tried a tool (Excel
spreadsheet) for strategic briefing &
reporting
Two thematic areas of two funds?
Strategic Map 2009 -2012
SO4 Grants
SO3 Achieve financial sustainability
SO1 Measure & Report SO5 Build capacities
SO2 Diversify & fundraise
Financial
Management
Learning & Growth Invest in Intangible Assets
Internal procedures
Clients
Financial
PERSPECTIVES
M&EStrategic
planning Grant making SupportFundraising
Planning and Briefing
Strategic Planning
2009 2013
AAP 2009 AAP 2010 AAP 2011 AAP 2012
Once every four years
Annual Action Plans
Every four months (or
when required)Strategy Briefing
Board Briefing Every two months (or
when required)
1. Intro External consultant – Yoga and productive teams
2. Review: Strategic Plan 2009-2012
3. Strategic Briefing
Progress 2009-2010 Key Performance Indicators
2011Action Plan¨ Initiatives for each Strategic Objective
¨ Managers & Teams per Initiative
¨ Budget & other resources per Initiative
¨ Timing per Initiative
¨ Tasks per Initiative
Agenda Annual Action Plan, Jan. 24-25, 2011
Key Performance Indicators
Strategic Objective KPI
2006-08
(vis a vis baseline)
2009-2010
(cumulative)
Measure and tell Impact reports Indicators, designed
and tried
2 reports
50%
Diversify (sinking) New donors 25% increase 267%
increase
Contributions US $0,6 m US $5,3 m
107%
Sustainability
(endowments)
New contributions US $2,5 m 0%
Establish
endowment
US $27 m 0%
Grant making % of investment
budget allocated
95% 26%
Vision 2009 - 2012
In 2012, Fondo Acción will be recognized as
a leader in the design and implementation of
innovations in conservation finance in
Colombia.