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WCGN Strategic Planning Workshop
Sharon J. Mitchell
Strategic Planning
Don’t move on without it . . . Developing an effective strategic plan
Why a Strategic Plan?
Breakthroughs require focus and choices
Great Tool – OGSM Objectives, Goals, Strategies & Measures
Organizations rarely follow through on a disciplined strategic plan, because often the process is far too complex. It’s really two simple concepts: • Concept #1: Clearly and simply defining …
– “What” success looks like for an organization, and then – “How” the organization will deliver that success
• Concept #2: Making real choices on resource allocation …
Great Tool - OGSM
• 3-5 Year horizon – Objective
• Words for Direction for organization
– Goals • Numbers to determine if Objective has been achieved
• 1-3 Year horizon
– Strategies • Words depicting a few critical choices to drive organization
toward Objective
– Measures • Numbers to determine if Strategy has been achieved
Great Tool - OGSM
• For each Measure – Plans
– Tactics • Few critical action steps to achieve strategy
– Targets • Date by which Tactic is to be completed
– Responsible person
Great Tool – OGSM
Strategy ‘How to win’
Goals ‘Measure winning’
Objective ‘What is Winning’
Measures ‘Are strategies working?’
Plans Owners/Due Dates
How do you do it?
Start with foundation:
Mission – Why you exist; What you do? Values – What you believe in
How do you do it?
Engage the right people:
Board Leaders
Key Stakeholders
Community Leaders
Specific Target Groups
How do you do it?
Do pre-work – SWOT analysis:
Strengths
Weaknesses
Opportunities
Threats
How do you do it?
Suggest a Focused Time – Half Day Retreat
Share Pre-work in advance
Establish Ground Rules
Review Relevant Data and SWOT Analysis
Discussion and Café Table Format Suggested
Seek “Weigh-In” from all participants at key points
How do you do it?
Set the 3-5 Year Objective:
What success looks like for the organization
Breakthrough, Discontinuous
Transformative
Outward focused
How do you do it?
Set Measurable Goals for 3-5 years:
Key metrics that will track progress vs. the Objective
Stretch yet achievable
Have a vehicle to obtain the metric
How do you do it?
Select 3 - 5 Strategies
The choices that define where the organization will focus its effort
Each Strategy should have a “strategy owner”
How do you do it?
Select Measures for each Strategy
The key metrics that will track progress of the strategy
Have a vehicle to obtain the metric
How do you do it?
Create the Plans for the next year:
The most important projects that will make each Strategy successful
Each plan must have a single point owner and a completion date
How do you do it?
Create the Capability:
Do a capacity check – do you have the capacity to deliver the plan?
If a capacity gap exits, create the capacity – or modify the plan
How do you do it?
Engage everyone - key stakeholders:
Members of the organization
Donors
Community supporters
Non-profit grant applicants
How do you do it?
Track progress – at least quarterly:
Determine whether the plan is “on track”
Address gaps - what’s needed to close gaps?
How do you do it?
Annually Renew the Strategy or Create a New One
Annual Retreat – is strategy working?
Need new Strategic Plan or renewal of current?
On track to meet Goals?
Are Goals and Strategies still right?
What’s changed?
How do you do it?
Start with foundation (Mission & Values) Engage the right people Do pre-work – SWOT analysis Set the 3-5 year Objective Set Measurable Goals – for 3-5 years Select 3-5 Strategies Select Measures for Each Strategy Create the Plans for the next year Create the Capability Engage Everyone Track progress – at least quarterly Renew the Strategy
Example
Impact 100 Cincinnati
Who We Are
• Impact 100 was founded in 2001; First grant was awarded in 2002
• All grants awarded are $100,000+
• For 10 years (2004 – 2013), awarded 2 grants of $100,000+
• Impact 100 has awarded $2.5 Million to 22 agencies
• Membership has grown from 123 members in 2002 to ~400 members In 2014
• Strategic Plan developed in 2012 - to address stagnant grant dollars & “groups”
• Prework; Half Day Strategic Planning Retreat; Data Grounding; Café Table Discussions; Completion @ Board Meetings
• Progress tracked every 4-6 months
• Strategy renewed annually in 2013 & 2014
Key Issue
Number of members grew But
Grant dollars were stuck at $215K + $10K
2007 2008 2009 2010 2011 2012
# Members 247 272 275 305 341 311 Grant $ $217K $222K $206K $218K $224K $215K
Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
New Focus = Growth
• Focus on growing Grant Dollars • Focus on recruiting full members
• Focus on recruiting younger (<40) members
– Encouraged Sponsorships
– Encouraged Mom/Daughter pairs
• Created and announced a transition year
• Leveraged 12 month payment plan
Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)((2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(SB(by(??(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)((2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
Transition Year
• 2013 was a Transition Year • Some Quartets/Trios traded up • Many Quartets left
2007 2008 2009 2010 2011 2012 2013
# Members 247 272 275 305 341 311 216 Grant $ $217K $222K $206K $218K $224K $215K $216K
Results - BREAKTHROUGH
• 2014 was a BREAKTHROUGH • Membership Grew • Grant Dollars Grew • Impact 100 reached first-ever 3 grant year!!!
2007 2008 2009 2010 2011 2012 2013 2014
# Members 247 272 275 305 341 311 216 394 Grant $ $217K $222K $206K $218K $224K $215K $216K $327K
Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((215((((216(((((327((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual((((((((((2(((((((((2(((((((((3((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers(((68%(((((65%((77%(Act.(FME(((((((((((((((74%(((89%(
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((16((((((((21(((((((35((((((((394*(((((((((((
*(changed(measure(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%(((((77%(Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good((((((((((((((((((95(#(NFP(att.(at(info(sesn(((((((((((((((((101(#(NFP(at(workshop(((((((((((((((((((((((((81(#(of(talks(given(–(new(NFP((((((((((((((2(#(outrch(evnts(to(B/C/K/W/H(((((((((2(#(NFP’s(in(data(base((((((((300((((((840(
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((33(((((((89(#(on(Prospect(List(((((((((((((((((((((((((((((((95+(((((??(((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((6((((((((10((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22((((((((19((((((((26(#(total(mbrs(age((<40(((((((37((((((((41((((((((48(#(totl(mbrs(trget(cnties((((88((((((((81((((((108(((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
SJM(2/20/14(version(11(
Typical OGSM Timetable
Prework l Establish Mission l Establish Values l Input from key stakeholders; Conduct SWOT analysis; data collection
Session #1 l Establish Ground Rules l Define OGSM Process l Define 3-5 Year Objective l Define 3-5 Year Goals l Identify Strategies l Appoint Strategy Owners (where possible) l Present Strategy Measure options/Decide where possible l Begin Plan identification l Conduct sufficiency check vs. defined Goals l Define Plans for each Strategy w/ Owner & Date Homework: l Each Strategy “Owner” refines Measures and Plans with small team l Quantify Strategy metrics
Session #2 l Finish Measures & Plans l Gain Team Buy-In to Strategy l Complete Plan Definition l Conduct Resource check l Build OGSM Scorecard l Build Deployment/Communication plan l Agree to quarterly review process and annual renewal
Mandatory for this process to work . . .
l Commitment and active participation from the organization leader(s) l Willingness to make the hard calls l Clearly define success and stay on a consistent path l New priorities are managed through, not outside, the plan
l Acceptance that strategic planning is not an “event” l Strategic Plan is not just a “meeting and a binder” l Formal review at least quarterly; annual renewal of the plan
Why strategy work often fails
• Lack of clarity on what success really looks like over a defined period of time
• Failure to make clear strategic choices
• Selecting too many project priorities - “do everything”
• Not matching the plan to organization capability, reaching too far
• Lack of clarity and accountability on execution and behaviors
• Plan is too voluminous and/or complex
• Absence of disciplined follow-up & measurement – No clear metrics to objectively track progress on a regular basis – Failure to renew the plan at least annually – No on-going internal owner for the planning process
Strategic Planning
Challenges Not “natural” for all learning styles
• Know styles of participants; leverage strengths
Some have difficulty understanding capacity
Some have difficulty diverging; some converging
Some are big risk takers; some very conservative
Some experienced; some no experience
Strategic Planning
Use of Facilitator - Choices
Outside facilitator
Board member
Member
Someone experienced in Strategy facilitation
Strategic Planning
Questions?
