SWOT Analysis Template © 2019 by Vertex42.com

https://www.vertex42.com/ExcelTemplates/swot-analysis-template.html SWOT Analysis Template © 2019 by Vertex42.com

SWOT Analysis [Name / Logo]

PURPOSE

(Enter the purpose of the analysis here)

S INTERNAL STRENGTHS W INTERNAL WEAKNESSSES

1 What do our members/recipients love most? 1 Where do we lack efficiency?

2 What are we more efficient at? 2 Where are we wasting money?

3 What can we do for less money? 3 Where are we wasting time and resources?

4 What can we do in less time? 4 What do other similar nonprofits do better?

5 What makes us stand out? 5 What are our top member/recipient complaints?

6 6

7 7

O EXTERNAL OPPORTUNITIES [42] T EXTERNAL THREATS

1 What is missing in our community or industry? 1 What changes are occurring in our community's environment?

2 What could we create or do better than other similar organizations?

2 What technologies could replace what we do?

3 What new trends are occurring? 3 What changes are occurring in the way we're being discovered?

4 What new technology could we use? 4 What social changes could threaten us?

5 What openings in the community or industry are there?

5 Are there any threatening government policies or regulations?

6 6

7 7

ACTION ITEMS & GOALS

1 Which opportunities should we pursue? How can we use our strengths to help us succeed?

2 Which weaknesses can be worked on to help maximize success?

3 What strategies can we put into place to be prepared for threats?

4

[LOGO}

Strategic Plan Agenda Template

Date

Location

8:30 – 9:00 am Welcome & Introductions

9:00 – 10:00 am Team Building Activity

10:00 -10:15 am Break

10:15 – 11:00 am Strategic Plan Orientation (Education) and Review

11:00 – 12:00 pm Set Goals & Strategies

12:00 – 12:30 pm Lunch

12:30 – 1:30 pm Action Steps

1:30 – 1:45 pm Break

1:45 –3:00 pm Final Discussion & Next Steps

MARKETING

Goal Statement: Increase awareness of NP Role in LA

Goal Area Strategies to Advance Goals

Action Steps Set Metrics Costs (Financial, Workforce)

Accountability Deadlines, Who?

1. Marketing 1.1 Increase visibility & awareness

Work with national org to establish commercials, radio, newspapers in the state

Increase FB likes to 3000

Participate in 9 health fairs per year

Join 9 local organizations rotary, Chamber of Commerce, Council on Aging

Create an educational brochure for community events

Advertise on buses, benches, billboards

Research and move to a new website platform

Agenda

Reflecting Strategic Goals

Welcome Chairman

Approval of Minutes Secretary

Financial Report Treasurer

Strategic Goals Committee Proposals

I. Advocacy GR Committee

PAC

II. Membership Service/Satisfaction Membership Committee

Value Proposition Task Force

III. Communications and PR PR Committee

PR Consultant

IV. Education and Training Certification Committee

Professional Development

Old Business Chairman

New Business Chairman

Adjournment Chairman

Mission Statement – To protect and advance the industry for the benefit of…….

Conflict of Interest – Should a conflict of interest arise, either real or perceived, please bring it to the

attention of the chairman.

Antitrust Avoidance Statement – No discussions shall be held that may infer or lead to antitrust

violations.

Agenda Sample Aligned with Goals-Mission 5-11.docx

NONPROFITS ARE MESSY with Joan GarryREAD THE POST AT: HTTP://WWW.JOANGARRY.COM/BOARD-MEETING-AGENDA/

JAN

MAYSEPT

OCT

QUARTERLY BOARD MEETING

(TYPICALLY A MINIMUM OF A FULL DAY)

YEAR IN REVIEW

PRESENTATION OF ANNUAL GOALS - FOR BOARD AND STAFF

KEY SUCCESS METRICS FOR THE YEAR

“GOOSEBUMP MOMENT” - IE. OUTSIDE SPEAKER, CLIENT

FUNDRAISING GOALS AND ROADMAP FOR GALA (IF APPLICABLE)

.

APPROVE AUDIT

MID YEAR BUDGET VS ACTUAL

BIG PROGRAM PRESENTATION BY STAFF(INCLUDE OPPORTUNITY FOR BOARD TO WEIGH IN ON STRATEGY)

ENRICH BOARD WITH OUTSIDE GUEST - PERHAPS A LEADER IN THE SECTOR

FINAL PREP OR DEBRIEF ON ANNUAL GALA(DEPENDING ON TIMING)

BIG FOCUS ON FUNDRAISING WITH YEAR-END AHEAD!

OFFICER ELECTIONS

CONVERSATION ABOUT BOARD MEMBER RECRUITMENT

TEE UP KEY ELEMENTS OF NEXT YEAR’S BUDGET FOR DISCUSSION

BUDGET PRESENTATION ALONG WITH ANNUAL GOALS FOR THE ORGANIZATION THAT TIE

TO THE BUDGET

YEAR IN REVIEW - RECAP OF SUCCESSES, CHALLENGES, LESSONS LEARNED

BOARD MEMBER APPRECIATION - BUILD IN TIME TO ACKNOWLEDGE THE CONTRIBUTIONS OF EACH MEMBER AND THE GROUP AS A WHOLE

.

NONPROFITS ARE MESSY with Joan GarryREAD THE POST AT: HTTP://WWW.JOANGARRY.COM/BOARD-MEETING-AGENDA/

JAN

MAR

MAYSEPT

DEC

OCT

YEAR IN REVIEW

PRESENTATION OF ANNUAL GOALS - FOR BOARD AND STAFF

KEY SUCCESS METRICS FOR THE YEAR

“GOOSEBUMP MOMENT” - IE. OUTSIDE SPEAKER, CLIENT

.

BUDGET PRESENTATION ALONG WITH ANNUAL GOALS FOR THE ORGANIZATION

THAT TIE TO THE BUDGET

.

SPRING GALA PREP

NOMINATIONS/GOVERNANCE REVIEW COMPOSITION MATRIX AND GOALS FOR RECRUITMENT

BIG PROGRAM PRESENTATION BY STAFF(INCLUDE OPPORTUNITY FOR BOARD TO

WEIGH IN ON STRATEGY)

.

APPROVE AUDIT

MID YEAR BUDGET VS ACTUAL

ENRICH BOARD WITH OUTSIDE GUEST - PERHAPS A LEADER IN THE SECTOR

BIG FOCUS ON FUNDRAISING WITH YEAR-END AHEAD!

OFFICER ELECTIONS

CONVERSATION ABOUT BOARD MEMBER RECRUITMENT

TEE UP KEY ELEMENTS OF NEXT YEAR’S BUDGET FOR DISCUSSION

SIX BOARD MEETINGS

PER YEAR(MEETINGS TYPICALLY 2-3 HOURS)

SUMMER RECESS

.

YEAR IN REVIEW - RECAP OF SUCCESSES, CHALLENGES, LESSONS LEARNED

BOARD MEMBER APPRECIATION - BUILD IN TIME TO ACKNOWLEDGE THE CONTRIBUTIONS OF EACH

MEMBER AND THE GROUP AS A WHOLE

DECEMBER FUNDRAISING PUSH

.

QUARTERLY BOARD MEETING TOPIC CYCLES 1ST QUARTER

• Year in Review

• Annual Goals

• Fundraising Goals and Planning for Spring Event

2nd QUARTER • Approve Audit

• Mid-Year Budget vs. Actual

• Summer Program Planning & Update

• Final Prep on Spring Event

3rd QUARTER • Year-End Fundraising Campaign

• Officer Elections & Board Recruitment

• Key Elements for Next Year’s Budget Discussion

4th QUARTER • Budget Presentation & Annual Goals

• Fall Fundraiser Event

• Member Appreciation Event

YOUR NONPROFIT’S NAME 2019-2020 Operational Calendar

2019 2020 Odd Year Elections (open positions vary depending on term) President, Secretary, Shreveport, Baton Rouge, Lafayette and Lake Charles Executive Board Conference Call (2nd Monday of the Month)

Even Year Elections (open positions vary depending on term) Vice-President, Treasurer, Alexandria, Monroe, New Orleans, Northshore and Houma Executive Board Conference Call (2nd Monday of the Month)

January

Annual Board Retreat (TBD) Annual Board Retreat (Jan 15-17)

Leadership Conference (TBD) Leadership Conference (Jan 22-23)

1099s distributed by Jan. 31 1099s distributed by Jan. 31

February

Health Policy Conference (February 26-28)

March

Legislative Session Convenes (March 14)

Health Policy Conference (March 20-22)

April

Legislative Review Legislative Review (TBD-based on session dates)

Legislative Session Convenes (April 10)

May

Advocacy Day at the Legislature (TBD) Advocacy Day at the Legislature (TBD-based on session dates)

June

Legislative Session Adjourns (June 8) Legislative Session Adjourns (June 6)

National Conference (June 20-25) National Conference (June 21-26) San Antonio

Post Call for Board Nominations Post Call for Board Nominations

July

August

Board Election Opens - Post Board Nominees Board Election Opens - Post Board Nominees

September

Board Elections Close (prior to conference) Board Elections Close (prior to conference)

23rd Annual Conference (TBD) 22nd Annual Conference (Sept. 18-21) New Orleans

October

Conference Budget Committee Meeting Conference Budget Committee Meeting

November

December

LANP Budget Committee Meeting LANP Budget Committee Meeting

BOARD & STAFF RESPONSIBILITY WORKSHEET

MISSION

The reason for the organization’s existence; its purpose statement

Crisp and short; easy to articulate and understand

VISION

Vision description and aspiration to describe how the organization desires to be perceived

Example: “The trusted resource and voice of the industry.”

VALUES

Guiding principles embraced by leadership and staff Example: integrity, transparency and diversity

GOALS

Statements that represent where resources will be focused to achieve the mission

Generally 3 to 5 realistic, well-stated goals

STRATEGIES

The programs and projects for achieving the goals Be realistic, yet innovative, in setting ways to advance the goals

ACTION STEPS

Very specific steps to achieve strategies Includes deadlines, delegation, resources, outsourcing, etc.

Precise aspects of the plan; often identified during and sometimes after the planning retreat ends

BUSINESS PLAN

Translation of the strategic plan into a one-year operating plan

An internal document to monitor progress

PUBLIC RELATIONS

Final process of strategic planning Includes telling members, allies and others the results of the strategic plan

An external document to share with constituents Often in a one page flyer or brochure

* Adapted and based on “Strategic Planning-Leadership Orientation-Association Effectiveness”. Robert C. Harris, www.nonprofitcenter.com

I. Call to Order

II. Approval of the Agenda

III. Approval of the Minutes

IV. Reports

1. Executive Director 2. Finance Director 3. Nominating Committee 4. Governance Committee 5. Public Relations Committee

V. Old Business

1. Board nominations 2. Contract negotiations

VI. New Business

1. Special Event VII. Comments and Announcements

VIII. Adjournment

Next meeting date March 1, 2016