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The Case for Integrated Planning
Sam Frank Synthesis Partnership
September 28, 2011
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Advising nonprofits in: • Strategy • Planning • Organizational Development
www.synthesispartnership.com
(617) 969-1881 [email protected]
INTEGRATED PLANNING
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Affordable collaborative data management in the cloud.
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Today’s Speaker & Host
Sam Frank Principal
Synthesis Partnership Assisting with chat questions: April Hunt, Nonprofit Webinars
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Sam Frank Synthesis Partnership
The Case for Integrated Planning Effective Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways���
Differences among types of planning.
How different types of planning fit together.
Further resources.
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
For every complex problem ���there is a simple solution;���...and it is always wrong.
H.L. Mencken
Why Plan?���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Why Plan?���
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
The Planning Cycle���
PROGRAM ���PLANNING
STRATEGIC ���PLANNING
BUSINESS ���PLANNING
ORGANIZATIONAL DEVELOPMENT
IDENTITY DEVELOPMENT
FINANCIAL MODELING
TECHNOLOGY PLANNING
HUMAN RESOURCE PLANNING
ADVANCEMENT PLANNING
FACILITY ���PLANNING
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
Implementation
The Planning Process Five Components
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
Implementation
The Planning Process Points of Integration
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
Program Planning Process���
Preparation Assessment
Engagement
Plan Development Implementation
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Mission-Based Goals
Program Objectives
Program Planning���
Description of Programs
Organizational Structure
Resources
Implementation Process
Context
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
Business Planning Process���
SYNTHESIS P A R T N E R S H I P
Preparation
Assessment Engagement
Plan Development Implementation
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Business Planning���
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Organization structure
Finance
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Strategic Planning Process���
SYNTHESIS P A R T N E R S H I P
Assessment
Engagement Plan Development
Implementation
Preparation
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Board Meetings Initial Retreat Review Review Adopt Plan
PREPARATION
Review and pre-plan
ASSESSMENT
Identify Critical Issues
Benchmarking / Research
ENGAGEMENT
Initial Retreat Initial Retreat
Constituency Meetings
Survey (by ISB)
PLANNING
Develop Goals & Objectives
Shape Actions, Measures, Timeline, Costs
Assemble Full Plan & Report
Revise and Refine
IMPLEMENTATION
Design
Jan Feb
Monitor
Aug Sep Apr MayOct MarNov Dec
Strategic Planning 1. Prepare���Typical Timeline
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Strategic Planning ���
For more detail see slide sets for Strategic Planning 1: Cultivation & Organizational Development & Strategic Planning 2: Getting Results
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning 4&5 Plan/Implement���Action Plan WS
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning 5. Implement���Plan tracking and monitoring
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning 5. Implement���Dashboards
from Blue Avocado ���(http://www.blueavocado.org)
from Indianapolis Museum of Art
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Board Issues
Organizational Development���
SYNTHESIS P A R T N E R S H I P
Responsibilities Membership Structure & Process Capacity
Staff Issues Organizational structure
Professional development
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS
P A R T N E R S H I P
National Association of Independent Schools Annual Conference: Chicago February 25, 2009
Mission / Identity / Brand
Institutional Identity Development���
SYNTHESIS P A R T N E R S H I P
What is identity & why does it matter?
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Ongoing work Communications
External relations
Donor relations
Alumni relations
Annual giving
Planned giving
Periodic planning Capability assessment
Fundraising assessment
Campaign planning
Advancement Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Establish fair, predictable, ���and comprehensive policies
Devote resources appropriately ���to needs and values
Comply with all regulations ���and requirements
Human Resource Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Information technology
Technology Planning���
SYNTHESIS P A R T N E R S H I P
Program technology
Advancement technology
Knowledge management
Upkeep
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Master Planning Facility Planning Architectural Programming & Budgeting Selecting Architects & Constructors Contracts Design & Construction Financial Modeling
Facility Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved www.synthesispartnership.com
© 2011 Synthesis Partnership Except for examples of nonprofit plans, missions & dashboards owned by others All rights reserved
Resources ���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
Other Webinars on Related Areas current listings & registration at http://www.nonprofitwebinars.com���schedule, archive, & registration at http://bit.ly/SyPwebinars
Complimentary consultation [email protected]���(by e-mail or telephone appointment)
Strategy, planning, and organizational development for nonprofits.
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