A workshop for the 2019 Bonner Summer Leadership Institute at Waynesburg College. Presented by Amber Finnicum-Simmons (Stetson University) and Ariane Hoy (Bonner Foundation). The presentation is also available in a Prezi format at https://prezi.com/view/eiRyckToNrlqSaA0jtGn/. It covers the process, content, and examples of effective strategic plans. For more info, visit: http://bonner.pbworks.com/w/page/105867312/Strategic%20Planning%20for%20Your%20Center%20-%20Overview

1. STRATEGIC
PLANNING
FOR CENTERS
Amber Finnicum - Simmons Ariane Hoy
Stetson University Bonner Foundation

2. Introductions

3. 1. What & Why -
Framework & Examples
2.How & WHO -
Process, Participants and Facilitators
3.When - and Other Considerations
where we’re going
Please share at every step!

4. 1. What & WHY
strategic plan?
• Definitions
• Elements
• Examples

5. Who Here Has Done a Plan?

6. used across
many sectors
One-Page Plans
Balanced Scorecard
QEP
Business Plan
Growth Plan
One-Page Plans
Strategic Vision

7. It’s a process
Strategic planning is an organizational
management activity that is used to set
priorities, focus energy and resources, strengthen
operations, ensure that employees and other
stakeholders are working toward common goals,
establish agreement around intended outcomes/
results, and assess and adjust the organization's
direction in response to a changing environment.
- Balanced Scorecard, 2019

8. Planning in
higher education
Allison, M., & Kaye, J. (2011). Strategic Planning for Nonprofit Organizations: A Practical Guide and Workbook.
Get Ready
Articulate
Mission,
Vision &
Values
Assess Your
Situation
Agree on
Priorities
Write the
Plan
Implement
the Plan
Evaluate
and
Monitor
the Plan

9. TYPICAL ELEMENTS
Mission, Vision, and Values – organization’s guiding principles as a
reference point for planning, especially when determining how to allocate
resources and measure achievements.
Collaborators and Beneficiaries – including critical stakeholders, with
attention to expectations for the plan’s development and implementation.
Context or Environmental Scan – examining cultural issues, resource
con- cerns, and other factors that may impinge on the planning process.
Goals – identifying an organization’s aspirations in tangible, achievable,
and measurable terms.
Strategies and Action Plans – translating goals into concrete
strategies, activities & timelines.
Plan Creation and Management – sharing goals and strategies in
comprehensive, yet easily understood, manner.
Outcomes and Achievements – monitoring progress and, most
importantly, evaluating outcomes.
Adapted from Center for Organizational Development and Leadership
Strategic Planning in Higher Education: A Guide for Leaders (2014)

10. with results
A strategic plan is a document used to
communicate with the organization the
organizations goals, the actions needed to
achieve those goals and all of the other critical
elements developed during the planning
exercise.
- Balanced Scorecard, 2019

11. institutional
examples

15. Involved in planning now?

16. Your Takeaways?
Why you want to do it?
How initiate?
How define?

17. center
examples:
Our Focus

18. Mission

19. goals

20. objectives

21. MEASURES

22. TIMELINES

23. Other Elements?

24. Living document

25. why DOES it matter?
Public perception
Legitimacy
Organizational Management
Value to Institution and Community
Worthy of Staff & Resources
Alignment with Institutional Mission
Direction & Autonomy

26. ALIGNING PRIORITIES

27. link to institutional plan

28. Examples? Results?

29. Let’s Have Some Fun!
Review a plan and discuss…
Ideas sparked?
Things you need?
Questions?

30. Your Takeaways?
What you liked?
What made you worry?
Strategy points?

31. 2. How & WHO
• Process
• Facilitators
• Stakeholders

32. same basic steps
Get Ready
Articulate
Mission,
Vision &
Values
Assess Your
Situation
Agree on
Priorities
Write the
Plan
Implement
the Plan
Evaluate
and
Monitor
the Plan

33. great resource
https://grovetools-inc.com/

34. visual approach

35. PEOPLE

36. preparing

37. exploring

38. scan

39. realities

40. vision

41. objectives & timeline

42. What are the characteristics of
a good facilitator?

43. Your Takeaways?
Stakeholders?
Process?
Facilitator Ideas?

44. 3. WHEN & MORE
• Timing
• Considerations
• Next Steps

45. how long?
Get Ready
Articulate
Mission,
Vision &
Values
Assess Your
Situation
Agree on
Priorities
Write the
Plan
Implement
the Plan
Evaluate
and
Monitor
the Plan
3-4
Weeks
2 - 3
Days
Intensive 2-3
Weeks
Homework 1-3 Years

46. What are your experiences?
Interruptions?

47. Alternatives?

48. More Strategy (less Plan)