Partner Training: Strategic Plan Development

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A short training presentation on strategic plan development for CharityNet & BizCentral USA partners.

A short training presentation on strategic plan development for CharityNet & BizCentral USA partners.

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Transcript

  • 1. Partner Service & Sales Training
    Strategic Planning
  • 2. Strategic Planning Def. & Benefits
    I. Strategic Planning Definition and Benefits
    II. Strategic Planning Processes
    III. The Strategic Plan-Contents and Outline
    IV. CharityNet USA Services & Processes
  • 3. Strategic Planning
    In short, strategic planning is a disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it--with a focus on the future.
  • 4. Why Strategic Planning
    A means of establishing major direction for a nonprofit organization
    Concentrates resources in a limited number of directions in order to maximize benefits to stakeholders
    Structured approach to anticipating the future
    Tool for finding the best future for the organization and the best path to get there
  • 5. Benefits of Strategic Planning
    Clearly defines the purpose of the organization
    Establishes realistic goals and objectives consistent with the mission and in a defined time frame
    Develops a sense of ownership of the plan
    Ensures the most effective use of the organization's resources
  • 6. Benefits of Strategic Planning
    Provides a base from which progress can be measured
    Brings together everyone's best and most reasoned efforts
    Provides clearer focus of the organization
    Bridges staff and Board and builds strong teamwork
    Increases productivity
  • 7. Strategic Planning Processes
    I. Strategic Planning Definition and Benefits
    II. Strategic Planning Processes
    III. The Strategic Plan-Contents and Outline
    IV. CharityNet USA Services & Processes
  • 8. Planning Purposes
    To help an organization do a better job
    To ensure that members of the organization are working toward the same goals
    To assess and adjust the organization's direction in response to a changing environment
  • 9. “Strategic”
    Strategic planning process is “strategic” because it involves preparing the best way to respond to the circumstances of the organization’s environment, whether or not its circumstances are known in advance
    Nonprofits often respond to dynamic and even hostile environments
  • 10. Strategic
    Being “strategic” means being clear about the organization’s objectives, being aware of the organization's resources, and incorporating both into being consciously responsive to a dynamic environment.
  • 11. Characteristics of Strategic Planning Process
    Disciplined- It calls for a certain order and pattern to keep it focused and productive
    Analytical- Raises questions that help planners examine experience, test assumptions, gather and incorporate information about the present, and anticipate the environment the organization will face in the future
    Decisive- Incorporates fundamental decisions and actions
  • 12. Strategic Thinking
    Strategic planning is only useful if it supports strategic thinking and leads to strategic management.
    Strategic Thinking means asking, “Are we doing the right thing?” and evaluating using specific requirements…
  • 13. Strategic Thinking
    3 Requirements of Strategic Thinking:
    A definite purpose in mind
    An understanding of the environment, specifically the forces that affect or impede the fulfillment of that purpose
    Creativity in developing responses to those forces
  • 14. Strategic Plan Contents & Outline
    I. Strategic Planning Definition and Benefits
    II. Strategic Planning Processes
    III. The Strategic Plan-Contents and Outline
    IV. CharityNet USA Services & Processes
  • 15. Strategic Plans vs. Business Plans
    Focus of a strategic plan is on the administration of the entire organization
    Focus of a business plan is usually on a particular product, service, or program
  • 16. Strategic Plans vs. Business Plans
    Strategic planning determines where an organization is going over the next year or more, how it’s going to get there, and how it will know if it got there or not
    Specific plans do not contain specific financial data, but may include overall plans for increasing organizational funding
  • 17. Strategic Plan Contents
    A Strategic Plan should cover 2 to 5 years and should contain the following elements:
    Mission Statement- The reason you started the nonprofit and describes what you do
    Vision Statement- It is what you hope to become. This provides motivation to the Board, staff, volunteers, and donors
    Values- While your mission may be noble and your vision grand, how you get there is important as it often reveals the quality of the organization
  • 18. Strategic Plan Contents
    Government Mandates:
    All federal, state, and local rules and regulations that the organization must adhere to should be identified. The organization must review administration to make sure they’re in compliance with each mandate.
    Failure to remain in compliance with ALL governmental mandates may result in a variety of penalties.
  • 19. Government Mandates
    Mandates may incorporate a variety of compliance issues, including:
    Private Benefit and Inurnment
    Political Campaign Intervention
    Legislative Activities
    Timely filing of Form 990
    Filings for Employees’ Quarterly Taxes
    State Income and Sales Tax Regulations
    Charitable Organization Registration Requirements
    State Annual Reporting
    Charitable Gaming Laws
  • 20. Strategic Plan Contents
    Need Assessment- Defining the needs to be fulfilled or the problems to be solved helps to promote your work and make your nonprofit attractive to donors
    Goals- In striving to meet the needs of the community or in solving problems, to what extent do you hope to accomplish your work?
    Organizational Assessment- To get where you are going you have to know where you are starting. This assessment reveals the strengths and weaknesses of the organization so you can focus on areas to improve (a.k.a. SWOT Analysis)
  • 21. Strategic Plan Contents
    SWOT Analysis
    Strengths- Attributes of the organization that are helpful to achieving the mission.
    Weaknesses- Attributes of the organization that are harmful to achieving the mission.
    Opportunities- External conditions that are helpful to achieving the mission.
    Threats- External conditions which could do damage to the mission.
  • 22. Strategic Plan Contents
    Strategies:
    The strategies you will use to achieve the goals identified leading toward the vision of what the organization should become.
  • 23. Strategic Plan Outline
    Executive Summary
    Organizational Background
    Mandates
    Stakeholder Analysis
    Values
    Mission
    Environmental Assessment
    Issue Identification
    Goals, Objectives, Strategies
    Evaluation Plan
    Vision of the Future
    Strategy Implementation
  • 24. Services & Processes
    I. Strategic Planning Definition and Benefits
    II. Strategic Planning Processes
    III. The Strategic Plan-Contents and Outline
    IV. CharityNet USA Services & Processes
  • 25. Pricing
    Prices charged for completion of a strategic plan will vary, depending on the options selected.
    Price quotes include only document preparation fees, and additional consulting time may be selected at an additional charge.
    CharityNet USA offers a variety of options within our strategic plan services, including plan writing, mandate research, strategy development assistance, and more!
  • 26. Our Process
    Once a sale has been made, clients are given access to a specific “Steps Page” related to the service purchased
    Here, they will find a variety of information, FAQ, processes, and questionnaire to help them provide us with quality content to complete their work.
    Additionally, we provide value added resources to build goodwill and help our clients manage or grow their business.
  • 27. Summary & Conclusion
    A strategic plan is ultimately no more and no less than a set of decisions about what to do, why to do it, and how to do it.
    Strategic planning implies that some organization decisions and actions are more important than others- and much of the strategy lies in making the tough decisions about what is most important to achieving organizational success.