Strategic Planning for Nonprofit Organizations <ul><li>Presented for your Capacity Building needs by </li></ul><ul><li>COH...
Strategic Planning for Nonprofit Organizations <ul><li>David   Maywhoor </li></ul><ul><li>Makes his living listening </li>...
Strategic Planning for Nonprofit Organizations <ul><li>Agenda for the Day </li></ul><ul><li>Review Agenda </li></ul><ul><l...
Strategic Planning for Nonprofit Organizations <ul><li>Part Two </li></ul><ul><li>Check out these Steps in the Planning Pr...
Importance of Strategic Planning <ul><li>NOT </li></ul><ul><li>An  </li></ul><ul><li>Event </li></ul>It’s A  Process
Importance of Strategic Planning <ul><li>Is Long Range Planning needed? </li></ul><ul><li>OTHER OPTIONS </li></ul><ul><li>...
Importance of Strategic Planning <ul><li>Identify Internal and External Issues </li></ul><ul><li>Board Transitions </li></ul>
Importance of Strategic Planning <ul><li>Identify Internal and External Issues </li></ul><ul><li>Staff Transitions </li></ul>
Importance of Strategic Planning <ul><li>Identify Internal and </li></ul><ul><li>External Issues </li></ul>Funder Transition
Importance of Strategic Planning <ul><li>Identify Internal and External Issues </li></ul><ul><li>General World Transitions...
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Assessing the Mission </li></ul>
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Strengths, Weaknesses, Opportunities and Threats </li></ul><u...
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Board and Paid/Non-paid Staff Interviews </li></ul><ul><li>Be...
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Focus Groups </li></ul><ul><li>How to Effectively Utilize The...
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Environmental Scan </li></ul><ul><li>Financial Status </li></...
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Determine Organization Developmental Stage </li></ul>
Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Organizational Reconnaissance </li></ul><ul><li>The Good, The...
Team Building <ul><li>How big should the team be? </li></ul>
Team Building <ul><li>Who should be included? </li></ul><ul><li>Paid and Non-paid Staff </li></ul><ul><li>Board Members </...
Team Building <ul><li>Make sure team members understand their commitment </li></ul><ul><li>Time </li></ul><ul><li>Networks...
Initial Retreat <ul><li>Location and timing </li></ul><ul><li>I shall never  </li></ul><ul><li>See </li></ul><ul><li>A poe...
Initial Retreat <ul><li>Location and Timing </li></ul><ul><li>Feed them and  </li></ul><ul><li>Make them Happy </li></ul>
Initial Retreat <ul><li>Set the Room for Dialogue </li></ul>Flip Chart Projection Screen PowerPoint Projector Participants...
Initial Retreat <ul><li>The initial retreat will require a time commitment of approximately 10 hours. </li></ul><ul><li>Fr...
Outside Help <ul><li>Family counseling is best done by someone outside the family… </li></ul>
Outside Help <ul><li>Organizational Development Consultants </li></ul><ul><li>Process Facilitators </li></ul>Concrete Cosmic
Strategic Planning for Nonprofit Organizations <ul><li>Part Two </li></ul><ul><li>Check out these Steps in the Planning Pr...
Session One Background Checks…Historical Timeline Organization’s start date Today’s date <ul><li>Participants answer three...
Session One - Background Checks <ul><li>Environmental Scan – Quick Report </li></ul><ul><li>Financial Status </li></ul><ul...
Session One Background Checks <ul><li>Initial Review of the Mission Statement </li></ul><ul><li>Make sure everyone has a c...
Session Two  Reality Check – the Mission <ul><li>Ask members to report on the Mission feedback assignment </li></ul><ul><l...
Session Two  Reality Check – the Mission <ul><li>Key Stakeholders </li></ul><ul><ul><li>Identification </li></ul></ul><ul>...
Session Three Analysis of Pre-planning Surveys <ul><li>Report back from Key Stakeholders </li></ul><ul><li>Analysis of </l...
Session Four  Key Issue Process <ul><li>Report back from Key Stakeholders </li></ul><ul><li>Key Issue Process </li></ul><u...
Session Five Action Planning <ul><li>Report back from Key Stakeholders </li></ul><ul><li>Create Action Plans </li></ul><ul...
Celebrate! <ul><li>You have accomplished a great thing! </li></ul><ul><li>Let the World Know. </li></ul>
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COHHIO3StrategicPLanning.ppt

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  • Use Mission Work Sheets here
  • Use SWOT Forms here
  • Pass out Mission development sheets – DM and Bill Daily
  • Key Stakeholder Worksheets adapted from TeamPLAN
  • COHHIO3StrategicPLanning.ppt

    1. 1. Strategic Planning for Nonprofit Organizations <ul><li>Presented for your Capacity Building needs by </li></ul><ul><li>COHHIO </li></ul><ul><li>October 10 th 2007 </li></ul>
    2. 2. Strategic Planning for Nonprofit Organizations <ul><li>David Maywhoor </li></ul><ul><li>Makes his living listening </li></ul><ul><li>Former COO of Center for Nonprofit Resources in Dayton with experience as the primary trainer in board governance for CNR </li></ul><ul><li>Former ED of Ohio Hunger Task Force the Ohio Association of Nonprofit Organizations and Ohio Association of Second Harvest Foodbanks. </li></ul><ul><li>22 years of experience in nonprofit consulting; 37 years in nonprofit field </li></ul>Today’s Presenter
    3. 3. Strategic Planning for Nonprofit Organizations <ul><li>Agenda for the Day </li></ul><ul><li>Review Agenda </li></ul><ul><li>Expectation Check </li></ul><ul><li>Part One </li></ul><ul><ul><li>Importance of Strategic Planning </li></ul></ul><ul><ul><li>Pre-Planning </li></ul></ul><ul><ul><li>Team Building </li></ul></ul><ul><ul><li>Initial Retreat </li></ul></ul><ul><ul><li>Outside Help </li></ul></ul>
    4. 4. Strategic Planning for Nonprofit Organizations <ul><li>Part Two </li></ul><ul><li>Check out these Steps in the Planning Process </li></ul><ul><ul><li>Background Checks </li></ul></ul><ul><ul><li>Reality Check – the Mission </li></ul></ul><ul><ul><li>Hold the Check, Survey Says… </li></ul></ul><ul><ul><li>Checks and Balances – Key Issues </li></ul></ul><ul><ul><li>Keep Checking – Action Plans </li></ul></ul>
    5. 5. Importance of Strategic Planning <ul><li>NOT </li></ul><ul><li>An </li></ul><ul><li>Event </li></ul>It’s A Process
    6. 6. Importance of Strategic Planning <ul><li>Is Long Range Planning needed? </li></ul><ul><li>OTHER OPTIONS </li></ul><ul><li>Picking the Low Hanging Fruit </li></ul><ul><li>Organizational Assessments </li></ul><ul><li>Board Evaluation </li></ul>
    7. 7. Importance of Strategic Planning <ul><li>Identify Internal and External Issues </li></ul><ul><li>Board Transitions </li></ul>
    8. 8. Importance of Strategic Planning <ul><li>Identify Internal and External Issues </li></ul><ul><li>Staff Transitions </li></ul>
    9. 9. Importance of Strategic Planning <ul><li>Identify Internal and </li></ul><ul><li>External Issues </li></ul>Funder Transition
    10. 10. Importance of Strategic Planning <ul><li>Identify Internal and External Issues </li></ul><ul><li>General World Transitions </li></ul>
    11. 11. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Assessing the Mission </li></ul>
    12. 12. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Strengths, Weaknesses, Opportunities and Threats </li></ul><ul><li>SWOT Analysis </li></ul>
    13. 13. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Board and Paid/Non-paid Staff Interviews </li></ul><ul><li>Best and Worst Things </li></ul><ul><li>Easy and Hard Fixes </li></ul><ul><li>Values Search </li></ul>
    14. 14. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Focus Groups </li></ul><ul><li>How to Effectively Utilize Them </li></ul>
    15. 15. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Environmental Scan </li></ul><ul><li>Financial Status </li></ul><ul><li>Fund Raising Successes and Challenges </li></ul><ul><li>Program/Operations </li></ul>
    16. 16. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Determine Organization Developmental Stage </li></ul>
    17. 17. Pre-Planning <ul><li>Data Collection Phase </li></ul><ul><li>Organizational Reconnaissance </li></ul><ul><li>The Good, The Bad, The Ugly – Board members with prior planning experience… </li></ul><ul><li>Who thinks this planning is important? </li></ul><ul><li>Why is planning important? </li></ul>
    18. 18. Team Building <ul><li>How big should the team be? </li></ul>
    19. 19. Team Building <ul><li>Who should be included? </li></ul><ul><li>Paid and Non-paid Staff </li></ul><ul><li>Board Members </li></ul><ul><li>Funders </li></ul><ul><li>Community Representatives </li></ul><ul><li>Clients, Tenants/Residents </li></ul>
    20. 20. Team Building <ul><li>Make sure team members understand their commitment </li></ul><ul><li>Time </li></ul><ul><li>Networks </li></ul><ul><li>Resources </li></ul>
    21. 21. Initial Retreat <ul><li>Location and timing </li></ul><ul><li>I shall never </li></ul><ul><li>See </li></ul><ul><li>A poem as lovely </li></ul><ul><li>As a tree </li></ul>
    22. 22. Initial Retreat <ul><li>Location and Timing </li></ul><ul><li>Feed them and </li></ul><ul><li>Make them Happy </li></ul>
    23. 23. Initial Retreat <ul><li>Set the Room for Dialogue </li></ul>Flip Chart Projection Screen PowerPoint Projector Participants Windows
    24. 24. Initial Retreat <ul><li>The initial retreat will require a time commitment of approximately 10 hours. </li></ul><ul><li>Friday evening and Saturday work well… </li></ul><ul><li>Make sure team members know about the retreat far enough in advance that they can make the commitment. </li></ul>
    25. 25. Outside Help <ul><li>Family counseling is best done by someone outside the family… </li></ul>
    26. 26. Outside Help <ul><li>Organizational Development Consultants </li></ul><ul><li>Process Facilitators </li></ul>Concrete Cosmic
    27. 27. Strategic Planning for Nonprofit Organizations <ul><li>Part Two </li></ul><ul><li>Check out these Steps in the Planning Process </li></ul><ul><ul><li>Background Checks </li></ul></ul><ul><ul><li>Reality Check – the Mission </li></ul></ul><ul><ul><li>Hold the Check, Survey Says… </li></ul></ul><ul><ul><li>Checks and Balances – Key Issues </li></ul></ul><ul><ul><li>Keep Checking – Action Plans </li></ul></ul>
    28. 28. Session One Background Checks…Historical Timeline Organization’s start date Today’s date <ul><li>Participants answer three questions: </li></ul><ul><li>What was the first thing you heard about this organization? </li></ul><ul><li>What was the first thing you saw of this organization? </li></ul><ul><li>What was the first thin you did for this organization? </li></ul>2000 1990 1980 1970
    29. 29. Session One - Background Checks <ul><li>Environmental Scan – Quick Report </li></ul><ul><li>Financial Status </li></ul><ul><li>Fund Raising Successes and Challenges </li></ul><ul><li>Program/Operations </li></ul>
    30. 30. Session One Background Checks <ul><li>Initial Review of the Mission Statement </li></ul><ul><li>Make sure everyone has a copy of the correct mission. </li></ul><ul><li>Have members take a section and read it. </li></ul><ul><li>Ask are there words which need to be clarified? </li></ul><ul><li>Assign each person to get feedback from an objective observer </li></ul>
    31. 31. Session Two Reality Check – the Mission <ul><li>Ask members to report on the Mission feedback assignment </li></ul><ul><li>Refine the Mission Exercise </li></ul><ul><ul><li>Define the active words </li></ul></ul><ul><ul><li>Do they hold meaning for today? </li></ul></ul><ul><ul><li>Do the lead to an achievable future? </li></ul></ul>
    32. 32. Session Two Reality Check – the Mission <ul><li>Key Stakeholders </li></ul><ul><ul><li>Identification </li></ul></ul><ul><ul><li>Team-member assignments </li></ul></ul><ul><ul><li>Feedback process </li></ul></ul>
    33. 33. Session Three Analysis of Pre-planning Surveys <ul><li>Report back from Key Stakeholders </li></ul><ul><li>Analysis of </li></ul><ul><ul><li>SWOT </li></ul></ul><ul><ul><li>Values Survey </li></ul></ul><ul><ul><li>Focus Group Feedback </li></ul></ul><ul><ul><li>Easy/Hard Fix </li></ul></ul><ul><li>Key Stakeholder Assignments </li></ul>
    34. 34. Session Four Key Issue Process <ul><li>Report back from Key Stakeholders </li></ul><ul><li>Key Issue Process </li></ul><ul><ul><li>Review SWOT, Focus Group Feedback, Easy/Hard Fix </li></ul></ul><ul><li>Prioritize Key Issues </li></ul><ul><li>Identify Key Issue Planning Groups </li></ul><ul><li>Key Stakeholder Assignments </li></ul>
    35. 35. Session Five Action Planning <ul><li>Report back from Key Stakeholders </li></ul><ul><li>Create Action Plans </li></ul><ul><li>Identify Internal Champions </li></ul><ul><li>Define Timelines </li></ul><ul><li>Schedule Monitoring Points </li></ul><ul><li>Key Stakeholder Assignments </li></ul>
    36. 36. Celebrate! <ul><li>You have accomplished a great thing! </li></ul><ul><li>Let the World Know. </li></ul>
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