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Effective Strategic Planning Part 2: Getting Results
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Effective Strategic Planning Part 2: Getting Results

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Strategic planning has a dicey reputation for any number of reasons: …

Strategic planning has a dicey reputation for any number of reasons:

1) it often is tedious and time-consuming;

2) the issues it identifies are either obvious or not critical to the mission (or both);

3) the actions it specifies are vague and unmeasurable;

4) it is ignored once the plan is written (or the written plan is never quite finished);

5) it simply adds tasks to an already over-stretched staff;

6) it has no results visible to stakeholders;

7) it does not advance your mission.

These problems are not inherent to strategic planning; they are signs that it has been done badly. This webinar will look at how a nonprofit can infuse its mission into the daily activity of staff and board through a straightforward, rigorous, and even morale-building process. It will offer both a structure and tools for planning.

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  • Did you find this presentation helpful and would like to see more of our sessions? Feel free to register for any of our upcoming NonprofitWebinars sessions here: http://nonprofitwebinars.com/webinars/

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  • 1. Effective Strategic Planning Part 2: Getting Results Sam Frank June 20, 2012A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com •  Strategy •  Planning (617) 969-1881 •  Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
  • 3. www.mission.doA Service Of: Sponsored by:
  • 4. Today’s Speaker & Host Sam Frank Principal Synthesis PartnershipAssisting with chat questions:Jamie Maloney, NonprofitWebinarsA Service Of: Sponsored by:
  • 5. Effective Strategic Planning Part 2: Getting Results Sam Frank Synthesis PartnershipStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 6. Take-aways •  A framework for planning •  The real value of a mission statement •  How to create an action plan that will work •  What to share with whom, and howStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 7. Integrated Planning INTEGRATED PLANNINGStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 8. The Planning Cycle PROGRAM FACILITY PLANNING PLANNING STRATEGIC BUSINESS PLANNING PLANNING FINANCIAL ORGANIZATIONAL MODELING DEVELOPMENT IDENTITY ADVANCEMENT DEVELOPMENT PLANNING HUMAN RESOURCE PLANNING TECHNOLOGY PLANNINGStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 9. Why Plan? What do you hope to get out of strategic planning?Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 10. Why Plan? Is there resistance to planning within your organization? From whom? What is his/her argument against planning?Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 11. Why Plan? Aspiration Circumstance Operations Wisdom Cultivation Organizational DevelopmentStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 12. Strategic Planning Process Prepare Assess Engage Plan ImplementStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 13. The Challenge Qualitative Quantitative Intangible Tangible Vision Mission a world in which every to inspire Market share child attains the right to breakthroughs in the survival, protection, way the world treats People served development and children, and to achieve Admissions participation immediate and lasting change in their lives Website visits One day all artisans in Ten Thousand Villages Donations developing countries provides vital, fair Press mentions will earn a fair wage, be income to Third World treated with dignity and artisans. Financial KPIs respect and be able to (key performance indicators) live a life of quality. Demolitions stoppedStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 14. Mission Its Statement 4. PlanStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 15. Engaging with Mission 4. Plan Mission To transform the way buildings and communities are designed, built and operated, enabling an environ-mentally and socially responsible, healthy, and prosperous environment that improves the quality of life. Mission elements Committees/Functions buildings and communities Programs transform •  Advocacy •  designed •  Conference •  Outreach •  built •  Professional Education •  operated  Infrastructure enabling an environment •  Communications / Marketing •  environmentally socially responsible •  Finance •  healthy •  Fundraising •  prosperous •  Membership •  Governance improves quality of life •  OperationsStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 16. Strategic Planning: 4. Plan Mission Mission-Based Goals Supporting Objectives Measurable Actions •  Clear, specific action •  Measurable result •  Timeline (start and completion dates) •  Resources required •  ResponsibilityStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 17. Strategic Planning: 4. Plan Edge Outreach empowers ordinary Mission people to provide safe, clean drinking water to the world. Mission-Based Goals Supporting Objectives End isolation improve quality of life for young adults affected by cancer. Measurable Actions •  Clear, specific action The mission of the Mohonk •  Measurable result Preserve is to protect the •  Timeline (start and completion dates) Shawangunk Mountains by inspiring •  Resources required people to care for, enjoy, and explore •  Responsibility the natural world. Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 18. Strategic Planning: 4. Plan Mission Strengthen ties and the sense of Mission-Based Goals community among all members. Supporting Objectives Secure and manage the financial Measurable Actions resources necessary to fund •  Clear, specific action programs, operations and future •  Measurable result growth. •  Timeline (start and completion dates) •  Resources required Ensure the quality of all •  Responsibility interactions with each constituent. Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 19. Strategic Planning: 4. Plan Mission Develop and implement Mission-Based Goals accountability structures. Supporting Objectives Identify and hire talented and diverse staff. Measurable Actions •  Clear, specific action Ensure consistency and transparency in the quality of all •  Measurable result internal and external interactions. •  Timeline (start and completion dates) •  Resources required Attend to students’ individual •  Responsibility learning styles. Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 20. Strategic Planning: 4. Plan Mission Mission-Based Goals Supporting Objectives Measurable Actions •  Clear, specific action Increase funding for professional development. •  Measurable result Increase funding by 10% / year. •  Timeline (start complete dates) Begin with FY 2013; ongoing for 5 years •  Resources required $ xxx •  Responsibility CEO Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 21. Planning Process: 4. Plan Mission-Based Goals i[2]y Mission End isolation improve quality of life for young adults affected by cancer. Mission-Based Goals Program: Access Offer access to resources for young adults with cancer, their families, and their care providers Program: Connections Create opportunities for young adults with cancer to make meaningful connections to each other. Program: Quality of Life Have an impact on the quality of life of young adults with cancer Fundraising Develop a sustainable funding stream from foundations, individuals and corporate sponsors Marketing Make i[2]y a visible resource to all diagnosed young adults, survivors, their families and care providers Governance Shape the board and its activities to support sustainably the mission of i[2]y Finance / OperationsStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 22. Mission to Action 4. Plan Mission: End isolation and improve quality of life for young adults affected by cancer Mission-Based Goal: Offer access to resources for young adults with cancer, their families, and their care givers Supporting Objective 1 Upgrade the website to state of the art Supporting Objective 2 Develop a robust presence in cancer treatment centersStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 23. Goals Objectives 4. Plan Mission-Based Goal: Membership Strengthen ties the sense of community among all members. Supporting Objective 1: Develop programs that appeal to every segment of the CBE community. Supporting Objective 4: Reach out to members only partially engaged in the CBE community. Supporting Objective 8: Cultivate all younger members as potential leaders. Mission-Based Goal: Finance CBE will operate in a fiscally responsible manner. Supporting Objective 1: Communicate the financial facts more clearly to the membership. Supporting Objective 3: Make prudent choices about programs that can be supported. Supporting Objective 4: Build understanding about the need to enhance the endowment.Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 24. Strategic Planning: 4. Plan Two versions SGIS Dedication to Excellence Goal 1! SGIS will operate as a single school in pursuit of its mission. Objective 2! Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. ! The three-campus model is not just an Action 1: added value of SGIS, it is an essential Annually review the curriculum to assure that it supports the feature of the SGIS education and understanding and acceptance of all SGIS students.! Action 2: experience, both for students and for their families. This fact must be reflected in Communicate to all constituent groups the vision and progress of curriculum, communications, family cross-campus connections at least three times a year. ! Action 3: events, and all other school functions. Parents Association will plan events, times and location to be SGIS will have to re-examine supportive of all three campuses. !! curriculum, communications, and events Action 4: annually to assure that the school is Have at least one school-wide event for families and faculty from reflecting this commitment in them in the all 3 campuses each year. ! best possible manner.!Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 25. Action Plan 5. ImplementStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 26. Strategic Planning: 5. Implement Action items absorbed into job descriptions Ongoing renewal of action items Monitoring and reporting: Actions and metrics RepeatStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 27. Track Monitor Results 5. ImplementStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 28. Monitor Results 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art fromAccounting Management Solutions, Inc. Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 29. Published Plans 5. Implement Published Plans Growth Plan February 1, 2005 SYNTHESIS P A R T N E R S H I P Inspiring Inner Promise The Moses Brown School Strategic Plan: “Moses Brown does a A PROMISE FOR MOSES BROWN SCHOOL’S Goals and Objectives wonderful job of educational program develop a encouraging students to Plan produced by the Long-Range Strategic Planning Task Force take themselves seriously “To further A PROMISE FOR development culture of philanthropy at Approved by the Board of Overseers, April 2007 as thinkers, doers, OUR GOAL Moses Brown School, the individuals.” OUR GOAL tradition of giving should Offer an educational program that serves our students’ bright, inquiring minds; nourishes their spirits; and realizes established before be the school’s Ensure Moses Brown School’s ability to achieve its mission by — MB alumnus mission. graduation. MB has given increasing resources for the operating and capital budgets, as well as Letter from the Head of School and Chair of the Board of Overseers..............................................4 me so much — I feel it endowment. Letter from the Chair of the Long-Range Strategic Planning Task Force.............................................6 What must we do to get there? is essential that all of us EDUCATIONAL Achieving Moses Brown’s mission is dependent on a financial balance Long-Range Strategic Planning Task Force...................................................................................................7 OUR OBJECTIVES give back.” that ensures the school’s ability to thrive in the present and reach PROGRAM PLANNING Revisiting MB’s Mission Statement.................................................................................................................8 GROUP for the future. As such, fundraising should be viewed as essential to 1. Further develop and sustain a cohesive nursery through financial sustainability, and the appropriate commitment must be made Mission, Philosophy, and Core Practices..........................................................................................8 — Ted Fischer, alumnus, Chair: Laurie Center, grade 12 program that prepares students for a global, to achieve fundraising success. A Promise for digital world. parent, and board member academic dean What must we do to get there? Moses Brown’s Educational Program.............................................................................................10 Jeff D’Entremont Our college-preparatory program should emphasize global Relationships........................................................................................................................................12 studies supported by integrated technology. Global studies OUR OBJECTIVES Jim English Enrollment............................................................................................................................................14 Katharine Hazard Flynn ensure our students’ multicultural fluency and the Joanne P. Hoffman complexity of thinking necessary for our world. Integrated 1. Inspire and foster a collective commitment to the stewardship of Facilities................................................................................................................................................16 studies promote interdisciplinary projects and courses with Moses Brown and all of its resources. Paul Lindenmaier Finance.................................................................................................................................................18 Jeff Maidment formal cross-divisional collaborations. Further access to DEVELOPMENT instructional technology through collaborative and connective A commitment to stewardship — indeed, to an institutional Johanna Newman Development.......................................................................................................................................20 Dan Ohl tools in a mobile learning environment willSUBCOMMITTEE enhance the culture of philanthropy — must be a priority. We will continue Moving Forward: the Ad Hoc Subcommittee on Strategic Planning....................................................22 Tony Pirruccello-McClellan curriculum. to develop the emotional commitment of our constituents Chair: Ted Fischer through engagement, which will provide inspiration for giving. Moses Brown School Board of Overseers, 2006–2008.........................................................................23 Sandy Richter Dan Rocha 2. Ensure the highest quality of instruction and promote the best The Strategic Planning Process: Committee Members...........................................................................24 teaching practices. Russ Carpenter Jared Schott Stephanie Ogidan Preston Sheri Sweitzer George Tsakraklides Expand faculty training in technology, enhance the mentoring Lenke Wood system for new teachers, improve faculty evaluations foradvisor: Administrative new Lucy Frost Lewis, and veteran teachers, and restructure sabbatical programs to 10 director of development alumni/ae relations 20Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 30. 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 #11: Integrated Planning http://bit.ly/SyPci11 #12: Business Planning http://bit.ly/SyPci12 #13: Facility Planning http://bit.ly/SyPci13 Blog (entries on planning) http://bit.ly/blogSyP Other Webinars on Planning current listings registration at http://www.nonprofitwebinars.com schedule, archive, registration at http://bit.ly/SyPwebinars •  What’s a Mission Statement Worth? •  Strategic Planning part 1: Cultivation Organizational Development •  Taking the Mystery Out of Metrics •  Integrated Planning •  Reduce Costs and Risks in Facility Planning Complimentary consultation sbf@synthesispartnership.com (by e-mail or telephone appointment)© 2012 Synthesis PartnershipPart 2: Getting Results Strategy, planning, and organizational development T H E S I S S Y N for nonprofits.Strategic PlanningWednesday Webinar: June 20, 2012 Except for examples of nonprofit plans, missions dashboards owned by othersAll2012 Synthesis Partnership. All rights reserved© rights reserved www.synthesispartnership.com P A R T N E R S H I P
  • 31. Questions? SYNTHESIS P A R T N E R S H I P Advising nonprofits in strategy, planning, organizational development Sam Frank 617 969 1881 info@synthesispartnership.com www.synthesispartnership.comStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 32. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by:

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