Strategic Planning Part 1

Strategic Planning Part 1: Cultivation & Organizational Development Sam FrankA Service Of: Sponsored by:

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Today’s Speaker & Host Sam Frank Principal, Synthesis PartnershipAssisting with chat questions:April Hunt, Nonprofit WebinarsA Service Of: Sponsored by:

Strategic Planning for Nonprofitspart 1: Cultivation & Organizational Development Sam Frank Synthesis PartnershipStrategic Planning for Nonproﬁts December 8, 2010© Copyright 2011 Synthesis Partnership www.synthesispartnership.com All rights reserved. SYNTHESIShttp://bit.ly/SyPBlogCopies permitted only with full attribution PA R T N E R S H I P

Take-aways•  The benefits of an effective planning process•  How to approach & structure a planning process•  How to get broad buy-in•  Tools for •  assessing your situation •  engaging your constituencies •  developing & implementing an effective planStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Why Plan? Circumstance Operations Wisdom Cultivation Organizational DevelopmentStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

What is Planning? INTEGRATED PLANNINGStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Roles Governing Board Planning Committee•  Set the strategic direction•  Own the planning process •  Shape the planning process •  Offer inclusiveness and transparency •  Ensure participation and completion •  Craft mission-based goals & objectives•  Approve goals & supporting objectives •  Facilitate action plan •  Launch implementation•  Monitor implementation Both •  Gain a more robust understanding of the organization CEO & Board Chair •  Maintain proper focusStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process Prepare Assess Engage Plan ImplementStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 1. Prepare Board Commitment Committee Chair Documentation Process Design CommitteeStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 1. PrepareTypical Timeline Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 2. Assess Examine Component Plans Gather Data Interview Key Players Identify Critical Issues Conduct a Board Self-AssessmentStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 2. AssessBoard Self Assessment Tool Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 2. AssessMission Statement Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 3. Engage Board & senior staff All stakeholder groups Ongoing communicationStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 3. EngageSituation Strengths Weaknesses Opportunities Threats External Environment: Opportunities Threats Internal Environment: Strengths Weaknesses •  Inputs (Human resources, funding, facilities) •  Processes (Programs, operations, governance) •  Outputs (Quality of programs, social change)Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 3. EngagePolarities MANAGEMENT by Budget by Mission + Sustainability Purpose Fulfillment of mission Service to community Bottom-line decision making Requires extraordinary leadership & involvement - Cut programs if budget can’t be balanced Requires full commitment to fundraising Not attuned to ultimate purpose of institution FUNDING PRIORITY Facilities Programs + - Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 3. EngageSurveys Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 4. Plan Mission Mission-Based Goals Supporting Objectives Board Endorsement Measurable ActionsStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 4. PlanGoals & Objectives CBE 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 CBEcommunity.Supporting Objective 2:Connect with new members through as many means as possible.Supporting Objective 4:Reach out to members only partially engaged in the CBE community.Supporting Objective 8:Cultivate all younger members as potential leaders.Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 4. PlanGoals & Objectives CBE Mission-Based Goal: FinanceCBE will operate in a fiscally responsible manner.CBE has not made a compelling case for the appropriateness of its current spending or its need for a higher level offunding. More transparency is needed to indicate where funds are going and how thinly they are stretched. For financialsustainability CBE needs to look at retaining existing members and increasing membership.Supporting Objective 1:Communicate the financial facts more clearly to the membership.Supporting Objective 2:Identify opportunities for revenue enhancement to supportexpansion of programming and services.Supporting Objective 3:Make prudent choices about programs that can be supported.Supporting Objective 4:Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 4. PlanMission-Based Goals i[2]y MissionEnd 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 providersProgram: Connections Create opportunities for young adults with cancer to make meaningful connections to each other.Program: Quality of LifeHave an impact on the quality of life of young adults with cancerFundraisingDevelop a sustainable funding stream from foundations, individuals and corporate sponsorsMarketingMake i[2]y a visible resource to all diagnosed young adults, survivors, their families and care providersGovernanceShape the board and its activities to support sustainably the mission of i[2]yFinance / OperationsStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 4. PlanMission to Action i[2]y 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 for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Strategic Planning: 4. PlanTwo versions SGIS Dedication to ExcellenceGoal 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 educationcreated 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 thefeature of the SGIS education and understanding and acceptance of all SGIS students.! Action 2: "experience, both for students and for theirfamilies. This fact must be reflected in Communicate to all constituent groups the vision and progress ofcurriculum, 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 beSGIS 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 fromreflecting this commitment in them in the all 3 campuses each year. !best possible manner.!Strategic Planning for Nonprofits Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 4. PlanAction Plan WS Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 5. ImplementPlan tracking and monitoring Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Planning Process: 5. ImplementPublished Plan Strategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

SYNTHESIS PARTNERSHIP Advising nonproﬁts in strategy, planning, and organizational development 683 Commonwealth Avenue Newton MA 02459 617 969 1881 info@synthesispartnership.com Strategic Planning for 2011 Synthesis Partnership © Copyright Nonproﬁts December 8, 2010 All rights reserved. www.synthesispartnership.comCopies permitted only in entirety and with full attribution www.synthesispartnership.com SYNTHESIS synthesispartnership@blogspot.com http://bit.ly/SyPBlog PA R T N E R S H I P

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 Other Webinars on Planning listings, registration, archive http://www.nonproﬁtwebinars.com schedule & registration links http://bit.ly/SyPwebinars Complimentary consultation (by e-mail or phone appointment) sbf@synthesispartnership.comStrategic Planning for Nonproﬁts Strategic Planning Part 1: Cultivation & Organizational Development December 8, 2010 SYNTHESISWednesday Webinar: July 13, 2011 www.synthesispartnership.com SYNTHESIS© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I Phttp://bit.ly/SyPBlog PA R T N E R S H I P

Questions? Strategic Planning for Nonproﬁts December 8, 2010www.synthesispartnership.com SYNTHESIShttp://bit.ly/SyPBlog PA R T N E R S H I P

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