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Strategic Planning Part 1:            Cultivation & Organizational Development                           Sam Frank        ...
INTEGRATED PLANNING            Advising nonprofits in:	          www.synthesispartnership.com	            •  Strategy	     ...
Affordable collaborative data             management in the cloud.A Service   Of:                         Sponsored by:
Today’s Speaker & Host                                         Sam Frank                                           Princip...
Strategic Planning for Nonprofitspart 1: Cultivation & Organizational Development                                         ...
Take-aways•  The benefits of an effective planning process•  How to approach  structure a planning process•  How to get br...
Why Plan?  Circumstance  Operations  Wisdom  Cultivation  Organizational DevelopmentStrategic Planning Part 1: Cultivation...
What is Planning?                                                INTEGRATED PLANNINGStrategic Planning Part 1: Cultivation...
Roles Governing Board	                                             Planning Committee•  Set the strategic direction•  Own ...
Planning Process   Prepare   Assess   Engage   Plan   ImplementStrategic Planning Part 1: Cultivation  Organizational Deve...
Planning Process:                                                        	1. Prepare  Board Commitment  Committee Chair  D...
Planning Process:                                                        	1. PrepareTypical Timeline	Strategic Planning Pa...
Planning Process:                                                         	2. Assess  Examine Component Plans  Gather Data...
Planning Process:                                                         	2. AssessBoard Self Assessment Tool	Strategic P...
Planning Process:                                                         	2. AssessMission Statement	Strategic Planning P...
Planning Process:                                                        	3. Engage   Board  senior staff   All stakeholde...
Planning Process:                                                                  	3. EngageSituation	Strengths Weaknesse...
Planning Process:                                                                              	3. EngagePolarities	      ...
Planning Process:                                                        	3. EngageSurveys	Strategic Planning Part 1: Cult...
Planning Process:                                                             	4. Plan  Mission  Mission-Based Goals  Supp...
Planning Process:                                                             	4. PlanGoals  Objectives                   ...
Planning Process:                                                                                            	4. PlanGoals...
Planning Process:                                                                          	4. PlanMission-Based Goals    ...
Planning Process:                                                                        	4. PlanMission to Action        ...
Strategic Planning:                                                                                        	4. PlanTwo ver...
Planning Process:                                                             	4. PlanAction Plan                         ...
Planning Process:                                                        	5. ImplementPlan tracking and monitoring 	Strate...
Planning Process:                                                        	5. ImplementPublished Plan	Strategic Planning Pa...
SYNTHESIS                                                                                         PARTNERSHIPQuestions?	  ...
Resources                                                                                                                 ...
Find listings for our current season               of webinars and register at:                 NonprofitWebinars.comA Ser...
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Strategic Planning Part 1: Cultivation & Organizational Development

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Strategic planning should be a means not only to produce a strategy, but also to engage and cultivate stakeholders, develop leadership, and generate new energy, commitment and consensus around mission. Its primary product is not a written plan, but strategic thinking within the organization through a process of planning followed by a process of implementation. A well-conceived and managed planning process can be the most effective form of organizational development.

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Transcript of "Strategic Planning Part 1: Cultivation & Organizational Development"

  1. 1. Strategic Planning Part 1: Cultivation & Organizational Development Sam Frank May 30, 2012A Service Of: Sponsored by:
  2. 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. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 4. Today’s Speaker & Host Sam Frank Principal Synthesis PartnershipAssisting with chat questions:April Hunt, Nonprofit Webinars A Service Of: Sponsored by:
  5. 5. Strategic Planning for Nonprofitspart 1: Cultivation & Organizational Development Sam Frank Synthesis Partnership© Copyright 2012 Synthesis Partnership All rights reserved. Copies permitted only with full attribution
  6. 6. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  7. 7. Why Plan? Circumstance Operations Wisdom Cultivation Organizational DevelopmentStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  8. 8. What is Planning? INTEGRATED PLANNINGStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  9. 9. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  10. 10. Planning Process Prepare Assess Engage Plan ImplementStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  11. 11. Planning Process: 1. Prepare Board Commitment Committee Chair Documentation Process Design CommitteeStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  12. 12. Planning Process: 1. PrepareTypical Timeline Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  13. 13. Planning Process: 2. Assess Examine Component Plans Gather Data Interview Key Players Identify Critical Issues Conduct a Board Self-AssessmentStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  14. 14. Planning Process: 2. AssessBoard Self Assessment Tool Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  15. 15. Planning Process: 2. AssessMission Statement Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  16. 16. Planning Process: 3. Engage Board senior staff All stakeholder groups Ongoing communicationStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  17. 17. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  18. 18. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  19. 19. Planning Process: 3. EngageSurveys Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  20. 20. Planning Process: 4. Plan Mission Mission-Based Goals Supporting Objectives Board Endorsement Measurable ActionsStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  21. 21. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  22. 22. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  23. 23. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  24. 24. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  25. 25. 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 Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  26. 26. Planning Process: 4. PlanAction Plan WS Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  27. 27. Planning Process: 5. ImplementPlan tracking and monitoring Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  28. 28. Planning Process: 5. ImplementPublished Plan Strategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  29. 29. SYNTHESIS PARTNERSHIPQuestions? Advising nonprofits in strategy, planning, and organizational development 683 Commonwealth Avenue Newton MA 02459 617 969 1881 info@synthesispartnership.com © Copyright 2012 Synthesis Partnership All rights reserved. www.synthesispartnership.comCopies permitted only in entirety and with full attribution synthesispartnership.blogspot.com
  30. 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 # 9: Brand Identity for Nonprofits? http://bit.ly/SyPci09 #11 Integrated Planning http://bit.ly/SyPci11 #12 Business Planning http://bit.ly/SyPci12 #13 Facility Planning http://bit.ly/SyPci13 Arguments Against Planning Blog post from prior webinar http://bit.ly/SyParguments Other Webinars on Planning Strategic Planning Part 2: Getting Results June 20, 2012 schedule registration links http://bit.ly/SyPwebinars Complimentary consultation (by e-mail or phone appointment) sbf@synthesispartnership.comStrategic Planning Part 1: Cultivation Organizational Development SYNTHESISWednesday Webinar: May 30, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  31. 31. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:
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