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 …

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, which is achieved 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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  • 1. Strategic Planning Part 1: Cultivation & Organizational Development Sam Frank •  Synthesis Partnership March 20, 2013A 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. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  • 4. Today’s Speaker & Host Sam Frank Founding Director, Nonprofit WebinarsAssisting with chat questions: Principal, Synthesis PartnershipJamie Maloney, NonprofitWebinars A Service Of: Sponsored by:
  • 5. Strategic Planning for Nonprofits part 1: Cultivation & Organizational Development Sam Frank Synthesis PartnershipStrategic Planning Part 1: Cultivation & Organizational Development!© Copyright 2013 Synthesis Partnership SYNTHESISWednesday Webinar: March 20, 2013!All rights reserved.© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I PCopies permitted only with full attribution!
  • 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 7. Why Plan?" Is there resistance to planning within your organization? From whom? What is his/her argument against planning?Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 8. Why Plan?" Circumstance Operations Wisdom Cultivation Organizational Development AspirationStrategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 9. What is Planning?" INTEGRATED PLANNINGStrategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 10. 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 focus!Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 11. Planning Process" Prepare Assess Engage Plan ImplementStrategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 12. Planning Process: !1. Prepare" Board Commitment Committee Chair Documentation Process Design CommitteeStrategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 13. Planning Process: !1. Prepare"Typical Timeline!Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 14. 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 15. Planning Process: !2. Assess"Board Self Assessment Tool!Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 16. Planning Process: !2. Assess"Mission Statement!Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 17. Planning Process: !3. Engage"! Board & senior staff All stakeholder groups Ongoing communicationStrategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 18. Planning Process: !3. Engage"Situation!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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 19. Planning Process: !3. Engage"Polarities! 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 20. Planning Process: !3. Engage"Surveys!Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 21. Planning Process !"!Strategic Planning Part 2:Plan Development and Implementation April 10, 2013Strategic Planning Part 3:The Measure of Success May 15, 2013Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 22. Planning Process: !4. Plan Development"! Mission Mission-Based Goals Supporting Objectives Board Endorsement Measurable ActionsStrategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 23. Planning Process: !4. Plan Development"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 providersProgram: 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 cancerFundraisingDevelop a sustainable funding stream from foundations, individuals and corporate sponsorsMarketing"Make 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 24. Planning Process: !4. Plan Development"Goals & 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 25. Planning Process: !4. Plan Development"Goals & Objectives !CBE!Mission-Based Goal: Finance"CBE 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 26. Planning Process: !4. Plan"Mission 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 27. Strategic Planning: !4. Plan"Two 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: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 28. Planning Process: !4. Plan Development"Published Plan!Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 29. Planning Process: !5. Implement"Measurement & monitoring !Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 30. SYNTHESIS PARTNERSHIPQuestions?! Advising nonprofits in ! strategy, planning, and organizational development! !683 Commonwealth Avenue" !Newton MA 02459!617 969 1881" !info@synthesispartnership.com! www.synthesispartnership.com" © Copyright 2013 Synthesis Partnership! synthesispartnership.blogspot.com!Strategic Planning Part 1: Cultivation & Organizational Development! All rights reserved.! SYNTHESISWednesday Webinar: only in20, 2013! and with full attribution! Copies permitted March entirety© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P!
  • 31. 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 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 Managing Change http://bit.ly/SyPci14 #15 Strategic Action http://bit.ly/SyPci15 #17 Fear & Loathing of Strategic Planning !http://bit.ly/SyPci17 Arguments Against Planning Blog post from prior webinar http://bit.ly/SyParguments Other Webinars on Strategic Planning Strategic Planning Part 2: Plan Development and Implementation April 10, 2013 Strategic Planning Part 3: The Measure of Success May 15, 2013 schedule & registration links http://bit.ly/SyPwebinars Complimentary consultation !" (by e-mail or phone appointment) sbf@synthesispartnership.com Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESISWednesday Webinar: March 20, 2013!© 2013 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.comA Service Of: Sponsored by: