Strategic Planning Part 1: Cultivation & Organizational Development

Strategic Planning Part 1:
Cultivation & Organizational Development
Sam Frank
• 
Synthesis Partnership

March 20, 2013

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INTEGRATED PLANNING
Advising nonproﬁts in:! www.synthesispartnership.com!
•  Strategy! !
•  Planning! (617) 969-1881!
•  Organizational Development! info@synthesispartnership.com!
!

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Affordable collaborative data
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Today’s Speaker & Host

Sam Frank
Founding Director, Nonprofit Webinars
Assisting with chat questions: Principal, Synthesis Partnership
Jamie Maloney, Nonprofit
Webinars
A Service
Of: Sponsored by:

Strategic Planning for Nonproﬁts
part 1: Cultivation & Organizational Development

Sam Frank
Synthesis Partnership

Strategic Planning Part 1: Cultivation & Organizational Development!
© Copyright 2013 Synthesis Partnership
SYNTHESIS
Wednesday Webinar: March 20, 2013!
All rights reserved.
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
Copies permitted only with full attribution
!

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 plan

Strategic Planning Part 1: Cultivation & Organizational Development! SYNTHESIS
!

Why Plan?"

Is there resistance to planning within your organization?
From whom?
What is his/her argument against planning?

!

Why Plan?"

Circumstance
Operations
Wisdom
Cultivation
Organizational Development
Aspiration

!

What is Planning?"

INTEGRATED PLANNING
!

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
!
!

Planning Process"

Prepare
Assess
Engage
Plan
Implement

!

Planning Process: !1. Prepare"

Board Commitment
Committee Chair
Documentation
Process Design
Committee

!

Planning Process: !1. Prepare"
Typical Timeline!

!

Planning Process: !2. Assess"
!
Examine Component Plans
Gather Data
Interview Key Players
Identify Critical Issues
Conduct a Board Self-Assessment

!

Board Self Assessment Tool!

!

Mission Statement!

!

Planning Process: !3. Engage"
!
Board & senior staff
All stakeholder groups
Ongoing communication

!

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)

!

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

+!
-!
!

Surveys!

!

Planning Process !"
!

Plan Development and Implementation
April 10, 2013

The Measure of Success
May 15, 2013

!

Planning Process: !4. Plan Development"
!
Mission
Mission-Based Goals
Supporting Objectives
Board Endorsement
Measurable Actions

!

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 / Operations

!

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 CBE
community.
Connect with new members through as many means as possible.
Reach out to members only partially engaged in the CBE community.
Cultivate all younger members as potential leaders.
!
!

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 of
funding. More transparency is needed to indicate where funds are going and how thinly they are stretched. For financial
sustainability CBE needs to look at retaining existing members and increasing membership.
Communicate the financial facts more clearly to the membership.
Identify opportunities for revenue enhancement to support
expansion of programming and services.
Make prudent choices about programs that can be supported.
Supporting Objective 4:

!

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 centers

!

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.!

!

Published Plan!

!

Planning Process: !5. Implement"
Measurement & monitoring !

!

SYNTHESIS

PARTNERSHIP

Questions?!
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.! SYNTHESIS
Wednesday Webinar: only in20, 2013! and with full attribution!
Copies permitted March entirety
!

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

!

Find listings for our current season
of webinars and register at:

NonprofitWebinars.com

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Strategic Planning Part 1: Cultivation & Organizational Development

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