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The Case For Integrated Planning
 

The Case For Integrated Planning

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The term “strategic planning” gets attached to a wide range of nonprofit planning—for programs and services, budgeting, communications, information technology, etc. But these address very ...

The term “strategic planning” gets attached to a wide range of nonprofit planning—for programs and services, budgeting, communications, information technology, etc. But these address very different kinds of issues, and should involve different participants, processes, tools, and products. We’ll look at the various kinds of planning needed by a nonprofit, see how they can intersect with and reinforce each other, and consider an approach that is more strategic, more effective, and less stressful.

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    The Case For Integrated Planning The Case For Integrated Planning Presentation Transcript

    • The Case for Integrated Planning Sam Frank Synthesis Partnership October 27, 2010 Use Twitter Hashtag #npweb Special Thanks To Our Sponsors
    • Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it. A Proud Sponsor of NonprofitWebinars.com
    • Today’s Speaker Sam Frank Synthesis Partnership
    • Beyond Strategic Planning: The Case for Integrated Planning Sam Frank Synthesis Partnership The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 www.synthesispartnership.com http://synthesispartnership.blogspot.com © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • The Case for Integrated Planning Effective Planning for Nonprofits Sam Frank Synthesis Partnership The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Take-aways • How to think about planning comprehensively. • Differences among types of planning. • How different types of planning fit together. • Some effective planning tools. The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • For every complex problem  there is a simple solution; ...and it is always wrong. H.L. Mencken The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Why Plan? Circumstance Operations Wisdom Cultivation Organizational Development The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Integrated Planning The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • The Planning Cycle PROGRAM  FACILITY  PLANNING PLANNING STRATEGIC  BUSINESS  PLANNING PLANNING FINANCIAL ORGANIZATIONAL MODELING DEVELOPMENT IDENTITY ADVANCEMENT DEVELOPMENT PLANNING HUMAN RESOURCE PLANNING TECHNOLOGY PLANNING The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning Process Prepare Assess Engage Plan Implement The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 1. Prepare Typical Timeline Aug Sep Oct Nov Dec Jan Feb Mar Apr May Board Meetings Initial Retreat Review Review Adopt Plan PREPARATION Review and pre-plan ASSESSMENT Identify Critical Issues Benchmarking / Research ENGAGEMENT Initial Retreat Initial Retreat Constituency Meetings Survey (by ISB) PLANNING Develop Goals & Objectives Shape Actions, Measures, Timeline, Costs Assemble Full Plan & Report Revise and Refine IMPLEMENTATION Design Monitor The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 2. Assess Self-Assessment The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 2. Assess Mission & Mission Statement The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 3. Engage Surveys The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 4. Plan Mission & Strategy 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 •  Operations The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 4. Plan Public Plan Dedication to Excellence Goal 1! St. George’s will operate as a single school in pursuit of its mission. To preserve St. George’s unique culture and to ensure that the school stays true to its mission and provides consistent quality and efficiency in the delivery of that mission, the school must operate as a single entity with a focus on understanding the value of inter-relatedness and diversity in providing a rich learning environment for students. ! Objective 1! Ensure that learning experiences across all campuses are student-centered and prepare students for a diverse global world by providing the opportunity for authentic discovery of ideas and skills in order to foster a love of learning. ! The student experience – whether in the classroom or in an after-school or summer program – is at the core of a St. George’s education. Through goal-setting, reflection, and teacher comments, students at all levels will be guided to an understanding of the learning process and a love of learning for learning’s sake.! Objective 2! Develop an understanding among the St. George’s community of the value of excellence in education created by the St. George’s model. ! The St. George’s model is not just an added value of the school, it is an essential feature of the St. The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • 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.! experience, both for students and for Action 2: " their families. This fact must be Communicate to all constituent groups the vision and progress reflected in curriculum, of cross-campus connections at least three times a year. ! communications, family events, and Action 3:" all other school functions. SGIS will Parents Association will plan events, times and location to be have to re-examine curriculum, supportive of all three campuses. !! Action 4: " communications, and events annually to assure that the school is reflecting Have at least one school-wide event for families and faculty this commitment in them in the best from all 3 campuses each year. ! possible manner.! The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 4&5 Plan/Implement Action Plan WS The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 5. Implement Plan tracking and monitoring The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Strategic Planning 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Program Planning Process Mission-based Goals Description of Programs Program Objectives Organizational Structure Resources The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Program Plan  The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Program Plan  Approaches The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Business Planning Market analysis Business strategy Business / Financial Goals Requirements Organization structure Finance The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Business Plan  Market Analysis Household Median Income $44,000 $42,000 $40,000 $38,000 $36,000 $34,000 $32,000 $30,000 1989 1999 Actual Recast The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Business Plan  Assessment Years of Experience (% of faculty) 40% 30% 20% Local 10% 0% Values per Square Foot <5 6-10 11-15 16-20 21 + $57.80 $60 $50 School $40 Comp $30 $20 $6.30 $6.60 $7.20 $10 $0 Deferred Maintenance Operating Cost The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Organizational Development Board Issues Responsibilities Membership Structure & Process Capacity Staff Issues Organizational structure Professional development The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Organizational Development  Tools The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Organizational Development  Board Self Assessment Tool The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Institutional Identity Development What is identity & why does it matter? Mission / Identity / Brand National Association of Independent Schools SYNTHESIS The Case for Integrated Planning Annual Conference: Chicago SYNTHESIS PARTNERSHIP February 25, 2009 Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Institutional Identity Mission & Mission Statement The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Institutional Identity Identity and Brand The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Advancement Planning Ongoing work Periodic planning Communications Capability assessment External relations Fundraising assessment Donor relations Campaign planning Alumni relations Annual Giving The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Human Resource Planning Establish fair, predictable,  and comprehensive policies Devote resources appropriately  to needs and values Comply with all regulations  and requirements The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Technology Planning Information technology Program technology Advancement Technology Knowledge management Upkeep The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Facility Planning Master Planning Facility Planning Architectural Programming & Budgeting Selecting Architects & Constructors Contracts Design & Construction Financial Modeling The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Control over costs The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Facility Planning Fundamentals Process Overview The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Programming and Budgeting Project Budget The Case for Integrated Planning SYNTHESIS Wednesday Webinar: October 27, 2010 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • SYNTHESIS PARTNERSHIP Working with organizations facing or creating change to align strategy, identity, business planning, and facilities with vision, mission and values http://www.synthesispartnership.com http://synthesispartnership.blogspot.com Critical Issues in Strategy, Planning, & Organizational Development a free e-letter of ideas and tools for nonprofits 683 Commonwealth Avenue 617 969 1881 info@synthesispartnership.comS S Y N T H E S I The Case for Integrated Planning Wednesday Webinar: October 27, 2010 Newton MA 02459 © 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
    • Resources Critical Issues & Other Articles http://bit.ly/SyParchive #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 Blog http://bit.ly/SyPblog Other Webinars on Planning current listings, registration & archive at http://www.nonprofitwebinars.com schedule overview http://bit.ly/SyPwebinars • Cultivating Stakeholders • Strategic Planning as Organizational Development • From Strategy to Action • What’s a Mission Statement Worth? • Reduce Costs and Risks in Facility Planning Complimentary consultation sbf@synthesispartnership.com (by e-mail or telephone appointment)
    • Find the listings for our current season of webinars and register at NonprofitWebinars.com Chris Dumas Chris@NonprofitWebinars.com 707-812-1234 Special Thanks To Our Sponsors