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The Case for Integrated Planning
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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 different …

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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  • 1. The Case for Integrated Planning Sam Frank July 25, 2012A 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. A Service Of: Sponsored by:
  • 4. Today’s Speaker & Host Sam Frank Principal Synthesis PartnershipAssisting with chat questions:Jamie Maloney, NonprofitWebinarsA Service Of: Sponsored by:
  • 5. The Case for Integrated Planning Effective Planning for Nonprofits Sam Frank Synthesis PartnershipThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 6. Take-aways How to think about planning comprehensively. Differences among types of planning. How different types of planning fit together. Further resources. The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 7. Why Plan? For every complex problem  there is a simple solution; ...and it is always wrong. H.L. MenckenThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 8. Why Plan? http://bit.ly/SyPci01 Circumstance Operations Wisdom Cultivation Organizational Development Aspiration The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 9. Integrated PlanningThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 10. The Planning Cycle PROGRAM  FACILITY  PLANNING PLANNING STRATEGIC  BUSINESS  PLANNING PLANNING FINANCIAL ORGANIZATIONAL MODELING DEVELOPMENT IDENTITY ADVANCEMENT DEVELOPMENT PLANNING HUMAN RESOURCE PLANNING TECHNOLOGY PLANNINGThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 11. The Planning Process Five Components http://bit.ly/SyPci05 Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 12. The Planning Process Points of Integration Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 13. Program Planning Process Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 14. Program Planning Mission-Based Goals The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 15. Program Planning http://bit.ly/SyPci07 Mission-Based Goals What’s your Mission? Mission Statement Competition 2 categories •  Great Mission Statement •  Mission Statement Makeover http://bit.ly/SyPwyMCThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 16. Program Planning Mission-Based Goals Context Description of Programs The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 17. Program Planning Mission-Based Goals Context Description of Programs Program Objectives The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 18. Program Planning Mission-Based Goals Context Description of Programs Program Objectives Organizational Structure The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 19. Program Planning Mission-Based Goals Context Description of Programs Program Objectives Organizational Structure Implementation Process The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 20. Program Planning Mission-Based Goals Context Description of Programs Program Objectives Organizational Structure Implementation Process Resources The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 21. Business Planning Process http://bit.ly/SyPci012 Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 22. Business Planning Market analysis Household Median Income $44,000 $42,000 $40,000 $38,000 $36,000 $34,000 $32,000 $30,000 1989 1999 Actual RecastThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 23. Business Planning Market analysis Business strategy The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 24. Business Planning http://bit.ly/SyPci06 Market analysis Comparative Attendance with Trends 1,400,000 Business strategy 1,200,000 1,000,000 Business / Financial goals 800,000 600,000 400,000 200,000 0 The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 25. Business Planning Market analysis Business strategy Business / Financial goals Values per Square Foot Resource requirements $60 $57.80 $50 School $40 Comp $30 $20 $6.30 $6.60 $7.20 $10 $0 Deferred Maintenance Operating CostThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 26. Business Planning Market analysis Business strategy Business / Financial goals Resource requirements Organization structure The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 27. Business Planning Market analysis Business strategy Business / Financial goals Resource requirements Organization structure Finance The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 28. Strategic Planning Process http://bit.ly/SyPci05 Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 29. 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 MonitorThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 30. Strategic Planning 2. Assess Self-Assessment The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 31. Strategic Planning 2. Assess Mission & Mission Statement http://bit.ly/SyPci07 The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 32. Strategic Planning  For more detail see slide sets for Strategic Planning 1: Cultivation & Organizational Development & Strategic Planning 2: Getting Results The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 33. Strategic Planning 3. Engage Surveys http://bit.ly/SyPci02 The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 34. 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 •  OperationsThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 35. 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 Action 1: " an added value of SGIS, it is an Annually review the curriculum to assure that it supports essential feature of the SGIS the understanding and acceptance of all SGIS students.! Action 2: " education and experience, both for students and for their families. This Communicate to all constituent groups the vision and fact must be reflected in curriculum, progress of cross-campus connections at least three times a communications, family events, and year. ! Action 3:" all other school functions. SGIS will Parents Association will plan events, times and location to have to re-examine curriculum, be supportive of all three campuses. !! communications, and events Action 4: " annually to assure that the school is Have at least one school-wide event for families and faculty reflecting this commitment in them in from all 3 campuses each year. ! the best possible manner.!The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 36. Integrated Planning 4&5 Plan/Implement Action Plan WS The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 37. Integrated Planning 5. Implement Plan tracking and monitoring The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 38. Integrated Planning 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 39. Organizational Development http://bit.ly/SyPci04 Board Issues Responsibilities Membership Structure & Process Capacity Staff Issues Organizational structure Professional development The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 40. Institutional Identity Development http://bit.ly/SyPci7 http://bit.ly/SyPci9  What is identity & why does it matter? Mission / Identity / Brand National Association of Independent Schools SYNTHESISThe Case for Integrated Planning Annual Conference: Chicago SYNTHESIS PARTNERSHIPWednesday Webinar: July 25, 2012 February 25, 2009© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 41. Advancement PlanningOngoing work Periodic planning Communications Capability assessment External relations Fundraising assessment Donor relations Campaign planning Alumni relations Annual giving Planned giving The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 42. Human Resource Planning Compliance with regulations and requirements Predictable, and comprehensive policies Clear and effective procedures Job descriptions and performance reviews Fair and competitive compensation and benefits Orientation and training Ongoing professional development The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 43. Technology Planning Management technology Program technology Advancement technology Knowledge management Upkeep The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 44. Facility Planning http://bit.ly/SyPci13 Master Planning Facility Planning Architectural Programming & Budgeting Selecting Architects & Constructors Contracts Design & Construction Financial Modeling The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 © 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 45. 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 #14 Managing Change http://bit.ly/SyPci14 Other Webinars on Related Areas schedule, archive, & registration at http://bit.ly/SyPwebinars SYNTHESIS PA R T N E R S H I P Advising nonprofits in strategy, planning, & organizational development © 2012 Case for Integrated Planning The Synthesis Partnership SYNTHESIS sbf@synthesispartnership.comWednesday Webinar: July 25, 2012 Except for examples of nonprofit plans, missions & dashboards owned by othersAll2012 Synthesis Partnership. All rights reserved© rights reserved www.synthesispartnership.com P A R T N E R S H I P
  • 46. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: