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 ...

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

  • Sponsored by:The Case forIntegrated PlanningSam FrankSynthesis PartnershipJune 12, 2013Twitter Hashtag - #npwebPartOf:
  • Sponsored by:Advising nonprofits in:!•  Strategy!•  Planning!•  Organizational Development!www.synthesispartnership.com!!(617) 969-1881!info@synthesispartnership.com!!INTEGRATED PLANNINGPartOf:
  • Sponsored by:PartOf:Coming this June
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Sam FrankSynthesis PartnershipThe Case for Integrated PlanningEffective Planning for Nonprofits
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!How to think about planning comprehensively.!Take-aways"Differences among types of planning.!How different types of planning fit together.!Further resources.!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!!!For every complex problem "there is a simple solution;"...and it is always wrong.!H.L. MenckenWhy Plan?"
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Why Plan?""Circumstance!Operations!Wisdom!Cultivation!Organizational Development!Aspiration!http://bit.ly/SyPci01!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Integrated Planning"!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!The Planning Cycle"PROGRAM "PLANNING!STRATEGIC "PLANNING!BUSINESS "PLANNING!ORGANIZATIONALDEVELOPMENT!IDENTITYDEVELOPMENT!FINANCIALMODELING!TECHNOLOGYPLANNING"HUMAN RESOURCEPLANNING!ADVANCEMENTPLANNING!FACILITY "PLANNING!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!MISSIONACTIVITIESPlan Structure"
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!MISSIONOUTPUTSACTIVITIESSTRATEGIC PLANNINGOBJECTIVESGOALSPlan Structure"
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!MISSIONRESOURCESOUTPUTSACTIVITIESSTRATEGIC PLANNINGOBJECTIVESGOALSPlan Structure"BUSINESS PLANNING
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!MISSIONRESOURCESOUTPUTSACTIVITIESSTRATEGIC PLANNINGOBJECTIVESGOALSPROGRAM PLANNINGPlan Structure"BUSINESS PLANNING
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!MISSIONRESOURCESOUTPUTSACTIVITIESSTRATEGIC PLANNINGOBJECTIVESGOALSPROGRAM PLANNINGBUSINESS PLANNING LOGIC MODELPlan Structure"
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!MISSIONRESOURCESOUTPUTSACTIVITIESSTRATEGIC PLANNINGOBJECTIVESGOALSPROGRAM PLANNINGLOGIC MODELBUSINESS PLANNINGTHEORY OF CHANGEPlan Structure"
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Preparation!Assessment!Engagement!Plan Development!Implementation!The Planning Process!Five Components http://bit.ly/SyPci05!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Preparation!Assessment!Engagement!Plan Development!Implementation!The Planning Process!Points of Integration
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Program Planning !Process"Preparation!Assessment!Engagement!Plan Development!Implementation!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Mission-Based Goals!Program Plan"
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Mission-Based Goals!Program Plan"Description of Programs !Context!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Mission-Based Goals!Program Objectives!Program Plan"Description of Programs !Organizational Structure!Context!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Mission-Based Goals!Program Objectives!Program Plan"Description of Programs !Organizational Structure!Resources!Implementation Process!Context!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!SYNTHESISP A R T N E R S H I PBusiness Planning !Process"Preparation!Assessment!Engagement!Plan Development!Implementation!http://bit.ly/SyPci12!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Business Plan"Market analysis!Household Median Income$30,000$32,000$34,000$36,000$38,000$40,000$42,000$44,0001989 1999Actual Recast
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Business Plan"Market analysis!Business strategy!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Business Plan"Market analysis!Business strategy!Business / Financial goals!0!200,000!400,000!600,000!800,000!1,000,000!1,200,000!1,400,000!Comparative Attendance with Trendshttp://bit.ly/SyPci06!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Business Plan"Market analysis!Business strategy!Business / Financial goals!Resource requirements!Values per Square Foot$57.80$6.60$6.30 $7.20$0$10$20$30$40$50$60Deferred Maintenance Operating CostSchoolComp
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Business Plan"Market analysis!Business strategy!Business / Financial goals!Resource requirements!Organization structure!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Business Plan"Market analysis!Business strategy!Business / Financial goals!Resource requirements!Organization structure!Finance!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Strategic Planning !Process"Assessment!Engagement!Plan Development!Implementation!Preparation!http://bit.ly/SyPci05!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Strategic Plan !"!Mission-Based GoalsSupporting ObjectivesMeasurable ActionsMission•  Clear, specific action•  Measurable result•  Timeline (start & complete dates)•  Resources required•  Responsibility
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Strategic Planning !"!For more detail see webinar archive for Strategic Planning 1:Cultivation & Organizational DevelopmentStrategic Planning 2:Plan Development & ImplementationStrategic Planning 3:Measure, Monitor, Report
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Integrated Plan !"Mission & Strategy !!Mission elements!buildings and communitiestransform•  designed•  built•  operatedenabling an environment•  environmentally & socially responsible•  healthy•  prosperousimproves quality of lifeCommittees/Functions!Programs•  Advocacy•  Conference•  Outreach•  Professional Education Infrastructure•  Communications / Marketing•  Finance•  Fundraising•  Membership•  Governance•  OperationsTo transform the way buildings and communities are designed, built & operated,enabling an environmentally & socially responsible, healthy, & prosperous environmentthat improves the quality of life.!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Integrated Plan !"Action Plan !!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Integrated Plan !"Plan tracking and monitoring !
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Integrated Plan !5. Implement"Dashboards !Dashboard 41.7%January 31, 2013: 41.7% of FY 2012Engagement & GovernanceEvent guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82%New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48%Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50%Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50%FinanceBudget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48%Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99%LegendLAGGINGPROBLEMFY 12YTDYTD %GrowthYTD %FY GoalSTRONGGROWTHABOVE GOALON TARGETFY 10ActualFY 11ActualFY 12Goalincrease11 - 12FY 11YTD
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Board Issues!Organizational Development"SYNTHESISP A R T N E R S H I PResponsibilities!Membership!Structure & Process!Capacity!Staff Issues!Organizational structure!Professional development!http://bit.ly/SyPci04!The Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Mission / Identity / Brand!!Institutional Identity Development!http://bit.ly/SyPci7!http://bit.ly/SyPci9"SYNTHESISP A R T N E R S H I PWhat is identity & why does it matter?!!The Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Ongoing work!Communications!External relations!Donor relations!Alumni relations!Annual giving!Planned giving!!Periodic planning!Capability assessment!Fundraising assessment!Campaign planning!Advancement Planning"SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!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!!Human Resource Planning"SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Management technology!Technology Planning"SYNTHESISP A R T N E R S H I PProgram technology!Advancement technology!Knowledge management!Upkeep!The Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!Master Planning!Facility Planning!Architectural Programming & Budgeting!Selecting Architects & Constructors!Contracts!Design & Construction!Financial Modeling!Facility Planning!http://bit.ly/SyPci13SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!
  • SYNTHESISP A R T N E R S H I PThe Case for Integrated Planning!Wednesday Webinar: June 12, 2013!© 2013 Synthesis Partnership. All rights reserved!sbf@synthesispartnership.com"www.synthesispartnership.com!© 2013 Synthesis PartnershipExcept for examples of nonprofit plans, missions & dashboards owned by othersAll rights reservedResources !"!Critical Issues!# 1 Why Plan? http://bit.ly/SyPci01# 5 The Structure of Planning http://bit.ly/SyPci05# 8 The Measure of Success http://bit.ly/SyPci08#15 Strategic Action http://bit.ly/SyPci15#17 Fear of Planning http://bit.ly/SyPci17#18 Tools for Planning http://bit.ly/SyPci18!Other Webinars on Related Topics!Strategic Planning 1: Cultivation & Organizational DevelopmentStrategic Planning 2: Plan Development & ImplementationStrategic Planning 3: Measure, Monitor, ReportWhat’s a Mission Statement Worth?Nonprofit Boards & Effective GovernanceBefore You Hire an Architect!schedule, archive, & registration at http://bit.ly/SyPwebinarsAdvising nonprofits!in strategy, planning,!& organizational development"SYNTHESISP A R T N E R S H I P# 2 The Secret Life of Surveys http://bit.ly/SyPci02# 7 On a Mission http://bit.ly/SyPci07# 9 Brand Identity 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
  • Sponsored by:Find listings for our current seasonof webinars and register at:NonprofitWebinars.comPartOf: