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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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  • Did you find this presentation helpful and would like to see more of our sessions? Feel free to register for any of our upcoming NonprofitWebinars sessions here: http://nonprofitwebinars.com/webinars/

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  • 1. The Case for Integrated Planning Sam Frank Synthesis Partnership September 28, 2011A 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 Principal Synthesis PartnershipAssisting with chat questions:April Hunt, Nonprofit WebinarsA Service Of: Sponsored by:
  • 5. The Case for Integrated Planning Effective Planning for Nonprofits Sam Frank Synthesis PartnershipThe Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 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: September 28, 2011 © 2011 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: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 8. Why Plan? Circumstance Operations Wisdom Cultivation Organizational Development The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 9. Integrated PlanningThe Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 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: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 11. The Planning Process Five Components Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 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: September 28, 2011 © 2011 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: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 14. Program Planning Mission-Based Goals Context Description of Programs Program Objectives Organizational Structure Implementation Process Resources The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 15. Business Planning Process Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 16. Business Planning Market analysis Business strategy Business / Financial goals Resource requirements Organization structure Finance The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 17. Strategic Planning Process Preparation Assessment Engagement Plan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 18. 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: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 19. 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: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 20. Integrated Planning 45 Plan/Implement Action Plan WS The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 21. Integrated Planning 5. Implement Plan tracking and monitoring The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 22. Integrated Planning 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 23. Organizational Development Board Issues Responsibilities Membership Structure Process Capacity Staff Issues Organizational structure Professional development The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 24. Institutional Identity Development What is identity why does it matter? Identity / Brand Mission / National Association of Independent Schools SYNTHESISThe Case for Integrated Planning Annual Conference: Chicago SYNTHESIS PARTNERSHIPWednesday Webinar: September 28, 2011 February 25, 2009© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 25. 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: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 26. 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 SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 27. Technology Planning Information technology Program technology Advancement technology Knowledge management Upkeep The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 28. Facility Planning Master Planning Facility Planning Architectural Programming Budgeting Selecting Architects Constructors Contracts Design Construction Financial Modeling The Case for Integrated Planning SYNTHESISWednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
  • 29. 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 Other Webinars on Related Areas current listings registration at http://www.nonprofitwebinars.com schedule, archive, registration at http://bit.ly/SyPwebinars Complimentary consultation sbf@synthesispartnership.com (by e-mail or telephone appointment) Strategy, planning, and organizational development T H E S I S S Y N for nonprofits.The Case for Integrated Planning © 2011 Synthesis PartnershipWednesday Webinar: September 28, 2011 Except for examples of nonprofit plans, missions dashboards owned by othersAll2011 Synthesis Partnership. All rights reserved© rights reserved www.synthesispartnership.com P A R T N E R S H I P
  • 30. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by: