A Guide to Nonprofit Strategic Planning

1,252 views
1,096 views

Published on

Imagine how history might have changed if Martin Luther King, Jr. had said, “I have a strategic plan”, instead of his famous words, “I have a dream”. What are your organization’s dreams for the future? On the practical side, are you worried about the future? What are the critical issues you face? Have you taken the time to think big and think real about where your organization will be in one year, three years, five years? Does your nonprofit have a shared vision and a roadmap for getting there?

Participants will learn key elements in a successful strategic planning process:

being inclusive and proactive in engaging stakeholders
building consensus and “ownership”
making data-driven decisions
ensuring measurability and accountability
being future-focused

You’ll also see how the process worked for one community college and how college stakeholders engage in reviewing, modifying, and updating the plan each year.

A Guide to Nonprofit Strategic Planning

  1. 1. A  Guide  to  Nonprofit   Strategic  Planning   ! 6/19/14   1pm  EDT   
 Lynne  T.  Dean,  CFRE
  2. 2. Your  Presenter 3 Lynne  T.  Dean,  CFRE   ! Director  of  Institutional  Advancement  at  Northwest   Vista  College   ! Past  president  of  the  Planned  Giving  Council  San   Antonio  Chapter  of  the  Partnership  for  Philanthropic   Planning  ,  oversees  the  chapter’s  mentorship  program   ! Has  served  on  the  AFP  International  External   Communications  Committee  and  the  Host  Committee   for  the  2014  AFP  International  Conference.
  3. 3. Why  is  Planning  Important? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  4. 4. What  is  Strategic  Planning Long-range or short-range?! A roadmap for success! A way to involve stakeholders in your success! A basis for programming, funding, facility, and human resource decisions Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  5. 5. Who  Should  Be  Involved  in  Your  Planning? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  6. 6. Poll:  Do  you  have  a  strategic   plan? Yes! No! Yes, but it needs to be updated! Yes, but we don’t follow it! Not sure
  7. 7. Stakeholders ❖ Board! ❖ Key staff members! ❖ Donors! ❖ Partners! ❖ Users of your services! ❖ Community members Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  8. 8. At Northwest Vista College ❖ Representatives of the NVC Business Council! ❖ Key faculty and staff members! ❖ Donors! ❖ District representatives! ❖ Students! ❖ Other community members Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  9. 9. How to Get 
 Stakeholder Buy-In Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  10. 10. Components of the Plan o Mission, Vision! o Values! o Strategic Direction! o Goals o Measures of Success (Strategic Metrics)! o Strategies o Action Steps o Budget! o Responsibility! o Timeline Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  11. 11. At NVC o Mission, Vision, Values -- separate! o Objectives! o Strategies o Organizational Action Plans o Action Steps – Work Group Action Plans o Budget! o Responsibility! o Timeline Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Transforming passion into impact
  12. 12. The  SWOT  Analysis ! o Strengths…. o Weaknesses…………….. ! ! o Opportunities……………………….. o Threats……. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  13. 13. Poll:  Have  you  done  a  SWOT   Analysis Yes! No! Yes, but we didn’t involve all the right people! Not sure
  14. 14. Goal  Setting o Areas to establish goals: program, facility, finance (income and expense, human resources (board, staff, volunteers) o Who sets goals? o How many goals should we have? o How can we assure we have the right goals? o How do we measure success? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  15. 15. At  NVC o Objectives: Areas to establish goals: program, facility, finance (income and expense, human resources (board, staff, volunteers) o Who sets objectives? o How many objectives should we have? o How can we assure we have the right objectives? o How do we measure success? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  16. 16. Objectives o SMART Objectives o Specific o Measurable! o Action-oriented! o Realistic! o Time-defined Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  17. 17. Strategies o How do we accomplish our objectives?! o Who are the people that can help?! o What technologies do we need?! o What are the resources we have available? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  18. 18. Strategies  At  NVC o How do we accomplish our objectives? WGAP! o Who are the people that can help?! o What technologies do we need?! o What are the resources we have available? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  19. 19. Action  Steps ➢ Who is responsible for implementing this step?! ➢ When will it be done?! ➢ How much will it cost? How much will it raise? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  20. 20. Action  Steps  At  NVC ➢ Who is responsible for implementing this step? WGAP and IAP! ➢ When will it be done?! ➢ How much will it cost? How much will it raise? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  21. 21. The  Planning  Retreat ❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  22. 22. The  Planning  Retreat  for    NVC ❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  23. 23. Implementing  the  Plan o Departmental plans o The planning chair o Measuring progress o What happens when you get off track? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  24. 24. Implementing  the  Plan  At  NVC o Work Group Action Plans o The planning chair – vice president o Measuring progress – outcomes o What happens when you get off track? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  25. 25. Measuring  Success o Setting benchmarks! o Tracking responsibilities! o Tracking timelines! o Monitoring the budget Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  26. 26. Celebrating Success Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  27. 27. When  is  it  Time  to  Update  the  Plan? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  28. 28. When  is  it  Time  to  Update  the  Plan  at   NVC? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  29. 29. Keeping  Everyone  Up-­‐to-­‐date New staff! New board members! New volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  30. 30. What  To  Do  When  It  Goes  Awry?! Extreme Makeover or ! Minor Surgery? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  31. 31. Questions?
  32. 32. Thank  You ! Contact Lynne at lynne@deanofdevelopment.com Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  33. 33. Special  Offer Watch for our new book: Nonprofit Strategic Planning to be released soon.! If you would like a 15 percent discount on the book when it comes out, email us your contact information to Lynne or Linda and we will notify you when the book is available. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity! Lynne T. Dean, Dean and Associates: Transforming passion into impact Transforming passion into impact
  34. 34. ! ! ! Next  Webinar:   ! How  To:  Your  First  Fundraising  Campaign   ! Sandy  Rees   ! Thursday,  June  26th  –  1:00pm  EDT https://bloomerang.co/resources/webinars

×