Strategic Plan To Action (Propellor)


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  • Welcome and Introductions Let’s introduce ourselves: Your name The organization you work with/for An activity that I am passionate about (or simply enjoy) outside of work
  • Additional objective – to get your feedback on how this workshop addresses key questions from your perspective When you hear the title: “ Turning your Social Enterprise Strategy into Action” - Do you have any other expectations for objectives or outcomes?
  • At Organizational Readiness – you may be evaluating whether social enterprise will be one of or the means by which you deliver on your mission Or you may have decided on a specific social enterprise model or concept that you would like to pursue – Feasibility Study and Business Planning stages Or you have launched and laying the foundation for your social enterprise.. Or you may have been operating for several years and are looking at strengthening or growing your enterprise. Where are you at? Ask for people to raise their hands (or stand) for: Determining whether social enterprise is right for them and their organization Have concept and determining feasibility and/or planning Have launched and are operating Have been operating for several years now
  • Example of Social Enterprise(s) within organization Coast Mental Health is a non-profit organization with a mission to promote recovery of persons with mental illness. Their programs and services provide supported housing and employment services across the Greater Vancouver area. They also run Landscaping with Heart – a soft landscaping and maintenance social enterprise that provides people living with mental illness with professional landscaping training and employment – and Sewing with Heart – a social enterprise that supports employment of clients as sewers. Example of Social Enterprise owned by Non-profit Atira Women’s Resource Society is a non-profit organization with a mission to support all women and their children who are experiencing the impact of violence committed against them and/or their children. They provide housing, advocacy and support to women and their children. Atira Women’s Resource Society launched and is the 100 percent owner of Atira Property Management Inc – a social enterprise that deliver property management solutions for strata corporations, building owners, housing cooperatives, not-for-profit societies and developers in Greater Vancouver. Key Difference between Coast Mental Health and Atira examples – social enterprise is “in house” versus a legally distinct entity – separate governance (board). When the social enterprise is “in house”, it is even more important to articulate how governance will operate. Example of Social Enterprise as the organization Potluck Café Society is a registered charity and social enterprise with a mission to “transform lives by creating jobs and providing healthy food for people living in Vancouver’s Downtown Eastside.” In addition to its training and employment program, Potluck also delivers a low-income resident meal program and community kitchen program. Ask participants how many are using social enterprise as part of an overall organization’s strategy versus social enterprise being the organization.
  • If you are a part of an overall non-profit organization, your social enterprise strategy will need to align and integrate with your overall strategic plan. Ask participants, how many have: - an overall organization strategic plan? (of those who are with a non-profit) a social enterprise strategic plan? a social enterprise business plan? a 3 to 6 month action plan? Many organizations may not have developed these documents but have May not have been articulated in these types of documents…often Strategic Plan and Business Plan are a single document Your Social Enterprise Strategy articulates: Your Mission and Vision Overall Strategies, Goals and Objectives This is followed by the “how”: How your social enterprise is a means for achieving your goals and objectives Governance Resources High Level Timelines Evaluation Criteria
  • enp has developed an online learning toolkit for social enterprises – the enp Social Enterprise Learning Toolkit Ask participants how many: - have heard of the Social Enterprise Learning Toolkit? - have used the Social Enterprise Learning Toolkit? There are 2 modules that we’ll focus on in particular in relation to turning your social enterprise strategy into action: 1 Governance: Governance defines the process and roles for identifying your Social Mission, Goals, Social Enterprise Strategies and Measurements (how you define success and measure your impact) 3 Blended Value Design Your social enterprise model – your structure and approach for achieving both your social AND financial goals
  • Mission is your overall reason for being – the impact you are looking to have, the outcome you are looking to achieve The difference between Goals and Objectives: Goals (or Aims) are the “What” Objectives are the “How” – action with a measurable outcome Specific Measurable Achievable Relevant Time-bound Example: Goal: To create 20 jobs for street-involved youth in our community within the next 12 months.
  • Governance is an important part of addressing the challenge of getting agreement on the purpose and specific goals for your social enterprise. It starts with defining who should be involved in the decision-making process for the overall purpose and goals Ask participants who some potential stakeholders could be (e.g. board, staff, funders, customers, clients, trainees) Keep in mind how this will differ for social enterprises that are within or owned by a non-profit
  • Refer to Organizational Readiness chapter in Canadian Social Enterprise Guide Will have handout on landscape (Excel template) Ask for examples of key decisions to be made… Have participants work in groups of 2-3 (depending on numbers). Select one decision to be made and complete the following: timing/frequency Key information required Key stakeholders Role for each stakeholder (Lead, Provide input, vote, approve) Who will lead the decision process? Internal versus external person How decision will be made – consensus, qualified consensus, majority rule, directive Next steps – what would they be? This can be developed iteratively!
  • Assuming that you have confirmed the feasibility of your social enterprise concept to the point that you have decided you will launch or have launched, you will have a Business Plan that articulates: Your Blended Value Design or social enterprise model (how you will achieve your social and financial goals) Your projected financial targets and needs Once you’ve established your Governance , you will need to assess: Resources that you will need versus what you have available High Level Timelines Evaluation Criteria
  • 3 Blended Value Design Starts with identifying your Social AND financial goals, following the process as identified by your Governance.
  • Key challenges: What if no data for actuals is available? What level of confidence do people have in the enterprise without hard data? Jim Collins quote – not everything that is important can be measured… what to do here? Keep in mind qualitative ways of gathering data… qualitative, individual stories Avoidance by not documenting… everyone can have a different goal in their head
  • It is important to understand how you: Measure success – both mission and money. Need a baseline and for setting targets. How this information will be used to drive decisions (Day-to-day management and Governance) Show your value to stakeholders. Identify where you are performing less than expected to inform risk management and to adjust operations and/or expectations 4 steps to DV: Map information needs – what do you want to know and show Define information collection Design an enterprise snapshot Develop snapshot and implement collection improvements
  • A cycle may be a month to 2-3 months, depending on the rhythm of your social enterprise and the time commitment of your team.
  • Check-in meeting frequency - would recommend minimum once per month. Try for 60 minutes every 2 weeks at a time that is least disruptive to the enterprise.
  • Reinforce the connection to the overall mission and goals of the social enterprise and ensure there is clarity as to how the actions being taken connect to these. Agenda Item #4 includes things we’ll stop doing (low importance) – what’s working and what we’ll continue to do
  • Identify “SMART” milestones within the next 90 days Specific Measurable Achievable Relevant Time-bound For this activity, start with the milestone of securing 3 customers for your social enterprise. With the entire group, identify an action item for each of the 3 questions: What actions do I need to do to achieve the milestone? e.g. identify potential customers, qualify customers, get customer contact info, contact customers What are the biggest questions or assumptions that I have right now? e.g. potential customers will respond best by phone… how can I find out whether this is the case or not? What are my most significant barriers, constraints or risks? e.g. don’t have anyone to research customers… Action Item – identify who or find someone Have people identify 2-3 actions to achieve the milestone and who would do it… Review the action plan asking – What is the person identified doesn’t have the time – what are the options? Set aside time for them Defer the action Bring someone else in to do the action
  • Learning is based on evidence Call clients… Did they respond positively Need to measure intermediate outcomes from actions Taking measured risks… knowing some things will work, some things will fail The creative process of inventor James Dyson is a startling example. Although Dyson is now one of the wealthiest men in Britain, it took him 15 long years and thousands upon thousands of failed experiments to arrive at his first success. In a Fast Company interview , Dyson explains, “I made 5,127 prototypes of my vacuum before I got it right. There were 5,126 failures. But I learned from each one. That's how I came up with a solution. So I don't mind failure. I've always thought that schoolchildren should be marked by the number of failures they've had. The child who tries strange things and experiences lots of failures to get there is probably more creative.”
  • Re-assess risk for each cycle… and adjust the risk management plan
  • As you gather more information, you will need to take an honest assessment of whether to continue as is, grow, or close down Strengthening Closing is not failure… natural lifecycle
  • Strategic Plan To Action (Propellor)

    1. 1. Turning Your Social Enterprise Strategy into ActionAn enp Strengthening Your Skills workshop 1
    2. 2. Workshop ObjectivesAt the end of this workshop, you will be able to:2 Translate your social enterprise strategy into a concrete action plan.3 Identify the changes to your governance required to enable and drive action.4 Adjust and refine your social enterprise model using Plan-Do-Study-Act cycles. 2
    3. 3. Today we are focused on how to turnyour social enterprise strategy and plan into action Social Enterprise Development Path Opportunity Business Start-Up Strengthening Identification PlanOrganizational Feasibility Launch Evaluation Readiness Study PreparationSource: The Canadian Social Enterprise Guide (2nd edition) 3
    4. 4. Social enterprise may be a part of anoverall organization’s strategy or the entire organizationSocial Enterprise as part Social Enterprise is of the organization the organization Non-profit organization Social (parent) Enterprise Programs/ Social Programs/ services Enterprise services 4
    5. 5. What is a social enterprise strategy and how do we turn it into action? A Definition of Strategy ILLUSTRATIVE EXAMPLE •a long term plan of action designed to achieve a particular goal •differentiated from tactics or Non-profit Overall immediate actions with resources at organization Strategic Plan hand (parent) Source: Social Social 90-Day Programs/ Social Enterprise Enterprise Action Strategic Business services Enterprise Plan Plan Plan 5
    6. 6. We will look at approaches to Governanceand Blended Value Design to drive action for results from your social enterprise SocialEnterprise Learning Toolkit Source: 6
    7. 7. Social enterprise merges mission and moneyWhy are we How will wedoing this? do this? Reference: “Merging Mission and Money: A Board Member’s Guide to Social Entrepreneurship”, by Jerr Boschee 7
    8. 8. It starts with clarity of purpose and focus: “Why are we doing this?” If you chase two 1. Articulate your rabbits, both will Mission and Vision escape. - anonymous 2. Identify your Goals Do first things 3. Identify how you will first, and second measure success things not at all. - Peter Drucker 8
    9. 9. Governance is a key part of achieving clarity of purpose and focus for your social enterprise Key questions to define Governance for your Social Enterprise 2Who are all of your stakeholders? 3What are the key decisions that need to be made? 4What role should each stakeholder have in these decisions? 5What is the process and timing for making these decisions? Governance defines who and how decisions are made for your social enterprise. 9
    10. 10. Defining Governance – the family pet Activity 1a Key StakeholdersKey Decisions Timing Info Required Parents Kids By March 31 Lead/ InformedWhat overall criteria must Family budget Decide and confirmbe met – budget, One-time Basic pet care agreementresponsibility for care? responsibilities by pet typeWhat kind of pet? By summer Different options Approve Lead, recommend One-time with information based on criteriaSchedule and roles, Within first month Activities, time Lead Inputresponsibilities for pet care Reviewed required and monthly frequency 10
    11. 11. Defining Governance for your social enterprise Activity 1b Key StakeholdersKey Decisions Timing Info Required Board ED StaffMission and overall goals By March 31 Strategic Plan Lead Input Input andfor the social enterprise Every 2-3 years Business Plan voteTarget outcomes and By March 31 Financials from last Approv Lead Input ebudget for the next 12 (year-end) 2 yearsmonths AnnuallyExtending hours of the Within next 2 Proposal for new Input Lead Inputsocial enterprise months hours and (one-off decision) justification 11
    12. 12. Social enterprise merges mission and moneyWhy are we How will wedoing this? do this? Reference: “Merging Mission and Money: A Board Member’s Guide to Social Entrepreneurship”, by Jeff Boschee 12
    13. 13. You then need to define a plan of action: “How will we do this?” 1. Develop (or update) your Business Plan Great things are done by a series of 2. Specify your target small things outcomes for the next brought together. 12 months - Vincent van Gogh 3. Identify the actions you need to take to achieve these outcomes (Plan) 4. Take action, learn, adjust (Do, Study, Act) 13
    14. 14. Your Blended Value Design defines howyour social enterprise will achieve both your social impact and financial goals Developing your Blended Value Design 2Identify your social impact goals and targets. 3Identify your financial goals and targets. 4Conduct an initial financial analysis. 5Adjust your social impact and financial goals and targets accordingly.Blended Value Design is an ongoing pursuit – you must constantly learn and adjust. 14
    15. 15. Document your social enterprise goals,knowing that establishing goals and targets is not a one-time process ILLUSTRATIVE EXAMPLE Goal 2011 Actual Goal 2012 Target Category (Estimate) • 5,000 care To provide marginalized individuals in our packages Social Impact community with affordable, nutritious and delivered Maintain convenient meals • 25,000 meals produced To provide low income, unemployed • Currently not • To be Social Impact individuals with the skills needed to “get a tracked determined foot in the door” of the food service industry. To generate revenue from the sale of care • $40K in gross • $60K in Financial packages to be able to deliver our social sales gross sales mandate in a financially sustainable way 15
    16. 16. Setting your goals and targets to drive action depends on getting and using the right informationDemonstrating Value ( provides youwith tools and expertise to define, gather and use information to run, plan for and show the value of your social enterprise. 16
    17. 17. Start by developing an action plan that focuses on the next 90 days• Identify milestones, ideally at least one per month, using the SMART approach: – Specific – Measurable – Achievable – Relevant – Timing• List all of the actions that you believe need to be taken to achieve these milestones 17
    18. 18. Then be specific on how much time is required for each action and who will complete them• Estimate how much time is needed to complete the action.• Identify who – one specific person – will be responsible for each action:– Identify how/when the person will set aside this time to work on and complete the action– Be clear on what actions you know you can take (not what you hope might happen) 18
    19. 19. Action Plan templateOUR MISSIONOUR VISION Goals Measures 2011 Actual 2012 Target Start Date Completion Action Lead Others and Effort Date 19
    20. 20. The Plan–Do–Study–Act (PDSA) is a cyclical action-based approach 20
    21. 21. Set a regular check-in meeting time to review your progress and update your action plan• This is “sacred” time – it must be free from interruption.• Have an agenda for the meeting.• Have a chair for the meeting – someone who will keep the meeting focused on the agenda.• Document key decisions and action items and updates to the action plan. 21
    22. 22. Action Plan Check-in Meeting: Sample Agenda Agenda Item Time Who1. Reflection on our mission 5 min CEO2. How we are doing (our dashboard) 10 min CEO3. What we achieved – actions completed 10 min Manager4. What we learned:•What’s working and we will continue to do 10 min All•What’s not working and we will stop doing5. What is stopping us from going further 10 min All6. Actions for next period 15 min All 22
    23. 23. Develop your 90-Day Action Plan Activity 2• Identify your milestones (using a SMART approach).• Identify action items based on: – What actions need to be done next to achieve the milestones? – What are my biggest questions or assumptions right now? – What are my most significant barriers, constraints or risks?• Identify one person responsible for each action (Lead).• How much time will it take?• How can you ensure they have the time available to complete the action? 23
    24. 24. Ongoing cycles drive action, learning and making adjustments to move closer to your social enterprise goals Where we would like to be in 12 months I made 5,127 prototypes of my vacuum before I got it right. There were 5,126 failures. But I learned from each one -Where we are now that’s how I came up with a solution. - James Dyson, inventor 24
    25. 25. As a part of the “Act” step of a PDSA cycle,take time to review your overall Governance and Blended Value Design Do you need to change your: • Governance – who is involved in a decision or how a decision is made? • Blended Value Design – the social impact or financial goals and targets? 25
    26. 26. And take time to reassess your overallsocial enterprise strategy on a regular basis 1. Wind down social enterprise ? 2. Maintain status quo 3. Pursue growth within existing enterprise 4. Pursue growth with external partners 26
    27. 27. Take action – your next steps!• What are the most decisions and milestones for you in the next year?  In the next 90 days?• What actions will you need to take?• Who will you engage and why?• Download and use the tools and templates provided:  Governance Worksheet  Action Plan Template 27