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Marillac Strategic Planning Process Workplan
 

Marillac Strategic Planning Process Workplan

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Strategic Planning Workplan for Marillac House in Chicago, IL

Strategic Planning Workplan for Marillac House in Chicago, IL

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    Marillac Strategic Planning Process Workplan Marillac Strategic Planning Process Workplan Presentation Transcript

    • MARILLAC SOCIAL CENTER STRATEGIC PLANNING PROCESS WORKPLAN Phase 1 – Preparation Action Steps 1.1 Identify reasons for planning 1.2 Set up planning process for success 1.3 Initiate discussions on how to involve internal and external stakeholders 1.4 Design a planning process to meet Marillac’s needs 1.5 Develop a Planning Workplan that articulates the outcome(s) of the planning process, strategic issues to address, roles, planning activities, and time frame Action Steps Processes Estimated Consultant Hours or Phase 1 Outcomes Meetings Consultant meet with CEO, follow-up Series of meetings and discussions with CEO, 1. Agreement on who to involve in the meetings with senior management and representatives of the Board, and senior planning process and what their representatives of the Board (or Strategic management involvement might be Planning Committee (SPC)) to: 2. Agreement on a Planning Workplan Identify reasons for planning, criteria for a successful planning process, and issues to 3. Articulation of initial strategic issues be addressed as part of the planning facing Marillac process Clarify consultant and Marillac Social Center’s (“Marillac”) Board and staff’s roles and responsibilities, processes to keep all Board and staff informed of planning activities, products to be delivered, and time frame Agree on what background information consultant needs to be able to facilitate the process and what information needs to be gathered that will help inform strategic decisions (i.e. online surveys, etc.) Decide on whether to use existing structures and/or establish a SPC to coordinate the planning work Consultant revises initial workplan for review and approval by CEO and Board Estimated Consultant Hours for Phase 1: 5-10 hours1 1 Prepared by GilCorp, LLC for Marillac Social Center
    • Phase 2 – Mission, Vision, Core Values, and Guiding Principles Action Steps 2.1 Revisit mission statement 2.2 Draft a vision statement 2.3 Articulate or affirm core values and guiding principles Action Steps Processes Estimated Consultant Hours or Phase 2 Outcomes Meetings Discussion(s) of mission statement, vision of (Process to be agreed upon after Phase 1 1. Agreed upon mission, vision, and core an ideal future and core values and guiding discussions completed.) Discussions may take values statements principles place at a retreat, special Board and staff meetings, or strategic planning committee meetings. Estimated Consultant Hours for Phase 2: 5-15 hours1 2 Prepared by GilCorp, LLC for Marillac Social Center
    • Phase 3 – Assessment Action Steps 3.1 Summarize Marillac’s history and what has or has not been accomplished since last planning process 3.2 Articulate previous and current strategies 3.3 Collect perceptions of internal and external stakeholders regarding Marillac’s strengths, weaknesses, opportunities and threats (SWOT); collect empirical data to better understand the choices to be made during the strategic planning process 3.4 Summarize findings from data gathered from internal and external sources, Marillac’s strengths and weaknesses; trends in the environment that are or will impact Marillac; competitive advantage, needs in the community; start to make sense of data; emerging themes and priorities Action Steps Processes Estimated Consultant Hours or Phase 3 Outcomes Meetings Marillac’s staff to assemble pertinent documents regarding agency’s The number of meetings and hours will 1. Data to inform the budget, service statistics, organizational charts, previous mission vary widely, depending on extent of data setting of priorities in statements and planning documents, and other documents clarifying collection required and consultant role. Phase 4. Marillac’s mandates, history, and operating trends. This information should be available to the consultant and members of the SPC. SPC to articulate previous and current strategies and discuss effectiveness of these strategies to date and relevance of strategies as we move forward. Extent of data collection from external and internal stakeholders, appropriate processes to use, and extent of consultant involvement to be decided upon after discussions with SPC. Consultant available for phone consultation, development and implementation of survey instruments, design of evaluation instruments, assistance in interviewing external and internal stakeholders, and facilitation of meetings. Option A: Staff and Board complete online organizational assessment Option B: Board completes online self assessment in preparation for their discussion of future Board priorities (governance and support roles, membership, committees, expectations, etc.) Option C: External stakeholders’ involvement may be through: surveys, interviews, focus groups, meetings, etc. Estimated Consultant Hours for Phase 3: 20-60 hours1 3 Prepared by GilCorp, LLC for Marillac Social Center
    • Phase 4 – Priorities Action Steps 4.1 Make sense of collected data: review emerging themes, priority considerations derived from data collection 4.2 Business Planning—assess program portfolio and agree on competitive growth strategies 4.3 Develop a program portfolio that summarizes the proposed scope and scale of programs, resources required, and revenue potential. Do scenario planning if necessary. 4.4 Agree on core future strategies 4.5 Agree on administrative, financial, and governance priorities. Summarize the revenue potential and resources required to support Marillac’s long-term vision. Action Steps Processes Estimated Consultant Hours or Phase 4 Outcomes Meetings SPC discuss and agree on strategies and The number of meetings and hours will vary 1. Agreement on core future strategies and overall program and administrative priorities. widely, depending on extent of meetings longer term program, governance, required and degree of consensus regarding financial and administrative priorities. Based on discussions, staff develops and scenarios, core strategies and priorities. presents to SPC a suggested future program portfolio (scope and scale of future programs including identification of resources needed to support the achievement of program objectives) and long term administrative priorities. Estimated Consultant Hours for Phase 4: 15-50 hours1 4 Prepared by GilCorp, LLC for Marillac Social Center
    • Phase 5 – Drafting the Plan Action Steps 5.1 Create goals and objectives. Components may include: introduction/executive summary; mission, vision, and core values statement; core future strategies; program goals and objectives; financial, administrative, and governance goals and objectives. 5.2 Develop long-range financial projections 5.3 Write the strategic plan 5.4 Adopt the strategic plan Action Steps Processes Estimated Consultant Hours or Phase 5 Outcomes Meetings Designated drafts written of strategic plan, The number of meetings and hours will vary 1. Approval of a Strategic Plan with assistance of consultant if necessary. Plan widely, depending on extent of consultant reviewed by SPC, circulated to appropriate involvement in writing the plan. 2. Executive Summary of the Plan for stakeholders. Feedback incorporated into final distribution to internal and external key draft. stakeholders Final draft submitted to the Board for final approval. Executive summary of plan developed by CEO and/or designated writer and distributed to internal and external key stakeholders. Estimated Consultant Hours for Phase 5: 5-30 hours1 5 Prepared by GilCorp, LLC for Marillac Social Center
    • Phase 6 – Implementation Action Steps 6.1 Manage the transition period between the old and new: assess the changes that need to happen (skills, systems and structures, and culture) to support the strategic plan 6.2 Develop a detailed operation plan for upcoming year (first year’s goals and objectives) Action Steps Time Estimated Consultant Hours Phase 6 Outcomes Processes Frame or Meetings Staff discuss key TBD The number of meetings and 1. Detailed operational plan and implementation timeline including changes in skills, hours will vary widely, depending goals and objectives, action steps, and implementation schedule. systems and structures, on the extent of consultant and culture that need to involvement in facilitation of happen sooner rather annual operating plan. than later to support the strategic plan CEO and appropriate staff develop detailed annual operating plans to ensure the successful implementation of the strategic plan during the upcoming year. Estimated Consultant Hours for Phase 6: 0-5 hours1 6 Prepared by GilCorp, LLC for Marillac Social Center
    • Phase 7 – Evaluation and Monitoring Action Steps 7.1 Evaluate the strategic plan and the planning process 7.2 Monitor the strategic plan (at least once a year) and affirm/update/revise as needed. Develop next year’s detailed implementation plan. Action Steps Processes Time Estimated Consultant Hours Phase 7 Outcomes Frame or Meetings SPC and consultant meet to: TBD The number of meetings and hours 1. An in-depth system to monitor and evaluate will vary widely, depending on the implementation of the plan(s) and achievement of Evaluate completed strategic extent of consultant involvement in success factors = best practices for future planning planning process; if necessary, facilitation of annual operating identifying benchmarks, plan. 2. Processes in place to ensure that the plan(s) are milestones, and key factors modified as needed and that the Strategic Plan Discuss processes to monitor and continues to provide guidance for the setting of evaluate implementation of plans current priorities for the following year SPC coordinates a yearly strategic At least planning meeting to assess and once a year validate current strategies and ensure that the current strategic plan gives guidance to the development of upcoming annual operating plan. The planning committee may decide that the current strategic plan needs to be modified or significantly changed. Determine if the strategic planning Once every process needs to happen again three to five years Estimated Consultant Hours for Phase 7: 0-5 hours1 7 Prepared by GilCorp, LLC for Marillac Social Center
    • Workplan Summary Estimated Consultant Hours for Phase 1: 5-10 hours Estimated Consultant Hours for Phase 2: 5-10 hours Estimated Consultant Hours for Phase 3: 20-60 hours Estimated Consultant Hours for Phase 4: 15-50 hours Estimated Consultant Hours for Phase 5: 5-30 hours Estimated Consultant Hours for Phase 6: 0-5 hours Estimated Consultant Hours for Phase 7: 0-5 hours TOTAL ESTIMATED CONSULTANT HOURS (50-1701): TOTAL ESTIMATED CONSULTANT COSTS @$75.00/hour2: TBD 1 Consulting hours will vary widely depending on: amount of work done by staff or Strategic Planning Committee versus using a consultant; extent of data that needs to be collected; the number of issues that need to be discussed; and degree of consensus regarding core strategies and priorities. 2 Plus mileage and other travel-related expenses 8 Prepared by GilCorp, LLC for Marillac Social Center