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Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
Discovering the Strategic Blueprint for Your NonProfit
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Discovering the Strategic Blueprint for Your NonProfit

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  • 1/23/2013 For Presentations and Instruction on this material contact us at .................... 770.362.2162 [email_address] T.Patrick Brennan CNPE, Fundraising Architect, Strategic Fundraising Solutions c.2013
  • 1/23/2013 For Presentations and Instruction on this material contact us at .................... 770.362.2162 [email_address] T.Patrick Brennan CNPE, Fundraising Architect, Strategic Fundraising Solutions c.2013
  • Spring 2001 – Guglielmo & Associates, Inc. Bill Brutons, City Manager July 2011 – Micky Blackwell Key Words: What do these say to you?? Strategic Vision (thinking at 5,000 feet) John Naisbitt – MegaTrends/MegaTrends 2000 Innovation is doing things (encourage to do things) Theodore Levitt – Marketing Myopia, Harvard Business School Team/(Building) Stimulate and Encourage (postpone judgment) Strategic Plan to Committee Assignments ( 5,000 ft to ground level) REVIEW THE PLAN AND GO OVER THE ELEMENTS 1/23/2013 For Presentations and Instruction on this material contact us at .................... 770.362.2162 [email_address] T.Patrick Brennan CNPE, Fundraising Architect, Strategic Fundraising Solutions c.2013
  • 1/23/2013 For Presentations and Instruction on this material contact us at .................... 770.362.2162 [email_address] T.Patrick Brennan CNPE, Fundraising Architect, Strategic Fundraising Solutions c.2013
  • 1/23/2013 For Presentations and Instruction on this material contact us at .................... 770.362.2162 [email_address] T.Patrick Brennan CNPE, Fundraising Architect, Strategic Fundraising Solutions c.2013
  • Transcript

    • 1. Strategic Planning 101Discover the Blueprint for Your Organization T.Patrick Brennan, CNPE Fundraising Architect
    • 2. New Years Resolutions: • Loose Weight & Get Fit • Quit Smoking • Get Out of Debt & Save Money • Spend More Time with Family • Learn Something New
    • 3. Strategic Planning • “Strategic planning is worthless – unless there is first a strategic vision.” John Naisbitt • “Creativity is thinking up new things. Innovation is doing new things.” Theodore Levitt • “Individual commitment to a great effort – that is what makes a team work, a company work, a civilization work.” Vince Lombardi • “If you don’t know where you are going, then any road will do!” Cheshire Cat, Alice in WonderlandT.Patrick Brennan Fundraising Architect 3
    • 4. What is Strategic Planning? • The process of defining a strategy for an organization with the greatest possible knowledge of its environment and context. • A written list of the action needed to carry out the plan. • A method for monitoring the results achieved through the plan.T.Patrick Brennan Fundraising Architect 4
    • 5. Benefits of Strategic Planning • Brings clarity and agreement on mission & vision • Helps an organization prepare for the future • Helps organization anticipate and manage change • Improves the decision making processes • Promotes effective stewardship (and yes there’s more!)T.Patrick Brennan Fundraising Architect 5
    • 6. Benefits (continued) • Aligns the board and staff • Proves an opportunity to reconnect to the cause • Educate participants about institutional history • Identify existing strengths • Reinforces the need to commit to continuous improvementT.Patrick Brennan Fundraising Architect 6
    • 7. What Strategic Planning is NOT • Written in stone • A departmental program or operational plan • Something to be updatedT.Patrick Brennan Fundraising Architect 7
    • 8. Steps of Strategic Planning 1. Getting Ready 2. Understanding the Context (SWOT) 3. Agreeing on Purpose and Direction (Vision & Mission) 4. Moving from Vision to Action (Drafting the Plan) 5. Monitoring ProgressT.Patrick Brennan Fundraising Architect 8
    • 9. Getting Ready: • Is our organization ready for strategic planning? • What is our history of planning? • How will we facilitate the processes? • Who will we include in the planning processes? • What kind of human or financial resources do we need?T.Patrick Brennan Fundraising Architect 9
    • 10. Understanding the Context • External Factors – Opportunities and Threats (SWOT) – Expectations of Stakeholders – Competitors for Audience • Internal Factors – Review of History and Milestones • Review – What we do well – What should be abandonedT.Patrick Brennan Fundraising Architect 10
    • 11. SWOT analysis – What does the company do well (Strength) – What can the company improve on (Weakness) – What situation can the company take advantage of (Opportunities) – What situation should the company avoid (Threats)T.Patrick Brennan Fundraising Architect 11
    • 12. Agreeing on Purpose & Direction • Why does the organization exist? • What will be the ultimate results of its work? • What are the values that the organization members share?T.Patrick Brennan Fundraising Architect 12
    • 13. • Defining the Mission and Vision Statements • Vision – What are the values or benefits that inform your work? – What would you ultimately hope to accomplish as a result of your efforts. • Mission Statement: – How do you plan to work toward this broader vision? – For whose specific benefit does the organization exist?T.Patrick Brennan Fundraising Architect 13
    • 14. Moving from Vision to Action Setting Strategic Objectives, Goals and Action Steps…Report! •Goal: We achieve more stainable and diversified funding •Objective: Establish sustained giving through cause marketing in two years •Action: Research other programs of sustained giving, and select the model most suitable to our organization.T.Patrick Brennan Fundraising Architect 14
    • 15. Key Elements of a Strategic Plan • Mission Statement • Vision Statement • Values • Strategic Goals (Five) • Objectives • Action StepsT.Patrick Brennan Fundraising Architect 15
    • 16. • Action Steps – Champion – What is expected as a result – Who should be involved – Resources (direct and indirect) – DeadlineT.Patrick Brennan Fundraising Architect 16
    • 17. Monitoring/Revising Progress • Strategic Goals be used to define committee structure. • Goals, Objectives and Action Steps need to be incorporated into budgets, work plans and programs. • Report out progress in quarterly staff and board meetings.T.Patrick Brennan Fundraising Architect 17
    • 18. The NCDS Involvement Curve Ownership Commitment EngagementAwareness Interest INVOLVEMENT T.Patrick Brennan Fundraising Architect 18LOW HIGH Since 1977, the authority in community and economic development fundraising
    • 19. • Sponsored by: • • Questions Cobb Community Foundation Cobb Chamber of Commerce • or Discussion Chick-Fil-A of Acworth and Andy Duncan • Strategic Funding Solutions Patrick@ SFSDirect.usT.Patrick Brennan Fundraising Architect 19

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