Native Learning Center webinar by UpSpring, Strategic Planning, June 2016

www.NativeLearningCenter.com
Strategic Planning
Drew Tulchin
UpSpring
(Formerly Social Enterprise Associates)
June 16, 2016

Webinar Logistics

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Introduction

Course Description

Training Objectives
1. Learn about strategic plans and planning
2. Explore different planning tools
3. Understand the components of strategic plans
4. Voice from the Field Native American strategic planning
examples
Have fun! Please ask questions at any time

Poll Question #1:
Where are you from?
What organization(s) do you represent?

Network of seasoned consultants for impact
investment and development helping businesses,
organizations, foundations and governments "Do well
by doing good."
• Certified HubZone Small Business
• ‘B Corporation’ in 2010, the first in New Mexico
• Honors:
2015, ‘14 & ‘11 “One of the Best for the World”
One of 119 companies from 20 countries
2012 Honoree NM Sustainable Business of the Year
UpSpring Associates Consulting Firm
Formerly Social Enterprise Associates www.upspringassociates.com

Drew Tulchin, MBA, Managing Partner
• 16 years experience building start-ups and growing
organizations. Specializing in the 'triple bottom line,' his focus
is market driven business success that generates social,
community, and environmental value
• Consulting experience with numerous Native American Tribes
and in 40+ countries from A (Afghanistan) to Z (Zambia)
• Recent capital raises: Ohkay Owingeh Housing Authority in
NM, US MFI from the U.S. Dept. of Treasury, Koolkids in
Vietnam, Solar and Energy Loan Fund (SELF) in Florida, and
Sea2Table in NY
• 100+ strategic and business plans
• 100+ publications and presentations on these topics

Consulting Examples, Native Clients
Ohkay Owingeh
Housing Authority
Confederated Tribes of
Warm Springs, Museum
at Warm Springs, Oregon
Shoshone-Bannock
Tribes, Fort Hall
Reservation, Idaho
Native Learning
Center, Hollywood, FL

Consulting Examples, Other Clients
Breath of My
Heart Birthplace
UNICEF
NM Land Conservancy
Questa Economic
Development Fund

Question #2:
Rate your experience with strategic & business plans
from Low (1) to High (5)

Introduction to Strategic Plans

What is a Strategic Plan?
Roadmap describing how organization should
execute chosen strategy
Defines resource allocation to achieve organization’s
goals:
• Capital
• People
• Time

Problem to Solve
Planning in Indian Country must consider:
• Community integration
• Limited access to resources
• Financial constraints
• Embrace cultural / spiritual
values

How it Works
MISSION
Goals
Desired Outcomes
Strategy plan
Measurements &
Targets
Results
1 “Where do
we want to
go?”
2 “How do
we get
there?”
4 “How did
we do?”
5 “How can
we
improve?”
3 “How do we measure
success?”
Source: www.managementguru.net

Our Focus Today
MISSION
Goals
Desired Outcomes
Strategy plan
Measurements &
Targets
1 “Where do
we want to
go?”
2 “How do
we get
there?”
3 “How do we measure
success?”
Source: www.managementguru.net

Value of Strategic Planning
• Focus resources toward common goals
• Enable continuity throughout operations
• Develop board-staff relations
Focus
• Assess organization compared to competition
• Understand your place in ecosystem
• Potential partnerships
Competitive
Advantage
• Financial needs
• Actions
• Stay on track – time, money
Prioritize

Relevance to Indian Country
Focus
Competitive
Advantage
Prioritize
• Determine what values and goals are important
• Focus strategy on most effective programs
e.g. restoring existing homes vs. new home construction
• Rally organization & community around common goals
1. Economic
2. Social / Community
3. Environmental
4. Spiritual
• Optimize strategy to improve chances of funding projects
• Create enduring communities
• Develop leadership role – inspire other tribal initiatives

Poll Question #3:
Have you made or used a strategic plan before?
Yes, No, Kinda, Maybe
If yes, what period of time (in years)

Strategic Plan Components

Strategic Plan Components
Vision Positioning
Actions Evaluation

• Reason for Strategic Plan
• Mission Statement
• Vision
o Forward looking
o Change oriented
• Long-Term Strategic Objectives
Vision
o Economic
o Spiritual

• Competitive Advantage
e.g. unique resources
• Stakeholder Profile
Community members
Customers / Clients
Decision makers
• SWOT Analysis
• Landscaping: ‘eco-system’
Positioning

• Strategies (WHAT)
• Short-term Priorities (WHEN, WHO)
• Action Items/Plans (HOW)
Actions
Photo: Santa Fe University of Art & Design Chair of the Film Dept.
Director/Prod. Chris Eyre

• Methodology
• Content
• Format: i.e. Scorecard
Evaluation

Strategic Planning Tools

Background
Strategy planning uses a number
of outcomes…
…which can be derived using
various tools
Target metrics
Prioritization
of actions
Resource
allocation
1. Internal assessment
2. PESTLE analysis
3. SWOT analysis
4. Theory of Change
5. Comparative analysis

Background
…which can be derived using
various tools
1. Internal assessment
2. PESTLE analysis
3. SWOT analysis
4. Theory of Change
5. Comparative analysis

1. Internal Assessment
Answer these questions:
• How well are customer needs being met?
• How is employee morale?
• Is financial performance where it should be?
• Can operations be improved?

1. Internal Assessment
Product/Services
Staff/Org.
Structure
Technology Operations
Internal
communications
Financial health Management
Culture

2. PESTLE Analysis
“PESTLE” is a mnemonic for evaluating a
company’s external environment

2. PESTLE Analysis
Political
Economic
Social
Technological
Legal
Environmental

3. SWOT Analysis
“SWOT” is a mnemonic for assessing
Strengths, Weaknesses, Opportunities
and Threats

3. SWOT Analysis
Strengths Weaknesses
Opportunities Threats
InternalExternal
Helpful Harmful

4. Theory of Change
• “Theory of Change” is a causal
pathway that achieves one or a set of
outcomes
• A specific, measurable description of
a change
• Forms the basis for strategic planning

4. Theory of Change
Inputs
Activities
Outputs
Outcomes
Impact
Mission
Evaluation

5. Comparative Analysis
• Comparative analysis involves
evaluating the costs and benefits of
two or more strategic options
• Evaluates both qualitative and
quantitative features

5. Comparative Analysis
Quantitative
Qualitative
Strategic Option 1 Strategic Option 2
Cost(s)
Benefit(s)
Cons
Pros

Poll Question #4:
Which stakeholders do you include in your planning
process?

Important Steps in Developing
Strategic Plans

Strategic Planning Process
Collect Data Analysis
Review
Inputs
Define
Strategy
Review &
Adjust
Internal
stakeholders
Customers
Competitors
Industry
Company
performance
SWOT analysis
Other analyses
Strategic
questions
Stakeholder
buy-in of input
data & SWOT
Define goals to
address SWOT
Short term & Long
term strategies
Operational plans
Stakeholder review
Goals
Strategies
Adjust as necessary

Input Tools for the Process
Collect Data Analysis
Review
Inputs
Define
Strategy
Review &
Adjust
Internal
assessment
PESTLE
Internal
assessment
SWOT
PESTLE
Theory of Change
Internal
assessment
Theory of Change
SWOT
PESTLE
Internal Assessment
Comparative analysis

Strategic Planning for Housing

Cha Piyeh Inc.
Part of Ohkay Owingeh Housing Authority
• Youth credit
• Home refinancing
• Housing rehabilitation
• Alternative to Payday loans
• Financial ed / credit build

www.NativeLearningCenter.comSource: Four Bands Community Fund
Cha Piyeh means Lending Money in Tewa. It is a Native
certified CDFI established in 2009 by the tribe and the Ohkay
Owingeh Housing Authority.
Provides affordable loan products, financial education,
home ownership counseling to enhance its community and
the lives of the 3,500 Ohkay Owingeh tribal members, its
target market and their families who live on the reservation.
Cha Piyeh, Inc.
Mission Statement

Cha Piyeh, Inc.
Overview
Founded: 2009
www.ohkayowingehhousingauthority.org/cdfi.php
Product Loan size ($)
Youth Credit $500 - $2,500
Home Rehab, Refi >$5,000
Home Mortgages >$25,000
Signature $500 - $3,000
Financial education, counseling and support

Cha Piyeh, Inc.
Loan Portfolio
Product Number
Signature 79
Youth Credit Opportunity 2
Housing Refinance & Rehabilitation 9
Mortgages Coming
Soon

Cha Piyeh, Inc.
Strategic Planning

Strategic Plan Measurements

• Clear, specific action
• Measurable result
• Timeline (start and completion dates)
• Resources required
• Responsibility
Measurable
Actions
Source: 4Good Webinar, Strategic Planning Part 3

• Identify what matters most
• Find meaningful measures to get at these issues
• Mandate staff to set and manage metrics
• Share your reporting broadly
• Be clear that metrics will drive decisions
Creating
Metrics
Culture

Successful Strategic Plans

www.EnterpriseCommunity.org
www.EnterpriseCommunity.com

Resources
1. CDFI Fund - Native Initiatives Strategic Plan:
www.cdfifund.gov/Documents/Native American Strategic Plan.pdf
2. NM Indian Affairs Dep. Strategic Plan 2017:
www.NewMexicoIndianAffairsDepartment-StrategicPlanFY2017.pdf
3. 10 Keys for Strategic Planning: http://tccgrp.com/pubs/ten_keys_ten_years.php
4. US Department of Housing and Urban Development:
http://portal.hud.gov/hudportal/documents/huddoc?id=hudstrategicplan2014-
2018.pdf

Questions?
Answers?
Drew Tulchin
Upspring (formerly Social Enterprise Associates)
Upspringassociates.com
drew@upspringassociates.com
Thank you!

Native Learning Center webinar by UpSpring, Strategic Planning, June 2016

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