Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Non profit strategic planning may 22 2012

3,927 views

Published on

Published in: Business, Technology
  • Be the first to comment

Non profit strategic planning may 22 2012

  1. 1. Presented by Susan LowMay 22, 2012
  2. 2. About Me Founder/CEO of Directis Consulting MBA & 15 years consulting experience Passionate about problem-solving and helping “good” organizations be stronger
  3. 3. What is Strategic Planning? Provide direction and make choices for the future Determine how to apply the resources of the organization to
  4. 4. Why Do Strategic Planning? Focus on positive change - proactively Align interests & Society at Large needs with actions Stakeholders Clients Organization
  5. 5. The Strategic Planning Process Process Participants design Planners Predictable Prepared
  6. 6. Strategic Planning Process Situational Analysis • What is happening in our world? • What is happening internally? • What is our purpose? Mission, Values, Direction • What makes us different & valuable? • What is our goal for this period? • What are our big priorities? Themes Objectives • What do we measure? How? Actions • What are we going to do? Implement/ • How are we Monitor doing?
  7. 7. Situation Analysis Environmental Scan:  What is changing in our industry, markets, region?  How will these changes impact us? Stakeholder Scan:  How do our clients, funders, partners and public see us?  What needs are we meeting (or not)? Internal Scan:  What are our strengths & weaknesses?  How do these impact us given the environment?
  8. 8. Reflecting on Your Scans What are the biggest opportunities or threats from the environment? What problems are we not able to respond to? What resources are we not using well? How do we need to work together better? Rank the top strengths/weaknesses, opportunities/threats
  9. 9. Strategic Planning Process Situational Analysis • What is happening in our world? • What is happening internally? • What is our purpose? Mission, Values, Direction • What makes us different & valuable? • What is our goal for this period? • What are our big priorities? Themes Objectives • What do we measure? How? Actions • What are we going to do? Implement/ • How are we Monitor doing?
  10. 10. Mission Long-term purpose: 10-15 years  Incorporate “vision” – simplify your planning! Who will we serve? What needs? What is “the change we wish to see in the world?” How will our organization shape itself?
  11. 11. Values/Beliefs What principles or absolute ideals govern our decisions and conduct? Use as criteria in decision-making:  Which programs/projects  Who to hire  Partners to align with
  12. 12. Strategic Direction What resources & capabilities do we count on? Where do they come from? What makes us unique among organizations?
  13. 13. Strategic Goal – FOCUS! 2-3 Year Scope for the Organization Guides near-term program choices, funding needs, etc. What do we do?  Selected activities / services that we can capably deliver Who do we do it for?  Define the target population – make choices!
  14. 14. Strategic Planning Process Situational Analysis • What is happening in our world? • What is happening internally? • What is our purpose? Mission, Values, Direction • What makes us different & valuable? • What is our goal for this period? • What are our big priorities? Themes Objectives • What do we measure? How? Actions • What are we going to do? Implement/ • How are we Monitor doing?
  15. 15. Identifying the Gaps Compare our goal with where we are now Where are we falling short? Prioritize the gaps  What will make the biggest positive effect?  What do we have the resources to do? Create strategies to close the gaps
  16. 16. Creating Strategies - Themes Define the desired results What makes it possible to achieve that result?  Themes are courses of action chosen to achieve a goal Given our resources, what can we do in 2-3 years?
  17. 17. Example of a Theme: Theme – increase reach to local program participants Objective – add program spaces Metric - # of program spaces Target – 10% increase by end of 2013 Actions:  Develop the case for support from funders  Identify teaching / delivery staff  Reduce size of program booklet to cut printing costs, allowing us to fit materials into existing budget Resources required: $, time, in-kind, supplies etc.
  18. 18. Strategic Planning Process Situational Analysis • What is happening in our world? • What is happening internally? • What is our purpose? Mission, Values, Direction • What makes us different & valuable? • What is our goal for this period? • What are our big priorities? Themes Objectives • What do we measure? How? Actions • What are we going to do? Implement/ • How are we Monitor doing?
  19. 19. Building a Scorecard LO E IAT NG INPUTS PROCESSES OUTPUTS D -T E ME RM OUTCOMES IM MEDIUM-TERM #1 Measure: Outcomes Also measure:  What creates sustainability for the organization?  What indicates healthy performance?
  20. 20. Implementation Break up your action plan into 90-day segments  Realistic expectations Meet frequently & communicate about progress towards each goal Communicate your plan to all stakeholders
  21. 21. Measuring / Monitoring Update your scorecard Evaluate whether performance is “on track” Reflect on progress & adjust your course:  Given what we know now, what should we do?  What assumptions did we make that were right/wrong?  How can we use this learning to go forward? Make new action plans
  22. 22. When can a facilitator help? If your organization is new to strategic planning If there are diverging viewpoints / wide ranges of concerns among participants If an internal facilitator will inhibit participation (or prevent a leader from fully focusing on planning) If previous planning efforts were challenging or got derailed
  23. 23. Resources Website: SWOT Analysis, Strategic Plan Word Template, Marketing Plan Templates StratPad – iPad app, coming to non-profit soon! Contact me: 250-479-8303 www.directis.ca sue@directis.ca

×