Non-Profit Strategic Planning Session Template (Appreciative Inquiry)

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Template for non-profit board strategic planning session grounded in Appreciative Inquiry methodology

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Non-Profit Strategic Planning Session Template (Appreciative Inquiry)

  1. 1. Board Meeting Date 20xx Strategy Planning Session
  2. 2. Objectives of our Meeting Today <ul><li>Review Highlights √ </li></ul><ul><li>Define our Values and Identify our Strengths √ </li></ul><ul><li>Dream: Opportunities and Aspirations √ </li></ul><ul><li>Planning for 2010 and Beyond [in progress, our planning roadmap is underway!] </li></ul>Progress we made at our meeting marked in Red √
  3. 3. <ul><li>Our Vision: </li></ul><ul><li>Title </li></ul>
  4. 4. <ul><li>Our Mission: </li></ul><ul><li>xxxx </li></ul>
  5. 5. What to expect today… <ul><li>Your role </li></ul><ul><ul><li>Contribute your knowledge, experience and ideas. </li></ul></ul><ul><ul><li>Bring out the best in the people around you. </li></ul></ul><ul><ul><li>Have fun. </li></ul></ul><ul><ul><li>Build the future you want for our organization. </li></ul></ul><ul><li>Ground rules </li></ul><ul><ul><li>Everyone participates. </li></ul></ul><ul><ul><li>All ideas are valued. </li></ul></ul><ul><ul><li>Everything is written on flip charts. </li></ul></ul><ul><ul><li>Be curious, ask, and listen. </li></ul></ul><ul><ul><li>Observe timeframes. </li></ul></ul><ul><ul><li>Seek higher ground and inspired action. </li></ul></ul><ul><ul><li>Create relationship-enhancing conversations. </li></ul></ul>
  6. 6. Agenda <ul><li>2:30 – 2:45 Welcome and Review </li></ul><ul><li>2:45 – 3:25 Interviews (all) </li></ul><ul><li>3:25 – 3:45 Interview Recap (all) </li></ul><ul><li>3:45 – 4:15 Values & Strengths (workshop exercise) </li></ul><ul><li>4:15 – 4:45 Opportunities & Aspirations (workshop exercise) </li></ul><ul><li>4:45 – 5:00 Completion of SOAR (Strengths, Opportunities, Aspirations, Results) (workshop exercise) </li></ul><ul><li>5:00 – 5:15 Prioritize our opportunities (workshop exercise) </li></ul><ul><li>5:15 – 5:45 Mindmap top opportunities (workshop exercise) </li></ul><ul><li>5:45 – 6:15 Action Plans (workshop exercise) </li></ul><ul><li>6:15 – 6:30 Close </li></ul>
  7. 7. Interviews <ul><li>20 minutes each – be back in 40 minutes </li></ul><ul><li>Goal: </li></ul><ul><ul><li>Get to know one another a bit more: discover each others strengths, values </li></ul></ul><ul><ul><li>Gather rich stories, quotes and ideas </li></ul></ul><ul><li>Take notes – be prepared to share highlights of your interview </li></ul>
  8. 8. Interview Questions <ul><li>Tell me about how you got involved our organization. What attracted you to the organization? What were your initial feelings and impressions when you first became involved? </li></ul><ul><li>Our organization has been wildly successful in the launch, our fundraising efforts, our first fundraiser event and the help that we’ve been able to deliver to date. Every member of the team brings unique experiences, skillsets and knowledge. Our combined strengths have truly made a difference to many people. </li></ul><ul><ul><li>What has been the highlight of your involvement to date? Please share that story – what made it a high point experience? </li></ul></ul><ul><ul><li>  Without linking strengths to individuals, create a list of our cumulative strengths that have made this organization so successful. </li></ul></ul><ul><ul><li>T ell me about a time when you saw our organization working at its very best. What made it work? </li></ul></ul><ul><li>   What skillsets do you bring to the team that we haven’t tapped into yet!? </li></ul><ul><li>  Values are an intricate core of our organization and will help define our path forward </li></ul><ul><li>What is it this organization that you value the most? </li></ul><ul><li>  What values would you like our organization to adopt as we interact with: </li></ul><ul><ul><li>Each other </li></ul></ul><ul><ul><li>Our grant recipients </li></ul></ul><ul><ul><li>Other organizations </li></ul></ul><ul><li>  Our board will envision and define the future of our organization. We’ll have paths to consider and decisions to make. </li></ul><ul><ul><li>Imagine its 5 years from now. Describe what our organization looks like, who is involved, who are we helping and how we are helping. What are you seeing in 2015 that is new, different, changed or better? </li></ul></ul><ul><li>  Now with the future in mind, what is the one small step, we could take today to become the future organization you want? </li></ul><ul><li>  What is the one big and bolder step we might consider, something we may not have considered yet? </li></ul>
  9. 9. Making Meaning <ul><li>Tell the story that inspired you the most that your partner shared. What’s insights did you gain into their personal strengths and values? </li></ul><ul><li>Begin listening for common threads </li></ul>
  10. 10. A Year in Review <ul><li>Metrics </li></ul><ul><li>Finances </li></ul><ul><ul><li>Raised $! </li></ul></ul><ul><ul><li>Expenses: $ </li></ul></ul><ul><ul><li>Current Balance $ </li></ul></ul><ul><li>Fundraising Event </li></ul><ul><ul><li>170 donated items </li></ul></ul><ul><ul><li>4 sponsors </li></ul></ul><ul><ul><li>200 attendees </li></ul></ul><ul><li>Media Coverage </li></ul>
  11. 11. Discovering Our Strengths
  12. 12. Defining our values <ul><li>With each other </li></ul><ul><li>With our grant recipients </li></ul><ul><li>With other organizations </li></ul>
  13. 13. Opportunities & Aspirations <ul><li>Workshop exercise </li></ul><ul><li>Prioritize </li></ul><ul><li>Decide on top area of focus </li></ul><ul><li>Mindmap Top Opportunities </li></ul>
  14. 14. SOAR Analysis <ul><li>Strengths </li></ul><ul><li>Opportunities </li></ul>Aspirations <ul><li>Results </li></ul>
  15. 15. Activity Planning #1: <ul><li>Preparation: </li></ul><ul><li>Schedule Fundraiser Committee Meeting </li></ul>Activity Outcomes Quick Wins Overall Approach Who needs to Be involved? Resources Required Planning Meeting Potential Champion TBD TBD TBD
  16. 16. Activity Planning #2: Preparation: Activity Outcomes Quick Wins Overall Approach Who needs to Be involved? Resources Required Planning Meeting Potential Champion xxx TBD TBD
  17. 17. Activity Planning #3: <ul><li>Preparation: </li></ul><ul><li>Determine Lead, Goals, and Team </li></ul>Activity Outcomes Quick Wins Overall Approach Who needs to Be involved? Resources Required Planning Meeting Potential Champion TBD TBD TBD TBD
  18. 18. Activity Planning #4: <ul><li>Preparation: </li></ul><ul><li>As part of the Marketing Committee Meeting scheduled for January 25th </li></ul>Activity Outcomes Quick Wins Overall Approach Who needs to Be involved? Resources Required Planning Meeting Potential Champion TBD TBD TBD TBD
  19. 19. Action Items
  20. 20. Action Items – Fundraising Items
  21. 21. Action Items: Schedule Committee Meetings <ul><li>Marketing Outreach: </li></ul><ul><li>Fundraising Development: </li></ul><ul><li>Benefactor Committee </li></ul>
  22. 22. Marketing Plan
  23. 23. Marketing Goals & Objectives
  24. 24. Backup Slides

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