Non-profit strategic planning workshop

1. 2010 STRATEGIC PLANNING FACILITATOR: Martin “Marty” Black May 20 2010 CREATIVITY HISTORY ECOLOGY COMMUNITY The hermitage

3. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

4. GROUP EXERCISE

6. The importance of clarity for understanding and consistency… Imagine: an urban city setting at dark with a purple sky a series of high rise and mid rise buildings with white lit windows and some flashes of light flowing in the foreground

10. Strengths

11. Opportunities

12. Aspirations

14. 11 Discovery “What defines us?” Appreciating Destiny “How to learn, and adjust/improvise?” Sustaining Dream “What might be?” Envisioning Results THE HERMITAGE Design “What should be--the ideal?” Adapted by Martin Black from: Strategic Inquiry Appreciative Intent: Inspiration to SOAR A New Framework for Strategic Planning By Stavros, Cooperrider & Kelley

15. ENVIRONMENTAL SCAN Adapted by Martin Black from: Strategic Inquiry Appreciative Intent: Inspiration to SOAR A New Framework for Strategic Planning By Stavros, Cooperrider & Kelley

16. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

17. ValuesHave we done our work in a way that adheres to the shared values that are understood by all? And if not, how might we change our work to ensure we are indeed walking our talk?

18. 1. VALUES “There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” - Albert Einstein

19. 1. VALUES HOW WILL WE TREAT EACH OTHER, OUR CONSTITUENTS AND EVERYONE WHO COMES INTO CONTACT WITH THE HERMITAGE? WHAT THREE – FOUR QUALITIES DO YOU WANT TO COME TO MIND WHEN SOMEONE SAYS: “THE HERMITAGE”?

21. Entertaining

22. Thoughtful

23. Wise

24. Nurturing

25. Independent

26. Collaborative

27. Focused

28. EthicalAccessible Creative Diverse Innovative Inspiring Spiritual Bold Traditional Flexible

29. GROUP EXERCISE

30. Establish four to six core values from which the organization would like to operate. Consider values of customers, stakeholders, employees and the community. “WHAT VALUES ARE YOU MUST PROUD OF IN YOURSELF? “WHAT VALUES ARE YOU MUST PROUD OF IN THE BOARD? “WHAT VALUES ARE YOU MUST PROUD OF IN THE ORGANIZATION?

31. GROUP EXERCISE

32. “The task of leadership is to create an alignment of strengths…” - Peter Drucker

33. Observations and experiences— When do people feel most passionate and connected with/at the Hermitage? B. The Hermitage’s Signature Strengths: Presuming change in the future, what are those best qualities– distinctive capacities, signature strengths, assets, etc --that you would want to keep or build upon, even as the organization moves into a new and changing future?

34. GROUP EXERCISE

35. Re- and De-Hydrate yourself

36. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

37. “Certain things catch your eye,But pursue only thosethat capture your heart.” - Native American saying

38. 2. VISION AND MISSION VisionARY - who sees what is possibleMissionARY - who carries out that work Our vision is a community where ________________________________. or Our vision is a community that __________________________________.

39. GROUP EXERCISE

40. Vision "Art is the Queen of all sciences communicating knowledge to all the generations of the world." - Leonardo da Vinci

41. Vision Vision Have we done our work in a way that will move our vision forward? Have we focused entirely on our mission, at the exclusion of our vision? How might we change our work to aim at that vision?

42. GROUP EXERCISE

43. mission "To nurture creativity, preserve a Florida historic site, protect native ecology, and serve our Gulf Coast Communities."

44. Creativity The Hermitage Artist Retreat nurtures creativity in mid-career writers, painters, poets, playwrights, composers, translators, sculptors, and artists working in digital media. With a gift of time and inspiring space, as well as an accommodating and supportive staff and community, creative people are invited here to work. Supporting gifted people in their work is our work.

45. History A pre-historic Callusa Indian midden lies in the center of the Hermitage campus while one of the region’s earliest buildings, the Hermitage House (1907) serves as both living quarters, and common areas for Hermitage Fellows. Other buildings on the campus date back to the 1940s. It’s this rustic, “old Florida” ambiance and our meticulous restoration of it, which provides the foundation for the inspiring atmosphere of the Hermitage.

46. Ecology The Hermitage encompasses some of Florida’s finest environmental treasures, including a beach stretching for miles in both directions and one of the finest examples of sea turtle nesting habitat. While our beautifully restored buildings are incredible, nothing beats sunsets over the Gulf of Mexico for a spiritual experience -- a communion with nature that leaves you forever changed.

47. Community Community is important to us, which is why it plays such a key role in our mission. First we attend to the internal community -- how our artists interact with the other Hermitage artists and staff. While we create in solitude, we live together in community and celebrate the opportunity to connect with our fellow artists. Next we attend to our external community. All Hermitage artists are asked to perform two services to the external community which may include lectures, exhibitions, concerts, readings, school and senior center visits, or any other kind of public interaction that lets them share their work and themselves with our Southwest Florida community.

48. MissionHave we done our work in a way that monitors to ensure we really are accomplishing our mission? And if not, how might we change our work to ensure we are indeed accomplishing that work?

49. GROUP EXERCISE

50. Lunch time…take some friends to a comfortable place….

51. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

52. 41 What possibilities exist that we have not yet considered? What’s the smallest change that could make the biggest impact? What solutions have we dared not try?

53. What possibilities exist that we have not yet considered?

54. GROUP EXERCISE

55. What’s the smallest change that could make the biggest impact?

56. GROUP EXERCISE

57. What solutions have we dared not try?

58. GROUP EXERCISE

59. 3. PROGRAMMING 1- 5 years 10 yrs - Legacy

61. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

62. 4. PEACE PRIZE Concept Description Role in the organization’s future Does it match the values of the Hermitage?

63. Re- and De-Hydrate yourself

64. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

65. Collaborative Community Activities Level of Engagement & Inspired Action Action Groups Large Group Summit Time SUSTAINED SUCCESS

66. 5. RESOURCE IMPLEMENTATION What existing resources are threatened? What new resources could you tap? Who will lead those efforts?

67. GROUP EXERCISE

68. PROGRAMS COMMUNITIES HERMITAGE GOVERNANCE FINANCE ADMINISTRATION

69. The Board of Trustees Emeritus Board Honorary Board National Artist Advisory Committee National Artist Advisory Committee (Emeritus) Staff Community Partners Subject Matter Partners

70. AGENDA 1. INTRODUCTION & OVERVIEW 2. VALUES 3. VISION AND MISSION 4. PROGRAMMING 5. PEACE PRIZE 6. RESOURCE IMPLEMENTATION 7. WRAP UP AND COMMITMENT

71. HERMITAGE CREATIVITY HISTORY COMMUNITY ECOLOGY

72. NEXT STEPS: PREPARE SUMMARY FOR BOARD. WORK DETAILS OF IMPLEMENTATION PLAN BOTH SHORT TERM AND LONG TERM, MONITOR.

73. Did it turn out as you expected? "Die Welt Steht Kopf“ House on the Baltic Sea Island of Usedom, Trassenheide, Germany

74. THANK YOU!