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Sponsored by:
The Case for
Integrated Planning
Sam Frank
Synthesis Partnership
June 12, 2013
Twitter Hashtag - #npweb
Part
Of:
Sponsored by:
Advising nonprofits in:!
•  Strategy!
•  Planning!
•  Organizational Development!
www.synthesispartnership.com!
!
(617) 969-1881!
info@synthesispartnership.com!
!
INTEGRATED PLANNING
Part
Of:
Sponsored by:Part
Of:
Coming this June
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Sam Frank
Synthesis Partnership
The Case for Integrated Planning
Effective Planning for Nonprofits
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
How to think about planning comprehensively.!
Take-aways"
Differences among types of planning.!
How different types of planning fit together.!
Further resources.!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
!!
For every complex problem "
there is a simple solution;"
...and it is always wrong.!
H.L. Mencken
Why Plan?"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Why Plan?"
"
Circumstance!
Operations!
Wisdom!
Cultivation!
Organizational Development!
Aspiration!
http://bit.ly/SyPci01!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Planning"
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
The Planning Cycle"
PROGRAM "
PLANNING!
STRATEGIC "
PLANNING!
BUSINESS "
PLANNING!
ORGANIZATIONAL
DEVELOPMENT!
IDENTITY
DEVELOPMENT!
FINANCIAL
MODELING!
TECHNOLOGY
PLANNING
"
HUMAN RESOURCE
PLANNING!
ADVANCEMENT
PLANNING!
FACILITY "
PLANNING!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
ACTIVITIES
Plan Structure"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure"
BUSINESS PLANNING
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
Plan Structure"
BUSINESS PLANNING
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
BUSINESS PLANNING
 LOGIC MODEL
Plan Structure"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
LOGIC MODEL
BUSINESS PLANNING
THEORY OF CHANGE
Plan Structure"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Five Components http://bit.ly/SyPci05!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Points of Integration
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Program Planning !Process"
Preparation!
Assessment!Engagement!
Plan Development!
Implementation!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Plan"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Plan"
Description of Programs !
Context!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Objectives!
Program Plan"
Description of Programs !
Organizational Structure!
Context!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Objectives!
Program Plan"
Description of Programs !
Organizational Structure!
Resources!
Implementation Process!
Context!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
Business Planning !Process"
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
http://bit.ly/SyPci12!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Household Median Income
$30,000
$32,000
$34,000
$36,000
$38,000
$40,000
$42,000
$44,000
1989 1999
Actual Recast
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
0!
200,000!
400,000!
600,000!
800,000!
1,000,000!
1,200,000!
1,400,000!
Comparative Attendance with Trends
http://bit.ly/SyPci06!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Values per Square Foot
$57.80
$6.60$6.30 $7.20
$0
$10
$20
$30
$40
$50
$60
Deferred Maintenance Operating Cost
School
Comp
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Organization structure!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Organization structure!
Finance!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Planning !Process"
Assessment!
Engagement!
Plan Development!
Implementation!
Preparation!
http://bit.ly/SyPci05!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Plan !"
!
Mission-Based Goals
Supporting Objectives
Measurable Actions
Mission
•  Clear, specific action
•  Measurable result
•  Timeline (start & complete dates)
•  Resources required
•  Responsibility
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Planning !"
!
For more detail see webinar archive for 
Strategic Planning 1:
Cultivation & Organizational Development
Strategic Planning 2:
Plan Development & Implementation
Strategic Planning 3:
Measure, Monitor, Report
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Mission & Strategy !!
Mission elements!
buildings and communities
transform
•  designed
•  built
•  operated
enabling an environment
•  environmentally & socially responsible
•  healthy
•  prosperous
improves quality of life
Committees/Functions!
Programs
•  Advocacy
•  Conference
•  Outreach
•  Professional Education
 Infrastructure
•  Communications / Marketing
•  Finance
•  Fundraising
•  Membership
•  Governance
•  Operations
To transform the way buildings and communities are designed, built & operated,
enabling an environmentally & socially responsible, healthy, & prosperous environment
that improves the quality of life.!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Action Plan !!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Plan tracking and monitoring !
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !5. Implement"
Dashboards !
Dashboard 41.7%
January 31, 2013: 41.7% of FY 2012
Engagement & Governance
Event guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82%
New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48%
Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50%
Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50%
Finance
Budget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48%
Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99%
Legend
LAGGING
PROBLEM
FY '12
YTD
YTD %
Growth
YTD %
FY Goal
STRONG
GROWTH
ABOVE GOAL
ON TARGET
FY '10
Actual
FY '11
Actual
FY '12
Goal
increase
'11 - '12
FY '11
YTD
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Board Issues!
Organizational Development"
SYNTHESIS
P A R T N E R S H I P
Responsibilities!
Membership!
Structure & Process!
Capacity!
Staff Issues!
Organizational structure!
Professional development!
http://bit.ly/SyPci04!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission / Identity / Brand!
!
Institutional Identity Development!
http://bit.ly/SyPci7!
http://bit.ly/SyPci9"
SYNTHESIS
P A R T N E R S H I P
What is identity & why does it matter?!
!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Ongoing work!
Communications!
External relations!
Donor relations!
Alumni relations!
Annual giving!
Planned giving!
!
Periodic planning!
Capability assessment!
Fundraising assessment!
Campaign planning!
Advancement Planning"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Compliance with regulations and requirements!
Predictable, and comprehensive policies!
Clear and effective procedures!
Job descriptions and performance reviews!
Fair and competitive compensation and benefits!
Orientation and training!
Ongoing professional development!
!
Human Resource Planning"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Management technology!
Technology Planning"
SYNTHESIS
P A R T N E R S H I P
Program technology!
Advancement technology!
Knowledge management!
Upkeep!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Master Planning!
Facility Planning!
Architectural Programming & Budgeting!
Selecting Architects & Constructors!
Contracts!
Design & Construction!
Financial Modeling!
Facility Planning!
http://bit.ly/SyPci13
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
sbf@synthesispartnership.com"
www.synthesispartnership.com!
© 2013 Synthesis Partnership
Except for examples of nonprofit plans, missions & dashboards owned by others
All rights reserved
Resources !"
!Critical Issues!
# 1 Why Plan? http://bit.ly/SyPci01
# 5 The Structure of Planning http://bit.ly/SyPci05
# 8 The Measure of Success http://bit.ly/SyPci08
#15 Strategic Action http://bit.ly/SyPci15
#17 Fear of Planning http://bit.ly/SyPci17
#18 Tools for Planning http://bit.ly/SyPci18
!
Other Webinars on Related Topics!
Strategic Planning 1: Cultivation & Organizational Development
Strategic Planning 2: Plan Development & Implementation
Strategic Planning 3: Measure, Monitor, Report
What’s a Mission Statement Worth?
Nonprofit Boards & Effective Governance
Before You Hire an Architect
!
schedule, archive, & registration at http://bit.ly/SyPwebinars
Advising nonprofits!
in strategy, planning,!
& organizational development"
SYNTHESIS
P A R T N E R S H I P
# 2 The Secret Life of Surveys http://bit.ly/SyPci02
# 7 On a Mission http://bit.ly/SyPci07
# 9 Brand Identity http://bit.ly/SyPci09
#11 Integrated Planning http://bit.ly/SyPci11
#12 Business Planning http://bit.ly/SyPci12
#13 Facility Planning http://bit.ly/SyPci13
#14 Managing Change http://bit.ly/SyPci14
Sponsored by:
Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
Part
Of:

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The Case for Integrated Planning

  • 1. Sponsored by: The Case for Integrated Planning Sam Frank Synthesis Partnership June 12, 2013 Twitter Hashtag - #npweb Part Of:
  • 2. Sponsored by: Advising nonprofits in:! •  Strategy! •  Planning! •  Organizational Development! www.synthesispartnership.com! ! (617) 969-1881! info@synthesispartnership.com! ! INTEGRATED PLANNING Part Of:
  • 4. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Sam Frank Synthesis Partnership The Case for Integrated Planning Effective Planning for Nonprofits
  • 5. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! How to think about planning comprehensively.! Take-aways" Differences among types of planning.! How different types of planning fit together.! Further resources.!
  • 6. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! !! For every complex problem " there is a simple solution;" ...and it is always wrong.! H.L. Mencken Why Plan?"
  • 7. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Why Plan?" " Circumstance! Operations! Wisdom! Cultivation! Organizational Development! Aspiration! http://bit.ly/SyPci01!
  • 8. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Integrated Planning" !
  • 9. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! The Planning Cycle" PROGRAM " PLANNING! STRATEGIC " PLANNING! BUSINESS " PLANNING! ORGANIZATIONAL DEVELOPMENT! IDENTITY DEVELOPMENT! FINANCIAL MODELING! TECHNOLOGY PLANNING " HUMAN RESOURCE PLANNING! ADVANCEMENT PLANNING! FACILITY " PLANNING!
  • 10. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! MISSION ACTIVITIES Plan Structure"
  • 11. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! MISSION OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS Plan Structure"
  • 12. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS Plan Structure" BUSINESS PLANNING
  • 13. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS PROGRAM PLANNING Plan Structure" BUSINESS PLANNING
  • 14. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS PROGRAM PLANNING BUSINESS PLANNING LOGIC MODEL Plan Structure"
  • 15. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS PROGRAM PLANNING LOGIC MODEL BUSINESS PLANNING THEORY OF CHANGE Plan Structure"
  • 16. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Preparation! Assessment! Engagement! Plan Development! Implementation! The Planning Process! Five Components http://bit.ly/SyPci05!
  • 17. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Preparation! Assessment! Engagement! Plan Development! Implementation! The Planning Process! Points of Integration
  • 18. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Program Planning !Process" Preparation! Assessment!Engagement! Plan Development! Implementation!
  • 19. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Mission-Based Goals! Program Plan"
  • 20. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Mission-Based Goals! Program Plan" Description of Programs ! Context!
  • 21. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Mission-Based Goals! Program Objectives! Program Plan" Description of Programs ! Organizational Structure! Context!
  • 22. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Mission-Based Goals! Program Objectives! Program Plan" Description of Programs ! Organizational Structure! Resources! Implementation Process! Context!
  • 23. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! SYNTHESIS P A R T N E R S H I P Business Planning !Process" Preparation! Assessment! Engagement! Plan Development! Implementation! http://bit.ly/SyPci12!
  • 24. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Business Plan" Market analysis! Household Median Income $30,000 $32,000 $34,000 $36,000 $38,000 $40,000 $42,000 $44,000 1989 1999 Actual Recast
  • 25. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Business Plan" Market analysis! Business strategy!
  • 26. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Business Plan" Market analysis! Business strategy! Business / Financial goals! 0! 200,000! 400,000! 600,000! 800,000! 1,000,000! 1,200,000! 1,400,000! Comparative Attendance with Trends http://bit.ly/SyPci06!
  • 27. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Business Plan" Market analysis! Business strategy! Business / Financial goals! Resource requirements! Values per Square Foot $57.80 $6.60$6.30 $7.20 $0 $10 $20 $30 $40 $50 $60 Deferred Maintenance Operating Cost School Comp
  • 28. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Business Plan" Market analysis! Business strategy! Business / Financial goals! Resource requirements! Organization structure!
  • 29. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Business Plan" Market analysis! Business strategy! Business / Financial goals! Resource requirements! Organization structure! Finance!
  • 30. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Strategic Planning !Process" Assessment! Engagement! Plan Development! Implementation! Preparation! http://bit.ly/SyPci05!
  • 31. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Strategic Plan !" ! Mission-Based Goals Supporting Objectives Measurable Actions Mission •  Clear, specific action •  Measurable result •  Timeline (start & complete dates) •  Resources required •  Responsibility
  • 32. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Strategic Planning !" ! For more detail see webinar archive for Strategic Planning 1: Cultivation & Organizational Development Strategic Planning 2: Plan Development & Implementation Strategic Planning 3: Measure, Monitor, Report
  • 33. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Integrated Plan !" Mission & Strategy !! Mission elements! buildings and communities transform •  designed •  built •  operated enabling an environment •  environmentally & socially responsible •  healthy •  prosperous improves quality of life Committees/Functions! Programs •  Advocacy •  Conference •  Outreach •  Professional Education  Infrastructure •  Communications / Marketing •  Finance •  Fundraising •  Membership •  Governance •  Operations To transform the way buildings and communities are designed, built & operated, enabling an environmentally & socially responsible, healthy, & prosperous environment that improves the quality of life.!
  • 34. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Integrated Plan !" Action Plan !!
  • 35. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Integrated Plan !" Plan tracking and monitoring !
  • 36. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Integrated Plan !5. Implement" Dashboards ! Dashboard 41.7% January 31, 2013: 41.7% of FY 2012 Engagement & Governance Event guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82% New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48% Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50% Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50% Finance Budget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48% Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99% Legend LAGGING PROBLEM FY '12 YTD YTD % Growth YTD % FY Goal STRONG GROWTH ABOVE GOAL ON TARGET FY '10 Actual FY '11 Actual FY '12 Goal increase '11 - '12 FY '11 YTD
  • 37. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Board Issues! Organizational Development" SYNTHESIS P A R T N E R S H I P Responsibilities! Membership! Structure & Process! Capacity! Staff Issues! Organizational structure! Professional development! http://bit.ly/SyPci04! The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved !
  • 38. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Mission / Identity / Brand! ! Institutional Identity Development! http://bit.ly/SyPci7! http://bit.ly/SyPci9" SYNTHESIS P A R T N E R S H I P What is identity & why does it matter?! ! The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved !
  • 39. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Ongoing work! Communications! External relations! Donor relations! Alumni relations! Annual giving! Planned giving! ! Periodic planning! Capability assessment! Fundraising assessment! Campaign planning! Advancement Planning" SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved !
  • 40. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Compliance with regulations and requirements! Predictable, and comprehensive policies! Clear and effective procedures! Job descriptions and performance reviews! Fair and competitive compensation and benefits! Orientation and training! Ongoing professional development! ! Human Resource Planning" SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved !
  • 41. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Management technology! Technology Planning" SYNTHESIS P A R T N E R S H I P Program technology! Advancement technology! Knowledge management! Upkeep! The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved !
  • 42. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! Master Planning! Facility Planning! Architectural Programming & Budgeting! Selecting Architects & Constructors! Contracts! Design & Construction! Financial Modeling! Facility Planning! http://bit.ly/SyPci13 SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved !
  • 43. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning! Wednesday Webinar: June 12, 2013! © 2013 Synthesis Partnership. All rights reserved ! sbf@synthesispartnership.com" www.synthesispartnership.com! © 2013 Synthesis Partnership Except for examples of nonprofit plans, missions & dashboards owned by others All rights reserved Resources !" !Critical Issues! # 1 Why Plan? http://bit.ly/SyPci01 # 5 The Structure of Planning http://bit.ly/SyPci05 # 8 The Measure of Success http://bit.ly/SyPci08 #15 Strategic Action http://bit.ly/SyPci15 #17 Fear of Planning http://bit.ly/SyPci17 #18 Tools for Planning http://bit.ly/SyPci18 ! Other Webinars on Related Topics! Strategic Planning 1: Cultivation & Organizational Development Strategic Planning 2: Plan Development & Implementation Strategic Planning 3: Measure, Monitor, Report What’s a Mission Statement Worth? Nonprofit Boards & Effective Governance Before You Hire an Architect ! schedule, archive, & registration at http://bit.ly/SyPwebinars Advising nonprofits! in strategy, planning,! & organizational development" SYNTHESIS P A R T N E R S H I P # 2 The Secret Life of Surveys http://bit.ly/SyPci02 # 7 On a Mission http://bit.ly/SyPci07 # 9 Brand Identity http://bit.ly/SyPci09 #11 Integrated Planning http://bit.ly/SyPci11 #12 Business Planning http://bit.ly/SyPci12 #13 Facility Planning http://bit.ly/SyPci13 #14 Managing Change http://bit.ly/SyPci14
  • 44. Sponsored by: Find listings for our current season of webinars and register at: NonprofitWebinars.com Part Of: