Webinar SlideDeck.Roadmap to Nonprofit Strategic Planning.pdf
T. McIntyre MNA 2016 Presentation- Plan to Lead
1. Strategic Planning for Montana Nonprofits
Montana Nonprofit Association Annual
Conference September 2016
Planning to Lead:
Leading to Plan
2. • Project Management
• Event Management
• Leadership Development
• Strategic and Comprehensive
Planning
What do we do
Welcome and Introductions
Story Time:Why I'm passionate about Strategic Planning?
3. • Engagement and Buy In of
Staff/Volunteers/Board
• Clear Understanding on why
Strategic Planning now
• Creating a platform for synergy
and development of growth
• Learning from the past while
exploring the future
Leading to Plan
• Developing basic skills sets to
help your organization move into
Strategic Planning
• Create a tangible action matrix to
begin the process
• Gathering the “forces” to develop
a Strategic Plan
• Identifying the timing for the
organization
Planning to Lead
Todays Focus is Why Strategic Planning
4. • Set Organization’s Direction and Priorities
• Development of a Shared Mission and Vision
• Creates a Process for Decision Making
• Determines if the Organization is meeting its purpose
• Communicate the Message of the Organization
Why Strategic Planning?
GROUP ACTIVITY
5. • External and Internal
Environments
• Organizational objectives and
strategies
• Evaluation and Accountability
• Mission and Vision
Areas of Focus
• Gathering Facts and Input
(public, board, staff, etc)
• Identify Cost and Time Factors
• Outside Facilitator Needed?
• Previous Planning Documents
What is needed?
Identifying What is needed for Strategic
Planning
6. • Are you ready to lead your organization in strategic planning?
What is driving YOU to seek a Strategic Plan?
• Why now- be prepared to answer that questions
• Who needs to be at the table?
• Do you have Board/Staff Engagement?
• Is there natural Synergy occurring right now?
• What “Tricks of the Trade” will you use or do you hire out?
• Create an atmosphere
• Setting the basics: ground rules, behavior expectations, effective meetings
• Showing appreciation
Planning to Lead
Group Activity
7. • Identify Current Situation/Gather Information
• Taking a hard look at what is happening Today? What has worked what
hasn’t?
• SWOT analysis (Strengths, Weaknesses, Opportunities and Threats)
• Be Honest!
• Are we asking the right people for input?
• Define a Future
• What is the Mission?
• What is the Vision?
• Do you know the Difference
Steps of Planning:
Group Activity
8. • Execution
• Don’t let it collect Dust!
• Build in check in points
• Have a “leader” providing encouragement
• Share as new members/volunteers/staff come on board (VERY IMPORTANT)
• Builds Sustainability
• Creates Succession Planning
• Evaluation
• Build into plan evaluation methods and timeline
• It is okay to say something isn’t working-Key is to determine WHY
Steps of Planning Continue:
9. Avoid the PITFALLS of strategic planning
Don’t let the plan be built and set; nothing drains energy faster than wasted
potential.
Utilize the Plan as a training and communication tool.
Don’t assume everyone will read the plan from front to back!
Create an easy to read and track working matrix
Don’t forget to CELEBRATE SUCCESSES
Don’t allow for time to past without revisions….Revisit annually!
Don’t be a wallflower- speak up, be honest and admit when something isn’t
working and allow for adjustment to occur
Building Measurable Outcomes
10. Things to Remember to ask before finalizing!
Is there timetables incorporated?
GREAT! Now who is going to make sure the timetable is being followed?
Is there Clear distinction on actions?
AWESOME! Does everyone know their roles? What about a new hire?
Is there a date set to revisit and revise the Plan?
Wonderful, who will send out reminders and set that session?
Is there enough flex in the plan to allow for spontaneity and changes?
Right On… now how will changes be tracked so lessons are learned and remembered?
How will it be shared (externally and internally)
You Got it! Make sure to incorporate into you Strategic Plan an outreach process so your
organization can continue to grow and succeed
Creating a Living Plan
11. Let’s begin! Using your Journal answer....
Has my organization completed a strategic plan?
Have I read it?
Is there an easy matrix to read and update?
Do I believe the Mission is clear?
Can I outline our vision statement?
What do I need to help lead my organization into Strategic Planning?
Who do I need to visit prior to starting?
What information needs to be gathered?
Do we have commitment from our staff, Board, Volunteers?
Do we need outside facilitation?
What type of public/external input should we seek?
What type of internal input should we seek?
Group Activity: Begin the Quest
12. What is the Mission and Vision of our Organization?
Can I clearly state our Mission Statement?
Could I communicate the organizations Vision for the next 3 years? 5 years?
10 years?
Do I believe that others involved in the organization could do so?
What are 3 Strengths? Weaknesses? Opportunities? And Threats?
Currently facing our organization today?
What are 3 items I would like to see accomplished within the next 2 to 5
years? Am I willing to work on them? If so what is my time commitment
to seeing them completed?
Beginning the Quest Continues:
13. We wish you the Best and Happy Planning
QUESTIONS?