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Webinar SlideDeck.Roadmap to Nonprofit Strategic Planning.pdf

This document provides a roadmap for creating a successful nonprofit strategic plan in 5 steps: 1. Set your mindset and schedule time for strategic planning. 2. Conduct an internal and external SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis. 3. Review your mission, vision, and values statements to ensure they are still relevant. 4. Conduct resource mapping to assess your current financial, physical/digital, and people resources. 5. Define goals and strategies for the upcoming year, including key metrics to track success. The document emphasizes the importance of strategic planning to provide direction, benchmarks, and a funding roadmap for nonprof

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ROADMAP TO
CREATE A
SUCCESSFUL
NONPROFIT
STRATEGIC PLAN
Review
Assess
Plan
Implement
Holly Rustick, Coach & Consultant
✓ Creator of the Nonprofit Strategic Planning Course.
✓ Worked with Hundreds of Nonprofit Organizations
✓ Strategic Planning & Grant Writing with Nonprofits for 20 years
✓ Coach & CEO of the Freelance Grant Writer Academy & Mentorship
with Students Who Have Secured $50+ million for Nonprofits
✓ Bestselling Author of Grant Writing Books
✓ Podcast Host of the Top-Ranked Grant Writing Podcast, “Grant
Writing & Funding” with more than 450,000 downloads
✓ Past President of the Guam Women’s Chamber of Commerce
✓ Co-Creator of the Nonprofit Consulting Conference
https://grantwritingandfunding.com/bloomerang
Turn off distractions...
✓ Gives Your Nonprofit Benchmarks
✓ Gives Your Nonprofit a Guide
✓ Is Something Funding Sources May
Request
✓ Creates a Roadmap for Funding
Why Your Nonprofit Needs a Strategic Plan
✓ Forgetting to Look at the Needs in Your
Community
✓ Not Knowing Your Mission or Vision Statement
✓ Avoiding a SWOT analysis
✓ Not Having a Plan!
✓ Doing a Plan in Isolation
✓ Not Being Specific… what do you want to
achieve?
Warning signs of Not doing a Strategic Plan
1. Does your Nonprofit have a Strategic Plan?
2. If you do, do you review it annually?
3. Do you use your Strategic Plan in your meetings?
4. Do you feel prepared for 2024?
5. Have you conducted a SWOT?
6. What Best Describes your Role
quick poll

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Webinar SlideDeck.Roadmap to Nonprofit Strategic Planning.pdf

  • 1. ROADMAP TO CREATE A SUCCESSFUL NONPROFIT STRATEGIC PLAN Review Assess Plan Implement
  • 2. Holly Rustick, Coach & Consultant ✓ Creator of the Nonprofit Strategic Planning Course. ✓ Worked with Hundreds of Nonprofit Organizations ✓ Strategic Planning & Grant Writing with Nonprofits for 20 years ✓ Coach & CEO of the Freelance Grant Writer Academy & Mentorship with Students Who Have Secured $50+ million for Nonprofits ✓ Bestselling Author of Grant Writing Books ✓ Podcast Host of the Top-Ranked Grant Writing Podcast, “Grant Writing & Funding” with more than 450,000 downloads ✓ Past President of the Guam Women’s Chamber of Commerce ✓ Co-Creator of the Nonprofit Consulting Conference https://grantwritingandfunding.com/bloomerang
  • 4. ✓ Gives Your Nonprofit Benchmarks ✓ Gives Your Nonprofit a Guide ✓ Is Something Funding Sources May Request ✓ Creates a Roadmap for Funding Why Your Nonprofit Needs a Strategic Plan
  • 5. ✓ Forgetting to Look at the Needs in Your Community ✓ Not Knowing Your Mission or Vision Statement ✓ Avoiding a SWOT analysis ✓ Not Having a Plan! ✓ Doing a Plan in Isolation ✓ Not Being Specific… what do you want to achieve? Warning signs of Not doing a Strategic Plan
  • 6. 1. Does your Nonprofit have a Strategic Plan? 2. If you do, do you review it annually? 3. Do you use your Strategic Plan in your meetings? 4. Do you feel prepared for 2024? 5. Have you conducted a SWOT? 6. What Best Describes your Role quick poll
  • 7. 01 Set Your Mindset/ Schedule 02 Conduct an Action SWOT 03 Reflect on Mission / Vision / Values 04 Review your Resource Mapping 05 Define Goals & Strategies What we will go over today... Our Roadmap 06 Live Q&A
  • 8. Strategy #1: Set Your Schedule & Mindset
  • 9. “Failing to plan is planning to fail.” ~ Alan Lakein
  • 10. ✓ Identify a time and date now for your strategic planning ✓ Can be in a different environment ✓ Have all board members and staff answer the ‘Why’ questions #1: Set your schedule & mindset
  • 11. ✓ Why are passionate about the nonprofit ✓ What do you have to offer the nonprofit? ✓ What changes do you want to see by the end of the year? ✓ What do you want in return? #1: Set your schedule & mindset
  • 12. Strategy #2: Conduct an Action SWOT Analysis
  • 13. The SWOT Analysis is a strategic planning technique used to help a person or organization identify the ✓ Strengths ✓ Weaknesses ✓ Opportunities, and ✓ Threats related to business competition and project planning. #2: Conduct an Action SWOT Analysis
  • 14. Why do a SWOT Analysis? ✓ To establish a direction for your nonprofit ✓ When a new board of directors is elected ✓ If you start new projects or want to start new projects ✓ As an annual review ✓ If you are launching a new product/service ✓ If you have a high turnover rate at your nonprofit ✓ To provide clarity for strategic planning #2: Conduct an Action SwOT Analysis
  • 16. #2: Conduct an Action SWOT Analysis External Opportunities Internal Strengths Strengths and Opportunities (SO) How can you use your strengths to take advantage of the opportunities? • Local Partnerships • Regional Partners/Reach • Linking Education Systems • Passion • Experience • Wide Diversity of Services • Utilize passionate people to partner with local nonprofits & associations • Extend experience into regional areas • Link services with the local university
  • 17. #2: Conduct an Action SWOT Analysis External Threats Internal Strengths Strengths and Threats (ST) How can you take advantage of your strengths to avoid real and potential threats? • Lack of funding • Government Shifts • Passion • Experience • Wide Diversity • Experience in skills (grant writing, donor improvement, develop product) • Wide diversity to offset government shifts (products/services/partners)
  • 18. #2: Conduct an Action SWOT Analysis External opportunities Internal Weaknesses Weaknesses and Opportunities (WO) How can you use your opportunities to overcome the weaknesses you are experiencing? • Local Partnerships • Regional • Linking Education Systems • Lack of focus • Lack of marketing skills and social media skills • Weak in financial accountability / transparency • Build out a list of potential partners that meet the nonprofit’s mission • Link with universities or community colleges to bring in interns for assisting with skills • Understand the need and identify the target audience through surveys/ focus groups
  • 19. #2: Conduct an Action SWOT Analysis External Threats Internal Weaknesses Weaknesses and Threats (WT) How can you minimize your weaknesses and avoid threats? • Lack of funding • Government Shifts • Lack of focus • Lack of marketing skills and social media skills • Weak in financial accountability / transparency • Focus on funding sources that meet the need (no chasing the money) • Streamline operations for job/volunteer/intern positions • Hire external/internal bookkeeper
  • 20. SWOT Methods: ✓ Old School Method ✓ Group Process Method ✓ Small Breakout Group Method Inside the Nonprofit Strategic Planning Course
  • 21. Strategy #3: Review Your Values and Mission & Vision Statements
  • 22. ✓ Is the mission statement still relevant? ✓ Are you reaching your mission? ✓ What are 3 things your nonprofit did over the last year to reach this mission? ✓ Should the mission statement be updated at all? ✓ Do you list your values? ✓ Are your values updated? #3: Review Your Values and Mission & Vision Statements
  • 23. ✓ List Values ✓ Rank Values ✓ Roadmap to Decision-Making (Grants, Fundraisers, etc.) #3: Review Your Values and Mission & Vision Statements
  • 24. #3: Review Your Values and Mission & Vision Statements 1. Peaceful Confidence 2. Sustainable Revenue & Systems Growth 3. Fun & Humor 4. Connection 5. Creativity 6. Joy 7. Inspiring Experiences 8. Beauty and Quality What is your mission statement? GW&F Previous Mission Statement: “To create more ease to secure and grow funding for grant writers.” Revised Mission Statement: “To create a community where grant professionals have peace and profit.” Values - Example
  • 25. #3: Review Your Values and Mission & Vision Statements Mission Statement Reminder: ✓ Speaks to the present-day action of who and what. ✓ Less than 20 words. ✓ What’s yours? Does it still resonate?
  • 27. Assess your current resources: ✓ Financial ✓ Physical/Digital ✓ People #4: Resource Mapping
  • 28. #4: Resource Mapping Financial resources: Review your current budget - what is your income/expense ratio? ✓ What are your biggest fundraisers? ✓ Do you have donors? ✓ Do you have sponsors? ✓ Have you received grants? ✓ Other financial resources? ✓ Any Red Flags? Items Needed: Annual Operating Budget for last 3 years (if you have) Profit/Loss Budget List of Grants
  • 29. #4: Resource Mapping Physical & Digital Resources: • Review your physical resources: ✓ facility ✓ vehicles ✓ computers/equipment/supplies ✓ desks, printers, etc. ✓ Website ✓ Social media channels
  • 30. #4: Resource Mapping People resources: ✓ Review your people resources: ⚬ # of staff ⚬ Board directors ⚬ Volunteers ⚬ Partners ⚬ Consultants
  • 31. Strategy #5: Define Your Goals & Strategies for the Year
  • 32. $450,000 Current funding Goal: Increase annual operating funding by $100,000 in one year (date). This goal was selected because we need to hire another position to help with administrative duties and to allow the executive director to focus on building relationships. $550,000 In One Year #5: Define Your goals & Strategies
  • 33. *New* Apply for General Operating State Grant NAME What *Ongoing* Coordinate Annual Fundraising Gala When February & March Who Grants Lead NAME Goal Raise $25,000 Board Fundraising Committee November - March getting sponsors January - all logistics Jan. - July - advertising Raise $150,000 (Last year we raised $100,00) Recurring Individual Donations + New Donors Donor Engagement NAME Run Quarterly Drives and Large Year-End Drive Raise $100,000 (Last year we raised $75,000) Recurring multi-year grants ED / Grants Lead / Bookkeeper Submit reports Draw down $275,000 #5: Define Your goals & Strategies
  • 34. Support we need to achieve this goal Problems we are solving or opportunity we are going after How will achieving this goal have a great impact? Key Metrics. How will we know we have achieved this goal? How do we know if we are successful? Apply for State General Op Funding Annual Gala Increase Donors We need more general operating funds to take care of indirect funding (i.e., project assistant) General operating funds help pay for our part- time staff and some of our facility costs. We are spreading the message about our mission and adding to our general operating funds. The grant lead and ED will work together on the application. We also need a board resolution. We need support from the board fundraising committee and ED. Donor engagement lead and ED General Operating funds will help the overall mission of our nonprofit and build our grant portfolio We will be able to spread our message more and have general operating funds to support our nonprofit. The more people know about our nonprofit, the more support we can get. If the grant gets awarded. If not, we need to expand the other strategies or find other general op. funds Once the fundraiser is over we will know what the profit margin is and we can track sponsors and ticket sales before the gala. We will track this monthly by evaluating onboarding and recurring donors. Recurring Grants We are able to serve our community through our program. ED/Grants Lead/Bookkeeper / Grant Agency We will keep our program funded. We will send quarterly reports and apply for the next year funding.
  • 35. Questions to Consider ✓ What are our nonprofit’s milestone events for next year? ✓ What are other community-wide big events for next year? ✓ Do we need to adjust dates of our events? ✓ What are the grant and funding timelines in the next year? ✓ What are the biggest priorities? ✓ How will we measure those priorities? #5: Define Your goals & Strategies
  • 36. What are specific things we can accomplish each quarter and how will we measure those accomplishments? ✓ Quarter 1: Develop Strategic & Funding Plan ✓ Quarter 2: Apply for X grants, 1 fundraising event, develop 4 Partner MOUs ✓ Quarter 3: Apply for X grants, get 5 main corporate sponsors, 4 more MOUs, Conduct 4 outreach events ✓ Quarter 4: Apply for X grants and funding, 1 fundraising event, Conduct 4 outreach events, work on strategic plan for next year. #5: Define Your goals & Strategies
  • 37. ✓ Set Your Schedule ✓ Conduct an Action SWOT ✓ Review Your Mission & Vision ✓ Resource Mapping ✓ Define your Goals & Strategies What we covered today
  • 38. Robust Planning Tools • Quarterly Planning • Annual Planning • Action Calendar • Grant Timeline • Grant Check-off List • Work Action Plan • Project Ideas • Budget Worksheet • Contingency & Logic Model Sheet • and more! https://grantwritingandfunding.com/bloomerang
  • 39. Have you gotten at least one nugget today? Q&As… Discussion