Business Planning for Successful           Nonprofit 2012 National Rural Housing          Conference   “The chance for the...
Strategic Plan vs. Business PlanStrategic Planning is typically internal. Business Planning is normally for external   con...
The Basics of the Strategic Plan– Strategic clarity: Develop a concrete description of the  impact for which the organizat...
Facilitating the ProcessSelecting a facilitator:• Where are you at in the life cycle of your  organization?• Where is your...
Moving it Forward• Select a steering committee of board and staff• Establish a timeframe and stick to it• Plan an offsite ...
Implementation• Go public with the plan• Track progress/utilize dashboard• Board reviews annually• Tie Plan into employee ...
Nothing goes as planned• Recognize early on what isn’t working (and  likely never will) and make adjustments.• Always be n...
Resources• The Nonprofit Business Plan: A Leaders Guide to  Creating a Successful Business Model  by David La Piana, Heath...
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B7 business planning hac conference

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This workshop will cover the how to’s of business planning, along with the benefits, and examples of successful business plans for small and medium nonprofits. Presenters will share how their organizations use business planning to attract and retain competent staff, attract diverse funding sources, and deliver needed services to their communities.

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B7 business planning hac conference

  1. 1. Business Planning for Successful Nonprofit 2012 National Rural Housing Conference “The chance for thesuccess of a plan is directly proportional to its simplicity.”
  2. 2. Strategic Plan vs. Business PlanStrategic Planning is typically internal. Business Planning is normally for external consumption.Generally, a Strategic Plan is:• broader• provides general direction• is developed for a timeframe of 2 to 5 yearsA Business Plan is:• operational and tactical• has a shorter timeframe, usually one year• It shows you how things will be doneWhile many use the two interchangeably, don’t get hung up on whether you aredoing one or the other (and hybrids are ok!) Focus on where you are at in the lifecycle of your organization. Where do you want to go? Make sure to reflect onwhere you have been before heading somewhere new.
  3. 3. The Basics of the Strategic Plan– Strategic clarity: Develop a concrete description of the impact for which the organization will hold itself accountable over some specified period of time (its intended impact) and the cause-and-effect logic explaining how its work will lead to that impact (its theory of change).– Strategic priorities: Determine what specific actions and activities must take place to achieve the intended impact.– Resource implications: Understand the resources— financial, human, and organizational—needed to pursue these priorities and mapping out a plan to secure them.– Performance measures: Establish the quantitative and qualitative milestones.
  4. 4. Facilitating the ProcessSelecting a facilitator:• Where are you at in the life cycle of your organization?• Where is your board at and what is the relationship between the chief executive and the board?
  5. 5. Moving it Forward• Select a steering committee of board and staff• Establish a timeframe and stick to it• Plan an offsite retreat with board and staff• Decipher from the retreat the type of plan to be prepared• Assign portions of the plan to staff• Draft plan to steering committee, finalized and sent to board for approval
  6. 6. Implementation• Go public with the plan• Track progress/utilize dashboard• Board reviews annually• Tie Plan into employee performance reviews• Seek constant feedback from stakeholders on how you are doing• Update the plan as needed
  7. 7. Nothing goes as planned• Recognize early on what isn’t working (and likely never will) and make adjustments.• Always be nimble; have some substitute ideas in your back pocket that you can bring up for consideration if you need• Surprises happen, just make sure your board chair is informed extemporaneou
  8. 8. Resources• The Nonprofit Business Plan: A Leaders Guide to Creating a Successful Business Model by David La Piana, Heather Gowdy, Lester Olmstead- Rose, and Brent Copen Turner Publishing (2012)• Nonprofit Sustainability: Making Strategic Decisions for Financial Viability by Jeanne Bell, Jan Masaoka, and Steve Zimmerman Jossey-Bass (2010)• Business Planning for Nonprofits: What It Is and Why It Matters (Bridgespan)• Elements of a business plan for nonprofit organizations (About.com)

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