Effective Strategic Planning Part 2: Getting Results

Effective Strategic Planning Part 2:
Getting Results

Sam Frank

June 20, 2012

A Service

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INTEGRATED PLANNING

Advising nonproﬁts in:

www.synthesispartnership.com

•  Strategy

•  Planning

(617) 969-1881

•  Organizational Development

info@synthesispartnership.com

A Service

Of:

Sponsored by:

www.mission.do

A Service

Of:

Sponsored by:

Today’s Speaker & Host

Sam Frank
Principal
Synthesis Partnership
Assisting with chat questions:
Jamie Maloney, Nonprofit
Webinars
A Service

Of:

Sponsored by:

Effective Strategic Planning
Part 2: Getting Results

Sam Frank
Synthesis Partnership

Strategic Planning Part 2: Getting Results

SYNTHESIS
Wednesday Webinar: June 20, 2012

© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

Take-aways

•  A framework for planning

•  The real value of a mission statement

•  How to create an action plan that will work

•  What to share with whom, and how


SYNTHESIS


Integrated Planning

INTEGRATED PLANNING

SYNTHESIS


The Planning Cycle
PROGRAM FACILITY
PLANNING

PLANNING

STRATEGIC BUSINESS
PLANNING

PLANNING

FINANCIAL
ORGANIZATIONAL MODELING

DEVELOPMENT

IDENTITY ADVANCEMENT
DEVELOPMENT

PLANNING

HUMAN RESOURCE
PLANNING

TECHNOLOGY
PLANNING


SYNTHESIS


Why Plan?

What do you hope to get out of strategic planning?


SYNTHESIS


Why Plan?

Is there resistance to planning within your organization?
From whom?
What is his/her argument against planning?


SYNTHESIS


Why Plan?

Aspiration
Circumstance
Operations
Wisdom
Cultivation
Organizational Development


SYNTHESIS


Strategic Planning Process

Prepare

Assess
Engage

Plan
Implement


SYNTHESIS


The Challenge

Qualitative Quantitative
Intangible Tangible
Vision Mission
a world in which every to inspire Market share
child attains the right to breakthroughs in the
survival, protection, way the world treats People served
development and children, and to achieve Admissions
participation

immediate and lasting
change in their lives

Website visits
One day all artisans in Ten Thousand Villages Donations
developing countries provides vital, fair Press mentions
will earn a fair wage, be income to Third World
treated with dignity and artisans.

Financial KPIs
respect and be able to (key performance indicators)
live a life of quality.

Demolitions stopped


SYNTHESIS


Mission Its Statement

4. Plan


SYNTHESIS


Engaging with Mission

4. Plan
Mission

To transform the way buildings and communities are designed, built and operated, enabling an
environ-mentally and socially responsible, healthy, and prosperous environment that improves the
quality of life.

Mission elements

Committees/Functions

buildings and communities Programs
transform •  Advocacy
•  designed •  Conference
•  Outreach
•  built
•  Professional Education
•  operated
Infrastructure
enabling an environment •  Communications / Marketing
•  environmentally socially responsible •  Finance
•  healthy •  Fundraising
•  prosperous •  Membership
•  Governance
improves quality of life
•  Operations


SYNTHESIS


Strategic Planning:

4. Plan
Mission
Mission-Based Goals
Supporting Objectives
Measurable Actions
•  Clear, specific action
•  Measurable result
•  Timeline (start and completion dates)
•  Resources required
•  Responsibility


SYNTHESIS


Strategic Planning:

4. Plan
Edge Outreach empowers ordinary
Mission people to provide safe, clean drinking
water to the world.

Mission-Based Goals
Supporting Objectives End isolation improve quality of life
for young adults affected by cancer.

Measurable Actions
•  Clear, specific action The mission of the Mohonk
•  Measurable result Preserve is to protect the
•  Timeline (start and completion dates) Shawangunk Mountains by inspiring
•  Resources required people to care for, enjoy, and explore
•  Responsibility the natural world.


SYNTHESIS


Strategic Planning:

4. Plan
Mission
Strengthen ties and the sense of
Mission-Based Goals community among all members.

Secure and manage the ﬁnancial
Measurable Actions resources necessary to fund
•  Clear, specific action programs, operations and future
•  Measurable result growth.

•  Resources required Ensure the quality of all
•  Responsibility interactions with each constituent.


SYNTHESIS


Strategic Planning:

4. Plan
Mission Develop and implement
Mission-Based Goals accountability structures.

Supporting Objectives Identify and hire talented and
diverse staff.

Measurable Actions
•  Clear, specific action
Ensure consistency and
transparency in the quality of all
•  Measurable result
internal and external interactions.

•  Resources required Attend to students’ individual
•  Responsibility learning styles.


SYNTHESIS


Strategic Planning:

4. Plan
Mission
Mission-Based Goals
Measurable Actions
•  Clear, specific action Increase funding for professional development.

•  Measurable result Increase funding by 10% / year.

•  Timeline (start complete dates) Begin with FY 2013; ongoing for 5 years

•  Resources required $ xxx

•  Responsibility CEO


SYNTHESIS


Planning Process:

4. Plan
Mission-Based Goals

i[2]y

Mission
End isolation improve quality of life for young adults affected by cancer.

Mission-Based Goals

Program: Access
Offer access to resources for young adults with cancer, their families, and their care providers
Program: Connections
Create opportunities for young adults with cancer to make meaningful connections to each other.
Program: Quality of Life
Have an impact on the quality of life of young adults with cancer
Fundraising
Develop a sustainable funding stream from foundations, individuals and corporate sponsors
Marketing
Make i[2]y a visible resource to all diagnosed young adults, survivors, their families and care providers
Governance
Shape the board and its activities to support sustainably the mission of i[2]y
Finance / Operations


SYNTHESIS


Mission to Action

4. Plan
Mission:

End isolation and improve quality of life for
young adults affected by cancer

Mission-Based Goal:

Offer access to resources for young adults with
cancer, their families, and their care givers

Supporting Objective 1
Upgrade the website to state of the art

Supporting Objective 2
Develop a robust presence in cancer treatment centers


SYNTHESIS


Goals Objectives

4. Plan
Mission-Based Goal: Membership
Strengthen ties the sense of community
among all members.

Supporting Objective 1:
Develop programs that appeal to every segment of the CBE community.
Reach out to members only partially engaged in the CBE community.
Cultivate all younger members as potential leaders.

Mission-Based Goal: Finance
CBE will operate in a fiscally responsible
manner.

Communicate the financial facts more clearly to the membership.
Make prudent choices about programs that can be supported.
Build understanding about the need to enhance the endowment.


SYNTHESIS


Strategic Planning:

4. Plan
Two versions

SGIS

Dedication to Excellence
Goal 1!
SGIS will operate as a single school in pursuit of its mission.
Objective 2!
Develop an understanding among the SGIS community of the value of excellence in education
created by the SGIS model. !
The three-campus model is not just an Action 1:
added value of SGIS, it is an essential Annually review the curriculum to assure that it supports the
feature of the SGIS education and understanding and acceptance of all SGIS students.!
Action 2:
experience, both for students and for their
families. This fact must be reﬂected in Communicate to all constituent groups the vision and progress of
curriculum, communications, family cross-campus connections at least three times a year. !
Action 3:
events, and all other school functions.
Parents Association will plan events, times and location to be
SGIS will have to re-examine
supportive of all three campuses. !!
curriculum, communications, and events
Action 4:
annually to assure that the school is
Have at least one school-wide event for families and faculty from
reﬂecting this commitment in them in the
all 3 campuses each year. !
best possible manner.!


SYNTHESIS


Action Plan

5. Implement


SYNTHESIS


Strategic Planning:

5. Implement
Action items absorbed into job descriptions
Ongoing renewal of action items
Monitoring and reporting: Actions and metrics
Repeat


SYNTHESIS


Track Monitor Results

5. Implement


SYNTHESIS


Monitor Results

5. Implement
Dashboards

from Blue Avocado

(http://www.blueavocado.org)

from Indianapolis Museum of Art

from
Accounting Management Solutions, Inc.


SYNTHESIS


Published Plans

5. Implement
Published Plans

Growth Plan
February 1, 2005

SYNTHESIS
P A R T N E R S H I P

Inspiring Inner Promise
The Moses Brown School Strategic Plan:
“Moses Brown does a A PROMISE FOR MOSES BROWN SCHOOL’S
Goals and Objectives wonderful job of
educational program develop a
encouraging students to
Plan produced by the Long-Range Strategic Planning Task Force take themselves seriously
“To further A PROMISE FOR development
culture of philanthropy at
Approved by the Board of Overseers, April 2007
as thinkers, doers, OUR GOAL Moses Brown School, the
individuals.” OUR GOAL
tradition of giving should
Offer an educational program that serves our students’ bright,
inquiring minds; nourishes their spirits; and realizes established before
be the school’s Ensure Moses Brown School’s ability to achieve its mission by
— MB alumnus mission. graduation. MB has given increasing resources for the operating and capital budgets, as well as
Letter from the Head of School and Chair of the Board of Overseers..............................................4 me so much — I feel it endowment.
Letter from the Chair of the Long-Range Strategic Planning Task Force.............................................6 What must we do to get there?
is essential that all of us
EDUCATIONAL Achieving Moses Brown’s mission is dependent on a financial balance
Long-Range Strategic Planning Task Force...................................................................................................7 OUR OBJECTIVES give back.” that ensures the school’s ability to thrive in the present and reach
PROGRAM PLANNING
Revisiting MB’s Mission Statement.................................................................................................................8
GROUP for the future. As such, fundraising should be viewed as essential to
1. Further develop and sustain a cohesive nursery through financial sustainability, and the appropriate commitment must be made
Mission, Philosophy, and Core Practices..........................................................................................8 — Ted Fischer, alumnus,
Chair: Laurie Center, grade 12 program that prepares students for a global, to achieve fundraising success.
A Promise for digital world. parent, and board member
academic dean
What must we do to get there?
Moses Brown’s Educational Program.............................................................................................10
Jeff D’Entremont Our college-preparatory program should emphasize global
Relationships........................................................................................................................................12 studies supported by integrated technology. Global studies OUR OBJECTIVES
Jim English
Enrollment............................................................................................................................................14
Katharine Hazard Flynn ensure our students’ multicultural fluency and the
Joanne P. Hoffman complexity of thinking necessary for our world. Integrated 1. Inspire and foster a collective commitment to the stewardship of
Facilities................................................................................................................................................16 studies promote interdisciplinary projects and courses with Moses Brown and all of its resources.
Paul Lindenmaier
Finance.................................................................................................................................................18
Jeff Maidment formal cross-divisional collaborations. Further access to
DEVELOPMENT
instructional technology through collaborative and connective A commitment to stewardship — indeed, to an institutional
Johanna Newman
Development.......................................................................................................................................20
Dan Ohl tools in a mobile learning environment willSUBCOMMITTEE
enhance the culture of philanthropy — must be a priority. We will continue
Moving Forward: the Ad Hoc Subcommittee on Strategic Planning....................................................22 Tony Pirruccello-McClellan curriculum. to develop the emotional commitment of our constituents
Chair: Ted Fischer through engagement, which will provide inspiration for giving.
Moses Brown School Board of Overseers, 2006–2008.........................................................................23 Sandy Richter
Dan Rocha 2. Ensure the highest quality of instruction and promote the best
The Strategic Planning Process: Committee Members...........................................................................24 teaching practices. Russ Carpenter
Jared Schott
Stephanie Ogidan Preston
Sheri Sweitzer
George Tsakraklides Expand faculty training in technology, enhance the mentoring
Lenke Wood system for new teachers, improve faculty evaluations foradvisor:
Administrative new
Lucy Frost Lewis,
and veteran teachers, and restructure sabbatical programs to
10 director of development
alumni/ae relations

20


SYNTHESIS


Resources

Critical Issues

# 1:

Why Plan?

http://bit.ly/SyPci01

# 2:

The Secret Life of Surveys


# 5:

The Structure of Planning


# 7:

On a Mission


# 8:

The Measure of Success


#11: Integrated Planning


#12: Business Planning


#13: Facility Planning


Blog

(entries on planning)

http://bit.ly/blogSyP

Other Webinars on Planning

current listings registration at

http://www.nonproﬁtwebinars.com

schedule, archive, registration at

http://bit.ly/SyPwebinars

•  What’s a Mission Statement Worth?

•  Strategic Planning part 1: Cultivation Organizational Development

•  Taking the Mystery Out of Metrics

•  Integrated Planning

•  Reduce Costs and Risks in Facility Planning

Complimentary consultation

sbf@synthesispartnership.com

(by e-mail or telephone appointment)

© 2012 Synthesis PartnershipPart 2: Getting Results

Strategy, planning, and organizational development T H E S I S

S Y N for nonproﬁts.
Strategic Planning

Except for examples of nonprofit plans, missions dashboards owned by others
All2012 Synthesis Partnership. All rights reserved
© rights reserved


Questions?

SYNTHESIS

Advising nonprofits in
strategy,
planning,
organizational development

Sam Frank

617 969 1881

info@synthesispartnership.com



SYNTHESIS


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Effective Strategic Planning Part 2: Getting Results

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