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Effective Strategic Planning Part Two
The document summarizes a webinar on effective strategic planning for nonprofits. It discusses frameworks for planning, creating mission statements and action plans, tracking results, and publishing plans. The webinar provided takeaways on integrating planning, the strategic planning process of preparing, assessing, engaging, planning and implementing, using mission statements to guide goals and objectives, creating measurable action plans, monitoring results with dashboards, and publishing plans for transparency.
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Effective Strategic Planning Part Two
- 1. Getting Results Effective StrategicPlanning for Nonprofits March 30, 2011 Sam Frank Synthesis Partnership use Twitter hashtag #npweb Special Thanks To Our Sponsors
- 2. Helping ordinary peopleraise extraordinary amounts for A Proud Sponsor of nonprofits is all we do, and we NonprofitWebinars .com love it.
- 3. Today’s Speaker Sam Frank Synthesis Partnership Hosting: Assisting with chat questions: Sam Frank, Synthesis Partnership April Hunt, Nonprofit Webinars
- 4. From Strategy toAction Effective Planning for Nonprofits Sam Frank Synthesis Partnership Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 5. 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 Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 6. Integrated Planning INTEGRATED PLANNING Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 7. Why Plan? Aspiration Circumstance Operations Wisdom Cultivation Organizational Development Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 8. Strategic Planning Process Prepare Assess Engage Plan Implement Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 9. The Challenge Qualitative Quantitative Intangible Tangible Vision Mission a world in which every to inspire breakthroughs Market share child attains the right to in the way the world survival, protection, treats children, and to People served development and achieve immediate and Admissions participation lasting change in their lives Website visits One day all artisans in Ten Thousand Villages Donations developing countries will provides vital, fair earn a fair wage, be income to Third World Press mentions treated with dignity and artisans. Financial KPIs respect and be able to (key performance indicators) live a life of quality. Demolitions stopped Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 10. 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 Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 11. Mission ItsStatement 4. Plan Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 12. 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 Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 13. 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 Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 14. 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. Supporting Objective 4: Reach out to members only partially engaged in the CBE community. Supporting Objective 8: Cultivate all younger members as potential leaders. Mission-Based Goal: Finance CBE will operate in a fiscally responsible manner. Supporting Objective 1: Communicate the financial facts more clearly to the membership. Supporting Objective 3: Make prudent choices about programs that can be supported. Supporting Objective 4: Build understanding about the need to enhance the endowment. Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 15. Strategic Planning: 4. Plan Public Plan SGIS Dedication to Excellence Goal 1! SGIS will operate as a single school in pursuit of its mission. To preserve SGIS’s unique culture and to ensure that the school stays true to its mission and provides consistent quality and efficiency in the delivery of that mission, the school must operate as a single entity with a focus on understanding the value of inter-relatedness and diversity in providing a rich learning environment for students. ! Objective 1! Ensure that learning experiences across all campuses are student-centered and prepare students for a diverse global world by providing the opportunity for authentic discovery of ideas and skills in order to foster a love of learning. ! The student experience – whether in the classroom or in an after-school or summer program – is at the core of an SGIS education. Through goal-setting, reflection, and teacher comments, students at all levels will be guided to an understanding of the learning process and a love of learning for learning’s sake.! Objective 2! Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. ! The SGIS model is not just an added value of the school, it is an essential feature of Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 16. 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 added value of SGIS, it is an essential feature of the SGIS education and experience, both for students and for their families. This fact must be reflected in curriculum, communications, family events, and all other school functions. SGIS will have to re-examine curriculum, communications, and events annually to assure that the school is reflecting this commitment in them in the best possible manner.! Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 17. 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.! experience, both for students and for their Action 2: 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. ! events, and all other school functions. Action 3: SGIS will have to re-examine curriculum, Parents Association will plan events, times and location to be communications, and events annually to supportive of all three campuses. !! Action 4: assure that the school is reflecting this commitment in them in the best possible Have at least one school-wide event for families and faculty from all 3 manner.! campuses each year. ! Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 18. Action Plan 5. Implement Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 19. Strategic Planning: 5. Implement Action items absorbed into job descriptions Ongoing renewal of action items Monitoring and reporting: Actions and metrics Repeat Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 20. Track MonitorResults 5. Implement Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 21. Monitor Results 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 22. Monitor Results 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 23. Monitor Results 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art from Accounting Management Solutions, Inc. Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 24. 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 encouraging students to “To further develop a A PROMISE FOR Plan produced by the Long-Range Strategic Planning Task Force take themselves seriously 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 Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 25. Resources Critical Issues #1: Why Plan? http://bit.ly/SyPci01 #2: The Secret Life of Surveys http://bit.ly/SyPci02 #5: The Structure of Planning http://bit.ly/SyPci05 #7: On a Mission http://bit.ly/SyPci07 #8: The Measure of Success http://bit.ly/SyPci08 Blog (entries on planning) http://bit.ly/SyPblog Other Webinars on Planning current listings registration at http://www.nonprofitwebinars.com schedule, archive, registration at http://bit.ly/SyPwebinars • Integrated Planning • Strategic Planning as Organizational Development • Cultivating Stakeholders • Reduce Costs and Risks in Facility Planning Complimentary consultation sbf@synthesispartnership.com (by e-mail or telephone appointment) © 2011 Synthesis Partnership Effective Implementation Strategy, planning, and organizational developmentT H E S I S S Y N for nonprofits. Strategic Planning: Except for examples of nonprofit plans,2011 dashboards owned by others Wednesday Webinar: March 30, missions All2011 Synthesis Partnership. All rights reserved © rights reserved www.synthesispartnership.com PA R T N E R S H I P
- 26. Questions? SYNTHESIS P A R T N E R S H I P Advising nonprofits in strategy, planning, organizational development Sam Frank 617 969 1881 info@synthesispartnership.com www.synthesispartnership.com Strategic Planning: Effective Implementation SYNTHESIS Wednesday Webinar: March 30, 2011 © 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
- 27. Find the listingsfor our current season of webinars and register at NonprofitWebinars.com Chris Dumas Chris@NonprofitWebinars.com 707-812-1234 Special Thanks To Our Sponsors