Theory of Change: Strategic Planning for Nonprofit Organizations
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The document discusses a presentation by Emily Davis on strategic planning for nonprofits. It provides an overview of the strategic planning process, including conducting discovery, developing a situational analysis, creating a strategic plan with goals and objectives, and implementing the plan. It notes the board's role in overseeing the process and setting strategic priorities, goals, and oversight of the plan. It also discusses whether to use a consultant or facilitate the process internally.
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Theory of Change: Strategic Planning for Nonprofit Organizations
- 1. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD THEORY OF CHANGE: STRATEGIC PLANNING FOR NONPROFITS Center for Nonprofit Excellence Nonprofit Day 2015 Emily Davis, MNM, CGT March 3, 2015
- 2. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD TURN ON YOUR TECH @AskEmilyD @CNEColorado #NPDC2015
- 4. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD A LITTLE ABOUT YOU… 30 seconds or less Name & Title 1 Question for Today 1 Nonprofit Governance Buzz Word
- 5. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD How many of you are… q Serving on 1 board committee? q Serving on 2 or more board committees? q Currently serving on one board? q Currently serving on 2 or more boards? q Have been through strategic planning? QUICK POLL
- 7. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD Set organizational direction Provide oversight Ensure necessary resources BOARD ROLES & RESPONSIBILITIES
- 8. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD Board Leads Shares values thru policies that put mission in action Hires, supports, assesses ED Opens funding resources in community Oversees financial due diligence Recruits & retains new board members ED Leads Develops/ Proposes policy questions Hires, supervises, motivates staff Develops & implements programs Shared Leadership Strategic plan Fundraising plan & strategies Evaluations Prep board meetings SHARED LEADERSHIP
- 10. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD Generative Fiduciary Governance as Leadership Strategic WHY are we going to do it? HOW are we going to do it? WHAT are we going to do? • Confronting challenges in traditions & values • What matters most to us? • What does this mean to us? • Meaning • Framing the right issue • Tangible • Operations • Legal • Results • Resources • Scanning your external environment • Comparative advantage • Strategic plans • High performing board deals with all 3 • Great boards know the differences and deals with them. • Fundraising fits within all three • Generative – what would we do or not do for $$?
- 11. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD WHAT IS A STRATEGIC PLANNING?
- 12. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD WHAT IS THE PROCESS? Discovery Document review Organizational assessment Stakeholder input Situational analysis Retreat Board education Priorities discussion SWOT Misc. activities Strategic Plan Plan narrative Drafts revised Implementation dashboard Appendices Implementation Plan highlights Dashboard Champions Review quarterly, reports Update annually
- 13. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD WHO CONDUCTS PLANNING? Objective perspective Time to commit and compile info Serve as “bad guy” Expert Keeps focus on priorities Costs $ Board/staff resistance Less money Understand org best Can get bogged down in details More subjective Time accountability Self- Facilitated Consultant
- 14. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD Identify budget: $5,000 - $7,5000 Timeline: 5 – 6 months Outcomes Request for proposal: Competitive process References by similar orgs ED and Governance Committee leads HIRING A CONSULTANT
- 15. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD PLAN ELEMENTS Introduction • Process steps • Strategic plan purposes Situational Analysis • Lifecycle stage • Opportunities for consideration • SWOT • Visioning Strategies, Goals, Objectives • Resources Implementation • Accountability • Next steps • Sample docs
- 16. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD STRATEGY VS. GOALS VS. OBJECTIVES
- 18. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD Strategic Priorities • Broad, functional business area that will be addressed, changed or modified • Board and ED provide oversight Goals • More specific benchmarks that define strategic priority. Goals speak to a qualitative shift in the organization. • Board and ED provide oversight Objectives • Building blocks to achieve the goals, often quantitative • ED, staff, and committees begin to operationlize Tactics (aka Activities) • Specific actions, events, or organizational shifts that assist in meeting goals, objectives, and strategic priorities. • ED, committees, and staff get into the details for implementation Work Plans • Action plans around necessary tactics connected to milestones and deadlines to meet learger objectives, goals, and strategic priorities • ED, staff, committees
- 24. @CNEColorado #NPDC2015 #governance/emilydavisconsulting /AskEmilyD Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com