The document discusses 6 ways that business and strategic planning can improve social impact and financial stability for organizations. Planning provides clarity and focus on an organization's mission, allows them to analyze internal and external factors, prioritize initiatives, align resources, ensure financial sustainability through revenue projections, and measure social impact through analysis of metrics. Regular planning is presented as an ongoing process of exploration, discovery, measurement, analysis and improvement.

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2. 6 Ways Business and
Strategic Planning
Improves Social Impact
and Financial Stability
Presented by Geri Stengel
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3. Spread the Word
• Planning improves performance
2.5 + times
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4. Why Business and Strategic Planning?
1. Clarity and focus
2. Analysis and evaluation
3. Prioritization
4. Align resource with priorities
5. Financial sustainability
6. Measure social impact
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5. Organizations That Should Use Planning
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6. 1.) Clarity and Focus
• Whom do you serve?
• What do?
• How do you make a
difference?
• How do you know?
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7. 2.) Analyzing and Evaluating
Internal factors
• Program/service performance
• Proprietary know how
• Reputation
• Name recognition
• Alliances
External factors
• Market size
• Market needs / characteristics
• Marketplace
• Competitive comparison
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8. 3.) Prioritization
• Align with mission and social impact
• Complement core capabilities
• Execute well
• Makes a big social impact
• Improve efficiency or effectiveness
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9. 4.) Align Resources With Priorities
• Include human / infrastructure resources
• Project costs
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10. 5) Financial Sustainability
• Project existing revenue
• Identify new revenue sources
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11. 6) Measuring Social Impact
Measure
Repeat Analyze
Improve
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12. It’s Not the Destination It’s the Journey
• Explore
• Discover
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