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Strategic Planning 101Discover the Blueprint for Your Organization                         T.Patrick Brennan, CNPE        ...
New Years Resolutions:   •   Loose Weight & Get Fit   •   Quit Smoking   •   Get Out of Debt & Save Money   •   Spend More...
Strategic Planning            • “Strategic planning is worthless – unless there is first              a strategic vision.”...
What is Strategic Planning?                     • The process of defining a strategy                       for an organiza...
Benefits of Strategic Planning                     • Brings clarity and agreement on                       mission & visio...
Benefits (continued)                    • Aligns the board and staff                    • Proves an opportunity to        ...
What Strategic Planning is                    NOT                      • Written in stone                      • A departm...
Steps of Strategic Planning                      1. Getting Ready                      2. Understanding the Context       ...
Getting Ready:                    • Is our organization ready for                      strategic planning?                ...
Understanding the Context                     • External Factors                       – Opportunities and Threats (SWOT) ...
SWOT analysis                      – What does the company do well                        (Strength)                      ...
Agreeing on Purpose & Direction                    • Why does the organization                      exist?                ...
• Defining the Mission and Vision                      Statements                    • Vision                       – What...
Moving from Vision to Action                    Setting Strategic Objectives, Goals                    and Action Steps…Re...
Key Elements of a Strategic                    Plan                       • Mission Statement                       • Visi...
• Action Steps                      – Champion                      – What is expected as a result                      – ...
Monitoring/Revising                    Progress                    • Strategic Goals be used to                      defin...
The NCDS                Involvement Curve                                                     Ownership                   ...
• Sponsored by:                    •                    •                        Questions                      Cobb Commu...
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Discovering the Strategic Blueprint for Your NonProfit

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Discovering the Strategic Blueprint for Your NonProfit

  1. 1. Strategic Planning 101Discover the Blueprint for Your Organization T.Patrick Brennan, CNPE Fundraising Architect
  2. 2. New Years Resolutions: • Loose Weight & Get Fit • Quit Smoking • Get Out of Debt & Save Money • Spend More Time with Family • Learn Something New
  3. 3. Strategic Planning • “Strategic planning is worthless – unless there is first a strategic vision.” John Naisbitt • “Creativity is thinking up new things. Innovation is doing new things.” Theodore Levitt • “Individual commitment to a great effort – that is what makes a team work, a company work, a civilization work.” Vince Lombardi • “If you don’t know where you are going, then any road will do!” Cheshire Cat, Alice in WonderlandT.Patrick Brennan Fundraising Architect 3
  4. 4. What is Strategic Planning? • The process of defining a strategy for an organization with the greatest possible knowledge of its environment and context. • A written list of the action needed to carry out the plan. • A method for monitoring the results achieved through the plan.T.Patrick Brennan Fundraising Architect 4
  5. 5. Benefits of Strategic Planning • Brings clarity and agreement on mission & vision • Helps an organization prepare for the future • Helps organization anticipate and manage change • Improves the decision making processes • Promotes effective stewardship (and yes there’s more!)T.Patrick Brennan Fundraising Architect 5
  6. 6. Benefits (continued) • Aligns the board and staff • Proves an opportunity to reconnect to the cause • Educate participants about institutional history • Identify existing strengths • Reinforces the need to commit to continuous improvementT.Patrick Brennan Fundraising Architect 6
  7. 7. What Strategic Planning is NOT • Written in stone • A departmental program or operational plan • Something to be updatedT.Patrick Brennan Fundraising Architect 7
  8. 8. Steps of Strategic Planning 1. Getting Ready 2. Understanding the Context (SWOT) 3. Agreeing on Purpose and Direction (Vision & Mission) 4. Moving from Vision to Action (Drafting the Plan) 5. Monitoring ProgressT.Patrick Brennan Fundraising Architect 8
  9. 9. Getting Ready: • Is our organization ready for strategic planning? • What is our history of planning? • How will we facilitate the processes? • Who will we include in the planning processes? • What kind of human or financial resources do we need?T.Patrick Brennan Fundraising Architect 9
  10. 10. Understanding the Context • External Factors – Opportunities and Threats (SWOT) – Expectations of Stakeholders – Competitors for Audience • Internal Factors – Review of History and Milestones • Review – What we do well – What should be abandonedT.Patrick Brennan Fundraising Architect 10
  11. 11. SWOT analysis – What does the company do well (Strength) – What can the company improve on (Weakness) – What situation can the company take advantage of (Opportunities) – What situation should the company avoid (Threats)T.Patrick Brennan Fundraising Architect 11
  12. 12. Agreeing on Purpose & Direction • Why does the organization exist? • What will be the ultimate results of its work? • What are the values that the organization members share?T.Patrick Brennan Fundraising Architect 12
  13. 13. • Defining the Mission and Vision Statements • Vision – What are the values or benefits that inform your work? – What would you ultimately hope to accomplish as a result of your efforts. • Mission Statement: – How do you plan to work toward this broader vision? – For whose specific benefit does the organization exist?T.Patrick Brennan Fundraising Architect 13
  14. 14. Moving from Vision to Action Setting Strategic Objectives, Goals and Action Steps…Report! •Goal: We achieve more stainable and diversified funding •Objective: Establish sustained giving through cause marketing in two years •Action: Research other programs of sustained giving, and select the model most suitable to our organization.T.Patrick Brennan Fundraising Architect 14
  15. 15. Key Elements of a Strategic Plan • Mission Statement • Vision Statement • Values • Strategic Goals (Five) • Objectives • Action StepsT.Patrick Brennan Fundraising Architect 15
  16. 16. • Action Steps – Champion – What is expected as a result – Who should be involved – Resources (direct and indirect) – DeadlineT.Patrick Brennan Fundraising Architect 16
  17. 17. Monitoring/Revising Progress • Strategic Goals be used to define committee structure. • Goals, Objectives and Action Steps need to be incorporated into budgets, work plans and programs. • Report out progress in quarterly staff and board meetings.T.Patrick Brennan Fundraising Architect 17
  18. 18. The NCDS Involvement Curve Ownership Commitment EngagementAwareness Interest INVOLVEMENT T.Patrick Brennan Fundraising Architect 18LOW HIGH Since 1977, the authority in community and economic development fundraising
  19. 19. • Sponsored by: • • Questions Cobb Community Foundation Cobb Chamber of Commerce • or Discussion Chick-Fil-A of Acworth and Andy Duncan • Strategic Funding Solutions Patrick@ SFSDirect.usT.Patrick Brennan Fundraising Architect 19

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