Effective Strategic Planning Part 2: Getting Results
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Sponsored by: A Service Of: Effective Strategic Planning Part 2: Getting Results Sam Frank June 20, 2012
description
Strategic planning has a dicey reputation for any number of reasons:1) it often is tedious and time-consuming;2) the issues it identifies are either obvious or not critical to the mission (or both);3) the actions it specifies are vague and unmeasurable;4) it is ignored once the plan is written (or the written plan is never quite finished);5) it simply adds tasks to an already over-stretched staff;6) it has no results visible to stakeholders;7) it does not advance your mission.These problems are not inherent to strategic planning; they are signs that it has been done badly. This webinar will look at how a nonprofit can infuse its mission into the daily activity of staff and board through a straightforward, rigorous, and even morale-building process. It will offer both a structure and tools for planning.
Transcript of Effective Strategic Planning Part 2: Getting Results
- 1. Effective Strategic Planning Part 2: Getting Results Sam Frank June 20, 2012A Service Of: Sponsored by:
2. INTEGRATED PLANNING Advising nonprots in:www.synthesispartnership.com Strategy Planning(617) 969-1881 Organizational Development [email protected] Service Of: Sponsored by: 3. www.mission.doA Service Of: Sponsored by: 4. Todays Speaker & HostSam Frank PrincipalSynthesis PartnershipAssisting with chat questions:Jamie Maloney, NonprofitWebinarsA Service Of: Sponsored by: 5. Effective Strategic PlanningPart 2: Getting ResultsSam Frank Synthesis PartnershipStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 6. 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 howStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 7. Integrated PlanningINTEGRATED PLANNINGStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 8. The Planning Cycle PROGRAM FACILITY PLANNINGPLANNINGSTRATEGIC BUSINESS PLANNING PLANNING FINANCIAL ORGANIZATIONALMODELING DEVELOPMENT IDENTITYADVANCEMENT DEVELOPMENTPLANNINGHUMAN RESOURCE PLANNING TECHNOLOGY PLANNINGStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 9. Why Plan? What do you hope to get out of strategic planning?Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 10. Why Plan?Is there resistance to planning within your organization?From whom? What is his/her argument against planning?Strategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 11. Why Plan? Aspiration Circumstance Operations Wisdom Cultivation Organizational DevelopmentStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 12. Strategic Planning Process Prepare Assess Engage Plan ImplementStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 13. The ChallengeQualitative QuantitativeIntangibleTangibleVision Missiona world in which every to inspireMarket sharechild attains the right to breakthroughs in thesurvival, protection,way the world treats People serveddevelopment andchildren, and to achieveAdmissionsparticipation immediate and lasting change in their livesWebsite visitsOne day all artisans inTen Thousand VillagesDonationsdeveloping countries provides vital, fair Press mentionswill earn a fair wage, beincome to Third Worldtreated with dignity and artisans. Financial KPIsrespect and be able to(key performance indicators)live a life of quality.Demolitions stoppedStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 14. Mission & Its Statement4. PlanStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 15. Engaging with Mission 4. Plan Mission To transform the way buildings and communities are designed, built and operated, enabling anenviron-mentally and socially responsible, healthy, and prosperous environment that improves thequality of life. Mission elementsCommittees/Functions buildings and communitiesPrograms transform Advocacy designed Conference Outreach built Professional Education operatedInfrastructure enabling an environment Communications / Marketing environmentally & socially responsible Finance healthy Fundraising prosperous Membership Governance improves quality of life OperationsStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 16. Strategic Planning: 4. Plan Mission Mission-Based Goals Supporting Objectives Measurable Actions Clear, specific action Measurable result Timeline (start and completion dates) Resources required ResponsibilityStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 17. Strategic Planning: 4. PlanEdge Outreach empowers ordinary Missionpeople to provide safe, clean drinkingwater to the world. Mission-Based Goals Supporting ObjectivesEnd isolation & improve quality of lifefor young adults affected by cancer. Measurable Actions Clear, specific actionThe mission of the Mohonk Measurable result Preserve is to protect the Timeline (start and completion dates) Shawangunk Mountains by inspiring Resources requiredpeople to care for, enjoy, and explore Responsibilitythe natural world.Strategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 18. Strategic Planning:4. Plan MissionStrengthen ties and the sense of Mission-Based Goalscommunity among all members. Supporting ObjectivesSecure and manage the nancial Measurable Actions resources necessary to fund Clear, specific actionprograms, operations and future Measurable result growth. Timeline (start and completion dates) Resources requiredEnsure the quality of all Responsibilityinteractions with each constituent.Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 19. Strategic Planning: 4. Plan MissionDevelop and implement Mission-Based Goalsaccountability structures. Supporting ObjectivesIdentify and hire talented anddiverse staff. Measurable Actions Clear, specific actionEnsure consistency andtransparency in the quality of all Measurable resultinternal and external interactions. Timeline (start and completion dates) Resources requiredAttend to students individual Responsibilitylearning styles.Strategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 20. Strategic Planning:4. Plan Mission Mission-Based Goals Supporting Objectives Measurable Actions Clear, specific actionIncrease 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 ResponsibilityCEOStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 21. Planning Process: 4. PlanMission-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 / OperationsStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 22. Mission to Action4. 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 giversSupporting Objective 1Upgrade the website to state of the artSupporting Objective 2Develop a robust presence in cancer treatment centersStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 23. 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 Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 24. Strategic Planning:4. PlanTwo 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 anAction 1: " added value of SGIS, it is an essentialAnnually review the curriculum to assure that it supports the feature of the SGIS education andunderstanding and acceptance of all SGIS students.!Action 2: " experience, both for students and for their families. This fact must be reected inCommunicate 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-examinesupportive of all three campuses. !! curriculum, communications, and eventsAction 4: " annually to assure that the school isHave at least one school-wide event for families and faculty from reecting this commitment in them in theall 3 campuses each year. ! best possible manner.!Strategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 25. Action Plan 5. ImplementStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 26. Strategic Planning: 5. Implement Action items absorbed into job descriptions Ongoing renewal of action items Monitoring and reporting: Actions and metrics RepeatStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 27. Track & Monitor Results 5. ImplementStrategic Planning Part 2: Getting ResultsSYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 28. Monitor Results5. ImplementDashboardsfrom Blue Avocado (http://www.blueavocado.org) from Indianapolis Museum of Art fromAccounting Management Solutions, Inc.Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 29. Published Plans 5. ImplementPublished Plans Growth PlanFebruary 1, 2005SYNTHESISP A R T N E R S H I P Inspiring Inner PromiseThe Moses Brown School Strategic Plan: Moses Brown does aA PROMISE FOR MOSES BROWN SCHOOLSGoals and Objectives wonderful job ofeducational program develop a encouraging students to Plan produced by the Long-Range Strategic Planning Task Force take themselves seriously To furtherA PROMISE FOR development culture of philanthropy atApproved by the Board of Overseers, April 2007 as thinkers, doers,OUR GOAL Moses Brown School, theindividuals. OUR GOAL tradition of giving shouldOffer an educational program that serves our students bright,inquiring minds; nourishes their spirits; and realizes established before be the schoolsEnsure Moses Brown Schools ability to achieve its mission by MB alumnusmission. 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.............................................6What must we do to get there? is essential that all of usEDUCATIONAL Achieving Moses Browns mission is dependent on a nancial balance Long-Range Strategic Planning Task Force...................................................................................................7 OUR OBJECTIVES give back.that ensures the schools ability to thrive in the present and reachPROGRAM PLANNING Revisiting MBs Mission Statement.................................................................................................................8GROUP for the future. As such, fundraising should be viewed as essential to1. Further develop and sustain a cohesive nursery through nancial sustainability, and the appropriate commitment must be madeMission, 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 memberacademic deanWhat must we do to get there?Moses Browns Educational Program.............................................................................................10 Jeff DEntremontOur college-preparatory program should emphasize globalRelationships........................................................................................................................................12studies supported by integrated technology. Global studies OUR OBJECTIVES Jim English Enrollment............................................................................................................................................14 Katharine Hazard Flynnensure our students multicultural uency 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................................................................................................................................................16studies 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 toDEVELOPMENT 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-McClellancurriculum. to develop the emotional commitment of our constituentsChair: Ted Fischer through engagement, which will provide inspiration for giving. Moses Brown School Board of Overseers, 20062008.........................................................................23 Sandy Richter Dan Rocha2. Ensure the highest quality of instruction and promote the best The Strategic Planning Process: Committee Members...........................................................................24teaching practices.Russ Carpenter Jared SchottStephanie Ogidan Preston Sheri Sweitzer George Tsakraklides Expand faculty training in technology, enhance the mentoring Lenke Woodsystem for new teachers, improve faculty evaluations foradvisor:Administrative newLucy Frost Lewis, and veteran teachers, and restructure sabbatical programs to10director of development &alumni/ae relations 20Strategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 30. Resources Critical Issues# 1:Why Plan? http://bit.ly/SyPci01# 2:The Secret Life of Surveyshttp://bit.ly/SyPci02# 5:The Structure of Planning http://bit.ly/SyPci05# 7:On a Missionhttp://bit.ly/SyPci07# 8:The Measure of Successhttp://bit.ly/SyPci08#11: Integrated Planning http://bit.ly/SyPci11#12: Business Planning http://bit.ly/SyPci12#13: Facility Planning http://bit.ly/SyPci13 Blog (entries on planning) http://bit.ly/blogSyP Other Webinars on Planning current listings & registration athttp://www.nonprotwebinars.com schedule, archive, & registration at http://bit.ly/SyPwebinars Whats 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 [email protected] (by e-mail or telephone appointment) 2012 Synthesis PartnershipPart 2: Getting ResultsStrategy, planning, and organizational development T H E S I SS Y N for nonprots.Strategic PlanningWednesday Webinar: June 20, 2012Except for examples of nonprofit plans, missions & dashboards owned by othersAll2012 Synthesis Partnership. All rights reserved rights reserved www.synthesispartnership.comP A R T N E R S H I P 31. Questions? SYNTHESIS P A R T N E R S H I PAdvising nonprofits in strategy, planning,& organizational developmentSam Frank 617 969 1881 [email protected] www.synthesispartnership.comStrategic Planning Part 2: Getting Results SYNTHESISWednesday Webinar: June 20, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 32. 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