Nonprofit Nonprofit Management Management Certificate CourseCertificate Course

Organizational Assessment and Organizational Assessment and Planning: Day 1, MorningPlanning: Day 1, Morning

Pamela Leland, PhDPamela Leland, PhD

Outline for this Outline for this morningmorning Overview of planning processOverview of planning process

– Types and definitionsTypes and definitions– Strategic versus operational Strategic versus operational

planningplanning– Role of stakeholdersRole of stakeholders– Organizational readinessOrganizational readiness

Getting started … mission, vision, Getting started … mission, vision, valuesvalues

Where we head then …Where we head then …

Organizational assessment; SWOT Organizational assessment; SWOT analyses (this afternoon)analyses (this afternoon)

Moving from assessment to Moving from assessment to identification of strategic issues identification of strategic issues and action planning (next week and action planning (next week until 2:30)until 2:30)

Issues of board governance (next Issues of board governance (next week, end of day)week, end of day)

Those Pesky Those Pesky Meanings: Meanings: “Types” of Planning“Types” of Planning

Long-range planningLong-range planning Master planningMaster planning Comprehensive planningComprehensive planning Strategic planningStrategic planning Operational planningOperational planning Action planningAction planning

More Pesky Words:More Pesky Words:Three “Levels” of Three “Levels” of PlanningPlanning

Strategic planning …organizational Strategic planning …organizational levellevel

>> Operational planning … >> Operational planning … departmental/program leveldepartmental/program level

>> Action planning … >> Action planning …

departmental/staff leveldepartmental/staff level

Over-arching Over-arching Definition:Definition:

““A scheme, program, or method worked A scheme, program, or method worked out beforehand for the accomplishment out beforehand for the accomplishment of an objective: of an objective: a plan of attack.”a plan of attack.”

““A proposed or tentative project or A proposed or tentative project or course of action: course of action: had no plans for the had no plans for the evening.evening.

from www.dictionary.comfrom www.dictionary.com

Reasons to PlanReasons to Plan

What is strategic What is strategic planning?planning?

A problem solving processA problem solving process Effort to identify your business Effort to identify your business

contextcontext Effort to identify your strengths Effort to identify your strengths

and weaknessesand weaknesses Effort to identify and assess Effort to identify and assess

external trends and processesexternal trends and processes

continued … continued …

Effort to explore possible futuresEffort to explore possible futures Effort to determine/select your Effort to determine/select your

future pathfuture path Effort to map out future plans and Effort to map out future plans and

activitiesactivities Framework for monitoring and Framework for monitoring and

assessing organizational assessing organizational performanceperformance

In summary …In summary …

Strategic planning is an on-going Strategic planning is an on-going decision process to ensure that decision process to ensure that your organization your organization andand its mission its mission are in alignment with its are in alignment with its environment, i.e., they continue environment, i.e., they continue to be relevant and responsive to to be relevant and responsive to the needs in the communitythe needs in the community

And … And …

Operational (or action) planning is Operational (or action) planning is the process of identifying and the process of identifying and selecting tasks and activities that selecting tasks and activities that need to be completed in order to need to be completed in order to accomplish some larger goal or accomplish some larger goal or purpose.purpose.

Over-used Words:Over-used Words:

StrategicStrategic Planning Planning

vs.vs.

StrategicStrategic Thinking Thinkingvs.vs.

Building Capacity Building Capacity

Around Around StrategicStrategic Concerns Concerns

The process of The process of

strategic planning strategic planning

(HAND OUT)(HAND OUT)

Issues to consider in Issues to consider in

strategic planning strategic planning

(HAND OUT)(HAND OUT)

Are You Ready to Plan Are You Ready to Plan Strategically?Strategically?

Is there sufficient stability in the Is there sufficient stability in the organization?organization?

Do you have the leadership you Do you have the leadership you need … from the board need … from the board andand the the staff?staff?

Will you commit the necessary Will you commit the necessary resources … now resources … now andand in the future? in the future?

And so we begin …And so we begin …

Stakeholder AnalysisStakeholder Analysis

Definition of a stakeholderDefinition of a stakeholder Role and purpose of the analysisRole and purpose of the analysis Importance of informationImportance of information

EXAMPLES: HIV/AIDSEXAMPLES: HIV/AIDS

United WaysUnited Ways

Community FoundationsCommunity Foundations

Stakeholders cont.Stakeholders cont.

Examples of stakeholders—Examples of stakeholders—

Reflection and Reflection and discussion.discussion.

Mission vs. VisionMission vs. Vision

Mission is descriptive and focusedMission is descriptive and focused

on the present;on the present;

Mission offers “what is”Mission offers “what is”

Vision is future-oriented and offers Vision is future-oriented and offers “what if” or “what will be”“what if” or “what will be”

Mission StatementsMission Statements

Identify:Identify:– WHATWHAT– WHYWHY– WHEREWHERE– And FOR WHOMAnd FOR WHOM

Note: it does not specify “HOW” … Note: it does not specify “HOW” … why not?why not?

Vision StatementsVision Statements

Invite people’s passionInvite people’s passion Motivate to actionMotivate to action Gather a communityGather a community

– Gather around what?Gather around what?– Example: cure or no cure?Example: cure or no cure?

Values StatementsValues Statements

DefinitionDefinition PurposePurpose FormatFormat RisksRisks

SMALL GROUP EXERCISE:SMALL GROUP EXERCISE:

Assessing your missionAssessing your mission

and vision statementsand vision statements

Morning Wrap-UpMorning Wrap-Up

DISCUSSION QUESTIONS:DISCUSSION QUESTIONS:

What have been key insights What have been key insights and learning for you?and learning for you?

What, if any, are next steps?What, if any, are next steps?

Conclusion ofConclusion of

Morning SessionMorning Session… … Enjoy your Enjoy your

lunch!lunch!