HBIF Meeting 12-09

Strategically Planning Your Way to Success

A Webinar By:

Administrator

Nicole RoachMarketing Coordinator

BizCentral USA

Key Speaker

Melanie Swift MNMNonprofit Consultant

BizCentral USA

Welcome!

• CharityNet USA: A “One-stop” resource center for nonprofit organizations nationwide!

• Key Speaker: Melanie Swift

• Questions

• Recorded Webinar Available At:

http://www.charitynetusa.com/webinararchive/index.php

Agenda

• Why Strategic Planning?

• Strategic Plan vs. Business Plans for Nonprofits

• Contents of a Killer Strategic Plan

• Strategic Planning Approaches

Strategic Planning

• A means of establishing major directions for a nonprofit organization

• Concentrates resources in a limited number of major directions

• In short, strategic planning is a disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it, with a focus on the future.

Why Strategic Planning?

• To help an organization

• Keep everyone on the same path

• To assess and adjust the organization's direction

“Being Strategic”

• Being clear about objectives

• Being aware of resources

• Responding to dynamic and even hostile environments

Strategic Plans vs. Business Plans

Characteristics of Strategic Planning Process

• Disciplined• It calls for a certain order and pattern to keep

it focused and productive

• Analytical• Raises questions that help planners examine

experience, test assumptions, gather and incorporate information

• Decisive• Incorporates fundamental decisions and

actions

Strategic Planning Model

A Strategic Plan should cover 3 to

5 years and should contain the

following elements:

Strategic Planning Model

• Mission Statement• The reason you

started the nonprofit and describes what you do

Strategic Planning Model

• Vision Statement • It is what you hope to become. • This provides motivation to

the Board, staff, volunteers, anddonors

Strategic Planning Model

• Values• While your mission may be noble and

your vision grand, how you get there is important as it often reveals the quality of the organization

Strategic Planning Model

•Goals• In striving to meet

the needs of the community or in solving problems, to what extent do you hope to accomplish your work?

Strategic Planning Model

• Organizational Assessment• To get where you are going you have to

know where you are starting. This assessment reveals the strengths and weaknesses of the organization so you can focus on areas to improve (a.k.a. SWOT Analysis).

SWOT Analysis

SWOT

Current Conditions

• Technology

• Economically

• Politically

Strategic Planning Model

• Strategies• The strategies you will use to achieve

the goals identified leading toward the vision of what the organization should become.

• These strategies are what you will use to achieve your goals while sticking to the values to which you aspire.

Strategic Planning Approaches

Strategic Planning Approaches

• Issues-based• Examines issues facing organization• Develops strategies to address those issues

• Goal-based• Focused on organization’s mission, vision, and

values• Strategies to achieve the goals

• Organic• Articulate organization’s vision and values• All actions adhere to identified values

Review & Closing

• The plan is ultimately no more and no less than a set of decisions about what to do, why to do it, and how to do it.

• Strategic planning implies that some organization decisions and actions are more important than others - and much of the strategy lies in making the tough decisions about what is most important to achieving organizational success.

Q & A

• CharityNet Nonprofit Services

• 501c3 Prep• Grant Writing• Strategic Planning• Website Development• Graphic Design• Marketing• Bookkeeping & Accounting• One-on-Consultation Time

Special Promotion

Upcoming Webinars

• Basic Financial Management, Bookkeeping & Accounting for Nonprofits: GettingYour Financials in Order!

• 6-24-2010 3pm EST

http://www.charitynetusa.com/webinar/june.php

10x10 Program

Q & A

• Contact Us• Nicole Roach: Nicole@bizcentralusa.com

• Melanie Swift: Melanie@bizcentralusa.com

• Visit www.CharityNetUSA.com or Call 407-857-9002

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