The Case for Integrated Planning
30
Sponsored by: A Service Of: The Case for Integrated Planning Sam Frank Synthesis Partnership September 28, 2011
description
The term “strategic planning” gets attached to a wide range of nonprofit planning—for programs and services, budgeting, communications, information technology, etc. But these address very different kinds of issues, and should involve different participants, processes, tools, and products. We’ll look at the various kinds of planning needed by a nonprofit, see how they can intersect with and reinforce each other, and consider an approach that is more strategic, more effective, and less stressful.
Transcript of The Case for Integrated Planning
Sponsored by: A Service Of:
The Case for Integrated Planning
Sam Frank Synthesis Partnership
September 28, 2011
Sponsored by: A Service Of:
Advising nonprofits in: • Strategy • Planning • Organizational Development
www.synthesispartnership.com
(617) 969-1881 [email protected]
INTEGRATED PLANNING
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Affordable collaborative data management in the cloud.
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Today’s Speaker & Host
Sam Frank Principal
Synthesis Partnership Assisting with chat questions: April Hunt, Nonprofit Webinars
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Sam Frank Synthesis Partnership
The Case for Integrated Planning Effective Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways���
Differences among types of planning.
How different types of planning fit together.
Further resources.
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
For every complex problem ���there is a simple solution;���...and it is always wrong.
H.L. Mencken
Why Plan?���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Why Plan?���
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
The Planning Cycle���
PROGRAM ���PLANNING
STRATEGIC ���PLANNING
BUSINESS ���PLANNING
ORGANIZATIONAL DEVELOPMENT
IDENTITY DEVELOPMENT
FINANCIAL MODELING
TECHNOLOGY PLANNING
HUMAN RESOURCE PLANNING
ADVANCEMENT PLANNING
FACILITY ���PLANNING
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
Implementation
The Planning Process Five Components
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
Implementation
The Planning Process Points of Integration
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
Program Planning Process���
Preparation Assessment
Engagement
Plan Development Implementation
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Mission-Based Goals
Program Objectives
Program Planning���
Description of Programs
Organizational Structure
Resources
Implementation Process
Context
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
Business Planning Process���
SYNTHESIS P A R T N E R S H I P
Preparation
Assessment Engagement
Plan Development Implementation
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Business Planning���
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Organization structure
Finance
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Strategic Planning Process���
SYNTHESIS P A R T N E R S H I P
Assessment
Engagement Plan Development
Implementation
Preparation
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Board Meetings Initial Retreat Review Review Adopt Plan
PREPARATION
Review and pre-plan
ASSESSMENT
Identify Critical Issues
Benchmarking / Research
ENGAGEMENT
Initial Retreat Initial Retreat
Constituency Meetings
Survey (by ISB)
PLANNING
Develop Goals & Objectives
Shape Actions, Measures, Timeline, Costs
Assemble Full Plan & Report
Revise and Refine
IMPLEMENTATION
Design
Jan Feb
Monitor
Aug Sep Apr MayOct MarNov Dec
Strategic Planning 1. Prepare���Typical Timeline
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Strategic Planning ���
For more detail see slide sets for Strategic Planning 1: Cultivation & Organizational Development & Strategic Planning 2: Getting Results
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning 4&5 Plan/Implement���Action Plan WS
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning 5. Implement���Plan tracking and monitoring
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Integrated Planning 5. Implement���Dashboards
from Blue Avocado ���(http://www.blueavocado.org)
from Indianapolis Museum of Art
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Board Issues
Organizational Development���
SYNTHESIS P A R T N E R S H I P
Responsibilities Membership Structure & Process Capacity
Staff Issues Organizational structure
Professional development
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS
P A R T N E R S H I P
National Association of Independent Schools Annual Conference: Chicago February 25, 2009
Mission / Identity / Brand
Institutional Identity Development���
SYNTHESIS P A R T N E R S H I P
What is identity & why does it matter?
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Ongoing work Communications
External relations
Donor relations
Alumni relations
Annual giving
Planned giving
Periodic planning Capability assessment
Fundraising assessment
Campaign planning
Advancement Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Establish fair, predictable, ���and comprehensive policies
Devote resources appropriately ���to needs and values
Comply with all regulations ���and requirements
Human Resource Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Information technology
Technology Planning���
SYNTHESIS P A R T N E R S H I P
Program technology
Advancement technology
Knowledge management
Upkeep
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
Master Planning Facility Planning Architectural Programming & Budgeting Selecting Architects & Constructors Contracts Design & Construction Financial Modeling
Facility Planning���
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
The Case for Integrated Planning Wednesday Webinar: September 28, 2011 © 2011 Synthesis Partnership. All rights reserved www.synthesispartnership.com
© 2011 Synthesis Partnership Except for examples of nonprofit plans, missions & dashboards owned by others All rights reserved
Resources ���Critical Issues # 1: Why Plan? http://bit.ly/SyPci01 # 2: The Secret Life of Surveys http://bit.ly/SyPci02 # 5: The Structure of Planning http://bit.ly/SyPci05 # 7: On a Mission http://bit.ly/SyPci07 # 8: The Measure of Success http://bit.ly/SyPci08 # 9 Brand Identity for Nonprofits http://bit.ly/SyPci09 #11 Integrated Planning http://bit.ly/SyPci11
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Complimentary consultation [email protected]���(by e-mail or telephone appointment)
Strategy, planning, and organizational development for nonprofits.
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