What’s Next? What to do in the 4 th Year of Your 3-Year Strategic Plan January 24, 2012 David...
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Transcript of What’s Next? What to do in the 4 th Year of Your 3-Year Strategic Plan January 24, 2012 David...
What’s Next?What to do in the 4th Year of Your 3-Year Strategic PlanJanuary 24, 2012
David Sharken
Mentor
Grinspoon Institute for Jewish Philanhropy
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What’s Next? Keep your camp on its “strategic” toes
Quality never goes out of style.
Levi Strauss
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What’s Next? Year 4 of the 3 year Plan
Today’s Agenda:
1. Reminder: Why and How of Strategic Planning?2. Reminder: What is/was in your Strategic Plan?3. What’s Next?
» New State of the Universe: Reflect, Learn, ReFocus» Re-Visit the Vision» Take an Inventory» Celebrate» Re-set Goals or New Strategic Plan
4. Structure Changes to Make it Work and Worthwhile
5. Questions
The Grinspoon Institute Way: How to Create a Great Camp
Board Governance
StrategicPlanning
Fundraising
Strategic Planning
Choose Strategic Planning Leadership
Clarify Process:Time and Structures
Get Stakeholder Input:Internal and External
Identify and PrioritizeStrategic Goals andCritical Success Factors
Create Strategic Planas Living Document
VISION for Camp
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VISION
Where do we want to go together?
Strategic Planning Cycle
Past Present Future
The most successful Fortune 500 companies are not those that had the best “frozen” strategy “du jour”, but those that had the greatest ability to
think and act and continually adapt their strategy to new circumstances
New State of the Universe What has changed externally since the last strategic
plan? What has changed internally?
Re-visit the Vision: Has anything significantly affected:» our shared vision?» our ability to get to that vision?
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Take Inventory:Reflect; Learn; ReFocus
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1. What did we accomplish?2. What did we NOT accomplish but is
still relevant and we want to do?3. What did we NOT accomplish that is
no longer critical?
Celebrate!
You have accomplished plenty in the last 3 years. Don’t take it for granted!
Celebrate and acknowledge results at Board and Staff Meetings
Highlight accomplishments in emails, newsletters, website, donor letters
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Now What?
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Your organization basically has two main choices after taking inventory:
1.Begin a New Strategic Plan
2.Re-Set Goals of Critical Issues
Begin a New Strategic Plan
A new plan is necessary if:
» Significant changes in external or internal environment
» Loss of consensus on future vision
Begin a New Strategic Plan - Options
1. Comprehensive Strategic Planning:Larger Committee with stakeholder engagement9-12 monthsFull environmental scanDeep and broad data collection
Begin a New Strategic Plan - Options
2. Strategic Positioning: - 5 to 6 months- Identify New Critical Issues- Research and recommend best options moving
forward- Less research & stakeholder involvement
Re-Set Goals of Existing Critical Issues
Ensure there is still consensus on the Future Vision!
Re-Set Goals of Existing Critical Issues
Reflect on why organization did not accomplish what it set out to do
Learn about the issues » Assign to appropriate committee of staff and board
to investigate, debate and provide recommendations)
ReFocus – establish new goals
Re-Set Goals of Existing Critical Issues:Reflect; Learn; ReFocus
New GoalsS.M.A.R.T. Action Items:
S = SpecificM = MeasurableA = AttainableR = RelevantT = Time-bound
New Goals
Goal Statement:
Current Status:Opportunity Statement:
Action Item Time $ Who
Structure Changes:Make it Work and Worthwhile Was strategic thinking and action built-in? Did the “old” plan help to:
Focus the efforts of management and board? Prioritize time and resources? Evaluate performance of staff and lay
leadership?
For the Future, ensure that the plan is used for continual organizational improvement:» Create an on-going Strategic Plan committee
OR » Assign to Board Executive Committee
Resources on our Knowledge Center
Webinar Archives – www.gijp.org/Webinars» Presentation and Recording of Today’s Webinar» To Think or Not to Think Strategically: Is That Even a
Question? » Strategic Planning: Three Options» No Dust! Using Your Strategic Plan» Sample “Next Steps” Strategic Planning Committee
Meeting Minutes» Sample Charge for Implementation Committee
You can find additional Strategic Planning resources in our Knowledge Center – www.gijp.org/KnowledgeCenter
If you are working on something exciting that you really care about, you don't have to be pushed.
The vision pulls you. - Steve
Jobs
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Discussion and
Questions