Strategic Planning for Nonprofits

Strategic Planning for Nonprofits December 8, 2010

Sam Frank Synthesis Partnership

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December 8, 2010��www.synthesispartnership.com http://bit.ly/SyPBlog

Strategic Planning for Nonprofits

SYNTHESIS P A R T N E R S H I P


Strategic Planning for nonprofits

© Copyright 2010 Synthesis Partnership All rights reserved. Copies permitted only with full attribution




Take-aways��

•  How to get broad buy-in

•  The benefits of an effective planning process

•  How to approach & structure a planning process

•  Tools for •  assessing your situation •  engaging your constituencies •  developing & implementing an effective plan







Why Plan?��

Circumstance

Operations

Wisdom

Cultivation

Organizational Development










INTEGRATED PLANNING

What is Planning?��




Planning Committee

•  Shape the planning process •  Offer inclusiveness and transparency •  Ensure participation and completion •  Craft mission-based goals & objectives

•  Facilitate action plan •  Launch implementation

Roles ��

Governing Board •  Set the strategic direction •  Own the planning process

•  Approve goals & supporting objectives

•  Monitor implementation

Both •  Gain a more robust understanding of the organization

CEO & Board Chair •  Maintain proper focus







Prepare

Assess

Engage

Plan

Implement

Planning Process��







Planning Process: 1. Prepare��

Committee Chair

Documentation

Process Design

Board Commitment

Committee







Planning Process: 1. Prepare��Typical Timeline










Planning Process: 2. Assess��

Gather Data

Interview Key Players

Identify Critical Issues

Examine Component Plans

Conduct a Board Self-Assessment







Planning Process: 2. Assess��Board Self Assessment Tool







Planning Process: 2. Assess��Mission Statement




Board & senior staff

All stakeholder groups

Ongoing communication

Planning Process: 3. Engage��







Strengths Weaknesses Opportunities Threats External Environment: Opportunities Threats

Internal Environment: Strengths Weaknesses

•  Inputs (Human resources, funding, facilities)

•  Processes (Programs, operations, governance)

•  Outputs (Quality of programs, social change)

Planning Process: 3. Engage��Situation







Planning Process: 3. Engage��Polarities

MANAGEMENT

by Budget by Mission

+ Sustainability Purpose Fulfillment of mission Service to community

- Bottom-line decision making Cut programs if budget can’t be balanced Not attuned to ultimate purpose of institution

Requires extraordinary leadership & involvement Requires full commitment to fundraising

FUNDING PRIORITY

Facilities Programs

+ -







Planning Process: 3. Engage��Surveys







Planning Process: 4. Plan��

Mission-Based Goals

Supporting Objectives

Board Endorsement

Mission

Measurable Actions







Planning Process: 4. Plan��Goals & Objectives CBE 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 2:��

Connect with new members through as many means as possible. Supporting Objective 4:��

Reach out to members only partially engaged in the CBE community. Supporting Objective 8:��

Cultivate all younger members as potential leaders.







Planning Process: 4. Plan��Goals & Objectives CBE Mission-Based Goal: Finance ��CBE will operate in a fiscally responsible manner. CBE has not made a compelling case for the appropriateness of its current spending or its need for a higher level of funding. More transparency is needed to indicate where funds are going and how thinly they are stretched. For financial sustainability CBE needs to look at retaining existing members and increasing membership.

Supporting Objective 1:��

Communicate the financial facts more clearly to the membership. Supporting Objective 2:��

Identify opportunities for revenue enhancement to support expansion of programming and services. Supporting Objective 3:��

Make prudent choices about programs that can be supported. Supporting Objective 4:







Planning Process: 4. Plan��Mission-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 / Operations







Planning Process: 4. Plan��Goals & Objectives i[2]y Mission ��End isolation & improve quality of life for young adults affected by cancer.

Mission-Based Goal: Access��

Offer access to resources for young adults with cancer, their families, and their care providers Supporting Objective 1:��

Upgrade the website to the state of the art, with full Web 2.0 capabilities. Supporting Objective 2:��

Develop a robust presence in cancer treatment centers. Supporting Objective 3:��

Develop new/improved promotion strategies.







Planning Process: 4. Plan��Goals & Objectives SGIS Mission ��SGIS prepares students for a life of learning and meaningful contribution through dedication to academic achievement and the development of moral character.

Plan

I. Dedication to Excellence

II. Building Meaningful Relationships

III. Focus on Sustainability

Goal 1: Develop a strategic advancement plan to foster a culture determined to support and perpetuate the school’s vision.

Goal 2: Protect, perpetuate and enhance the strong and distinct SGIS brand.

Goal 3: Identify & develop alternative revenue sources to reduce dependence on tuition.

Goal 4: Reshape administrative and board functions to fit the single school model.

Goal 5: Promote a culture of planning to ensure strategic thinking & fiscal responsibility.







Planning Process: 4. Plan��Goals & Objectives SGIS III. Focus on Sustainability Goal 1: Develop a strategic advancement plan to foster a culture determined to support

and perpetuate the school’s vision. The school’s expansion requires the development of a broad level of parent, alumni, and other constituent participation driven by the desire to give back to the school both in appreciation for what the children receive and in perpetuation of the mission for future students.

Objective 1: Ensure the development office is staffed with the skill sets required to meet SGIS financial goals. ��The ambitions of SGIS will require access to the highest level of fundraising skills and experience.

Objective 2: Cultivate a community of “investors” through demonstrated leadership by each constituent group. ��Trustees, faculty/staff, parents and alumni must all feel ownership of and responsibility to the school of it is to thrive.

Objective 3: Ensure that all constituent groups are aware of the fund raising needs of SGIS. ��Clarity and consistency of communications of vision, values, and goals will require ongoing efforts of planning and execution.

Objective 4: Strive for 100% annual giving participation levels from each constituent group. ��All constituents must understand the critical importance of voluntary annual support.

Objective 5: Build a strong, supportive alumni network. ��Over extended periods, alumni are the most critical source of funding and support. The building of a strong, supportive alumni body begins in the senior year and continues through active alumni engagement with each other and with the school.

Objective 6: Raise sufficient funds to meet the objectives of the capital campaign. ��The school must have a clear set of financial goals and milestones if it is to realize its ambitious and complex plans for continuing to provide each campus with high-quality environments for teaching and learning







Dedication to Excellence Goal 1!SGIS will operate as a single school in pursuit of its mission.

To preserve SGIS’s unique culture and to ensure that the school stays true to its mission and provides consistent quality and efficiency in the delivery of that mission, the school must operate as a single entity with a focus on understanding the value of inter-relatedness and diversity in providing a rich learning environment for students. !

Objective 1!Ensure that learning experiences across all campuses are student-centered and prepare students for a diverse global world by providing the opportunity for authentic discovery of ideas and skills in order to foster a love of learning. !

The student experience – whether in the classroom or in an after-school or summer program – is at the core of an SGIS education. Through goal-setting, reflection, and teacher comments, students at all levels will be guided to an understanding of the learning process and a love of learning for learning’s sake.!

Objective 2!Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. !

The SGIS model is not just an added value of the school, it is an essential feature of

Planning Process: 4. Plan��Public Plan SGIS







Planning Process: 4. Plan��Action Plan WS







Planning Process: 5. Implement��Plan tracking and monitoring







Planning Process: 5. Implement��Published Plan







SYNTHESIS

P A R T N E R S H I P

Advising nonprofits in strategy, planning, and organizational development

683 Commonwealth Avenue�� Newton MA 02459

617 969 1881�� [email protected]

www.synthesispartnership.com��[email protected]

© Copyright 2010 Synthesis Partnership All rights reserved.

Copies permitted only in entirety and with full attribution




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

Blog (entries on planning) http://bit.ly/SyPBlog

Other Webinars on Planning

listings, registration, archive http://www.nonprofitwebinars.com

schedule & registration links http://bit.ly/SyPwebinars

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Resources ��




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Transcript of Strategic Planning for Nonprofits