Strategic planning for nonprofit organizations l.jpg
This presentation is the property of its rightful owner.
Sponsored Links
1 / 36

Strategic Planning for Nonprofit Organizations PowerPoint PPT Presentation


  • 329 Views
  • Updated On :
  • Presentation posted in: Industry

Strategic Planning for Nonprofit Organizations. Presented for your Capacity Building needs by COHHIO October 10 th 2007. Strategic Planning for Nonprofit Organizations. David Maywhoor Makes his living listening

Download Presentation

Strategic Planning for Nonprofit Organizations

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Strategic planning for nonprofit organizations l.jpg

Strategic Planning for Nonprofit Organizations

Presented for your Capacity Building needs by

COHHIO

October 10th 2007


Strategic planning for nonprofit organizations2 l.jpg

Strategic Planning for Nonprofit Organizations

DavidMaywhoor

  • Makes his living listening

  • Former COO of Center for Nonprofit Resources in Dayton with experience as the primary trainer in board governance for CNR

  • Former ED of Ohio Hunger Task Force the Ohio Association of Nonprofit Organizations and Ohio Association of Second Harvest Foodbanks.

  • 22 years of experience in nonprofit consulting; 37 years in nonprofit field

Today’s Presenter


Strategic planning for nonprofit organizations3 l.jpg

Strategic Planning for Nonprofit Organizations

Agenda for the Day

  • Review Agenda

  • Expectation Check

  • Part One

    • Importance of Strategic Planning

    • Pre-Planning

    • Team Building

    • Initial Retreat

    • Outside Help


Strategic planning for nonprofit organizations4 l.jpg

Strategic Planning for Nonprofit Organizations

Part Two

  • Check out these Steps in the Planning Process

    • Background Checks

    • Reality Check – the Mission

    • Hold the Check, Survey Says…

    • Checks and Balances – Key Issues

    • Keep Checking – Action Plans


Importance of strategic planning l.jpg

Importance of Strategic Planning

NOT

An

Event

It’s

A

Process


Importance of strategic planning6 l.jpg

Importance of Strategic Planning

Is Long Range Planning needed?

OTHER OPTIONS

  • Picking the Low Hanging Fruit

  • Organizational Assessments

  • Board Evaluation


Importance of strategic planning7 l.jpg

Importance of Strategic Planning

Identify Internal and External Issues

Board Transitions


Importance of strategic planning8 l.jpg

Importance of Strategic Planning

Identify Internal and External Issues

Staff Transitions


Importance of strategic planning9 l.jpg

Importance of Strategic Planning

Identify Internal and

External Issues

Funder Transition


Importance of strategic planning10 l.jpg

Importance of Strategic Planning

Identify Internal and External Issues

General World Transitions


Pre planning l.jpg

Pre-Planning

Data Collection Phase

Assessing the Mission


Pre planning12 l.jpg

Pre-Planning

Data Collection Phase

Strengths, Weaknesses, Opportunities and Threats

SWOT Analysis


Pre planning13 l.jpg

Pre-Planning

Data Collection Phase

Board and Paid/Non-paid Staff Interviews

  • Best and Worst Things

  • Easy and Hard Fixes

  • Values Search


Pre planning14 l.jpg

Pre-Planning

Data Collection Phase

  • Focus Groups

  • How to Effectively Utilize Them


Pre planning15 l.jpg

Pre-Planning

Data Collection Phase

Environmental Scan

  • Financial Status

  • Fund Raising Successes and Challenges

  • Program/Operations


Pre planning16 l.jpg

Pre-Planning

Data Collection Phase

Determine Organization Developmental Stage


Pre planning17 l.jpg

Pre-Planning

Data Collection Phase

Organizational Reconnaissance

  • The Good, The Bad, The Ugly – Board members with prior planning experience…

  • Who thinks this planning is important?

  • Why is planning important?


Team building l.jpg

Team Building

How big should the team be?


Team building19 l.jpg

Team Building

Who should be included?

  • Paid and Non-paid Staff

  • Board Members

  • Funders

  • Community Representatives

  • Clients, Tenants/Residents


Team building20 l.jpg

Team Building

Make sure team members understand their commitment

  • Time

  • Networks

  • Resources


Initial retreat l.jpg

Initial Retreat

Location and timing

I shall never

See

A poem as lovely

As a tree


Initial retreat22 l.jpg

Initial Retreat

Location and Timing

Feed them and

Make them Happy


Initial retreat23 l.jpg

Initial Retreat

Set the Room for Dialogue

Flip Chart

Projection Screen

PowerPoint Projector

Windows

Participants


Initial retreat24 l.jpg

Initial Retreat

The initial retreat will require a time commitment of approximately 10 hours.

Friday evening and Saturday work well…

Make sure team members know about the retreat far enough in advance that they can make the commitment.


Outside help l.jpg

Outside Help

Family counseling is best done by someone outside the family…


Outside help26 l.jpg

Outside Help

  • Organizational Development Consultants

  • Process Facilitators

Concrete

Cosmic


Strategic planning for nonprofit organizations27 l.jpg

Strategic Planning for Nonprofit Organizations

Part Two

  • Check out these Steps in the Planning Process

    • Background Checks

    • Reality Check – the Mission

    • Hold the Check, Survey Says…

    • Checks and Balances – Key Issues

    • Keep Checking – Action Plans


Session one background checks historical timeline l.jpg

Session One Background Checks…Historical Timeline

  • Participants answer three questions:

  • What was the first thing you heard about this organization?

  • What was the first thing you saw of this organization?

  • What was the first thin you did for this organization?

Organization’s start date

Today’s date

1970

1980

1990

2000


Session one background checks l.jpg

Session One - Background Checks

Environmental Scan – Quick Report

  • Financial Status

  • Fund Raising Successes and Challenges

  • Program/Operations


Session one background checks30 l.jpg

Session One Background Checks

Initial Review of the Mission Statement

  • Make sure everyone has a copy of the correct mission.

  • Have members take a section and read it.

  • Ask are there words which need to be clarified?

  • Assign each person to get feedback from an objective observer


Session two reality check the mission l.jpg

Session Two Reality Check – the Mission

  • Ask members to report on the Mission feedback assignment

  • Refine the Mission Exercise

    • Define the active words

    • Do they hold meaning for today?

    • Do the lead to an achievable future?


Session two reality check the mission32 l.jpg

Session Two Reality Check – the Mission

Key Stakeholders

  • Identification

  • Team-member assignments

  • Feedback process


Session three analysis of pre planning surveys l.jpg

Session ThreeAnalysis of Pre-planning Surveys

  • Report back from Key Stakeholders

  • Analysis of

    • SWOT

    • Values Survey

    • Focus Group Feedback

    • Easy/Hard Fix

  • Key Stakeholder Assignments


Session four key issue process l.jpg

Session Four Key Issue Process

  • Report back from Key Stakeholders

  • Key Issue Process

    • Review SWOT, Focus Group Feedback, Easy/Hard Fix

  • Prioritize Key Issues

  • Identify Key Issue Planning Groups

  • Key Stakeholder Assignments


Session five action planning l.jpg

Session FiveAction Planning

  • Report back from Key Stakeholders

  • Create Action Plans

  • Identify Internal Champions

  • Define Timelines

  • Schedule Monitoring Points

  • Key Stakeholder Assignments


Celebrate l.jpg

Celebrate!

You have accomplished a great thing!

Let the World Know.


  • Login