The how and why of strategic planning
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The How and Why of Strategic Planning. November, 2012 Julia Riseman Mentor . Agenda:. Why How Working with Grinspoon on Strategic Planning Planning for your camp’s needs. Why undertake Strategic Planning?. Fundraising. Board Governance. Strategic Planning.

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The How and Why of Strategic Planning

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The How and Why of Strategic Planning

November, 2012

Julia Riseman

Mentor


Agenda:

  • Why

  • How

  • Working with Grinspoon on Strategic Planning

  • Planning for your camp’s needs


Why undertake Strategic Planning?


Fundraising

Board

Governance

Strategic

Planning


What direction is the camp moving in?


Purpose of Strategic Planning: Alignment


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


Strategic Planning Cycle

Learning

Results

Strategy

Vision Mission Goals

Reflection

Implement

Past Present Future


How of Strategic Planning


From Vision to Results


Strategic Planning

VISION

for Camp

Create Strategic Plan

as Living Document

Choose Strategic Planning Leadership

Identify and Prioritize

Strategic Goals and

Critical Success Factors

Clarify Process:

Time and Structures

Get Stakeholder Input:

Internal and External


Initial Planning

Goals

Advance scheduling

Links to other processes

Links to other events

Roles

Key people

Key tasks

Time Commitments

Shared Agreements

Mission & Vision

Synthesis

&

Decisions

Output

Data Collection

Framing

Time horizon

Burning issues


Grinspoon 3 options

  • Comprehensive Strategic Planning:

    9-12 months

  • Strategic Positioning: 5 to 6 months

  • Condensed Organizational Planning:

    2 to 4 months


What’s in a Strategic Plan


Typical

Mission Statement

Current Assessment

Strategic Goals (Critical Success Factors)

SMART Action Items

Time-line

Budget

Other attachments


Camp Ramah in the Berkshire’s 7 Strategic Goals


Camp B’nai B’rith Strategic Goals

Mission

Governance

FUNDRAISING

FACILITIES

PROGRAM

Marketing

Projected Budget


Shalom Institute’s Strategic Goals


Strategic Goal Area

Goal Statement:

Current Status:

Opportunity Statement:

Planned Actions for Strategic Goals


S.M.A.R.T. Action Items:

S = Specific

M = Measurable

A = Agreed Upon

R = Realistic

T = Time-bound

Strategic Goal Area

Goal Statement:

Current Status:

Opportunity Statement:

Planned Actions for Strategic Goals


Your Camp’s Status:

  • List of Camps

  • Have or had a plan


Resources On-line

  • Sample Strategic Plan

  • Sample Strategic Planning Committee Job Description

  • The 3 Options for Strategic Planning

  • Templates for planning

  • A large collection of Jewish Camp Mission Statements

  • Sample ONE page Strategic plan


Discussion


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