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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

The How and Why of Strategic Planning

November, 2012

Julia Riseman

Mentor

agenda
Agenda:
  • Why
  • How
  • Working with Grinspoon on Strategic Planning
  • Planning for your camp’s needs
slide5

Fundraising

Board

Governance

Strategic

Planning

slide8
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
Strategic Planning Cycle

Learning

Results

Strategy

Vision Mission Goals

Reflection

Implement

Past Present Future

strategic planning
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

slide14

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
Grinspoon 3 options
  • Comprehensive Strategic Planning:

9-12 months

  • Strategic Positioning: 5 to 6 months
  • Condensed Organizational Planning:

2 to 4 months

typical
Typical

Mission Statement

Current Assessment

Strategic Goals (Critical Success Factors)

SMART Action Items

Time-line

Budget

Other attachments

camp b nai b rith strategic goals
Camp B’nai B’rith Strategic Goals

Mission

Governance

FUNDRAISING

FACILITIES

PROGRAM

Marketing

Projected Budget

planned actions for strategic goals
Strategic Goal Area

Goal Statement:

Current Status:

Opportunity Statement:

Planned Actions for Strategic Goals
planned actions for strategic goals1
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
Your Camp’s Status:
  • List of Camps
  • Have or had a plan
resources on line
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
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