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Seeds for Change Consulting, llc May 2012 Breakfast

Seeds for Change Consulting, llc May 2012 Breakfast. Strategic planning Do it better!. DEFINITION. a written planning tool that provides guidance in fulfilling a mission with maximum efficiency and impact.

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Seeds for Change Consulting, llc May 2012 Breakfast

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  1. Seeds for Change Consulting, llcMay 2012 Breakfast Strategic planning Do it better!

  2. DEFINITION a written planning tool that provides guidance in fulfilling a mission with maximum efficiency and impact. determines where an organization is going over the next year or more, how it's going to get there and how it'll know if it got there or not.  It is not: an annual operating plan, a business plan or a case statement.

  3. WIKIPEDIA "What do we do?" "For whom do we do it?" "How do we excel?"

  4. KINDS OF PLANS GOALS BASED: the most common. Mission derived, mission focused and mission driven. Goals, strategies for achieving goals, outlines of who will do what by when, and evaluation measures to determine achievement/success. ISSUES BASED: examination of issues facing the organization, strategies for addressing those issues and action plans. ORGANIC: hybrid to meet specific needs and/or objectives.

  5. HOW MANY YEARS DO YOU INCLUDE? • We recommend three time frames. • 1. A complete strategic plan of 3 years, combined with • 2. an operating plan of 12 months, and • 3. a vision document of long term (5-7 years) goals and dreams.

  6. WHEN DO YOU RE-DO IT? • This is one of the most important myth busters: • To be the most effective, a strategic plan should NEVER expire. • The plan should be evaluated annually, and adjusted to acknowledge • (1) current realities, • (2) successes and challenges, and • (3) re-set for the next three years, including a new/revised 12 month operating plan.

  7. BUT…. Our strategic planning process takes forever. I would rather rake leaves all day. We don’t ever get beyond mission and vision. No one takes the time to really evaluate anything. We just update the timelines. Make an annual review a part of your culture and it shouldn’t take more than a few hours. Set ground rules for what is “up” for discussion. Stick to that. Start with the successes. People will see the positives and want to engage. PS…

  8. Every challenge is an opportunity! Don’t let folks get down by a lack of goal achievement. Openly discuss how things could be different. Build those into the next versions of the document.

  9. AGENCY EXAMPLE Goal: To meet or exceed budget goal for fundraising 2009 Goal $350K 2010 Goal $320K 2011 goal $340K 2012 goal $320K

  10. AGENCY EXAMPLE Goal: To meet or exceed budget goal for fundraising 2009 Actual $119K 2010 Actual $186K 2011 actual $255K 2012 projected $280K

  11. AGENCY EXAMPLE Goal: To meet or exceed budget goal for fundraising 2009 Goal $350K Actual $119K 2010 Goal $320K actual $186K 2011 goal $340K actual $255K 2012 goal $320K projected $280K

  12. SPECIFIC • MEASURABLE • ATTAINABLE • RELEVANT • TIMELY • EVALUATE • REEVALUATE SMARTER Making goals that are SMARTER.

  13. Specific Goal is clear. Typically answers the 5 W’s What Why Who Where Which

  14. Measurable Concrete criteria for measuring progress How much? How Many? How will I know when it is accomplished? I would add: what is the baseline???

  15. Attainable Goals need to be important enough to be measured but not such a stretch that they aren’t possible. How? (How can it be accomplished?)

  16. Relevant Make it worth measuring. Does this seem worthwhile? Is it mission driven? Is this the right time? Does this match our needs?

  17. Time-bound Give your goal some realistic parameters. How long will it take? WHEN?

  18. Evaluate and Re-evaluate Create an open dialogue and honest space for critical discussion about goals, successes, challenges and progress. Need to understand what is working, what isn’t, and what internal and external circumstances are influencing it.

  19. AGENCY EXAMPLE STRENGTHEN FINANCIAL STABILITY Increase in $1,000+ individual and corporate donations FY10 FY10 FY11 FY11 FY12 GOAL ACT GOAL ACT GOAL 458 404 496 480 535

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