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Strategic Planning to guide Adaptation and Innovation

Strategic Planning to guide Adaptation and Innovation

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Strategic Planning to guide Adaptation and Innovation

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  1. Strategic Planningto guide Adaptation and Innovation At the Elkhorn Slough Foundation Lynn, Hanna, Kat, Alex & Colleen

  2. Strategic Planning – a management tool To assess and adjust direction To focus an organization’s energy To guide

  3. Big Ideas • Facilitates team learning and shared vision • Requires prioritization • Assumes a constantly changing environment • Demands competitive analysis • Leads to strategic management

  4. Planning should be an inclusive process

  5. Veterinarian Banker Agriculturist Entrepreneur Lawyer Teacher Biologist Author Doctor ESF BOARD (Maximum Tolerable Difference)

  6. “It is the idea (vision) that unites people in the common effort, not the charismatic leader” – Robert Greenleaf

  7. “We see Elkhorn Slough and its watershed protected forever. As one of California's last great coastal wetlands, Elkhorn Slough will remain a wellspring of life and a source of inspiration for generations to come.” ESF Vision

  8. Prioritization The Importance of Making Your Strategic Plan Appropriately Detailed and Identifying the Critical Issues

  9. Keep It User Friendly Using a Strategic Plan that hasn’t been designed with the critical objectives in mind Using a manageable Strategic Plan VS.

  10. Critical Issues Must Take Priority“Because there are a lot of compelling manys”-Mark Silberstein (ESF Executive Director)

  11. How ESF Learned to Prioritize 1996 2001, 2006, 2011 • Hired a consultant • Plan was too complicated and broad • Board and staff were hesitant to ever create another one • New board member Steve Dennis • New plan prioritized 5 main goals and 1 financial goal • New plan was only 12 pages: concise and simple

  12. The Goals of 2011-2015 Plan Watershed Conservation Plan Wetland Management Plan Parsons Slough Wetland Restoration Plan ESNERR Management Plan Tidal Wetland Strategic Plan = Elkhorn Slough Strategic Plan! • Land Conservation • Manage Land and Demonstrate Best Practices • Support the Reserve • Environmental Education • Human Resource Development + • Assure Fiscal Strength and Stability

  13. Constantly Changing Environment

  14. Homer’s “Strategic” Plan “The three little sentences that will get you through life. Number 1: Cover for me. Number 2: Oh, Good idea, Boss! Number 3: It was like that when I got here.”

  15. ESF’s 2008

  16. ”Everything had to change overnight.”

  17. Constant Monitoring Biweekly meeting with staff Monthly meeting with partner Yearly board meeting

  18. How do you feel about competition& SCOs?

  19. strength Competitive analysis opportunity

  20. strength opportunity opportunity Competitive analysis & innovation opportunity

  21. strength Competitive analysis at ESF opportunity Land Trust – starting with The Nature Conservancy Fundraise Scientific knowledge Flexibility

  22. Needed: tool to assess roles

  23. SWOT

  24. Matrix Map Source: Nonprofit Sustainability

  25. MacMillan Matrix for Competitive Analysis Source: The Institute for Human Services

  26. Strategic Management WHAT DOES THIS LOOK LIKE? Strategic Planning

  27. Future-Thinking • Formulation of Future Mission • Purpose in Mind • Maintaining Relevance • Attention to Big Picture

  28. Adaptive

  29. Requires Strong Leadership • Making the tough decisions • Referring to the Strategic Plan • Leading By Example • The Quick and The Dead Source: Nonprofit Sustainability

  30. Strategic Management & A Year in the Life of Elkhorn Slough Foundation

  31. Quick Review

  32. Questions?