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The How and Why of Strategic Planning

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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  1. The How and Why of Strategic Planning November, 2012 Julia Riseman Mentor

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

  3. Why undertake Strategic Planning?

  4. Fundraising Board Governance Strategic Planning

  5. What direction is the camp moving in?

  6. Purpose of Strategic Planning: Alignment

  7. 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

  8. Strategic Planning Cycle Learning Results Strategy Vision Mission Goals Reflection Implement Past Present Future

  9. How of Strategic Planning

  10. From Vision to Results

  11. 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

  12. 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

  13. Grinspoon 3 options • Comprehensive Strategic Planning: 9-12 months • Strategic Positioning: 5 to 6 months • Condensed Organizational Planning: 2 to 4 months

  14. What’s in a Strategic Plan

  15. Typical Mission Statement Current Assessment Strategic Goals (Critical Success Factors) SMART Action Items Time-line Budget Other attachments

  16. Camp Ramah in the Berkshire’s 7 Strategic Goals

  17. Camp B’nai B’rith Strategic Goals Mission Governance FUNDRAISING FACILITIES PROGRAM Marketing Projected Budget

  18. Shalom Institute’s Strategic Goals

  19. Strategic Goal Area Goal Statement: Current Status: Opportunity Statement: Planned Actions for Strategic Goals

  20. 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

  21. Your Camp’s Status: • List of Camps • Have or had a plan

  22. 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

  23. Discussion

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