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Successful Strategic Planning

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  1. Successful Strategic Planning Jane Jordan, Founding Principal PartnersWithNonprofits.Org

  2. Strategic Planning Is. . . LONG RANGE AND USABLE

  3. Strategic Planning Is. . . • Understanding who and what we are • Imagining what we most want to be • Determining how best to get there, and • What our organizational priorities should be About 20% of all nonprofits have a strategic plan

  4. Strategic Planning Isn’t. . . A WASTE OF TIME

  5. Strategic Planning Isn’t. . . • A substitute for strategic leadership • Volunteers and staff • A substitute for strategic thinking, acting and learning • Strategic plans are not “cast in concrete” • They must be fluid and responsive to changes in our environment

  6. A Strategic Plan Isn’t. . . • An operating plan • Operating plans grow out of strategic plans and are short-term • A business plan • A case for support • The case for support is geared toward attracting philanthropy and other types of investment

  7. Strategic Planning Involves. . . WORK THAT’S WELL WORTH IT

  8. Strategic Planning Involves. . . • Your board and your staff • Pulling together everyone • Your funders and stakeholders • Even your kids!

  9. Strategic Plans Include. . . EVERYONE’S BEST THINKING

  10. Strategic Plans Include. . . • A clear grasp of external opportunities and challenges • A realistic assessment of your internal strengths and weaknesses • An inclusive approach to planning • An empowered planning committee and sr. staff • Clear priorities and an implementation plan

  11. Strategic Plan Components

  12. Plan Components • Vision, Mission and Values Statements • Vision: “What will the world be like. . .? • Mission: “Why do we exist? What do we do? What don’t we do?” • Values: “What are our guiding principles? What do we believe in?” • Broad Goals and Objectives • “What do we want to achieve?” • Strategies, Tactics. . .an Implementation Plan • “How will we accomplish our goals?” • Implementation Plan: A user’s guide to success

  13. The Planning Model   

  14. Phases of a Plan

  15. Strategic Planning Phases Phases Activities SWOT Analysis Board Retreat Planning Committee work Staff Committee work Board & Staff oversight • Assessment • Vision, Mission • Goals, Strategies • Tactics • Monitoring & Tracking

  16. The Dreaded SWOT PHASE ONE - ASSESSMENT

  17. SWOT Analysis Internal External Opportunities: Trends, collaboration opportunities, new markets Threats: Competition, lack of community awareness • Strengths: • Reputation, people, resources • Weaknesses: • Be honest – “weak links,” internal obstacles to progress

  18. Talk to “Outsiders” • Don’t rely on your own opinions • Get feedback from: • Funders • Volunteers • Families • Other supporters • Kids! • Who else?

  19. Vision and Mission PHASE TWO

  20. Vision and Mission • Vision • What the world will be like when you have achieved your mission • Mission • What you are deeply passionate about What you are best in the world at What drives your economic engine Your true mission, your strategic niche

  21. Goals and Strategies PHASE THREE

  22. Goals and Strategies Goals Strategies and Tactics “Means to an end” How we actually accomplish our work Addresses how goals are achieved Action steps (short-term) come from strategies • “What do we want to accomplish?’ • Desired outcomes • External or internal focus • Broad, comprehensive and often far-reaching • Measurable

  23. Implementation THE COMMITMENT TO GROWTH

  24. Implementation • Strategic plan: • Why • What • Implementation plan: • Who • When • Where • How + • Communication

  25. Implementation • Plan that drives your agency? OR. . . • Document that sits on the shelf? • Successful implementation. . . • Gets the right people on the bus • Ensures available funds and time • Creates an environment that supports implementation

  26. Implementation • Implementation = Change • Implementation. . . • Gets • Promotes organizational growth in our growing and changing environment • Forces us to change and grow personally

  27. Changes Happening Today • Things that are affecting nonprofits right now: • The graying of America. . .more people living longer and needing more services • Global philanthropy. . .U.S. philanthropy going to more countries. . .global disasters, Asian mega-millionaires • Innovation in technology. . .Face-to-face is old way of doing things. . .do you Tweet? • A blending of our population. . .by 2045, people of color will outnumber whites in the U.S. • The blending of charity and business in the U.S. . .is the nonprofit becoming obsolete?

  28. Thank You