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Alliance Française Strategic Planning for Non-Profits Training. October 2014. Successful Wine and Cheese events!. Workshop Objectives. Introduction:

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workshop objectives
Workshop Objectives


  • Strategic Planning is a critical process for your Non-Profit to complete to ensure your leadership is aligned to the Objectives, Goals, Strategies and Measures that are important for you to be successful in meeting your Mission.

Skill Definition:

  • I can effectively train my Board/Leadership team on the key components of a Strategic Plan
  • I can lead my Board/Leadership team through the steps of establishing a Strategic Plan
  • I can lead the prioritization of critical strategies to ensure effective delivery of the Strategic Plan

Key Learning Points:

  • Your leadership team will be more effective on an ongoing basis if they are aligned on what is important
  • Strategic Planning is a multi-step process which will most likely take several sessions to complete
  • Being selective and strategic in what you choose to accomplish is more important than completing a great deal of random activities
strategic planning process
Strategic Planning Process

Discover – Dream – Design – Document – Deliver

(Jan-Feb) (March) (April) (2014-15)

  • Discover –
    • Three Surveys: Previous, Current Board and Members
    • Reviewed Summary of key themes with Board
  • Dream –
    • Drafted a Vision with a focus on Culture, Language and Friendship
    • Continue with “Dream” Today as we clarify –
      • What do we want to be known for?”
discover explore culture
Discover & ExploreCulture
  • Visit Cultural Centers (Taft, Cincinnati Art Museum, )
  • Lectures
  • Movie Night
learn appreciate language
Learn & AppreciateLanguage
  • French Institute Classes
    • Beginner, Intermediate, Advanced
    • Music and Culture Classes
    • Literature Classes
  • Conversation Groups
live share friendship
Live & ShareFriendship
  • Wine and Cheese Socials
  • French Dinners
  • French Celebrations
3 focus areas internal external and members
3 Focus Areas – Internal, External and Members
  • Internal Focus – Board work (examples below)
    • Establish Values and Operating Principles
    • Ensure smooth transition of leadership
    • Develop clear roles and responsibilities for all board members
    • Review and Update/Improve Code of Regulations
    • Document best practices or standard operating procedures for events
    • Conduct Annual Membership Drive
3 focus areas internal external and members1
3 Focus Areas – Internal, External and Members
  • External Relationships to support AF
    • Alliance Française USA – Chicago
      • Provides Grants
      • Lectures and Activities
    • European Chamber of Commerce
      • Linkages to important Cincinnati Events
    • French Consulate
      • Positive relationship and connections to France
3 focus areas internal external and members2
3 Focus Areas – Internal, External and Members
  • Provide an energizing experience for our members within the Alliance Française
    • Cultural
    • Language
    • Friendship
what do we want the alliance fran aise to be known for
What do we want the Alliance Française to be known for?
  • Developing our Objective for the AF
    • Exercise – 7 min
      • Make groups of 3
      • Review the Mission – Found on the One Pager
      • Summarize the Mission in as few words as possible – not more than 10 words. 6 words would be perfect!!
      • As you write down your objective – Write down Why you chose these words
    • Review back with Group – 8 min
      • Output is the Objective of the Alliance Française for 2014-2015!
key priorities power dot exercise
Key Priorities (power dot exercise)
  • Visits to Cultural Center
  • Lectures
  • Movie Night
  • Wine and Cheese Socials
  • Dinner at French Restaurants
  • Annual French Celebrations
    • Bastille
    • Diner un Blanc
    • Beaujolais Nouveau
    • La Galette des Rois
    • Chandeleur
    • Mardi Gras
  • French Institute – Language instruction
  • Conversation groups
  • MUST HAVE - Internal Board Operations
    • Communication Team,
    • Membership Team,
  • Revisit in June with new Board Members and gain final commitment
capability and capacity
Capability and Capacity
  • Well running Board - Roles and Responsibilities
  • Resources – Board leadership and membership support
  • Timing - spacing and balance across the year
  • Linkage with external parties – EACC, AF USA, Consulate,
  • Reality check – already done last year vs. next years plan – need to ensure capacity!
Tools -
  • Survey Examples – Board members and General Membership. The “free” version of Survey Monkey was used.
  • Event Planner – Excel based tracking sheet to capture planning details and learnings.
  • (Handouts of Surveys, Event Planner and OGSM and Training Documentation)
strategic planning questions
Strategic Planning Questions
  • Why is having a Strategic Plan critical to your organization?

List 2-3 things.

  • What is the Objective for your local AF to achieve this year? (Remember – this is a statement)
  • What is one Goal to support this Key Objective? (Remember – this is a number)
  • List one Strategy to help deliver the Goal stated above.
  • What are 2-3 Key Priorities that you want to see your organization complete this year to deliver the Strategy? Be very specific with your priorities and do not have too many
merci beaucoup
Merci Beaucoup!
  • See me if you would like electronic copies of the materials
  • Handouts available