The One-Page Business Plan for NAWBO Chapters

Leading with Clarity, Communication & Confidence

!NAWBO Leadership Bootcamp

March 20, 2014, Las Vegas

Servant Leadership

• Listening

• Empathy

• Healing

• Awareness

• Persuasion

• Conceptualization

• Foresight

• Stewardship

• Commit to Growth

• Building Community

Why Plan?• If you don't know your destination, how will you know

when you've arrived?

• Forestall problems

• Clarity

• Communication

• Teamwork & Collaboration

• Buy-In

One-Page Business Plan

• Multiyear planning

• Marries STRATEGY with OPERATIONS

• Simple, clear, focus on RESULTS

• Metrics

• Communication tool

One-Page Business Plan• Start at 30,000 feet - VISION & MISSION

• WHAT are you building? WHY does your org exist?

• HOW will your Chapter be built & managed?

• WHAT does success look like for your Chapter?

• What projects/programs must be completed this year, broken into SMAARTER goals?

What’s Your Chapter Life Stage?

STARTUP GROWTH MATURE

Number of Members <50 50-200 +200

Budget <$10K $10K - $100K +$100K

Corp Partners 1 - 3 4 - 20 +20

PLAN probably not

recreating the wheel

continuity, alignment,

communication

One-Page Business Plan• Draft plan (advice available, but YOU must create)

• Share with PASC sponsor & colleagues

• Present as draft to your Board

• Board adds input/Finalizes

• Every Committee should have one: using Chapter Vision, Mission, and selected Strategies; then, 1-3 objectives, requisite Action Plans

Process

VISION

Within the next ____(1, 3 or 5) years, grow ______________ (organization name) into a successful ________ (geographical service area) NAWBO CHAPTER with annual funding of $__________ providing ________________ (list 2 – 3 key services or products) for/to ________________ (describe the profile of the recipient of your services).

VISION STATEMENT: WHAT ARE YOU BUILDING? What your Chapter will look like

in 1, 3 or 5 years.

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MISSION

We help ___________________________ To whom are you in service?

(clients, members, recipients of your service) ____________________________

What do you do for them? (Describe benefits of your services)

WHY DOES YOUR CHAPTER OF NAWBO EXIST? What do the recipients of your services want/need from your organization? Describe why

your Chapter exists, in 8 words or less.

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STRATEGIES

● Focus on serving __________with ___________& ___________ needs. ● Create awareness of our services by ____________, ____________& _____________. ● Initial Experience: Promote membership by __________, _________ & __________. ● Revenue Model: Generate revenues by ____________, ____________ & _____________. ● Engage Corporate Partners to ____________, _____________, & ________________. ● Use Internet/Technology to ____________, ___________ & _____________. ● Assure services will be cost effective by ____________, ____________ & _____________.

DEFINE HOW YOUR CHAPTER WILL BE BUILT AND MANAGED . Describe 5 to 8 things this non-profit must do extremely

well over time to be successful.

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OBJECTIVES

● Increase Corporate Partner Revenue from $ _______to $ _______. ● Increase paying memberships from _________ to __________. ● Increase member retention from _______% to _______%. ● Increase number of program participants from _______to _______. ● Increase number of _______ workshops/programs from _______to _______. ● Increase _______success rate from _______to _______.

MEASURABLE RESULTS What results must your Chapter achieve to be

successful? List 2 - 3 goals your Chapter must achieve this year to be successful.

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ACTION PLANS

Project 1: ______________________________________ Project 2: ______________________________________ Project 3: ______________________________________ Project 4: ______________________________________

WORK OR TASKS TO BE COMPLETED What are 3 - 5 capacity/infrastructure projects/programs that must be completed this year to achieve your strategic objectives? Be Specific,

Measurable, Attainable, Alignment, Realistic, and Time-Bound, Evaluate and Re-Evaluate.

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Now It’s YOUR Turn• At your table, discuss how you might change the

sample plan for your Chapter

• What 2 or 3 BIG Objectives do you need to tackle to be successful?

• What will you do to bring this back to your Chapter?

• How can you best learn this to implement with your Chapter?

Talkback• At your table, discuss how you might change the

plan for your Chapter

• What 2 or 3 BIG Objectives do you need to tackle to be successful?

• What will you do to bring this back to your Chapter?

• How can you best learn this to implement with your Chapter?