Native Learning Center webinar by UpSpring, Strategic Planning, June 2016

www.NativeLearningCenter.com

Strategic Planning

Drew TulchinUpSpring

(Formerly Social Enterprise Associates)

June 16, 2016


Webinar Logistics


How To Interact During The Presentation

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Introduction


Course Description


Training Objectives

1. Learn about strategic plans and planning2. Explore different planning tools3. Understand the components of strategic plans4. Voice from the Field Native American strategic

planning examples

Have fun! Please ask questions at any time


Poll Question #1:

Where are you from?

What organization(s) do you represent?


Network of seasoned consultants for impact investment and development helping businesses, organizations, foundations and governments "Do well by doing good."• Certified HubZone Small Business• ‘B Corporation’ in 2010, the first in New

Mexico• Honors:

2015, ‘14 & ‘11 “One of the Best for the World” One of 119 companies from 20 countries2012 Honoree NM Sustainable Business of the Year

UpSpring Associates Consulting FirmFormerly Social Enterprise Associates www.upspringassociates.com


Drew Tulchin, MBA, Managing Partner• 16 years experience building start-ups and growing

organizations. Specializing in the 'triple bottom line,' his focus is market driven business success that generates social, community, and environmental value

• Consulting experience with numerous Native American Tribes and in 40+ countries from A (Afghanistan) to Z (Zambia)

• Recent capital raises: Ohkay Owingeh Housing Authority in NM, US MFI from the U.S. Dept. of Treasury, Koolkids in Vietnam, Solar and Energy Loan Fund (SELF) in Florida, and Sea2Table in NY

• 100+ strategic and business plans• 100+ publications and presentations on these topics


Consulting Examples, Native Clients

Ohkay Owingeh Housing Authority Confederated Tribes

of Warm Springs, Museum at Warm Springs, Oregon

Shoshone-Bannock Tribes, Fort Hall Reservation, Idaho

Native Learning Center, Hollywood, FL

http://ohkayowingehhousingauthority.org/

http://ohkayowingehhousingauthority.org/

http://www.museumatwarmsprings.org/




http://www.shoshonebannocktribes.com/




http://www.nativelearningcenter.com/

http://www.nativelearningcenter.com/

http://www.restoretheearth.org/


Consulting Examples, Other Clients

Breath of My Heart Birthplace

UNICEF NM Land Conservancy

Questa Economic Development Fund

http://www.breathofmyheart.org/



http://www.unicef.org/

http://www.nmlandconservancy.org/

http://www.loanfund.org/questa-economic-development-fund.aspx

http://www.loanfund.org/questa-economic-development-fund.aspx


Question #2:

Rate your experience with strategic & business plans from Low (1) to High (5)


Introduction to Strategic Plans


What is a Strategic Plan?Roadmap describing how organization should execute chosen strategy

Defines resource allocation to achieve organization’s goals:

• Capital• People• Time


Problem to Solve

Planning in Indian Country must consider:

• Community integration• Limited access to resources• Financial constraints• Embrace cultural / spiritual

values


How it Works

MISSION

Goals

Desired Outcomes

Strategy planMeasurements & Targets

Results

1 “Where do we

want to go?”

2 “How do we get there?”

4 “How did we

do?”

5 “How can we

improve?”

3 “How do we measure success?”

Source: www.managementguru.net


Our Focus Today

MISSION

Goals

Desired Outcomes

Strategy planMeasurements & Targets

1 “Where do we want to

go?”

2 “How do we get there?”

3 “How do we measure success?”

Source: www.managementguru.net


Value of Strategic Planning• Focus resources toward common goals• Enable continuity throughout operations• Develop board-staff relations

Focus

• Assess organization compared to competition

• Understand your place in ecosystem• Potential partnerships

Competitive Advantage

• Financial needs• Actions• Stay on track – time, money

Prioritize


Relevance to Indian Country

Focus

Competitive Advantage

Prioritize• Determine what values and goals are important• Focus strategy on most effective programs

e.g. restoring existing homes vs. new home construction

• Rally organization & community around common goals

1. Economic2. Social / Community3. Environmental4. Spiritual

• Optimize strategy to improve chances of funding projects

• Create enduring communities• Develop leadership role – inspire other tribal

initiatives


Poll Question #3:

Have you made or used a strategic plan before? Yes, No, Kinda, Maybe

If yes, what period of time (in years)


Strategic Plan Components


Strategic Plan Components


• Reason for Strategic Plan• Mission Statement• Vision

o Forward lookingo Change oriented

• Long-Term Strategic Objectives

Vision

o Economic

o Spiritual


• Competitive Advantagee.g. unique resources

• Stakeholder ProfileCommunity membersCustomers / ClientsDecision makers

• SWOT Analysis• Landscaping: ‘eco-system’

Positioning


• Strategies (WHAT)

• Short-term Priorities (WHEN, WHO)

• Action Items/Plans (HOW)

Actions

Photo: Santa Fe University of Art & Design Chair of the Film Dept.Director/Prod. Chris Eyre


• Methodology • Content• Format: i.e. Scorecard

Evaluation


Strategic Planning Tools


BackgroundStrategy planning uses a number of outcomes…

…which can be derived using various tools

Target metrics

Prioritization of actions

Resource allocation

1. Internal assessment

2. PESTLE analysis

3. SWOT analysis

4. Theory of Change

5. Comparative analysis


Background…which can be derived using various tools


2. PESTLE analysis

3. SWOT analysis

4. Theory of Change





Target metrics


Resource allocation


2. PESTLE analysis

3. SWOT analysis

4. Theory of Change





Target metrics


Resource allocation


2. PESTLE analysis

3. SWOT analysis

4. Theory of Change



1. Internal AssessmentAnswer these questions:

• How well are customer needs being met?

• How is employee morale?

• Is financial performance where it should be?

• Can operations be improved?


1. Internal Assessment


2. PESTLE Analysis

“PESTLE” is a mnemonic for evaluating a company’s external

environment


2. PESTLE AnalysisPolitical

Economic

Social

Technological

Legal

Environmental


3. SWOT Analysis

“SWOT” is a mnemonic for assessing Strengths, Weaknesses,

Opportunities and Threats


3. SWOT Analysis

Strengths Weaknesses

Opportunities Threats

Inte

rnal

Exte

rnal

Helpful Harmful


4. Theory of Change

• “Theory of Change” is a causal pathway that achieves one or a set of outcomes

• A specific, measurable description of a change

• Forms the basis for strategic planning


4. Theory of Change

Inputs

Activities

Outputs

Outcom

es

Impact

Mission

Evaluation


5. Comparative Analysis

• Comparative analysis involves evaluating the costs and benefits of two or more strategic options

• Evaluates both qualitative and quantitative features


5. Comparative Analysis

Quantitative

Qualitative

Strategic Option 1

Strategic Option 2

Cost(s)

Benefit(s)

Cons

Pros


Poll Question #4:

Which stakeholders do you include in your planning process?


Important Steps in Developing Strategic Plans


Strategic Planning Process

Internal stakeholdersCustomersCompetitorsIndustryCompany performance

SWOT analysisOther analysesStrategic questions

Stakeholder buy-in of input data & SWOT

Define goals to address SWOTShort term & Long term strategiesOperational plans

Stakeholder review

GoalsStrategies

Adjust as necessary


Input Tools for the Process

Internal assessmentPESTLE

Internal assessmentSWOTPESTLE

Theory of ChangeInternal assessment

Theory of ChangeSWOTPESTLEInternal AssessmentComparative analysis


Strategic Planning for Housing


Cha Piyeh Inc.Part of Ohkay Owingeh Housing Authority

• Youth credit• Home refinancing• Housing rehabilitation• Alternative to Payday loans• Financial ed / credit build


Source: Four Bands Community Fund

Cha Piyeh means Lending Money in Tewa. It is a Native certified CDFI established in 2009 by the tribe and the Ohkay Owingeh Housing Authority.

Provides affordable loan products, financial education, home ownership counseling to enhance its community and the lives of the 3,500 Ohkay Owingeh tribal members, its target market and their families who live on the reservation.

Cha Piyeh, Inc. Mission Statement


Cha Piyeh, Inc. Overview

Founded: 2009www.ohkayowingehhousingauthority.org/cdfi.php

Product Loan size ($)Youth Credit $500 - $2,500

Home Rehab, Refi >$5,000

Home Mortgages >$25,000

Signature $500 - $3,000

Financial education, counseling and support

http://www.ohkayowingehhousingauthority.org/cdfi.php


Cha Piyeh, Inc. Loan Portfolio

Product NumberSignature 79

Youth Credit Opportunity 2Housing Refinance & Rehabilitation 9

Mortgages Coming Soon


Cha Piyeh, Inc. Strategic Planning


Strategic Plan Measurements


• Clear, specific action• Measurable result• Timeline (start and completion

dates)• Resources required• Responsibility

Measurable Actions

Source: 4Good Webinar, Strategic Planning Part 3














• Identify what matters most• Find meaningful measures to get at

these issues• Mandate staff to set and manage metrics• Share your reporting broadly• Be clear that metrics will drive decisions

Creating Metrics Culture



Successful Strategic Plans



www.EnterpriseCommunity.orgwww.EnterpriseCommunity.com












Resources1. CDFI Fund - Native Initiatives Strategic Plan:

www.cdfifund.gov/Documents/Native American Strategic Plan.pdf

2. NM Indian Affairs Dep. Strategic Plan 2017: www.NewMexicoIndianAffairsDepartment-StrategicPlanFY2017.pdf

3. 10 Keys for Strategic Planning: http://tccgrp.com/pubs/ten_keys_ten_years.php

4. US Department of Housing and Urban Development: http://portal.hud.gov/hudportal/documents/huddoc?id=hudstrategicplan2014-2018.pdf

https://www.cdfifund.gov/Documents/Native%20American%20Strategic%20Plan.pdf

http://NewMexicoIndianAffairsDepartment-StrategicPlanFY2017.pdf/

http://NewMexicoIndianAffairsDepartment-StrategicPlanFY2017.pdf/

http://tccgrp.com/pubs/ten_keys_ten_years.php

http://portal.hud.gov/hudportal/documents/huddoc?id=hudstrategicplan2014-2018.pdf

http://portal.hud.gov/hudportal/documents/huddoc?id=hudstrategicplan2014-2018.pdf


Questions?Answers?

Drew TulchinUpspring (formerly Social Enterprise

Associates)Upspringassociates.com

[email protected]

Thank you!