Alliance Française Strategic Planning for Non-Profits Training

Alliance FrançaiseStrategic Planning for Non-Profits Training

October 2014

Successful Wine and Cheese events!

Workshop ObjectivesIntroduction:• 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

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?”

Alliance Française de Cincinnati

Vision 2014

Culture

Friendship

Language

Alliance Française de Cincinnati

Vision 2014

Discover &Enjoy

Culture

Live &Share

Friendship

Learn &Appreciate

Language

Discover & Explore Culture Visit Cultural Centers (Taft, Cincinnati Art Museum, ) Lectures Movie Night

Learn & Appreciate Language

French Institute Classes Beginner, Intermediate, Advanced Music and Culture Classes Literature Classes

Conversation Groups

Live & Share Friendship

Wine and Cheese Socials French Dinners French Celebrations

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


• 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


• Provide an energizing experience for our members within the Alliance Française– Cultural – Language– Friendship

Agenda

Example of Agenda for Board Strategic Planning SessionAF Board Alignment to the “Right” Strategic Plan with Owners

9:00 (15) Welcome & Coffee Ginger

9:15 (15) Strategic Planning Process Tracy

9:30 (10) Alliance Française - What do we want to be known for?

Juan Manuel

9:40 (15) Working Session – 10 words or less All

9:55 (30) Review and Align - Objective – Goals Juan Manuel

10:25 (15) Break All

10:40 (25) Define 1-2 Strategies Tracy/Juan Manuel

11:05 (15) Key Priorities to support Strategies All

11:20 (15) Determine Most Important Priorities (Power Dot Exercise)

Tracy

11:35 (15) Next Steps – By June Board Meeting - Ownership for each Key Priority

All

11:50 (10) Wrap Up Ginger

Developing Objective, Goals, Strategies and Measures/Key Priorities

Objective Goal Strategies Measures//Key

Priorities

OBJECTIVE, GOALS, STRATEGY, MEASURES/KEY PRIORITIES

OBJECTIVE GOALS STRATEGIES MEASURES/KEY

PRIORITIES

“What We Need to Achieve”

WORDS

“Quantitative Target of Progress toward

Objective”

NUMBERS

“How We Will Achieve Our

Objectives and Goals”

WORDS

“Numerical Target of

Progress on Strategies”

NUMBERS


OBJECTIVE GOALS STRATEGIES MEASURES/ KEY PRIORITIES

To Reduce Poverty in

Africa

WORDS

Poverty levels reduced from 55% to 40% by the end of the decade

NUMBERS

WORDS NUMBERS




Africa

WORDS


NUMBERS

1. Increase literacy

2. Promote Foreign Investment

3. Access to micro-credits

WORDS

NUMBERS




Africa

WORDS


NUMBERS




WORDS

1. 100 % children under 14 complete primary school

2. Reduce # of days to register a business from 75 to 15

3. 20% of banking loans for micro-credits

NUMBERS

Developing Objective, Goals, Strategies, Measures/Key Priorities

(Example – AF)

Objective Goal Strategy Measure / Key Priority

Celebrate French Culture and Friendship in Cinci/NKY

Developing Objective, Goals, Strategies,Measures/Key Priorities

(Example – AF)

Objective Goal Strategy Measures / Key

Priorities

Celebrate French Culture and Friendship in Cinci/NKY

Increase membership by 10% annually.Increase number of events by 10% annually.

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!


(Example – AF)

O G S M

Promote French Language and Francophone culture and cultivate Friendship (in greater cinci)

1. Increase Membership by 10% annually2. Maintain Enrollment at Institute (55 students/session)3. Increase membership participation at events by 10% annually.

Objective, Goals, Strategies,Measures/Key Priorities

Alliance Francaise de CincinnatiO G S M


1. Increase Membership by 10% annually2. Maintain Enrollment at Institute (55 Students/session)3. Increase membership participation at events by 10% annually.




Africa

WORDS


NUMBERS




WORDS

1. 100 % children under 14 complete primary school

2. Reduce # of days to register a business from 75 to 15

3. 20% of banking loans for micro-credits

NUMBERS


(Example – AF)

Objective Goal Strategy Measures / Key Priorities


1. Increase Membership by 10% annually2. Maintain Enrollment at Institute (55 Students/session)3. Increase membership participation at events by 10% annually.

1. Internal Board XXXXX

2. External Relations YYYYY

3. Members ZZZZZZ

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,

Ownership

• Revisit in June with new Board Members and gain final commitment

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!

Alliance Française de Cincinnati – 2014

Objective Goals Strategies Measures / Key Priorities

Promote French Language and Francophone Culture while encouraging multi-national Friendships.

1. Increase Membership by 10% annually

2. Maintain Enrollment at Institute (55 Students /session)

3. Increase membership attendance at events by 10% annually.

1a. Continue to increase Board strength1b. Attract, Retain and Satisfy Members 1c. Maintain strong Alliances with key related organizations

2a. Develop Annual Institute Plan that encompasses expectations of students, teachers and francophone community

3a. Offer a variety of events that cater to different needs of the membership:• Language• Cultural / Educational• Friendship / Social • French Celebrations3b. Develop an annual event plan which is agreed and communicated in advance.

1a. Charter required committees: • Planning * Institute• Communication * Nominating • Membership1a. Document principles and policies1b. Improve member registration process & Increase board involvement in recruiting & Conduct strong advertising 1c. Proactively work with EACC, AF USA, etc. to pre-plan events

2a. Ensure we have adequate grants to increase visibility and interest in learning French2b. Survey Members/Students to gain their insights/desires2c. Add convenient north class location

3a. Broaden membership involvement in planning events3b. Hold one event per quarter in each area listed in the strategy.• Bastille Day - July• Movie Night• Visits to Cultural Centers• Lectures• Wine and Cheese• Dinner at French Restaurants• International Francophone Week - March• Diner en Blanc - Fall• Musique – June 21st

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• 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!

• See me if you would like electronic copies of the materials

• Handouts available

Documents

Alliance Française Strategic Planning for Non-Profits Training