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Successful Strategic Planning. Jane Jordan, Founding Principal PartnersWithNonprofits.Org. Strategic Planning Is. . . LONG RANGE AND USABLE. Strategic Planning Is. . . Understanding who and what we are Imagining what we most want to be Determining how best to get there, and - PowerPoint PPT Presentation
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Successful Strategic PlanningJane Jordan, Founding Principal
PartnersWithNonprofits.Org
Strategic Planning Is. . .
LONG RANGE AND USABLE
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
Strategic Planning Isn’t. . .
A WASTE OF TIME
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
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
Strategic Planning Involves. . .
WORK THAT’S WELL WORTH IT
Strategic Planning Involves. . .
Your board and your staff Pulling together everyone
Your funders and stakeholders Even your kids!
Strategic Plans Include. . .
EVERYONE’S BEST THINKING
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
Strategic Plan Components
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
The Planning Model
Vision, Mission, Values
Goals
Strategies
Tactics
SWOT
Phases of a Plan
Strategic Planning Phases
Phases Assessment Vision, Mission Goals, Strategies Tactics Monitoring &
Tracking
Activities SWOT Analysis Board Retreat Planning Committee
work Staff Committee work Board & Staff
oversight
The Dreaded SWOTPHASE ONE - ASSESSMENT
SWOT AnalysisInternal
Strengths: Reputation,
people, resources
Weaknesses: Be honest – “weak
links,” internal obstacles to progress
External Opportunities:
Trends, collaboration opportunities, new markets
Threats: Competition, lack
of community awareness
Talk to “Outsiders” Don’t rely on your own opinions
Get feedback from: Funders Volunteers Families Other supporters Kids! Who else?
Vision and MissionPHASE TWO
Vision and Mission Vision
What the world will be like when you have achieved your mission
MissionWhat you are deeply passionate about
What you are best in the world at
What drives your economic engine
Your true mission, your strategic niche
Goals and StrategiesPHASE THREE
Goals and StrategiesGoals
“What do we want to accomplish?’ Desired outcomes External or
internal focus Broad,
comprehensive and often far-reaching
Measurable
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
ImplementationTHE COMMITMENT TO GROWTH
Implementation Strategic plan:
Why What
Implementation plan: Who When Where How + Communication
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
Implementation Implementation = Change Implementation. . .
Gets
Promotes organizational growth in our growing and changing environment
Forces us to change and grow personally
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?
Thank You