SWOT Analysis Template © 2019 by Vertex42.com
https://www.vertex42.com/ExcelTemplates/swot-analysis-template.html SWOT Analysis Template © 2019 by Vertex42.com
SWOT Analysis [Name / Logo]
PURPOSE
(Enter the purpose of the analysis here)
S INTERNAL STRENGTHS W INTERNAL WEAKNESSSES
1 What do our members/recipients love most? 1 Where do we lack efficiency?
2 What are we more efficient at? 2 Where are we wasting money?
3 What can we do for less money? 3 Where are we wasting time and resources?
4 What can we do in less time? 4 What do other similar nonprofits do better?
5 What makes us stand out? 5 What are our top member/recipient complaints?
6 6
7 7
O EXTERNAL OPPORTUNITIES [42] T EXTERNAL THREATS
1 What is missing in our community or industry? 1 What changes are occurring in our community's environment?
2 What could we create or do better than other similar organizations?
2 What technologies could replace what we do?
3 What new trends are occurring? 3 What changes are occurring in the way we're being discovered?
4 What new technology could we use? 4 What social changes could threaten us?
5 What openings in the community or industry are there?
5 Are there any threatening government policies or regulations?
6 6
7 7
ACTION ITEMS & GOALS
1 Which opportunities should we pursue? How can we use our strengths to help us succeed?
2 Which weaknesses can be worked on to help maximize success?
3 What strategies can we put into place to be prepared for threats?
4
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Strategic Plan Agenda Template
Date
Location
8:30 – 9:00 am Welcome & Introductions
9:00 – 10:00 am Team Building Activity
10:00 -10:15 am Break
10:15 – 11:00 am Strategic Plan Orientation (Education) and Review
11:00 – 12:00 pm Set Goals & Strategies
12:00 – 12:30 pm Lunch
12:30 – 1:30 pm Action Steps
1:30 – 1:45 pm Break
1:45 –3:00 pm Final Discussion & Next Steps
MARKETING
Goal Statement: Increase awareness of NP Role in LA
Goal Area Strategies to Advance Goals
Action Steps Set Metrics Costs (Financial, Workforce)
Accountability Deadlines, Who?
1. Marketing 1.1 Increase visibility & awareness
Work with national org to establish commercials, radio, newspapers in the state
Increase FB likes to 3000
Participate in 9 health fairs per year
Join 9 local organizations rotary, Chamber of Commerce, Council on Aging
Create an educational brochure for community events
Advertise on buses, benches, billboards
Research and move to a new website platform
Agenda
Reflecting Strategic Goals
Welcome Chairman
Approval of Minutes Secretary
Financial Report Treasurer
Strategic Goals Committee Proposals
I. Advocacy GR Committee
PAC
II. Membership Service/Satisfaction Membership Committee
Value Proposition Task Force
III. Communications and PR PR Committee
PR Consultant
IV. Education and Training Certification Committee
Professional Development
Old Business Chairman
New Business Chairman
Adjournment Chairman
Mission Statement – To protect and advance the industry for the benefit of…….
Conflict of Interest – Should a conflict of interest arise, either real or perceived, please bring it to the
attention of the chairman.
Antitrust Avoidance Statement – No discussions shall be held that may infer or lead to antitrust
violations.
Agenda Sample Aligned with Goals-Mission 5-11.docx
NONPROFITS ARE MESSY with Joan GarryREAD THE POST AT: HTTP://WWW.JOANGARRY.COM/BOARD-MEETING-AGENDA/
JAN
MAYSEPT
OCT
QUARTERLY BOARD MEETING
(TYPICALLY A MINIMUM OF A FULL DAY)
YEAR IN REVIEW
PRESENTATION OF ANNUAL GOALS - FOR BOARD AND STAFF
KEY SUCCESS METRICS FOR THE YEAR
“GOOSEBUMP MOMENT” - IE. OUTSIDE SPEAKER, CLIENT
FUNDRAISING GOALS AND ROADMAP FOR GALA (IF APPLICABLE)
.
APPROVE AUDIT
MID YEAR BUDGET VS ACTUAL
BIG PROGRAM PRESENTATION BY STAFF(INCLUDE OPPORTUNITY FOR BOARD TO WEIGH IN ON STRATEGY)
ENRICH BOARD WITH OUTSIDE GUEST - PERHAPS A LEADER IN THE SECTOR
FINAL PREP OR DEBRIEF ON ANNUAL GALA(DEPENDING ON TIMING)
BIG FOCUS ON FUNDRAISING WITH YEAR-END AHEAD!
OFFICER ELECTIONS
CONVERSATION ABOUT BOARD MEMBER RECRUITMENT
TEE UP KEY ELEMENTS OF NEXT YEAR’S BUDGET FOR DISCUSSION
BUDGET PRESENTATION ALONG WITH ANNUAL GOALS FOR THE ORGANIZATION THAT TIE
TO THE BUDGET
YEAR IN REVIEW - RECAP OF SUCCESSES, CHALLENGES, LESSONS LEARNED
BOARD MEMBER APPRECIATION - BUILD IN TIME TO ACKNOWLEDGE THE CONTRIBUTIONS OF EACH MEMBER AND THE GROUP AS A WHOLE
.
NONPROFITS ARE MESSY with Joan GarryREAD THE POST AT: HTTP://WWW.JOANGARRY.COM/BOARD-MEETING-AGENDA/
JAN
MAR
MAYSEPT
DEC
OCT
YEAR IN REVIEW
PRESENTATION OF ANNUAL GOALS - FOR BOARD AND STAFF
KEY SUCCESS METRICS FOR THE YEAR
“GOOSEBUMP MOMENT” - IE. OUTSIDE SPEAKER, CLIENT
.
BUDGET PRESENTATION ALONG WITH ANNUAL GOALS FOR THE ORGANIZATION
THAT TIE TO THE BUDGET
.
SPRING GALA PREP
NOMINATIONS/GOVERNANCE REVIEW COMPOSITION MATRIX AND GOALS FOR RECRUITMENT
BIG PROGRAM PRESENTATION BY STAFF(INCLUDE OPPORTUNITY FOR BOARD TO
WEIGH IN ON STRATEGY)
.
APPROVE AUDIT
MID YEAR BUDGET VS ACTUAL
ENRICH BOARD WITH OUTSIDE GUEST - PERHAPS A LEADER IN THE SECTOR
BIG FOCUS ON FUNDRAISING WITH YEAR-END AHEAD!
OFFICER ELECTIONS
CONVERSATION ABOUT BOARD MEMBER RECRUITMENT
TEE UP KEY ELEMENTS OF NEXT YEAR’S BUDGET FOR DISCUSSION
SIX BOARD MEETINGS
PER YEAR(MEETINGS TYPICALLY 2-3 HOURS)
SUMMER RECESS
.
YEAR IN REVIEW - RECAP OF SUCCESSES, CHALLENGES, LESSONS LEARNED
BOARD MEMBER APPRECIATION - BUILD IN TIME TO ACKNOWLEDGE THE CONTRIBUTIONS OF EACH
MEMBER AND THE GROUP AS A WHOLE
DECEMBER FUNDRAISING PUSH
.
QUARTERLY BOARD MEETING TOPIC CYCLES 1ST QUARTER
• Year in Review
• Annual Goals
• Fundraising Goals and Planning for Spring Event
2nd QUARTER • Approve Audit
• Mid-Year Budget vs. Actual
• Summer Program Planning & Update
• Final Prep on Spring Event
3rd QUARTER • Year-End Fundraising Campaign
• Officer Elections & Board Recruitment
• Key Elements for Next Year’s Budget Discussion
4th QUARTER • Budget Presentation & Annual Goals
• Fall Fundraiser Event
• Member Appreciation Event
YOUR NONPROFIT’S NAME 2019-2020 Operational Calendar
2019 2020 Odd Year Elections (open positions vary depending on term) President, Secretary, Shreveport, Baton Rouge, Lafayette and Lake Charles Executive Board Conference Call (2nd Monday of the Month)
Even Year Elections (open positions vary depending on term) Vice-President, Treasurer, Alexandria, Monroe, New Orleans, Northshore and Houma Executive Board Conference Call (2nd Monday of the Month)
January
Annual Board Retreat (TBD) Annual Board Retreat (Jan 15-17)
Leadership Conference (TBD) Leadership Conference (Jan 22-23)
1099s distributed by Jan. 31 1099s distributed by Jan. 31
February
Health Policy Conference (February 26-28)
March
Legislative Session Convenes (March 14)
Health Policy Conference (March 20-22)
April
Legislative Review Legislative Review (TBD-based on session dates)
Legislative Session Convenes (April 10)
May
Advocacy Day at the Legislature (TBD) Advocacy Day at the Legislature (TBD-based on session dates)
June
Legislative Session Adjourns (June 8) Legislative Session Adjourns (June 6)
National Conference (June 20-25) National Conference (June 21-26) San Antonio
Post Call for Board Nominations Post Call for Board Nominations
July
August
Board Election Opens - Post Board Nominees Board Election Opens - Post Board Nominees
September
Board Elections Close (prior to conference) Board Elections Close (prior to conference)
23rd Annual Conference (TBD) 22nd Annual Conference (Sept. 18-21) New Orleans
October
Conference Budget Committee Meeting Conference Budget Committee Meeting
November
December
LANP Budget Committee Meeting LANP Budget Committee Meeting
BOARD & STAFF RESPONSIBILITY WORKSHEET
MISSION
The reason for the organization’s existence; its purpose statement
Crisp and short; easy to articulate and understand
VISION
Vision description and aspiration to describe how the organization desires to be perceived
Example: “The trusted resource and voice of the industry.”
VALUES
Guiding principles embraced by leadership and staff Example: integrity, transparency and diversity
GOALS
Statements that represent where resources will be focused to achieve the mission
Generally 3 to 5 realistic, well-stated goals
STRATEGIES
The programs and projects for achieving the goals Be realistic, yet innovative, in setting ways to advance the goals
ACTION STEPS
Very specific steps to achieve strategies Includes deadlines, delegation, resources, outsourcing, etc.
Precise aspects of the plan; often identified during and sometimes after the planning retreat ends
BUSINESS PLAN
Translation of the strategic plan into a one-year operating plan
An internal document to monitor progress
PUBLIC RELATIONS
Final process of strategic planning Includes telling members, allies and others the results of the strategic plan
An external document to share with constituents Often in a one page flyer or brochure
* Adapted and based on “Strategic Planning-Leadership Orientation-Association Effectiveness”. Robert C. Harris, www.nonprofitcenter.com
I. Call to Order
II. Approval of the Agenda
III. Approval of the Minutes
IV. Reports
1. Executive Director 2. Finance Director 3. Nominating Committee 4. Governance Committee 5. Public Relations Committee
V. Old Business
1. Board nominations 2. Contract negotiations
VI. New Business
1. Special Event VII. Comments and Announcements
VIII. Adjournment
Next meeting date March 1, 2016