Non-profit capacity survey results and strategic visioning workshop for pro bono consulting team project with the Refugee Women's Network

1. CCT PROJECT
Strategic Planning
Workshop

2. WORKSHOP AGENDA
2
Morning Session
10:00 AM – 11:45AM
• Introductions & Opening Remarks
• Background
• Survey Results & Insights
11:45AM– 12:15 PM Lunch Break
Afternoon Session
12:15 PM – 2:00 PM
• Review RWN Existing Vision Statement
• Vision Exercise
• Wrap-up & Next Steps
RWN Strategic Planning Workshop

3. MORNING SESSION
3
Background
10:10 – 10:30
• Purpose
• Strategic Planning
• Milestones and Deliverables
• Components of a Strategic Plan
• Capturing Ideas for the Plan
Survey
10:30 – 11:45
• Survey Design and Approach
• Survey Results: Your Words
• Survey Results: Your Data
RWN Strategic Planning Workshop

4. PURPOSE
4
Nonprofit organization whose mission is to
make a positive contribution to the community
by helping non-profit and public sector
organizations address their strategic
management challenges.
Our objective is to provide RWN with the
framework, tools, and resources to develop an
attainable and sound strategic plan.
CCT Volunteer Team Objective

5. STRATEGIC PLANNING PROCESS
Phases, Key Activities, and Outputs
5
Assessment Setting Vision &
Priorities
Goals and Action
Steps
Adoption Implementation
Conduct
Interviews
Data Collection Strategy
Schedule Workshops
Data Analysis
Conduct Workshop
Identify Goals
Board reconvenes to
review and set priorities
Board review and
approval of plan
Communication about
priorities
Execute on the plan
Tracking metrics
Review and revise
Interview Notes
Survey/Assessment
Workshop Preparation
Survey Data & Key
Findings
SWOT Analysis
Workshop
Strategy Framework
Vision Statement
Goals, Strategies, and
Actions, and Metrics
Draft Strategic Plan
Strategic Plan
Action/Project Plan
Metrics
KeyActivitiesPhaseOutputs

6. Mar
6
Feb Apr May 2014
Final Report and
Presentation to Board
5/9/2014
Strategic Plan Framework to Client
4/30/2014
Workshop
3/29/2014
Strategic Plan Framework
DRAFT
3/21/2014
Survey to Board/ED
3/14/2014
Mid Term Review
3/8/2014
Revised Scope Approval
3/6/2014
Client Kick-Off Meeting
2/20/2014
Final Deliverable
Analysis and Recommendations
Discovery and Research
Project Initiation
MILESTONES & DELIVERABLES
Milestones are target dates for the tasks and deliverables

7. COMPONENTS OF A STRATEGIC PLAN
Key components of a strategic plan – Our focus is on the Vision
7
Mission
Vision
Goals
Initiatives/Actions
Metrics / Target
Statement of direction in the coming
years; what you want to become
Short to medium term statements of
intent with quantifiable outcomes
A quantitative or qualitative measure
of performance
Why the organization exists MISSION
VISION
GOAL GOAL GOALGOAL
Actions to be taken, alone or in
combination, to achieve a goal
Initiative
Initiative
Initiative
Workshop Focus

8. CAPTURING IDEAS FOR THE STRATEGIC PLAN
8
Parking Lots and Sticky Notes
A parking lot is place on the wall, a whiteboard,
or a chalkboard where you “park” (write down)
someone’s comment or idea, so that you can
come back to talk about their point later.
We have a parking lot for Mission, Vision, Goals,
Initiatives/Actions, and Targets.
Sticky Notes will be used to write down those
ideas and “park” them in the lots.
We will also use the notes in our Vision Exercise
this afternoon.

9. SURVEY DESIGN
Qualitative and Quantitative Self-Assessment
9
Qualitative Questions
Open questions designed to gather
feedback on vision, goals, strengths,
and weaknesses.
Quantitative Questions
Capacity assessment is a tool
designed to help nonprofit
organizations assess their capacity in
key areas.
Adapted from Capacity Assessment
Grid designed by McKinsey &
Company.

10. SURVEY DESIGN
10
Capacity Assessment Survey designed to specifically:
• Identify those particular areas that are strongest or need focus
• Draw out different views within an organization
• Serve as a temperature check/general indication of an organizations
capability and current capacity
Answers were listed on a continuum of capacity and given a numeric value of 1– 4:
Quantitative Component Explained
1 Clear need for increased capacity
2 Basic level of capacity in place
3 Moderate level of capacity in place
4 High level of capacity in place

11. SURVEY DESIGN
11
Quantitative Component Example
‘A’ indicates a clear need for increased capacity and has value of ‘1’.
‘B’ indicates a basic level of capacity is in place and has a value of ‘2’.
‘C’ indicates a moderate level of capacity is in place and has a value of ‘3’.
‘D’ indicates a high level of capacity is in place and has a value of ‘4’.
The
higher
the
value
the more
capacity

12. SURVEY RESULTS: YOUR WORDS
12
Highlights based on the respondents short answers
Current State Strengths, Weaknesses, Opportunities and
Threats (SWOT)
Important services and service opportunities
Current priorities based on 10K donation
Future State Focus areas for next year and 3 years
Becoming a more effective organization
What does success look like

13. 13
SURVEY RESULTS: YOUR WORDS
Strengths, Weaknesses, Threats, and Opportunities
STRENGTHS
• Relationship with Refugee
Community
• Targeted Client Profile
• Microenterpise & Life Skills
Expertise
• Commitment to Refugee Mission
• Workplace Culture
OPPORTUNITIES
• Refugee Women Networking Service
• Refugee Women Leadership Growth
• Organizational Passion
• Partnership with Government
Agencies
• Education, Employment & Health
Programs
WEAKNESSES
• Fundraising Capability
• Marketing Capability
• Organizational Empowerment &
Development
• Client Engagement + Retention
• Relationship with Non-Refugee
Community
THREATS
• Single Source Funding Model
• Brand Awareness
• Employee Retention
• Public Relations
Helpful Harmful
InternalExternal

14. What are the most important
services that RWN currently
provides to its clients?
Leadership Training
Life Skills Training
Microenterprise Program
Are there any services that RWN
does not currently provide to its
members or constituents that it
should consider offering or
focusing on?
Business Skills Training
Employment/Career
Coaching/Professional Skills
Health
Leadership/Training for
Transformation
14
SURVEY RESULTS: YOUR WORDS
Most Important Services and Service Opportunities

15. SURVEY RESULTS: YOUR WORDS
15
If a donor were to donate $10K tomorrow, how would you allocate those funds?
March 29, 2014
Refuge Women’s Network
Ten thousand ------------00/100
$10000.00
$
Generous Donor
Staff Programs Savings
Fundraising Support
Marketing
Research
Other

16. SURVEY RESULTS: YOUR WORDS
What would you like RWN to focus on in the next year? Next three years?
16
Develop &
Diversify Board
Diversify funding sources
(Sponsors)
Relationships with
funders
Increase Outreach
& Awareness
Expand programs
Increase staff
Focus on/Grow
Microenterprise program
Focus on Leadership/
Business Training
National Organization/
Nationwide Recognition
Involve more refugee
women in
board/leadership roles
Study outcomes/impact
Career Coaching
workshops
Streamline programs
3
y
e
a
r
s
1
y
e
a
r

17. SURVEY RESULTS: YOUR WORDS
17
What would you like to see RWN do in order to become a better or more
effective organization?
• Assessment of relevance
and sustainability
• Focus services
• Improve current
programs
• Increase staff & budget
• Fill ED position
• Board development
• Create advisory council
• Increase giving
• Board create/leverage
relationships for raising
funds
• Outreach community
• Potential sponsors

18. SURVEY RESULTS: YOUR WORDS
18
How do you know RWN is successful? What does success look like and how do
you measure it?
Clients Community
Staff Programs
Staff Engagement
Hours worked
Tools to manage clients
Sustainability Secure
# of immigrant
and refugee
women thriving in
business and
community
Partnerships
Involvement with
Entrepreneurship
Organizations
Decreased rate of loan forgiveness
Increased program participation
Fundraising capacity
# of start up businesses
Client feedback
Brand Awareness
and Respect
SUCCESS

19. SURVEY RESULTS: YOUR DATA
19
Analysis based on the respondents capacity selection
Key Areas Mission and Vision
Strategy
Operations
Relationships
Human Resources

20. 20
MISSION AND VISION
0
0.5
1
1.5
2
2.5
3
3.5
4
10. Mission 11. Vision 12. Vision - Boldness 13. Overarching Goals
Capacity
Mission and Vision
Average Median
Average = Sum / Total
Median = 50% above and below.

21. 21
STRATEGY
0
0.5
1
1.5
2
2.5
3
3.5
4
14. Overall Strategy 15. Goals and Performance
Targets
16. Program Relevance 17. Program Growth
Capacity
Strategy
Average Median
Average = Sum / Total
Median = 50% above and below.

22. 22
OPERATIONS
0
0.5
1
1.5
2
2.5
3
3.5
4
18. Funding Model 19. Performance
Management
20. Performance Analysis
and Program Adjustments
21. Financial Planning 22. Fundrasing and
Revenue Creation
Capacity
Operations
Average Median
Average = Sum / Total
Median = 50% above and below.

23. 23
RELATIONSHIPS
0
0.5
1
1.5
2
2.5
3
3.5
4
23. External Partnerships and Alliances 24. Monitoring of Landscape 25. Public Relations and Marketing
Capacity
Relationships
Average Median
Average = Sum / Total
Median = 50% above and below.

24. 24
HUMAN RESOURCES
0
0.5
1
1.5
2
2.5
3
3.5
4
26. Board
Composition and
Committment
27. Board
Involvement and
Support
28. Board Passion
and Vision
29. Board
Experience and
Standing
30. Staff 31. Volunteers
Capacity
Human Resources
Average Median
Average = Sum / Total
Median = 50% above and below.

25. 25
KEY AREAS
1
1.5
2
2.5
3
3.5
4
0%
20%
40%
60%
80%
100%
Capacity
Capacity
Contribution to Total Performance by Area
1 2 3 4 Average
RWN Has Clear Strengths in All Areas
Contribution = # Reponses / Total Responses
Average = Sum / Total

26. 26
SURVEY RESULTS OVERVIEW
Capacity Consensus
Strengths Weakness Yes No
1. Staff
2. Board
Involvement
3. Financial
Planning
4. Monitoring
Landscape
5. Board Passion
1. Volunteers
2. Goals
3. Funding
Model
4. Program
Growth
5. Board
Experience
1. External
Partnerships
2. Fundraising
3. Mission
4. Public
Relations
5. Strategy
1. Goals
2. Performance
Management
3. Vision
Boldness
4. Program
Relevance
5. Monitoring
Landscape

27. 27

28. AFTERNOON SESSION
28
Current State • Review Current Mission
• Review Current Vision Statement
Envision the Future
Exercise
• Part 1: Letter to Doua
• Part 2: Vision Statement
• Wrap-Up and Next Steps
RWN Strategic Planning Workshop

29. 29
RWN CURRENT MISSION
Refugee Women’s Network is created by women for women, that
focuses on enhancing refugee and immigrant women’s strengths, skills,
and courage through leadership training, education and advocacy to
promote independence, self-sufficiency and networking among its
participants.
Excerpt from Strategic Plan Refugee Women’s Network 2012-2015

30. 30
RWN CURRENT VISION
Three to five years we are:
National organization providing empowerment leadership academy
on the east coast and training others to provide the leadership
training.
 We are marketing and selling our leadership training curriculum and
certifying trainers.
Membership association with 1000 women as members of our
organization.
We are positioned as a national clearinghouse of information for
women refugees regarding community based leadership.
Our funding is diverse and stabilized through our ongoing
development, membership and fee based programming.
Excerpt from Strategic Plan Refugee Women’s Network 2012-2015

31. ENVISIONING THE FUTURE EXERCISE
Part 1: Letter to Doua
31
Scenario
Imagine you have a friend who has been deeply involved in RWN, but who has
left the area and lost touch with the organization. However, 3 years later, this
friend writes to you and asks about the organization.
Activity
1. 10 min Describe in detail what the organization is doing. Describe the
activities, programs, or accomplishments, the clients, the stakeholders
and community, and its staff and board. Write this down on paper –
do not share with the team.
2. 15 min In small groups, review your letters and identify common and unique
elements. Write key phrases for each area on sticky notes.
3. 20 min Share with the entire team your list. We’ll compile a master list on
the vision board.

32. ENVISIONING THE FUTURE EXERCISE
Part 2: Vision Statement
32
4. 15 min Break into small groups (pairs) and using the thoughts on the sticky
notes, create one sentence that encompasses the ideas and
articulates the vision of the organization. The sentence should use the
words that are on the sticky notes….try not to use your own words.
5. 10 min As a team, we will review and share the vision statements from each
team. The group will vote on which one they like best (the others are
not discarded) and will start with that vision statement.
6. 20 min As a team, review the other vision statement and identify what you
like about the visions statement. We’ll incorporate those thoughts into
the single vision statement (highlight the key words / phrases that
people like to draw them out). We’ll revise the main vision statement
until the team has landed on one they feel best fits the direction of
the organization.

33. IN YOUR WORDS
Vision and Strength

34. NEXT STEPS
CCT Complete strategic plan
framework with inputs from
today’s Workshop including
resources for the following
areas by April 30:
• Key goals
• Priorities
• Initiatives
• Metrics
And Thank You!