The document discusses the case for integrated planning for nonprofits. It describes different types of planning including strategic planning, program planning, business planning, and organizational development. It argues that planning should be integrated across these areas to ensure goals and strategies are aligned. The document provides examples of how different types of plans fit together and outlines an integrated planning process involving preparation, assessment, engagement, plan development and implementation.

1. Sponsored by:
The Case for
Integrated Planning
Sam Frank
Synthesis Partnership
June 12, 2013
Twitter Hashtag - #npweb
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Of:

2. Sponsored by:
Advising nonprofits in:!
• Strategy!
• Planning!
• Organizational Development!
www.synthesispartnership.com!
!
(617) 969-1881!
info@synthesispartnership.com!
!
INTEGRATED PLANNING
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Coming this June

4. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Sam Frank
Synthesis Partnership
The Case for Integrated Planning
Effective Planning for Nonprofits

5. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
How to think about planning comprehensively.!
Take-aways"
Differences among types of planning.!
How different types of planning fit together.!
Further resources.!

6. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
!!
For every complex problem "
there is a simple solution;"
...and it is always wrong.!
H.L. Mencken
Why Plan?"

7. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Why Plan?"
"
Circumstance!
Operations!
Wisdom!
Cultivation!
Organizational Development!
Aspiration!
http://bit.ly/SyPci01!

8. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Planning"
!

9. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
The Planning Cycle"
PROGRAM "
PLANNING!
STRATEGIC "
PLANNING!
BUSINESS "
PLANNING!
ORGANIZATIONAL
DEVELOPMENT!
IDENTITY
DEVELOPMENT!
FINANCIAL
MODELING!
TECHNOLOGY
PLANNING
"
HUMAN RESOURCE
PLANNING!
ADVANCEMENT
PLANNING!
FACILITY "
PLANNING!

10. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
ACTIVITIES
Plan Structure"

11. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure"

12. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure"
BUSINESS PLANNING

13. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
Plan Structure"
BUSINESS PLANNING

14. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
BUSINESS PLANNING
LOGIC MODEL
Plan Structure"

15. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
LOGIC MODEL
BUSINESS PLANNING
THEORY OF CHANGE
Plan Structure"

16. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Five Components http://bit.ly/SyPci05!

17. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Points of Integration

18. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Program Planning !Process"
Preparation!
Assessment!Engagement!
Plan Development!
Implementation!

19. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Plan"

20. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Plan"
Description of Programs !
Context!

21. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Objectives!
Program Plan"
Description of Programs !
Organizational Structure!
Context!

22. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Objectives!
Program Plan"
Description of Programs !
Organizational Structure!
Resources!
Implementation Process!
Context!

23. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
Business Planning !Process"
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
http://bit.ly/SyPci12!

24. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Household Median Income
$30,000
$32,000
$34,000
$36,000
$38,000
$40,000
$42,000
$44,000
1989 1999
Actual Recast

25. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!

26. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
0!
200,000!
400,000!
600,000!
800,000!
1,000,000!
1,200,000!
1,400,000!
Comparative Attendance with Trends
http://bit.ly/SyPci06!

27. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Values per Square Foot
$57.80
$6.60$6.30 $7.20
$0
$10
$20
$30
$40
$50
$60
Deferred Maintenance Operating Cost
School
Comp

28. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Organization structure!

29. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Organization structure!
Finance!

30. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Planning !Process"
Assessment!
Engagement!
Plan Development!
Implementation!
Preparation!
http://bit.ly/SyPci05!

31. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Plan !"
!
Mission-Based Goals
Supporting Objectives
Measurable Actions
Mission
• Clear, specific action
• Measurable result
• Timeline (start & complete dates)
• Resources required
• Responsibility

32. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Planning !"
!
For more detail see webinar archive for
Strategic Planning 1:
Cultivation & Organizational Development
Strategic Planning 2:
Plan Development & Implementation
Strategic Planning 3:
Measure, Monitor, Report

33. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Mission & Strategy !!
Mission elements!
buildings and communities
transform
• designed
• built
• operated
enabling an environment
• environmentally & socially responsible
• healthy
• prosperous
improves quality of life
Committees/Functions!
Programs
• Advocacy
• Conference
• Outreach
• Professional Education
Infrastructure
• Communications / Marketing
• Finance
• Fundraising
• Membership
• Governance
• Operations
To transform the way buildings and communities are designed, built & operated,
enabling an environmentally & socially responsible, healthy, & prosperous environment
that improves the quality of life.!

34. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Action Plan !!

35. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Plan tracking and monitoring !

36. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !5. Implement"
Dashboards !
Dashboard 41.7%
January 31, 2013: 41.7% of FY 2012
Engagement & Governance
Event guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82%
New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48%
Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50%
Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50%
Finance
Budget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48%
Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99%
Legend
LAGGING
PROBLEM
FY '12
YTD
YTD %
Growth
YTD %
FY Goal
STRONG
GROWTH
ABOVE GOAL
ON TARGET
FY '10
Actual
FY '11
Actual
FY '12
Goal
increase
'11 - '12
FY '11
YTD

37. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Board Issues!
Organizational Development"
SYNTHESIS
P A R T N E R S H I P
Responsibilities!
Membership!
Structure & Process!
Capacity!
Staff Issues!
Organizational structure!
Professional development!
http://bit.ly/SyPci04!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!

38. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission / Identity / Brand!
!
Institutional Identity Development!
http://bit.ly/SyPci7!
http://bit.ly/SyPci9"
SYNTHESIS
P A R T N E R S H I P
What is identity & why does it matter?!
!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!

39. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Ongoing work!
Communications!
External relations!
Donor relations!
Alumni relations!
Annual giving!
Planned giving!
!
Periodic planning!
Capability assessment!
Fundraising assessment!
Campaign planning!
Advancement Planning"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!

40. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Compliance with regulations and requirements!
Predictable, and comprehensive policies!
Clear and effective procedures!
Job descriptions and performance reviews!
Fair and competitive compensation and benefits!
Orientation and training!
Ongoing professional development!
!
Human Resource Planning"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!

41. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Management technology!
Technology Planning"
SYNTHESIS
P A R T N E R S H I P
Program technology!
Advancement technology!
Knowledge management!
Upkeep!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!

42. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Master Planning!
Facility Planning!
Architectural Programming & Budgeting!
Selecting Architects & Constructors!
Contracts!
Design & Construction!
Financial Modeling!
Facility Planning!
http://bit.ly/SyPci13
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!

43. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
sbf@synthesispartnership.com"
www.synthesispartnership.com!
© 2013 Synthesis Partnership
Except for examples of nonprofit plans, missions & dashboards owned by others
All rights reserved
Resources !"
!Critical Issues!
# 1 Why Plan? http://bit.ly/SyPci01
# 5 The Structure of Planning http://bit.ly/SyPci05
# 8 The Measure of Success http://bit.ly/SyPci08
#15 Strategic Action http://bit.ly/SyPci15
#17 Fear of Planning http://bit.ly/SyPci17
#18 Tools for Planning http://bit.ly/SyPci18
!
Other Webinars on Related Topics!
Strategic Planning 1: Cultivation & Organizational Development
Strategic Planning 2: Plan Development & Implementation
Strategic Planning 3: Measure, Monitor, Report
What’s a Mission Statement Worth?
Nonprofit Boards & Effective Governance
Before You Hire an Architect
!
schedule, archive, & registration at http://bit.ly/SyPwebinars
Advising nonprofits!
in strategy, planning,!
& organizational development"
SYNTHESIS
P A R T N E R S H I P
# 2 The Secret Life of Surveys http://bit.ly/SyPci02
# 7 On a Mission http://bit.ly/SyPci07
# 9 Brand Identity http://bit.ly/SyPci09
#11 Integrated Planning http://bit.ly/SyPci11
#12 Business Planning http://bit.ly/SyPci12
#13 Facility Planning http://bit.ly/SyPci13
#14 Managing Change http://bit.ly/SyPci14

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