A Guide to Nonprofit Strategic Planning

A Guide to Nonprofit
Strategic Planning
!
6/19/14
1pm EDT
 
Lynne T. Dean, CFRE

Your Presenter
3
Lynne T. Dean, CFRE
!
Director of Institutional Advancement at Northwest
Vista College
!
Past president of the Planned Giving Council San
Antonio Chapter of the Partnership for Philanthropic
Planning , oversees the chapter’s mentorship program
!
Has served on the AFP International External
Communications Committee and the Host Committee
for the 2014 AFP International Conference.

Why is Planning Important?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

What is Strategic Planning
Long-range or short-range?!
A roadmap for success!
A way to involve stakeholders in your success!
A basis for programming, funding, facility, and
human resource decisions

Who Should Be Involved in Your Planning?

Poll: Do you have a strategic
plan?
Yes!
No!
Yes, but it needs to be updated!
Yes, but we don’t follow it!
Not sure

Stakeholders
❖ Board!
❖ Key staff members!
❖ Donors!
❖ Partners!
❖ Users of your services!
❖ Community members

At Northwest Vista College
❖ Representatives of the NVC Business Council!
❖ Key faculty and staff members!
❖ Donors!
❖ District representatives!
❖ Students!
❖ Other community members

How to Get  
Stakeholder Buy-In

Components of the Plan
o Mission, Vision!
o Values!
o Strategic Direction!
o Goals
o Measures of Success (Strategic Metrics)!
o Strategies
o Action Steps
o Budget!
o Responsibility!
o Timeline

At NVC
o Mission, Vision, Values -- separate!
o Objectives!
o Strategies
o Organizational Action Plans
o Action Steps – Work Group Action Plans
o Budget!
o Responsibility!
o Timeline

The SWOT Analysis
!
o Strengths….
o Weaknesses……………..
!
!
o Opportunities………………………..
o Threats…….

Poll: Have you done a SWOT
Analysis
Yes!
No!
Yes, but we didn’t involve all the right people!
Not sure

Goal Setting
o Areas to establish goals: program, facility, finance
(income and expense, human resources (board,
staff, volunteers)
o Who sets goals?
o How many goals should we have?
o How can we assure we have the right goals?
o How do we measure success?

At NVC
o Objectives: Areas to establish goals: program,
facility, finance (income and expense, human
resources (board, staff, volunteers)
o Who sets objectives?
o How many objectives should we have?
o How can we assure we have the right objectives?
o How do we measure success?

Objectives
o SMART Objectives
o Specific
o Measurable!
o Action-oriented!
o Realistic!
o Time-defined

Strategies
o How do we accomplish our objectives?!
o Who are the people that can help?!
o What technologies do we need?!
o What are the resources we have available?

Strategies At NVC
o How do we accomplish our objectives? WGAP!
o Who are the people that can help?!
o What technologies do we need?!
o What are the resources we have available?

Action Steps
➢ Who is responsible for implementing this step?!
➢ When will it be done?!
➢ How much will it cost? How much will it raise?

Action Steps At NVC
➢ Who is responsible for implementing this step? WGAP and IAP!
➢ When will it be done?!
➢ How much will it cost? How much will it raise?

The Planning Retreat
❖ The location
❖ The theme
❖ The agenda
❖ Brainstorming
❖ Using a facilitator

The Planning Retreat for NVC
❖ The location
❖ The theme
❖ The agenda
❖ Brainstorming
❖ Using a facilitator

Implementing the Plan
o Departmental plans
o The planning chair
o Measuring progress
o What happens when you get off track?

Implementing the Plan At NVC
o Work Group Action Plans
o The planning chair – vice president
o Measuring progress – outcomes
o What happens when you get off track?

Measuring Success
o Setting benchmarks!
o Tracking responsibilities!
o Tracking timelines!
o Monitoring the budget

Celebrating Success

When is it Time to Update the Plan?

When is it Time to Update the Plan at
NVC?

Keeping Everyone Up-‐to-‐date
New staff!
New board members!
New volunteers

What To Do When It Goes Awry?!
Extreme Makeover or !
Minor Surgery?

Thank You
!
Contact Lynne at lynne@deanofdevelopment.com

Special Offer
Watch for our new book: Nonprofit Strategic Planning to be
released soon.!
If you would like a 15 percent discount on the book when it
comes out, email us your contact information to Lynne or
Linda and we will notify you when the book is available.

!
!
!
Next Webinar:
!
How To: Your First Fundraising Campaign
!
Sandy Rees
!
Thursday, June 26th – 1:00pm EDT
https://bloomerang.co/resources/webinars

A Guide to Nonprofit Strategic Planning

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