Strategic Planning Part 1

Strategic Planning Part 1:
Cultivation & Organizational Development
Sam Frank

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Today’s Speaker & Host

Sam Frank
Principal,
Synthesis Partnership
Assisting with chat questions:
April Hunt, Nonprofit Webinars

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Strategic Planning for Nonprofits
part 1: Cultivation & Organizational Development

Sam Frank
Synthesis Partnership

Strategic Planning for Nonproﬁts

December 8, 2010
© Copyright 2011 Synthesis Partnership

www.synthesispartnership.com

All rights reserved.

SYNTHESIS
http://bit.ly/SyPBlog
Copies permitted only with full attribution

PA R T N E R S H I P

Take-aways
•  The benefits of an effective planning process

•  How to approach structure a planning process

•  How to get broad buy-in

•  Tools for
•  assessing your situation
•  engaging your constituencies
•  developing implementing an effective plan


Strategic Planning Part 1: Cultivation Organizational Development

December 8, 2010 SYNTHESIS
Wednesday Webinar: July 13, 2011


SYNTHESIS
© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P
http://bit.ly/SyPBlog PA R T N E R S H I P

Why Plan?

Circumstance
Operations
Wisdom
Cultivation
Organizational Development





SYNTHESIS

What is Planning?

INTEGRATED PLANNING




SYNTHESIS

Roles
Governing Board

Planning Committee
•  Set the strategic direction
•  Own the planning process •  Shape the planning process
•  Offer inclusiveness and transparency
•  Ensure participation and completion
•  Craft mission-based goals objectives
•  Approve goals supporting objectives
•  Facilitate action plan
•  Launch implementation
•  Monitor implementation
Both

•  Gain a more robust understanding of the organization

CEO Board Chair

•  Maintain proper focus





SYNTHESIS

Planning Process

Prepare
Assess
Engage
Plan
Implement





SYNTHESIS

Planning Process:

1. Prepare

Board Commitment
Committee Chair
Documentation
Process Design
Committee





SYNTHESIS

Planning Process:

1. Prepare
Typical Timeline





SYNTHESIS

Planning Process:

2. Assess
Examine Component Plans
Gather Data
Interview Key Players
Identify Critical Issues
Conduct a Board Self-Assessment





SYNTHESIS

Planning Process:

2. Assess
Board Self Assessment Tool





SYNTHESIS

Planning Process:

2. Assess
Mission Statement





SYNTHESIS

Planning Process:

3. Engage
Board senior staff
All stakeholder groups
Ongoing communication





SYNTHESIS

Planning Process:

3. Engage
Situation

Strengths Weaknesses Opportunities Threats
External Environment: Opportunities Threats

Internal Environment: Strengths Weaknesses
•  Inputs (Human resources, funding, facilities)
•  Processes (Programs, operations, governance)
•  Outputs (Quality of programs, social change)





SYNTHESIS

Planning Process:

3. Engage
Polarities

MANAGEMENT

by Budget by Mission

+

Sustainability Purpose
Fulfillment of mission
Service to community
Bottom-line decision making Requires extraordinary leadership involvement
-

Cut programs if budget can’t be balanced Requires full commitment to fundraising
Not attuned to ultimate purpose of institution

FUNDING PRIORITY

Facilities Programs

+

-





SYNTHESIS

Planning Process:

3. Engage
Surveys





SYNTHESIS

Planning Process:

4. Plan
Mission
Mission-Based Goals
Supporting Objectives
Board Endorsement
Measurable Actions





SYNTHESIS

Planning Process:

4. Plan
Goals Objectives

CBE

Mission-Based Goal: Membership
Strengthen ties the sense of community among all members.
Supporting Objective 1:
Develop programs that appeal to every segment of the CBE
community.
Connect with new members through as many means as possible.
Reach out to members only partially engaged in the CBE community.
Cultivate all younger members as potential leaders.





SYNTHESIS

Planning Process:

4. Plan
Goals Objectives

CBE

Mission-Based Goal: Finance
CBE will operate in a fiscally responsible manner.
CBE has not made a compelling case for the appropriateness of its current spending or its need for a higher level of
funding. More transparency is needed to indicate where funds are going and how thinly they are stretched. For financial
sustainability CBE needs to look at retaining existing members and increasing membership.
Communicate the financial facts more clearly to the membership.
Identify opportunities for revenue enhancement to support
expansion of programming and services.
Make prudent choices about programs that can be supported.





SYNTHESIS

Planning Process:

4. Plan
Mission-Based Goals

i[2]y

Mission
End isolation improve quality of life for young adults affected by cancer.

Mission-Based Goals

Program: Access
Offer access to resources for young adults with cancer, their families, and their care providers
Program: Connections
Create opportunities for young adults with cancer to make meaningful connections to each other.
Program: Quality of Life
Have an impact on the quality of life of young adults with cancer
Fundraising
Develop a sustainable funding stream from foundations, individuals and corporate sponsors
Marketing
Make i[2]y a visible resource to all diagnosed young adults, survivors, their families and care providers
Governance
Shape the board and its activities to support sustainably the mission of i[2]y
Finance / Operations





SYNTHESIS

Planning Process:

4. Plan
Mission to Action

i[2]y

Mission:

End isolation and improve quality of life for young
adults affected by cancer

Mission-Based Goal:

Offer access to resources for young adults with
cancer, their families, and their care givers

Supporting Objective 1
Upgrade the website to state of the art

Supporting Objective 2
Develop a robust presence in cancer treatment centers





SYNTHESIS

Strategic Planning:

4. Plan
Two versions

SGIS

Dedication to Excellence
Goal 1!
SGIS will operate as a single school in pursuit of its mission.
Objective 2!
Develop an understanding among the SGIS community of the value of excellence in education
created by the SGIS model. !
The three-campus model is not just an Action 1:
added value of SGIS, it is an essential Annually review the curriculum to assure that it supports the
feature of the SGIS education and understanding and acceptance of all SGIS students.!
Action 2:
experience, both for students and for their
families. This fact must be reﬂected in Communicate to all constituent groups the vision and progress of
curriculum, communications, family cross-campus connections at least three times a year. !
Action 3:
events, and all other school functions.
Parents Association will plan events, times and location to be
SGIS will have to re-examine
supportive of all three campuses. !!
curriculum, communications, and events
Action 4:
annually to assure that the school is
Have at least one school-wide event for families and faculty from
reﬂecting this commitment in them in the
all 3 campuses each year. !
best possible manner.!





SYNTHESIS

Planning Process:

4. Plan
Action Plan

WS





SYNTHESIS

Planning Process:

5. Implement
Plan tracking and monitoring





SYNTHESIS

Planning Process:

5. Implement
Published Plan





SYNTHESIS

SYNTHESIS

PARTNERSHIP

Advising nonproﬁts in

strategy, planning, and organizational development

683 Commonwealth Avenue

Newton MA 02459

617 969 1881

info@synthesispartnership.com

Strategic Planning for 2011 Synthesis Partnership

© Copyright
Nonproﬁts

December 8, 2010 All rights reserved.

Copies permitted only in entirety and with full attribution


SYNTHESIS
synthesispartnership@blogspot.com


Resources

Critical Issues
#1: Why Plan?

http://bit.ly/SyPci01

#2: The Secret Life of Surveys


#5: The Structure of Planning


#7: On a Mission


#8: The Measure of Success


#9: Brand Identity for Nonprofits?


Other Webinars on Planning

listings, registration, archive http://www.nonproﬁtwebinars.com

schedule registration links

http://bit.ly/SyPwebinars

Complimentary consultation

(by e-mail or phone appointment)

sbf@synthesispartnership.com




SYNTHESIS

Questions?


December 8, 2010

SYNTHESIS

Find listings
for our current season of webinars
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Strategic Planning Part 1

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