Planning for Strategic Planning. Paul Clarke Nonprofit Resource Center Allen County Public Library
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1 Planning for Strategic Planning Paul Clarke Nonprofit Resource Center Allen County Public Library
2
3 What Strategic Planning IS: Defining Intention Written List Monitoring method ISN T: Written in Stone A Work Plan Incremental
4 Benefits of Strategic Planning Mission clarity Provides roadmap Anticipates change Improves decisions
5 Benefits of Strategic Planning Accountability Aligns board & staff Identify strengths Review opportunity
6 Why so fearful? Time Money History Board
7 Ask these questions Are we ready? Do we have the money? Do we implement plans? Is the board committed? Can the board agree? Sage-Fox.com Free PowerPoint Templates
8 Phase 1 Planning to Plan
9 What kind of planning should we do?
10 Plan to Plan Step #1 1.Get Organized: 1. Select steering committee* 2. Agree on WHY 3. Decide on participants 4. Outline process 5. Get 100% commitment 6. Decide about outside facilitator
11 Steering Committee or Task Force Why the group exists Expected accomplishments Who they are responsible to What they can and cannot do What their key tasks are
12 Plan to Plan continued 2. Take Stock (Situational Analysis) 1. Collect organization s background 2. Review agency s past, present, & future situation 3. Identify key issues 4. Survey stakeholders* 5. Convene stakeholders
13 Methods of Info Gathering Method Purpose Advantage Disadvantage Surveys Quick, lots of info Nonthreatening Impersonal Interviews Get more detail Document review Data analysis Focus groups Get impression of operation Gather information about processes Explore topic in depth through discussion Flexibility, Build relationship Uses existing data Adaptable Quick & reliable impressions Takes time Can be biased Takes time Incomplete info Complex Needs good facilitator
14 Phase 2 Understanding the Context
15 Putting it together Analyze information External Internal Where You Are What does our history tell us we do well? What does our history tell us we should abandon?
16 Phase 3 Agreeing on Purpose and Direction
17 Mission & Vision Mission statement Think why not how ACT provides food, clothing, and money to support the less fortunate. ACT is an organization of people dedicated to improving the spiritual, physical, economic and societal conditions of communities. Vision statement Describes an ideal future We are a strong, integrated system providing innovative programs and comprehensive services affecting generations to come.
18 Phases 4 Moving from Vision to Action If we achieved all these vision priorities, would we have achieved our vision?
19 Define Goals and Actions Vision priority: We are nationally recognized among professionals and policymakers. Goal: Design and implement a comprehensive marketing plan by year s end. Action: Determine budget, timeframe & criteria for hiring a consultant to complete a marketing plan.
20 Phases 5 Monitoring Progress
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22 Plan to Plan Resources -Driving Strategic Planning, Susan Waechter -Strategic Planning for Nonprofit Organizations, Michael Allison & Jude Kaye -Strategic Planning Workbook, Bryan Barry -Strategic Planning for Public & Nonprofit Organizations, John Bryson -The Sustainability Mindset, Steve Zimmerman & Jeanne Bell -Nonprofit Sustainability, Jeanne Belle, Jan Masaoka & Steve Zimmerman -Nonprofit Strategy Revolution, David La Piana
23 Plan to Plan Resources Search: All About Strategic Planning: Search: Strategic Planning for Dummies: Facilitator s Toolkit: Search: Strategic Plan Template for Do-Gooders: Search: Nonprofit Strategic Planning Toolkit: Search: Publications>Strategy : Search: strategic planning: Search: Matrix Map:
24 Thank You!
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