State of the Union Presenta/on Template

Transcription

1 State of the Union Presenta/on Template This presentation includes the guidelines for a church s retreat presentation. Each bullet represents potentially a separate slide in the final presentation

2 Where are we now? Current mission statement Current vision statement Current goals & objec/ves What have we accomplished over the past few years and what is currently in process) Recent successes What have we achieved? What have we done well? Progress reports on current plans

3 External/Industry Analysis Issues/trends affec/ng industry (na/onal trends and how prepared are you?) Demographics of Target Market Issues/trends affec/ng local target market Current Congrega/on Demographics What is your market share? What are your opportuni/es?

4 External Audit What are the community needs? Who are the major compe/tors? What are the compe/tors doing?

5 Market Analysis Customers & segmenta/on Who are our perfect customers/ what are their needs? Past Marke/ng/communica/ons plans Efforts toward marke/ng/outreach/ rela/onship building Who could refer people to us? What s missing? Is there something that consumers want that no one is currently providing?

6 Internal analysis/audit What s happening inside the organiza/on What do we do well? What programs/ services are growing? What should we sustain? What programs/services are declining? What should we change? How effec/ve are each of our services/ ministries in mee/ng their mission/financial returns?

7 Internal analysis/audit Quality/clinical outcomes assessment: where are we doing well/what can be improved? Physician integra/on strategies: what is working well and what can be improved? What partners/collaborators do you have? What opportuni/es do you have with other partners/collaborators?

8 SWOT Analysis Strengths Weaknesses Opportuni/es Threats

9 Financial Capabili/es Analysis Cash available or debt capacity for strategic investment Outline 5 year trend financials Outline cash flow analysis & ra/os Do you an/cipate a change in the trends? What is our fundraising outlook? What is the compelling cause that people will want to financially support? (Philanthropy opportunity) What do we want/need to raise money for? Are there any new funding sources or financial opportuni/es that we might pursue?

10 Assump/ons What are our basic assump/ons about the future? What do we have to consider? What should we consider? What are our sacred cows? Others?

11 Conclusions about the Future What does this tell us about where the organiza/on needs to go from this point forward? This is the opportunity for the CEO to describe their conclusions about what direc/on the organiza/on should go; what they think the organiza/on should do and the opportuni/es to grow/expand the organiza/on/services based on what they know/believe to be true. This is the CEO s opportunity to inspire the stakeholders about their personal vision of the future OR to put strategic ques/ons on the table.

12 Future Strategic Profile Driving force - MISSION Business concept - What business are we in? Compe//ve strategy (our role versus others) Future product scope Future market scope Future client scope Size/growth guidelines Return/profit guidelines Timeframes

13 Our Vision Future Product Focus What are we selling in this diocese? What are we selling in our church? Our charism (what makes us unique as a parish) Lived experience of the charism internally (through worship and relationships) Lived experience of the charism externally (through outreach ministry for our congregants and others in the community/world) Is what we are now different from what we want to be in the future?

14 Strategic Ques/ons What are the key strategic ques/ons that need to be asked and answered in the course of the retreat? Here is where you outline the strategic ques/ons for discussion/debate by the stakeholders (this is where the facilitator would take over): Do we get out of a certain line of business? Do we expand into a new line of business? Do we sell certain property? How do we get the appropriate staffing and volunteer base to thrive in the future? (this can be used if the ED feels they need input on key

15 Con/nue to work on remainder of agenda