The Board’s Role in Strategic Planning

HOW DO WE GET

WHERE?

- by Kellen Braddock, Monique Courcy, Snow Dowd, Pollyanna Manning, Katie Woodzick

Strategic Planning Strategic planning determines where a community group or organization is going over the next year or more, how it's going to get there and how it'll know if it got there or not. Business Planning A business plan focuses on a product, service or program. Program Planning A program plan focuses on an internal or external function. Project Planning A program plan focusing on a specific project.Municipal Planning A municipal plan is a document which outlines a municipality’s policies for planning, use and future development of land.

- Source: http://www.ibrd.gov.nl.ca/regionaldev/StratPlanGuide.pdf

“A strategic plan is a description of the proposed path at a single point in time...

- quote from Michael Kaiser, Leading Roles: 50 Questions Every Arts Board Should Ask

YOU ARE HERE

PATH to SUCCESS

...As the environment changes and the organization succeeds or fails, the plan must be adapted.”

- quote Kaiser, ibid. | graphic adapted from Demetri Martin, This Is A Book

what people think it looks like

PATH to SUCCESS

...As the environment changes and the organization succeeds or fails, the plan must be adapted.”

- quote Kaiser, ibid. | graphic adapted from Demetri Martin, This Is A Book

what people think it looks likewhat it actually looks like

...the best planners are those who understand the logic flow of the planning process;

as something important changes, either in the environment or within the organization itself, they immediately shift course.”

- quote from Michael Kaiser, Leading Roles: 50 Questions Every Arts Board Should Ask

“

It sounded an excellent plan, no doubt, and very neatly and simply arranged. The only difficulty was, she had not the smallest idea how to set about it.”

“

- quote from Lewis Carrol, of Alice in Alice in Wonderland

...even in the Internet age, we can never have perfect information – and even if we could, we areunable to process it properly.Instead we take irrational short cuts.”

- Introducing Irrationality article by Tim Baker & Steven Roth for ArtsMarketing.org, February, 2012

“

LEARN + GROW

gather + analyze

strategize + stabilizeenergize + evaluate

integrate + innovate

the virtuous circle

every turn around the circle strengthens the org and gets you

closer to your goals

- inspired by “the virtuous circle” from The Brand Gap by Marty Neumeier

GATHER + ANALYZE

Is your mission in your pocket?Are your strategic issues sifted?Are you ready for change?Are stakeholders engaged?

start where you are

The Right Data is eagle-eyed, but extensive.

It identifies your organization's ultimate direction by looking at your forefront changes and pending choices in their fullest context.

This allows all shareholders to understand, with greater clarity, your organization's location along the current path.

GATHER + ANALYZEstart where you are

Environmental impacts: political, economic, social, technical. (PEST)

Internal impacts: underlying organizational issues, hidden strengths and weaknesses, what's terribly "inherent" about operations, the ultimate pre-requisites to success (as understood across departments).

Details regarding your competition, audiences, and benefactors.

Financial information: What's doable, the realityof your strategic planning goals.

What isn't known but should be known, in the future.

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GATHER + ANALYZE

STRATEGIZE + STABILIZE

Is your north star clear?Does your plan fit now?Will it be flexible later?Are you ready to learn?

ready for turbulence

STRATEGIZE + STABILIZE

A good strategic plan will outline the tactics used to achieve goals. As you prepare for the challenges ahead, consider the wisdom of the World Chess Champion, Max Euwe:

Strategy requires thought, tactics require observation.”“

ready for turbulence

STRATEGIZE + STABILIZE

Key dimensions of Strategic Agility

1. strategic sensitivity 2. collective commitment 3. resource fluidity

ready for turbulence

-Source: http://executiveeducation.wharton.upenn.edu/resources/upload/Fast-Strategy.pdf

ENERGIZE + EVALUATE

What style suits your team?Are decision-makers identified?What tools will you use?Is evaluation built in?

plan for planning

dashboard your data

ENERGIZE + EVALUATE

INTEGRATE + INNOVATE

Make friends with curiosity & chaosGenerate new perspectivesGet outside your comfort zoneStrive for transparency

don’t get stuck

INTEGRATE + INNOVATEappreciative inquiry

DiscoverDreamDesignDestiny

••••

- Source: http://www.ibrd.gov.nl.ca/regionaldev/StratPlanGuide.pdf

INTEGRATE + INNOVATEopen space technology

In OST there are 4 principles:

Whoever comes are the right people.Whatever happens is the only thing that could have happened.Whenever it starts is the right time.When it’s over, it’s over.

LEARN + GROW

gather + analyze

strategize + stabilizeenergize + evaluate

integrate + innovate

the virtuous circle

every turn around the circle strengthens the org and gets you

closer to your goals

- inspired by “the virtuous circle” from The Brand Gap by Marty Neumeier