beyond strategic planning for your organization
DESCRIPTION
Steve Vetter, President and CEO of Partners of the Americas, gave a presentation on Strategic Planning at the Professional Fellows Congress in Washington, DC.TRANSCRIPT
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PARTNERS OF THE AMERICAS Steve Vetter, President & CEO
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OUR STORY
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WHO WE ARE
The Partners Network Includes:
Our mission is to connect people and organizations across borders to serve and change lives through lasting partnerships.
Partners envisions an ever growing
interconnected global neighborhood where
people
and organizations reach their fullest potential
through
long-lasting partnerships.
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OUR LEGACY
Inspired by President Kennedy and founded in 1964 under the Alliance for Progress, Partners is a non-profit, non-partisan organization with international offices in Washington, D.C.
WHERE WE ARE TODAY
75 chapters in 33 countries 23 Partners Campuses 10 development programs in 20
countries $6.5 - $8.5 million dollar budget 55 Staff: 25 in DC + 30 field staff
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Connect Serve Change Lives
10,000 VOLUNTEERS have contributed 1 MILLION HOURS
of service to equal $15 MILLION in professional expertise.
Over the past 10 years…
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PARTNERS’ CAPACITIES
Food Security & Agricultural Development Sport for Development
Youth & Children
Climate Change & Environmental Protection
Professional Leadership Exchanges
Civil Society & Governance
Women & Gender Equality
Arts & Culture
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THE “PARTNERS” APPROACH
“Being a volunteer, serving selflessly, is a position of power. It moves you from being a victim to being an agent of change. “
- Uma Viswanathan
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TREND LINES FOR ANALYSIS
• 57,000,000 removed from extreme poverty in LAC
• More energy in the Americas than the Middle East
• By 2060, population in the Americas is larger than in China
• Growing Interest in Civil Society and NGO Service Providers
• More Latinos in the U.S. than anywhere else outside of Mexico
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STRATEGIC PLANNING VS.
STRATEGIC ISSUE MANAGEMENT
“No one plans to fail. They fail to plan…”
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STRATEGIC ISSUE MANAGEMENT
“Lets stop borrowing from corporate
America and Russia.”
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PLANNING CHALLENGES
• Strategic Planning — Corporate Models: “From Russia with Love”
• Today’s Environment: Complex, Fast Changing and Competitive
• Without a strategy to adapt:
– Missed Opportunities
– Unanticipated Developments
– Stagnation, decline…closure
NON-PROFITS & NON GOVERNMENT
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OBSTACLES TO SUCCESSFUL STRATEGIC PLANNING
1. Reliance on antiquated corporate “strategic plans”
2. Failure to develop planning design to match outcomes
3. Failure to match plan to leadership and management
needs and levels.
4. Passive, non-engaged boards
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HOW IT DIFFERS FROM STRATEGIC PLANNING
• Conscious focus on change
• Action bias and attention to implementation
• Selectivity in addressing limited strategic issues
• Avoidance of mechanical projections into the future.
• High level of collective involvement of both staff and board
• Commitment to continuous refinement and change
STRATEGIC ISSUE MANAGEMENT
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• Resources Available for Strategic Change: A Clear Understanding of:
– TIME & STAFFING – MONEY – ENERGY
• REM Factor: Risk, Effort and Meaning
THE NARROW WINDOW OF OPPORTUNITY
SELECTIVE INVESTMENT IN CHANGE
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CREATING THE LEARNING ENVIRONMENT
FOR CHANGE
• Leadership—”The Servant Leader” by Robert Greenleaf
• Self-Directed Learning Goals and Agenda
• “White Water Management” or “Placid Lake?”
• Performance + Learning Reviews
• The Manager as Teacher and Mentor
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5 KEY STEPS TO STRATEGIC ISSUE MANAGEMENT
1. Design—fit to needs of the NGO
2. Clarifying Values, Vision and Mission
3. Identification of Strategic Issues—identify challenges facing NGO that require immediate
attention.
4. Development of Strategic Change Projects
5. Implementation of Strategic Change Projects
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#1. DESIGNING A PROCESS
Four major elements:
1. Outcomes
2. Constraints
3. Process and Structure
4. Required Resources
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#2. CLARIFYING THE STRATEGIC FRAMEWORK
• Values: Clarify the “Values” Statement
• Vision: A picture of a desired future
• Mission: Defines the boundaries and limits to
services, products, clients & their
role. Must have product, client & role.
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#3. IDENTIFY & SELECT STRATEGIC ISSUES
• Change Challenges: Should we do something different to move closer to our vision?
• Selectivity is the Name of the Game — and Over-Extension is the
Greatest Risk
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#4. DEVELOPING STRATEGIC CHANGE PROJECTS
• Gathering Intelligence on the Issue(s)
• Fashioning Strategic Change projects –a course of action.
• Building a Staffing and Leadership Team
• Bringing Board and Staff Together
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#5. IMPLEMENTING STRATEGIC CHANGE PROJECTS
• Establish a formal structure and process to manage strategic change portfolio
• Assigning explicit oversight of the strategic management program to a board and staff
committee
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THE GUIDING COALITION
The Inner Core: Carriers of the Vision and Mission. The Difference Between Confidants and Allies: The Deep Trust Challenge
Energy Field:
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STRATEGIC ISSUE MANAGEMENT IN PRACTICE:
PARTNERS’ INTERPRETATION
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OUR VISION
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GOAL SETTING
Sample framework:
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PERFORMANCE EVALUATION CALENDAR
2012 Review & 2013 Preview
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ANNUAL BUDGETING STRATEGY
March: 1st Quarter Board Review & Fiscal Budget Approval May: President Review and Approve Revised Budget based on Revenue and Expenses July: Mid Term Budget and Performance Review September: 3rd Quarter Review of Budget by Board and Senior Management November: Planning Process and Review/preview Starts Over
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50 YEAR PROJECTION GOAL: STRATEGIC VISION
2014 2064
Financial Sustainability • Budget • Online Store Sells • Diversification of Funds • Foundation Endowment
$6.5 M $2,500 90% Government $1 M
$26 M $118,000 10% Government $50 M
Network Strength • Chapters • PartnersCampus • NGOs • University Affiliates
76 22 4 186
163 215 164 342
Good Governance • Board Meetings/Year • Communications • Leadership Training • Accreditations
3 2 Staff 1 Hr/1X/Year BBB Only
12 18 Staff 4 Regional Academies BBB + 4 Others
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ADDITIONAL READINGS
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QUESTIONS?