Business Planning & Strategy

What is going on?What are we good at?

What is happening around us?

How will we get there?

Build networksFundraise from community.

Train volunteers.

What could go wrong?

Sued by client.Chair resigns.

Funding dries up.

Where do we want to go?

More projects?Better quality?More funding?

Where are we now?

What do we do?What do we believe in?

How will we know we are on the right track?

50 more clients.New service launched.

Staff very satisfied..

Staff costs.Project costs.Office costs.

What will it cost?

$

Road trip strategyYour VisionYour

Vision

An initiative of the NSW Government

What we will cover

• The benefits of strategic planning

• Steps in a planning process

• Vision, mission, values and goals

• Tools for planning

• Measuring and evaluating

An initiative of the NSW Government

Styles of Strategy

Positioning

Planning Environmental

Entrepreneurial

An initiative of the NSW Government

Different plans

Strategic Plan

Financial Plan

Work Plan

An initiative of the NSW Government

Why does strategic planning matter?

LeadershipDirection and

common purpose

Clarity about what is to be

done

Increased control over

future development A basis for

monitoring and evaluating

performance

A clear way of communicating

An initiative of the NSW Government

Steps and roles

An initiative of the NSW Government

Vision. Mission. Values.

MissionVision Values

How you want the world to be.

What you do to shape the world.

Your approach to your work.

An initiative of the NSW Government

Vision examples

We look forward to a world in which the lives of children are no longer torn apart by war.

We are a nationally recognized, compassionate organization offering quality human services through disciplined growth and community partnerships.

All disabled children’s lives are full of fun, friendship and hope for an independent future. Just like any other kids.

To empower people with a disability to live the lifestyle of their choosing.

An initiative of the NSW Government

Mission examples

War Child’s mission is to support and strengthen the protective environment for children who, as a result of conflict, live with a combination of insecurity, poverty and exclusion.

To provide a range of high quality services which support people with a disability.

An initiative of the NSW Government

Planning tools

• SWOT – link to the plan

• Dual Bottom Line – assessing opportunities

• Stakeholder mapping – who has an interest?

• Consultations – what do your stakeholders think?

An initiative of the NSW Government

Strengths, Weaknesses,Opportunities & Threats

An initiative of the NSW Government

Dual Bottom Line

Financial Viability

Mis

sion

Impa

ct

$$??

An initiative of the NSW Government

Stakeholder MappingPo

wer

Interest

Minimal effort Keep informed

Key PlayersKeep satisfied

An initiative of the NSW Government

Consultations

Clear outcomes

Not open-ended invitation

Small number of clear options

Set dates

Wide engagement

An initiative of the NSW Government

A process and a document

An initiative of the NSW Government

Setting Broad Goals

An initiative of the NSW Government

Goal examples

Increase deaf and hard of hearing people’s access to wider society

Sharpen governance and accountability processes

Raise public awareness of issues affecting low income Australians

Increase members’ contribution to our work

Demonstrate high capacity in all elements of our organisation

Reach priority groups who need support, advice or information

Broad achievements Detailed actionsProvide interpreting services

Participate in Cert IV governance training

Develop and launch an awareness campaign

Create a website with blogs for all our members

Create a Human Resources position

See more clients from non English speaking backgrounds

✔ ✗

An initiative of the NSW Government

Measuring Performance

Quantity Quality

Effort

Effect

How much did we do? How well did we do it?

How many people are better off?

How much better off are they?

An initiative of the NSW Government

Measuring Performance

Measure what is valuable

NOT

Value what is measurable

An initiative of the NSW Government

Key Performance Indicator

• Key – the most valuable

• Indicator – example

• Performance – of what you want to achieve

Monitoring the Plan

An initiative of the NSW Government

Evaluating the Plan

• Intention

• Results

• Effectiveness

• Revision

• Frequency

An initiative of the NSW Government

Implementing the Plan

• Presentation

• Organisational Structure

• CEO Position Description

• Board Reporting

• Financial Plan

• Work Plan

An initiative of the NSW Government

Key Features

• Vision

• Commitment

• Timelines

• Objectives

• Reporting

• Contingencies

• Change

An initiative of the NSW Government

Next steps

• Checklists and exercises

• QUT survey

• Tailored consultancy

• Register for sessions

• Your actions

• Evaluation

An initiative of the NSW Government

Matrix on Board(02) 9281 1700admin@mob.com.au www.mob.com.au PO Box 418Broadway NSW 2007

Informing, resourcing and strengthening the non-profit sector

Matrix on Board provides financial and management support to non-profit organisations. Matrix is part of the NDS Good Governance consultants’ panel.

Thank you!