effective strategic planning part 2
DESCRIPTION
Strategic planning has a dicey reputation for any number of reasons:1) it often is tedious and time-consuming;2) the issues it identifies are either obvious or not critical to the mission (or both);3) the actions it specifies are vague and unmeasurable;4) it is ignored once the plan is written (or the written plan is never quite finished);5) it simply adds tasks to an already over-stretched staff;6) it has no results visible to stakeholders;7) it does not advance your mission.These problems are not inherent to strategic planning; they are signs that it has been done badly. This webinar will look at how a nonprofit can infuse its mission into the daily activity of staff and board through a straightforward, rigorous, and even morale-building process. It will offer both a structure and tools for planning.TRANSCRIPT
Sponsored by: A Service Of:
Effective Strategic Planning Part 2: Getting Results
Sam Frank Synthesis Partnership
Sponsored by: A Service Of:
Affordable collaborative data management in the cloud.
Sponsored by: A Service Of:
Today’s Host & Speaker
Assisting with chat questions: April Hunt, Nonprofit Webinars
Sam Frank Principal, Synthesis Partnership
Director, Wednesday Webinar Series
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Sam Frank Synthesis Partnership
From Strategy to Action Effective Planning for Nonprofits
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Take-aways���
• A framework for planning
• The real value of a mission statement
• How to create an action plan that will work
• What to share with whom, and how
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
INTEGRATED PLANNING
Integrated Planning���
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Why Plan?���
What do you hope to get out of strategic planning?
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Why Plan?���
Is there resistance to planning within your organization?
From whom?
What is his/her argument against planning?
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Why Plan?���
Operations
Wisdom
Cultivation
Circumstance
Organizational Development
Aspiration
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Strategic Planning Process ���
Prepare
Assess
Engage
Plan
Implement
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Qualitative Quantitative Intangible Tangible
Vision Mission
a world in which every child attains the right to survival, protection, development and participation
to inspire breakthroughs in the way the world treats children, and to achieve immediate and lasting change in their lives
Market share People served Admissions
Website visits Donations
Press mentions Financial KPIs
(key performance indicators)
Demolitions stopped
One day all artisans in developing countries will earn a fair wage, be treated with dignity and respect and be able to live a life of quality.
Ten Thousand Villages provides vital, fair income to Third World artisans.
The Challenge ���
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Strategic Planning:
4. Plan���
Mission-Based Goals
Supporting Objectives
Measurable Actions
Mission
• Clear, specific action • Measurable result • Timeline (start and completion dates) • Resources required • Responsibility
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Mission & Its Statement
4. Plan���
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Engaging with Mission
4. Plan���
Mission elements
buildings and communities
transform • designed • built • operated
enabling an environment • environmentally & socially responsible • healthy • prosperous
improves quality of life
Committees/Functions
Programs • Advocacy • Conference • Outreach • Professional Education Infrastructure • Communications / Marketing • Finance • Fundraising • Membership • Governance • Operations
To transform the way buildings and communities are designed, built and operated, enabling an environ-mentally and socially responsible, healthy, and prosperous environment that improves the quality of life.
Mission
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Mission to Action
4. Plan���Mission: End isolation and improve quality of life for young adults affected by cancer
Mission-Based Goal: Offer access to resources for young adults with cancer, their families, and their care givers
Supporting Objective 2 ���Develop a robust presence in cancer treatment centers
Supporting Objective 1 ���Upgrade the website to state of the art
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Mission-Based Goal: Membership ���Strengthen ties & the sense of community among all members.
Supporting Objective 1:���Develop programs that appeal to every segment of the CBE community.
Supporting Objective 4:���Reach out to members only partially engaged in the CBE community.
Supporting Objective 8:���Cultivate all younger members as potential leaders.
Supporting Objective 1:���Communicate the financial facts more clearly to the membership.
Supporting Objective 3:���Make prudent choices about programs that can be supported.
Supporting Objective 4:���Build understanding about the need to enhance the endowment.
Mission-Based Goal: Finance ���CBE will operate in a fiscally responsible manner.
Goals & Objectives
4. Plan���
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Dedication to Excellence Goal 1!SGIS will operate as a single school in pursuit of its mission.
To preserve SGIS’s unique culture and to ensure that the school stays true to its mission and provides consistent quality and efficiency in the delivery of that mission, the school must operate as a single entity with a focus on understanding the value of inter-relatedness and diversity in providing a rich learning environment for students. !
Objective 1!Ensure that learning experiences across all campuses are student-centered and prepare students for a diverse global world by providing the opportunity for authentic discovery of ideas and skills in order to foster a love of learning. !
The student experience – whether in the classroom or in an after-school or summer program – is at the core of an SGIS education. Through goal-setting, reflection, and teacher comments, students at all levels will be guided to an understanding of the learning process and a love of learning for learning’s sake.!
Objective 2!Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. !
The SGIS model is not just an added value of the school, it is an essential feature of
Strategic Planning: 4. Plan���Public Plan
SGIS
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Dedication to Excellence Goal 1!SGIS will operate as a single school in pursuit of its mission. Objective 2!Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. !
Strategic Planning: 4. Plan���Two versions
SGIS
The three-campus model is not just an added value of SGIS, it is an essential feature of the SGIS education and experience, both for students and for their families. This fact must be reflected in curriculum, communications, family events, and all other school functions. SGIS will have to re-examine curriculum, communications, and events annually to assure that the school is reflecting this commitment in them in the best possible manner.!
Action 1: "Annually review the curriculum to assure that it supports the understanding and acceptance of all SGIS students.!Action 2: "Communicate to all constituent groups the vision and progress of cross-campus connections at least three times a year. !Action 3: "Parents Association will plan events, times and location to be supportive of all three campuses. !!Action 4: "Have at least one school-wide event for families and faculty from all 3 campuses each year. !
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Action Plan
5. Implement���
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Strategic Planning:
5. Implement���
Ongoing renewal of action items
Monitoring and reporting: Actions and metrics
Repeat
Action items absorbed into job descriptions
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Track & Monitor Results
5. Implement���
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
from Blue Avocado ���(http://www.blueavocado.org)
from Indianapolis Museum of Art
from ���Accounting Management Solutions, Inc.
Monitor Results
5. Implement���Dashboards
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
Growth Plan February 1, 2005
SYNTHESIS
P A R T N E R S H I P
Inspiring Inner PromiseThe Moses Brown School Strategic Plan:
Goals and Objectives
Plan produced by the Long-Range Strategic Planning Task ForceApproved by the Board of Overseers, April 2007
Letter from the Head of School and Chair of the Board of Overseers..............................................4
Letter from the Chair of the Long-Range Strategic Planning Task Force.............................................6
Long-Range Strategic Planning Task Force...................................................................................................7
Revisiting MB’s Mission Statement.................................................................................................................8
Mission, Philosophy, and Core Practices..........................................................................................8
A Promise for
Moses Brown’s Educational Program.............................................................................................10
Relationships........................................................................................................................................12
Enrollment............................................................................................................................................14
Facilities................................................................................................................................................16
Finance.................................................................................................................................................18
Development.......................................................................................................................................20
Moving Forward: the Ad Hoc Subcommittee on Strategic Planning....................................................22
Moses Brown School Board of Overseers, 2006–2008.........................................................................23
The Strategic Planning Process: Committee Members...........................................................................24
“Moses Brown does a wonderful job of encouraging students to take themselves seriously as thinkers, doers, individuals.”
— MB alumnus
A PROMISE FOR MOSES BROWN SCHOOL’S
!"#$%&'()%* +,(-,%.
OUR GOAL
Offer an educational program that serves our students’ bright, inquiring minds; nourishes their spirits; and realizes the school’s mission.
What must we do to get there?
OUR OBJECTIVES
1. Further develop and sustain a cohesive nursery through grade 12 program that prepares students for a global, digital world.
Our college-preparatory program should emphasize global studies supported by integrated technology. Global studies ensure our students’ multicultural fluency and the complexity of thinking necessary for our world. Integrated studies promote interdisciplinary projects and courses with formal cross-divisional collaborations. Further access to instructional technology through collaborative and connective tools in a mobile learning environment will enhance the curriculum.
2. Ensure the highest quality of instruction and promote the best teaching practices.
Expand faculty training in technology, enhance the mentoring system for new teachers, improve faculty evaluations for new and veteran teachers, and restructure sabbatical programs to
EDUCATIONAL PROGRAM PLANNING GROUP
Chair: Laurie Center, academic dean
Jeff D’EntremontJim EnglishKatharine Hazard FlynnJoanne P. HoffmanPaul LindenmaierJeff MaidmentJohanna NewmanDan Ohl Tony Pirruccello-McClellan Sandy RichterDan RochaJared Schott Sheri SweitzerGeorge TsakraklidesLenke Wood
10
“To further develop a culture of philanthropy at Moses Brown School, the tradition of giving should be established before graduation. MB has given me so much — I feel it is essential that all of us give back.”
— Ted Fischer, alumnus, parent, and board member
A PROMISE FOR !"#"$%&'"()
OUR GOAL
Ensure Moses Brown School’s ability to achieve its mission by increasing resources for the operating and capital budgets, as well as endowment.
Achieving Moses Brown’s mission is dependent on a financial balance that ensures the school’s ability to thrive in the present and reach for the future. As such, fundraising should be viewed as essential to financial sustainability, and the appropriate commitment must be made to achieve fundraising success.
What must we do to get there?
OUR OBJECTIVES
1. Inspire and foster a collective commitment to the stewardship of Moses Brown and all of its resources.
A commitment to stewardship — indeed, to an institutional culture of philanthropy — must be a priority. We will continue to develop the emotional commitment of our constituents through engagement, which will provide inspiration for giving.
DEVELOPMENTSUBCOMMITTEE
Chair: Ted Fischer
Russ Carpenter Stephanie Ogidan Preston
Administrative advisor:Lucy Frost Lewis, director of development & alumni/ae relations
20
Published Plans
5. Implement���Published Plans
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved www.synthesispartnership.com
© 2011 Synthesis Partnership Except for examples of nonprofit plans, missions & dashboards owned by others All rights reserved
Resources
Critical Issues #1: Why Plan? http://bit.ly/SyPci01 #2: The Secret Life of Surveys http://bit.ly/SyPci02 #5: The Structure of Planning http://bit.ly/SyPci05 #7: On a Mission http://bit.ly/SyPci07 #8: The Measure of Success http://bit.ly/SyPci08
Blog (entries on planning) http://bit.ly/SyPblog
Other Webinars on Planning
current listings & registration at http://www.nonprofitwebinars.com schedule, archive, & registration at http://bit.ly/SyPwebinars
• What’s a Mission Statement Worth? • Strategic Planning part 1: Cultivation & Organizational Development • Taking the Mystery Out of Metrics • Integrated Planning • Reduce Costs and Risks in Facility Planning
Complimentary consultation [email protected]���(by e-mail or telephone appointment)
Strategy, planning, and organizational development for nonprofits.
SYNTHESIS P A R T N E R S H I P
Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011
© 2011 Synthesis Partnership. All rights reserved
SYNTHESIS P A R T N E R S H I P
Advising nonprofits in strategy,
planning, & organizational development
Sam Frank
617 969 1881��� [email protected] www.synthesispartnership.com ���
Questions?
Sponsored by: A Service Of:
Find listings for our current season of webinars and register at:
NonprofitWebinars.com