Board MeetingDate

20xx Strategy Planning Session

Objectives of our Meeting TodayReview Highlights √Define our Values and Identify our

Strengths √Dream: Opportunities and Aspirations √Planning for 2010 and Beyond [in progress,

our planning roadmap is underway!]

Progress we made at our meeting marked in Red √

Our Vision:

Title

Our Mission:

xxxx

What to expect today…Your role

Contribute your knowledge, experience and ideas.Bring out the best in the people around you.Have fun.Build the future you want for our organization.

Ground rulesEveryone participates.All ideas are valued.Everything is written on flip charts.Be curious, ask, and listen.Observe timeframes.Seek higher ground and inspired action.Create relationship-enhancing conversations.

Agenda2:30 – 2:45 Welcome and Review2:45 – 3:25 Interviews (all)3:25 – 3:45 Interview Recap (all)3:45 – 4:15 Values & Strengths (workshop exercise)4:15 – 4:45 Opportunities & Aspirations (workshop

exercise)4:45 – 5:00 Completion of SOAR (Strengths,

Opportunities, Aspirations, Results) (workshop exercise)5:00 – 5:15 Prioritize our opportunities (workshop

exercise)5:15 – 5:45 Mindmap top opportunities (workshop

exercise)5:45 – 6:15 Action Plans (workshop exercise)6:15 – 6:30 Close

Interviews20 minutes each – be back in 40 minutesGoal:

Get to know one another a bit more: discover each others strengths, values

Gather rich stories, quotes and ideasTake notes – be prepared to share

highlights of your interview

Interview Questions Tell me about how you got involved our organization. What attracted you to the organization? What were

your initial feelings and impressions when you first became involved?

Our organization has been wildly successful in the launch, our fundraising efforts, our first fundraiser event and the help that we’ve been able to deliver to date. Every member of the team brings unique experiences, skillsets and knowledge. Our combined strengths have truly made a difference to many people. What has been the highlight of your involvement to date? Please share that story – what made it a high point

experience?  Without linking strengths to individuals, create a list of our cumulative strengths that have made this organization so successful.

Tell me about a time when you saw our organization working at its very best. What made it work?

  What skillsets do you bring to the team that we haven’t tapped into yet!?

 Values are an intricate core of our organization and will help define our path forward

What is it this organization that you value the most?

 What values would you like our organization to adopt as we interact with: Each other Our grant recipients Other organizations

 Our board will envision and define the future of our organization. We’ll have paths to consider and decisions to make. Imagine its 5 years from now. Describe what our organization looks like, who is involved, who are we helping and

how we are helping. What are you seeing in 2015 that is new, different, changed or better?

 Now with the future in mind, what is the one small step, we could take today to become the future organization you want?

 What is the one big and bolder step we might consider, something we may not have considered yet?

Making Meaning Tell the story that inspired you the most

that your partner shared. What’s insights did you gain into their personal strengths and values?

Begin listening for common threads

A Year in ReviewMetricsFinances

Raised $!Expenses: $Current Balance $

Fundraising Event170 donated items4 sponsors200 attendees

Media Coverage

Discovering Our Strengths

Defining our values With each other

With our grant recipients

With other organizations

Opportunities & AspirationsWorkshop exercisePrioritizeDecide on top area of focusMindmap Top Opportunities

SOAR AnalysisStrengthsStrengths•

OpportunitiesOpportunities•

AspirationsAspirations ResultsResults•

Preparation:

Schedule Fundraiser Committee Meeting

Activity Planning #1:

Activity Outcomes

Quick WinsOverall Approach

Who needs to

Be involved?

Resources Required

Planning Meeting

Potential Champion

TBD

TBDTBD

Preparation:

Activity Planning #2:

Activity Outcomes

Quick WinsOverall Approach

Who needs to

Be involved?

Resources Required

Planning Meeting

Potential Champion

xxxxxx

TBD

TBD

Preparation:

Determine Lead, Goals, and Team

Activity Planning #3:Activity Outcomes

Quick WinsOverall Approach

Who needs to

Be involved?

Resources Required

Planning Meeting

Potential ChampionTBD

TBD

TBD

TBD

Preparation:

As part of the Marketing Committee Meeting scheduled for January 25th

Activity Planning #4:

Activity Outcomes

Quick WinsOverall Approach

Who needs to

Be involved?

Resources Required

Planning Meeting

Potential Champion

TBD

TBDTBD

TBD

Action Items

Action Items – Fundraising Items

Action Items: Schedule Committee Meetings

Marketing Outreach: Fundraising Development: Benefactor Committee

Marketing Plan

Marketing Goals & Objectives

Backup Slides