strategic planning for nonprofits -...

FROM GOOD TO GREAT

Strategic Planning for Nonprofits

#StrategicNonprofit | @schaffercombs

Thursday, April 10, 2014 9:00 – 9:45am, PST

Who We Are, Why We’re Here 2

Schaffer&Combs solves problems and creates growth for mission-driven organizations that possess the vision and ambition to make genuine change. Capital: �  Human �  Intellectual �  Financial

Hello!


Today’s Talking Heads 3

James Lee @jamesvlee [email protected]

James Schaffer @schaffercombs [email protected]

Amanda Wybolt @AmanduhWybolt [email protected]


STRATEGY: •  WHAT •  WHY & WHEN •  HOW •  THE NONPROFIT SECTOR •  TOOLBOX

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Agenda

Presentation: 9:00 – 9:30

Q&A: 9:30 – 9:45


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WHAT is Strategy?


What is Strategy? 6

What = goals/outcomes/impact (what will be better for whom?) How = programs/inputs/resource allocation

Where are we now?

Where do we want to be?

What do we want to accomplish and how do we do it?


Where Does Strategy Fit? 7

(WHAT IT’S NOT)


Where Does Strategy Fit? 8

(WHAT IT’S NOT)

Vision

Mission

Theory of Change

Logic Model

STRATEGY

Tactical Operational Plan

Budget ($/FTEs/Opportunity Cost)

Performance Measurement


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Strategy – WHY & WHEN?


Why Get Strategic? 10

�  Inflection point �  Changes in market �  New leadership �  Funding �  Growth �  Change in mission/focus


When to Get Started? 11

�  Readiness à Do we need this now? �  Pieces in place à Why do we exist?

¡  BHAG / vision ¡  Mission / TOC / logic model ¡  Competitive advantage / “special sauce” ¡  “Hedgehog” / “profile”

�  What is the question to be answered à What are we trying to figure out?


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Strategy – HOW?


S&C Strategic Planning Process 13

Strategy Operations

Core Areas SWOT*

Goals (SMART*)

Gap Analysis Strategies Activities

(Tactics) Objectives Metrics Performance Mgmt

Stakeholder Engagement IMPACT Assessment

Where What How Who/When Milestones KPIs

*SWOT analysis: Strengths, Weaknesses, Opportunities, Threats *SMART criteria: Specific, Measurable, Attainable, Relevant, Time-bound


Components of a Strategic Plan 14


Components of a Strategic Plan 15

�  Building on success (confirm identity / model) �  What’s changed (internal / external) �  Updated goals �  GAP analysis (internal capacity) �  Changes needed (money, board, staff, programs,

metrics, systems, etc.) �  Dashboard (KPIs / performance measurement)


Potential Pitfalls 16


Potential Pitfalls 17

�  Skipping stakeholder engagement �  Wrong question �  Aim too high, too low �  Choosing bigger vs. better vs. smarter �  Saying “no” is difficult �  “Shout louder” (do more with less) �  Definition / measurement of success �  Keep it simple


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The NONPROFIT Sector & Strategy


How is the Nonprofit Sector Different? 19

�  Triple vs. double vs. single bottom line �  Imperfect information

�  More data vs. more analysis

Entrepreneur Nonprofit Fortune 500


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Strategic TOOLBOX


Toolbox 21

•  SWOT analysis •  Impact analysis •  Stakeholder engagement (staff, board, clients, funders) •  Multi-year/multi-focus vs. targeted •  Proactive vs. reactive •  Data- and impact-driven •  What's different? (big bets/little bets/deltas) •  MVP/rapid prototyping/fail fast •  Gap analysis •  SMART goals •  Milestones and metrics •  Incremental vs. step-function •  Wider vs. deeper/expansion vs. infill •  Proactive vs. reactive


Impact Analysis Rubric 22


Strategic planning… is Impact Analysis in Reverse…

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Q&A / DISCUSSION

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Thank you!

James V. Lee [email protected]

James Schaffer [email protected]

Amanda Wybolt [email protected]


strategic planning for nonprofits -...

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