strategic planning workshop sharon j. mitchell - wcgn · great tool – ogsm objectives, goals,...
TRANSCRIPT
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WCGN Strategic Planning Workshop
Sharon J. Mitchell
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Strategic Planning
Don’t move on without it . . . Developing an effective strategic plan
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Why a Strategic Plan?
Breakthroughs require focus and choices
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Great Tool – OGSM Objectives, Goals, Strategies & Measures
Organizations rarely follow through on a disciplined strategic plan, because often the process is far too complex. It’s really two simple concepts: • Concept #1: Clearly and simply defining …
– “What” success looks like for an organization, and then – “How” the organization will deliver that success
• Concept #2: Making real choices on resource allocation …
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Great Tool - OGSM
• 3-5 Year horizon – Objective
• Words for Direction for organization
– Goals • Numbers to determine if Objective has been achieved
• 1-3 Year horizon
– Strategies • Words depicting a few critical choices to drive organization
toward Objective
– Measures • Numbers to determine if Strategy has been achieved
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Great Tool - OGSM
• For each Measure – Plans
– Tactics • Few critical action steps to achieve strategy
– Targets • Date by which Tactic is to be completed
– Responsible person
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Great Tool – OGSM
Strategy ‘How to win’
Goals ‘Measure winning’
Objective ‘What is Winning’
Measures ‘Are strategies working?’
Plans Owners/Due Dates
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How do you do it?
Start with foundation:
Mission – Why you exist; What you do? Values – What you believe in
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How do you do it?
Engage the right people:
Board Leaders
Key Stakeholders
Community Leaders
Specific Target Groups
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How do you do it?
Do pre-work – SWOT analysis:
Strengths
Weaknesses
Opportunities
Threats
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How do you do it?
Suggest a Focused Time – Half Day Retreat
Share Pre-work in advance
Establish Ground Rules
Review Relevant Data and SWOT Analysis
Discussion and Café Table Format Suggested
Seek “Weigh-In” from all participants at key points
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How do you do it?
Set the 3-5 Year Objective:
What success looks like for the organization
Breakthrough, Discontinuous
Transformative
Outward focused
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How do you do it?
Set Measurable Goals for 3-5 years:
Key metrics that will track progress vs. the Objective
Stretch yet achievable
Have a vehicle to obtain the metric
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How do you do it?
Select 3 - 5 Strategies
The choices that define where the organization will focus its effort
Each Strategy should have a “strategy owner”
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How do you do it?
Select Measures for each Strategy
The key metrics that will track progress of the strategy
Have a vehicle to obtain the metric
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How do you do it?
Create the Plans for the next year:
The most important projects that will make each Strategy successful
Each plan must have a single point owner and a completion date
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How do you do it?
Create the Capability:
Do a capacity check – do you have the capacity to deliver the plan?
If a capacity gap exits, create the capacity – or modify the plan
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How do you do it?
Engage everyone - key stakeholders:
Members of the organization
Donors
Community supporters
Non-profit grant applicants
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How do you do it?
Track progress – at least quarterly:
Determine whether the plan is “on track”
Address gaps - what’s needed to close gaps?
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How do you do it?
Annually Renew the Strategy or Create a New One
Annual Retreat – is strategy working?
Need new Strategic Plan or renewal of current?
On track to meet Goals?
Are Goals and Strategies still right?
What’s changed?
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How do you do it?
Start with foundation (Mission & Values) Engage the right people Do pre-work – SWOT analysis Set the 3-5 year Objective Set Measurable Goals – for 3-5 years Select 3-5 Strategies Select Measures for Each Strategy Create the Plans for the next year Create the Capability Engage Everyone Track progress – at least quarterly Renew the Strategy
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Example
Impact 100 Cincinnati
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Who We Are
• Impact 100 was founded in 2001; First grant was awarded in 2002
• All grants awarded are $100,000+
• For 10 years (2004 – 2013), awarded 2 grants of $100,000+
• Impact 100 has awarded $2.5 Million to 22 agencies
• Membership has grown from 123 members in 2002 to ~400 members In 2014
• Strategic Plan developed in 2012 - to address stagnant grant dollars & “groups”
• Prework; Half Day Strategic Planning Retreat; Data Grounding; Café Table Discussions; Completion @ Board Meetings
• Progress tracked every 4-6 months
• Strategy renewed annually in 2013 & 2014
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Key Issue
Number of members grew But
Grant dollars were stuck at $215K + $10K
2007 2008 2009 2010 2011 2012
# Members 247 272 275 305 341 311 Grant $ $217K $222K $206K $218K $224K $215K
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Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
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Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
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Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)(DONE(2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(Done(by(SB(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
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New Focus = Growth
• Focus on growing Grant Dollars • Focus on recruiting full members
• Focus on recruiting younger (<40) members
– Encouraged Sponsorships
– Encouraged Mom/Daughter pairs
• Created and announced a transition year
• Leveraged 12 month payment plan
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Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual(((((((((((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers((((Act.(FME(((((((((((((((
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((((((((((((
(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%((((((Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good(((((((((((((((((((#(NFP(att.(at(info(sesn((((((((((((((((((#(NFP(at(workshop(((((((((((((((((((((((((#(of(talks(given(–(new(NFP(((((((((((((((#(outrch(evnts(to(B/C/K/W/H((((((((((#(NFP’s(in(data(base((((((((300(((((((
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((((((((((#(on(Prospect(List(((((((((((((((((((((((((((((((((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22(((((((((#(total(mbrs(age((<40(((((((37((((((((#(totl(mbrs(trget(cnties((((88((((((((((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
(1.(Have(NFP’s(provide(feedback(to(I3100(as(a(partner((CZB)((2.((Develop(list(of(target(comm.(groups(for(presentation(with(focus(on((((((((((B,(C,(K(&(W(counties((&(present(to(438(groups((CZB(by(6/1)(3.((Extend(invites(to(new(NFP’s(to(attend(info(session((CZB(by(11/1)((4.((Repeat(Not3For3Profit(Panel((3(target(Dec.((LJ?(by(12/1)(((((
(1.((Create(Prospect(List((SB(by(4/1)(2.((Have(all(Board(Members(ID(3(prospects((&(PEP((SJM(by(5/1)((3.((Host(“Spread(the(Words”((>3;(1((in(B,(W,(or(C(county)((by(9/1)((4.((Invite(>(40(prospects(to(AAC;(disct($(for(prospects((by(8/1)(N=94(5.((Ask(for(referrals(at(every(event((YT(ongoing)((6.((Create(list(of(lapsed(members(and(re3contact((SJM/JB(by(7/1)(7.((Invite(“hosted”(prospects(to(Giving(Tuesday(‘13(((SJM(by(10/1)(((
(((((((((((((1.((Form(a(Recruiting(Team(–(SB(by(??(2.((Host(an(event(for(recruits(age(<45(in(October((SB(+(YP’s)(3.((Invite(<(45’s(to(Giving(Tuesday(Event(in(2013(((??)(4.((Encourage(Bd(Members(to(“Sponsor”(<40’s((ExCom(by(7/1)((5.((Host(“Spread(the(Words”((>3;(1(in(B,(W,(or(C(county)((??by(11/1)((((((((
1.((Complete(work(with(ESCC((AMH)((2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
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Transition Year
• 2013 was a Transition Year • Some Quartets/Trios traded up • Many Quartets left
2007 2008 2009 2010 2011 2012 2013
# Members 247 272 275 305 341 311 216 Grant $ $217K $222K $206K $218K $224K $215K $216K
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Results - BREAKTHROUGH
• 2014 was a BREAKTHROUGH • Membership Grew • Grant Dollars Grew • Impact 100 reached first-ever 3 grant year!!!
2007 2008 2009 2010 2011 2012 2013 2014
# Members 247 272 275 305 341 311 216 394 Grant $ $217K $222K $206K $218K $224K $215K $216K $327K
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Impact'100'OGSM''
Objective'Strengthen(our(philanthropic(support(of(the(Not3For3Profit(community(by(increasing(the(number(of(transformational(grants(in(order(to(increase(our(IMPACT(on(the(Greater(
Cincinnati(community(
5'Year'Goals''
A.((Increase(the(number(of(((IME’s)((((((((Individual(member(equivalents(by(((((((10%/yr.(((((((((((((((((((((Base(((((((IME’s(((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal(((((((((((215((((236(((((260((((286((((315((((346(Actual(((((((((215((((216(((((327((
((((((((((((((((((((Base((((((#(grants((Goal(((((((((((((2(((((((((2(((((((((2(((((((((2((((((((3(((((((((3(((Actual((((((((((2(((((((((2(((((((((3((
(B.((Increase(member(retention((((((((((((((((((((((Base((%(retained((((((((((((((((((((2012((2013((2014((2015((2016((2017((Goal((((((((((68%((((75%(((80%((((85%((((85%(((85%(Act.(Pers(((68%(((((65%((77%(Act.(FME(((((((((((((((74%(((89%(
(C.(Increase(the(geographic(reach(and((((((quality(of(grant(applications((
(((((Increase(grant(apps(from(outside((((((Hamilton(Cty(by(25%/year(for(3(yrs.(((((((((((((((((Base((((((((((((((((2011(((2012(((2013((((2014(((2015(((2016(((Goal(((((((((16((((((((20(((((((25(((((((((31(((((((31((((((((31(Actual((((((16((((((((21(((((((35((((((((394*(((((((((((
*(changed(measure(
Strategies'''
1.(Increase(member(retention(by(strengthening((((((member(engagement(and/or(participation((
(Yvonne(Thomas(
(
'2.((Cultivate(partnerships(with(non3profits(by(((((((giving(talks(to(non3profits,(participating(in(((((((community(panels(and(hosting(workshops(((((((((Focus(on(Butler,(Clermont,(Kenton,(Warren,((((((((&(Hamilton(counties)((
Clare(Blankemeyer(
((3.((Recruit(more(individual(members(by(((((((((targeting(candidates(with(the(potential(to(((((((((join(as(individual(members.(((
Sharon(Mitchell(((
((4.((Recruit(the(next(generation(of(members(and((((((expand(geographic(footprint(of(membership((
(((((((focus(3(Butler,(Clermont,(Kenton(&(Warren(Counties)((
Sue(Brunker((
(5.((Strengthen(the(Impact(100(organization(and(((((((the(Board((((
Annemarie(Henkel(
Measures'((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017(Member(Retention(((((((((68%((((((65%(((((77%(Member(Engagement(%(mbrs(attend(>1(event(((?(%(mbrs(vote(for(GR(((((((((179(%(mbrs(on(a(Com.(((((((((~100(%(mbrs(cntibut(time(((((((125+(((((((((
(((((((((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((
%(NFP(rate(I3100(good((((((((((((((((((95(#(NFP(att.(at(info(sesn(((((((((((((((((101(#(NFP(at(workshop(((((((((((((((((((((((((81(#(of(talks(given(–(new(NFP((((((((((((((2(#(outrch(evnts(to(B/C/K/W/H(((((((((2(#(NFP’s(in(data(base((((((((300((((((840(
((
#(of(new(individual(members(recruited(#(of(individual(member(candidates(on(prospect(list((((((((((((((((((((((((((((((((((((((((((((((2011(((2012((((2013((((2014((((2015((((2016((((2017(#(IM’s((recruited(((((((((((((((((((((((25((((((33(((((((89(#(on(Prospect(List(((((((((((((((((((((((((((((((95+(((((??(((#(lapsed(ind.(Mbrs.(rejoined((((((((((((((6((((((((10((
(((((((((((((((((((((((((((((((((((((((((((2012((((2013((((2014((((2015((((2016((((2017((#(new(mbrs(age((<40((((((((22((((((((19((((((((26(#(total(mbrs(age((<40(((((((37((((((((41((((((((48(#(totl(mbrs(trget(cnties((((88((((((((81((((((108(((((((B,C,K,W)(
((Board(participation(–(Goal(80%(attendance;(2012/13(@81%(TBD((%(serve(complete(term(–Goal(90%;((actual(90%((Bd.(Self(Evaluation(completed(each(year((1(Board(Team3Building/yr.((Done(2/13)((Robust(Board(Prospect(list(in(place;((Board(Succession(plans(in(place((Board(Position(Descriptions(updated((Committees((beyond(Gr.(Rev)(formed(including(non3Board(members(
Plans'1.(Review(Member(survey(for(insights((BM/YT(by(4/15(3(DONE)((2.(Analyze(2013(member(renewal(for(insights(((S.JM(by(4/15)((3.(Renew(&(revitalize(Liaison(Program((EA(by(6/1)((4.((Create(a(PEP(for(the(“Un’s”(???(by(???(5.((Create(plan(to(“Mentor”(New(Members(–(Newbies((SJM(by(5/1)(6.((Create(a(PEP(for(the(Multiples(???(by(???(7.((Make(new(members(feel(welcome(–(LK??(((
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1.((Complete(work(with(ESCC((AMH)(DONE(2.((Complete(Board(Self3Evaluation((AMH/SJM(by(8/1/12)((3.((Update(Board(Descriptions((SJM(by(6/1/13)(4.(Nominating(Comm.(expanded;(robust(process(in(place((JW(by(10/1)
SJM(2/20/14(version(11(
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Typical OGSM Timetable
Prework l Establish Mission l Establish Values l Input from key stakeholders; Conduct SWOT analysis; data collection
Session #1 l Establish Ground Rules l Define OGSM Process l Define 3-5 Year Objective l Define 3-5 Year Goals l Identify Strategies l Appoint Strategy Owners (where possible) l Present Strategy Measure options/Decide where possible l Begin Plan identification l Conduct sufficiency check vs. defined Goals l Define Plans for each Strategy w/ Owner & Date Homework: l Each Strategy “Owner” refines Measures and Plans with small team l Quantify Strategy metrics
Session #2 l Finish Measures & Plans l Gain Team Buy-In to Strategy l Complete Plan Definition l Conduct Resource check l Build OGSM Scorecard l Build Deployment/Communication plan l Agree to quarterly review process and annual renewal
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Mandatory for this process to work . . .
l Commitment and active participation from the organization leader(s) l Willingness to make the hard calls l Clearly define success and stay on a consistent path l New priorities are managed through, not outside, the plan
l Acceptance that strategic planning is not an “event” l Strategic Plan is not just a “meeting and a binder” l Formal review at least quarterly; annual renewal of the plan
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Why strategy work often fails
• Lack of clarity on what success really looks like over a defined period of time
• Failure to make clear strategic choices
• Selecting too many project priorities - “do everything”
• Not matching the plan to organization capability, reaching too far
• Lack of clarity and accountability on execution and behaviors
• Plan is too voluminous and/or complex
• Absence of disciplined follow-up & measurement – No clear metrics to objectively track progress on a regular basis – Failure to renew the plan at least annually – No on-going internal owner for the planning process
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Strategic Planning
Challenges Not “natural” for all learning styles
• Know styles of participants; leverage strengths
Some have difficulty understanding capacity
Some have difficulty diverging; some converging
Some are big risk takers; some very conservative
Some experienced; some no experience
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Strategic Planning
Use of Facilitator - Choices
Outside facilitator
Board member
Member
Someone experienced in Strategy facilitation
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Strategic Planning
Questions?