306090 Day Planning

30/60/90 DAY

STRATEGIC PLANNING

Who Will do What by When

and at What Cost

Copyright 2011 - 2012 TDC Consulting Concepts, Inc.

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Introductions & Opening Remarks 5Icebreaker 15PPT Presentation 20Q & A 10Breakout Groups 20Breakout Groups Discussion 15Closing Remarks 5Total Time 90

30/60/90 Day Strategic PlanningAGENDA


SWOT

Strength Weakness

Opportunity Threat


Strength• What do you well• What unique resources can you draw on• What do others say your strengths are

Challenges• What can you improve• Where do you Have fewer resources than

others• What do others feel your weaknesses are

Opportunity• How can you turn your strengths into

opportunities• What opportunities are open to you• What trends could you take advantage of

Threat.What threats do your challenges expose you to.What trends could harm you.What is your competition doing

Strength Challenges

Opportunity Threat

SCOT


30/60/90 DAY

STRATEGIC PLANNING

Who Will do What by When

and at What Cost


VMOSA



WHAT IS VMOSA? Vision

Mission

Objectives

Strategies

Action PlansCopyright 2011 - 2012 TDC Consulting Concepts, Inc.


STRATEGIC AND BUSINESS PLANNING

Strategic Planning Philosophy Values & Principles Vision External Assessment

Fundraising segments The non-profit landscape Charitable Dollar Trend

Analysis Internal Assessment

Best Practices Organization Structure

Strengths and Limitations

Business Planning Mission of the Organization Critical Success Factors

Organization Goals Action Plans Responsibilities Timelines

Support Department Plans Fundraising Plan Administrative Plan Budgetary / Finance Plan

Review Process 30 day 60 day 90 day Copyright

2011 - 2012 TDC

Consulting Concepts, Inc.


PROCESS FOR THE TOTAL ORGANIZATION

& EACH SUPPORT DEPARTMENT

FUNDRAISING PLAN Segment Strategies (donors, foundations, corporate, private) Communications

Fundraising Support

ADMINISTRATIVE PLAN Volunteer Development Internal Staff Resource Enhancement and Structure On-going Best Practice

Process

BUDGETARY / FINANCE PLAN Fundraising Volume Administrative Costs and

Expenses Capital Requirements Key

Assumptions

BASIC FOUNDATIONPhilosophy Values & Principles

Vision (3-5 years)

EXTERNAL ASSESSMENT Fundraising Segments &

Opportunities A Look at Other Non-Profit Organizations Charitable

Dollar Trend Analysis

INTERNAL ASSESSMENTBest Practice Analysis Internal

Organization Strengths and Limitations

MISSION What the organization will achieve at a

defined point in the future(Probably 12-18 months)

CRITICAL SUCCESS FACTORS: Organization Goals, Action Plans, Responsibilities and, Time lines

REVIEW PROCESS30-60-90 Days

EvaluationReports

Follow-upsMeetings

Revisions as Required

Overview of the ProcessSTRATEGIC AND BUSINESS PLANNING PROCESS

FOR NON-PROFIT ORGANIZATIONS

BUSINESS PLAN

STRATEGIC PLAN



GOALS SHOULD BE ESTABLISHED TO BE:

Complete Clear Current

Planning Goals



COMPLETE SpecificMeasurableAttainable (Realistically high)

Sustainable



CLEAR Action steps (what will be done)

People responsible (by whom)

Date completed (by when)

Resources required (costs)

Collaborators (who should

know)



CURRENT Current or potential resources Current human resources Current financial resources Current activities & products, its

benefits & competition SWOT

StrengthsWeaknessesOpportunitiesThreats



THE WHO, WHAT, WHEN, WHERE, HOW AND, WHY.

Who will carry out these changes What actions or changes will occur By when they will take place, and for

how long What resources (i.e., money, staff) are

needed to carry out these changes Where do resources/people need to be Why are taking and/or changing actions Communication (who should know

what?)



FRAMEWORK FOR PROGRAM

EVALUATION



FEARS OF EVALUATION: "I don't know how to do an evaluation."

"I don't have time." "The results may be negative or hurt us."



WHY SHOULD YOU EVALUATE YOUR

PROGRAM? Success is reinforcing Failure is instructive To make you feel good To raise the chances of further

action To understand important aspects

of the initiative



HOW DO YOU DO AN EVALUATION?

1. Decide you want to evaluate

2. Evaluate in terms of objectives or goals

3. Identify criteria that provide ways to

measure your objectives

4. Collect data on each of these

indicators

5. Use the results to adjust the program

as necessary



EVALUATION



STEPS IN PROGRAM EVALUATION:

Engage stakeholders Describe the program Focus the evaluation design

Gather credible evidence Justify your conclusions Ensure use and share lessons learned



THE FOUR CATEGORIES OF EVALUATION STANDARDS:

Utility The utility standards are to be certain the evaluation is truly useful

- that is, that it answers questions the end users need (and want) to know.

Feasibility The feasibility standards are to ensure that the evaluation makes

sense - that the steps that are planned are both viable and pragmatic

Propriety The propriety standards ensure that the evaluation is an ethical

one, conducted with regard for the rights and interests of those involved.

Accuracy The accuracy standards ensure that the evaluation findings are

considered correct.



PROGRAM EVALUATION Investigation of the merit and

significance of activities of community groups

Helps clarify program plans Improves communication among

partners Gathers feedback needed for

program effectiveness



WHY ARE YOU DOING THE THINGS YOUR

DOINGAND

WHO ARE YOU DOING THEM FOR!



12

3

45

6

7

8



Goal 1: To support the creation and operation of a Faces of Homelessness Speakers’ Bureau

Goal 2: To recruit 10 homeless/formerly homeless people city-wide/community-wide to be part of our Faces of Homelessness Speakers' Bureau.



AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)

VISTA PROJECT: NATIONAL COALITION FOR THE HOMELESS

Goal 3: To provide trainings to 10 homeless/formerly homeless individual’s city-wide/community-wide on the issues related to homelessness, along with how to be an effective storyteller/speaker.



AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)VISTA PROJECT: NATIONAL COALITION FOR THE HOMELESS

Goal 4: To educate 500 (middle school, high school and college age) youth, and 100 adult’s city-wide/community-wide about homelessness monthly. To give 10 panel presentations a month to middle school, high school and college age youth and 2 presentations a month to adult group’s city-wide/community-wide.



AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)VISTA PROJECT: NATIONAL COALITION FOR THE

HOMELESS

Goal 5: To evaluate the impact of the Speakers' Bureau.

Goal 6: To publicize the Speakers' Bureau through mailings, NCH's website, a brochure, emails, phone calls, the media and the Internet.



AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)VISTA PROJECT: NATIONAL COALITION FOR THE

HOMELESS

Goal 7: To fundraise to support the long-term capacity of the Speakers' Bureau (to provide a year-round permanent staff position, a vehicle, larger honorariums for homeless speakers, and the production of a new Faces of Homelessness video).

Goal 8: To enlist individual and organizations in the goal of ending homelessness in Florida and the United States.



BREAK-OUT SESSION



LESSONS LEARNED

Team (Together Everyone Accomplishes

More)

Strategic Planning

Salesmanship

Follow-up, Follow-up, Follow-up



HCHC UNEXPECTED FACES UNEXPECTED PLACES

SPEAKING ENGAGEMENTS AUDIENCE DEMOGRAPHICS

January Febuary March April May June July August Sep-tember

October

Youth 72 70 0 0 11 73 293 347 114 NaN

Adults 0 130 145 112 35 475 0 418 564 NaN

Total 72 200 145 112 46 548 293 765 678 1000

100

300

500

700

900

1100

S.E.A.DMonth Youth Adults TotalJanuary 72 0 72Febuary 70 130 200March 0 145 145April 0 112 112May 11 35 46June 73 475 548July 293 0 293August 347 418 765September 114 564 678October 1000NovemberDecemberYear End Total 980 1879 3859



HCHC Unexpected Faces Unexpected PlacesSpeaking Engagements Totals

Month S.E.T.January 2February 4March 3April 4May 3June 11July 12August 19September 16October 19NovemberDecemberYear End Total 93

Janu

ary

Febu

ary

Mar

chApr

ilM

ayJu

ne July

Augus

t

Sept

embe

r

Oct

ober

0

2

4

6

8

10

12

14

16

18

20

2

43

43

1112

19

16

19

S.E.T.



WORK SHEET



Business

30*60*90 Day Planning

306090 Day Planning