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An overview of different nonprofit strategic planning processes.
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Strategic …
Planning
Thinking
Questioning
Paralysis
Strategic PlanningDefined
Simply put, strategic planningdetermines where an organizationis going over the next year ormore, how it's going to get thereand how it'll know if it got thereor not. The focus of a strategicplan is usually on the entireorganization.
Types of Planning
• Operational Plan– Decisions primarily affect the day-to-day
implementation of strategic decisions
• Long Range– Generally considered to assume that
current knowledge about futureconditions is sufficiently reliable toensure the plan’s reliability over theduration of the plan
Strategic Planning for Nonprofit Organizations
1
Types of Planning• Business Plan
– Includes not only strategies and goals butalso detailed projections for revenues andexpenses. Used to communicate withinvestors and lenders
• Emergency (Burning Platform)– Driven by the forces or environment
2
Types of Planning
• Organic– Takes it as it comes. Evaluate the
forces and opportunities in themoment
• Third Party– A funder, federation, National
Chapter or outside force makes thestrategic decisions for the primaryorganization
3
And Finally
• Generative Thinking– The generative work encourages
boards to be present at those timeswhen the organization tries to makesense of circumstances, tries tomake meaning of events.
4
So what is strategic planning?
• decision making
• chooses how to respond to thecircumstances of a dynamicenvironment
• systemic: Follows a process that isboth structured and data based
• chooses specific priorities• builds commitments• guides the acquisition and allocation
of resources
strategic planning is not
• prediction of the future
• does not substitute for leadership anddecision making
• rarely smooth• definitive• static• once every 3 years
Can you think of anyorganizations thatmight benefit fromstrategic planning?
Whathappenswhen onedecisionchanges
everything?
Twonewdams
Strategic Planning Models
The Traditional Model
Strategies
Goals & Objectives
Mission
Vision
Ann Cohen & Associates
5 PHASES
1. READINESS ASSESSMENT2. OPERATIVE ELEMENTS
3. STRATEGIC DEFINITION4. CLARIFY ACTION
5. MAKE IT REAL
Ann Cohen & Associates
Cycles of Planning
SHAPINGCHANGE
IMPLEMENTINGCHANGE
LEARNING FROM CHANGE
Ann Cohen & Associates
The Process
Get Ready
MissionVision
AssessSituation
Agree onPriorities
WritePlan
Implement EvaluateMonitor
CompassPoint Nonprofit Services
”…before this decade is out, land a manon the moon and return him safely to the
Earth."
Visionwhat will success look like
Missionwhy the organization exists
Valuesprinciples that guide the organization
HIGH MISSIONIMPACT/ LOW
VISBILITY
HIGH MISSIONIMPACT/ HIGH
VISIBLITY
LOW MISSIONIMPACT/ LOW
VISIBLITY
LOW MISSIONIMPACT/ HIGH
VISIBILITY
FINANCIAL VIABILITY
MIS
SIO
N I
MP
AC
T
COMPASSPOINT’S DUAL BOTTOM-LINE MATRIX
BESTIN THEWORLD
PASSIONATEDRIVES YOURRESOURCE ENGINE
JIM COLLINS: GOOD TO GREAT AND THE SOCIAL SECTOR
Common Elements
• Refresh mission & vision
• Assessment of current environment• Assumptions• Input from community• Research• Selection of priorities• Written plan
• Evaluation & Measurement
DecidersDeciders• Board leadership• Executive Director• Staff (Senior staff and more)• Board (depending on size)• Donors, foundations, supporters• Stakeholders (community, regional)• Volunteers• Partners (nonprofit and business)• National chapters• political officials
Motivations
• Clarity for the organization
• Organizational priorities selected forstaff work plans
• Programs & Services• Resource allocation• Communication• new 990 Tax Form
– www.stayexempt.org• Customers, Donors, Volunteers
considerations
• What conditions would cause youquit or release a strategy?
• How can you create a plan that isdynamic enough that it isunderstood by everyone?
• How does the plan become part ofyour organization’s culture?
• Resources
• The Nonprofit Strategy Revolution: Real Time Strategic planning in a Rapid-Response World by David La Piana
• Strategic Planning for Nonprofit Organizations (2nd Edition): A PracticalGuide and Workbook by Michael Allison and Jude Kaye
• Driving Strategic Planning: A Nonprofit Executive’s Guide by Deborah Kocsisand Susan Waechter
• Present: Strategic Planning- Choosing the Right Methods for Your NonprofitOrganization by Michela Perrone and Janis Johnston
• Culture of Inquiry: Healthy Debate in the Boardroom by Nancy Axelrod
• Strategic Planning for Nonprofit Organziations: A Practical Guide andWorkbook by Michael Allison and Jude Kaye
• Governance as Leadership: Reframing the Work of Nonprofit Boards byRichard Chait, William Ryan and Barbara Taylor
• To Go Forward, Retreat: The Board Retreat Handbook Sandra Hughes
• The Nonprofit Dashboard: A Tool for Tracking Progress by Lawrence Butler
• The Secret of Successful Strategy Execution by Gary Neilson, Karla Martin,and Elizabeth Powers
• Generating Buzz: Strategic Communications for Nonprofit Boards by SallyPatterson
• Websites
• Idaho Nonprofit Center www.idahononprofits.org
• BoardSource www.boardsource.org
• Nonprofit Resource Center www.not-for-profit.org
• Free Management Library www.managementhelp.org
QUESTIONS
