Strategic Planning for Nonprofit Organizations

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Strategic Planning for Nonprofit Organizations

• Presented for your Capacity Building needs by
• COHHIO
• October 10th 2007

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Strategic Planning for Nonprofit Organizations

• David Maywhoor
• Makes his living listening
• Former COO of Center for Nonprofit Resources in
  Dayton with experience as the primary trainer in
  board governance for CNR
• Former ED of Ohio Hunger Task Force the Ohio
  Association of Nonprofit Organizations and Ohio
  Association of Second Harvest Foodbanks.
• 22 years of experience in nonprofit consulting
  37 years in nonprofit field

Todays Presenter
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Strategic Planning for Nonprofit Organizations

• Agenda for the Day
• Review Agenda
• Expectation Check
• Part One
• Importance of Strategic Planning
• Pre-Planning
• Team Building
• Initial Retreat
• Outside Help

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Strategic Planning for Nonprofit Organizations

• Part Two
• Check out these Steps in the Planning Process
• Background Checks
• Reality Check the Mission
• Hold the Check, Survey Says
• Checks and Balances Key Issues
• Keep Checking Action Plans

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Importance of Strategic Planning
Its A Process

• NOT
• An
• Event

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Importance of Strategic Planning

• Is Long Range Planning needed?
• OTHER OPTIONS
• Picking the Low Hanging Fruit
• Organizational Assessments
• Board Evaluation

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Importance of Strategic Planning

• Identify Internal and External Issues
• Board Transitions

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Importance of Strategic Planning

• Identify Internal and External Issues
• Staff Transitions

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Importance of Strategic Planning

• Identify Internal and
• External Issues

Funder Transition
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Importance of Strategic Planning

• Identify Internal and External Issues
• General World Transitions

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Pre-Planning

• Data Collection Phase
• Assessing the Mission

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Pre-Planning

• Data Collection Phase
• Strengths, Weaknesses, Opportunities and Threats
• SWOT Analysis

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Pre-Planning

• Data Collection Phase
• Board and Paid/Non-paid Staff Interviews
• Best and Worst Things
• Easy and Hard Fixes
• Values Search

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Pre-Planning

• Data Collection Phase
• Focus Groups
• How to Effectively Utilize Them

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Pre-Planning

• Data Collection Phase
• Environmental Scan
• Financial Status
• Fund Raising Successes and Challenges
• Program/Operations

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Pre-Planning

• Data Collection Phase
• Determine Organization Developmental Stage

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Pre-Planning

• Data Collection Phase
• Organizational Reconnaissance
• The Good, The Bad, The Ugly Board members with
  prior planning experience
• Who thinks this planning is important?
• Why is planning important?

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Team Building

• How big should the team be?

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Team Building

• Who should be included?
• Paid and Non-paid Staff
• Board Members
• Funders
• Community Representatives
• Clients, Tenants/Residents

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Team Building

• Make sure team members understand their
  commitment
• Time
• Networks
• Resources

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Initial Retreat

• Location and timing
• I shall never
• See
• A poem as lovely
• As a tree

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Initial Retreat

• Location and Timing
• Feed them and
• Make them Happy

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Initial Retreat

• Set the Room for Dialogue

Flip Chart
Projection Screen
PowerPoint Projector
Windows
Participants
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Initial Retreat

• The initial retreat will require a time
  commitment of approximately 10 hours.
• Friday evening and Saturday work well
• Make sure team members know about the retreat far
  enough in advance that they can make the
  commitment.

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Outside Help

• Family counseling is best done by someone outside
  the family

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Outside Help

• Organizational Development Consultants
• Process Facilitators

Concrete
Cosmic
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Strategic Planning for Nonprofit Organizations

• Part Two
• Check out these Steps in the Planning Process
• Background Checks
• Reality Check the Mission
• Hold the Check, Survey Says
• Checks and Balances Key Issues
• Keep Checking Action Plans

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Session One Background ChecksHistorical Timeline

• Participants answer three questions
• What was the first thing you heard about this
  organization?
• What was the first thing you saw of this
  organization?
• What was the first thin you did for this
  organization?

Organizations start date
Todays date
2000
1990
1980
1970
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Session One - Background Checks

• Environmental Scan Quick Report

• Financial Status
• Fund Raising Successes and Challenges
• Program/Operations

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Session One Background Checks

• Initial Review of the Mission Statement
• Make sure everyone has a copy of the correct
  mission.
• Have members take a section and read it.
• Ask are there words which need to be clarified?
• Assign each person to get feedback from an
  objective observer

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Session Two Reality Check the Mission

• Ask members to report on the Mission feedback
  assignment
• Refine the Mission Exercise
• Define the active words
• Do they hold meaning for today?
• Do the lead to an achievable future?

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Session Two Reality Check the Mission

• Key Stakeholders
• Identification
• Team-member assignments
• Feedback process

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Session ThreeAnalysis of Pre-planning Surveys

• Report back from Key Stakeholders
• Analysis of
• SWOT
• Values Survey
• Focus Group Feedback
• Easy/Hard Fix
• Key Stakeholder Assignments

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Session Four Key Issue Process

• Report back from Key Stakeholders
• Key Issue Process
• Review SWOT, Focus Group Feedback, Easy/Hard Fix
• Prioritize Key Issues
• Identify Key Issue Planning Groups
• Key Stakeholder Assignments

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Session FiveAction Planning

• Report back from Key Stakeholders
• Create Action Plans
• Identify Internal Champions
• Define Timelines
• Schedule Monitoring Points
• Key Stakeholder Assignments

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Celebrate!

• You have accomplished a great thing!
• Let the World Know.