Nonprofit Management Certificate Course - PowerPoint PPT Presentation


Title: Nonprofit Management Certificate Course


1
Nonprofit Management Certificate Course
  • Organizational Assessment and Planning Day 1,
    Morning
  • Pamela Leland, PhD

2
Outline for this morning
  • Overview of planning process
  • Types and definitions
  • Strategic versus operational planning
  • Role of stakeholders
  • Organizational readiness
  • Getting started mission, vision, values

3
Where we head then
  • Organizational assessment SWOT analyses (this
    afternoon)
  • Moving from assessment to identification of
    strategic issues and action planning (next week
    until 230)
  • Issues of board governance (next week, end of day)

4
Those Pesky Meanings Types of Planning
  • Long-range planning
  • Master planning
  • Comprehensive planning
  • Strategic planning
  • Operational planning
  • Action planning

5
More Pesky WordsThree Levels of Planning
  • Strategic planning organizational level
  • gtgt Operational planning departmental/progra
    m level
  • gtgt Action planning departmental/staff
    level

6
Over-arching Definition
  • A scheme, program, or method worked out
    beforehand for the accomplishment of an
    objective a plan of attack.
  • A proposed or tentative project or course of
    action had no plans for the evening.
  • from www.dictionary.com

7
  • Reasons to Plan

8
What is strategic planning?
  • A problem solving process
  • Effort to identify your business context
  • Effort to identify your strengths and weaknesses
  • Effort to identify and assess external trends and
    processes

9
continued
  • Effort to explore possible futures
  • Effort to determine/select your future path
  • Effort to map out future plans and activities
  • Framework for monitoring and assessing
    organizational performance

10
In summary
  • Strategic planning is an on-going decision
    process to ensure that your organization and its
    mission are in alignment with its environment,
    i.e., they continue to be relevant and responsive
    to the needs in the community

11
And
  • Operational (or action) planning is the process
    of identifying and selecting tasks and activities
    that need to be completed in order to accomplish
    some larger goal or purpose.

12
Over-used Words
  • Strategic Planning
  • vs.
  • Strategic Thinking
  • vs.
  • Building Capacity
  • Around Strategic Concerns

13
  • The process of
  • strategic planning
  • (HAND OUT)

14
  • Issues to consider in
  • strategic planning
  • (HAND OUT)

15
Are You Ready to Plan Strategically?
  • Is there sufficient stability in the
    organization?
  • Do you have the leadership you need from the
    board and the staff?
  • Will you commit the necessary resources now and
    in the future?

16
  • And so we begin

17
Stakeholder Analysis
  • Definition of a stakeholder
  • Role and purpose of the analysis
  • Importance of information
  • EXAMPLES HIV/AIDS
  • United Ways
  • Community Foundations

18
Stakeholders cont.
  • Examples of stakeholders
  • Reflection and discussion.

19
Mission vs. Vision
  • Mission is descriptive and focused
  • on the present
  • Mission offers what is
  • Vision is future-oriented and offers what if or
    what will be

20
Mission Statements
  • Identify
  • WHAT
  • WHY
  • WHERE
  • And FOR WHOM
  • Note it does not specify HOW why not?

21
Vision Statements
  • Invite peoples passion
  • Motivate to action
  • Gather a community
  • Gather around what?
  • Example cure or no cure?

22
Values Statements
  • Definition
  • Purpose
  • Format
  • Risks

23
  • SMALL GROUP EXERCISE
  • Assessing your mission
  • and vision statements

24
Morning Wrap-Up
  • DISCUSSION QUESTIONS
  • What have been key insights and learning for you?
  • What, if any, are next steps?

25
  • Conclusion of
  • Morning Session
  • Enjoy your lunch!
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Nonprofit Management Certificate Course

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Nonprofit Management Certificate Course Organizational Assessment and Planning: Day 1, Morning Pamela Leland, PhD Outline for this morning Overview of planning ... – PowerPoint PPT presentation

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Transcript and Presenter's Notes

Title: Nonprofit Management Certificate Course


1
Nonprofit Management Certificate Course
  • Organizational Assessment and Planning Day 1,
    Morning
  • Pamela Leland, PhD

2
Outline for this morning
  • Overview of planning process
  • Types and definitions
  • Strategic versus operational planning
  • Role of stakeholders
  • Organizational readiness
  • Getting started mission, vision, values

3
Where we head then
  • Organizational assessment SWOT analyses (this
    afternoon)
  • Moving from assessment to identification of
    strategic issues and action planning (next week
    until 230)
  • Issues of board governance (next week, end of day)

4
Those Pesky Meanings Types of Planning
  • Long-range planning
  • Master planning
  • Comprehensive planning
  • Strategic planning
  • Operational planning
  • Action planning

5
More Pesky WordsThree Levels of Planning
  • Strategic planning organizational level
  • gtgt Operational planning departmental/progra
    m level
  • gtgt Action planning departmental/staff
    level

6
Over-arching Definition
  • A scheme, program, or method worked out
    beforehand for the accomplishment of an
    objective a plan of attack.
  • A proposed or tentative project or course of
    action had no plans for the evening.
  • from www.dictionary.com

7
  • Reasons to Plan

8
What is strategic planning?
  • A problem solving process
  • Effort to identify your business context
  • Effort to identify your strengths and weaknesses
  • Effort to identify and assess external trends and
    processes

9
continued
  • Effort to explore possible futures
  • Effort to determine/select your future path
  • Effort to map out future plans and activities
  • Framework for monitoring and assessing
    organizational performance

10
In summary
  • Strategic planning is an on-going decision
    process to ensure that your organization and its
    mission are in alignment with its environment,
    i.e., they continue to be relevant and responsive
    to the needs in the community

11
And
  • Operational (or action) planning is the process
    of identifying and selecting tasks and activities
    that need to be completed in order to accomplish
    some larger goal or purpose.

12
Over-used Words
  • Strategic Planning
  • vs.
  • Strategic Thinking
  • vs.
  • Building Capacity
  • Around Strategic Concerns

13
  • The process of
  • strategic planning
  • (HAND OUT)

14
  • Issues to consider in
  • strategic planning
  • (HAND OUT)

15
Are You Ready to Plan Strategically?
  • Is there sufficient stability in the
    organization?
  • Do you have the leadership you need from the
    board and the staff?
  • Will you commit the necessary resources now and
    in the future?

16
  • And so we begin

17
Stakeholder Analysis
  • Definition of a stakeholder
  • Role and purpose of the analysis
  • Importance of information
  • EXAMPLES HIV/AIDS
  • United Ways
  • Community Foundations

18
Stakeholders cont.
  • Examples of stakeholders
  • Reflection and discussion.

19
Mission vs. Vision
  • Mission is descriptive and focused
  • on the present
  • Mission offers what is
  • Vision is future-oriented and offers what if or
    what will be

20
Mission Statements
  • Identify
  • WHAT
  • WHY
  • WHERE
  • And FOR WHOM
  • Note it does not specify HOW why not?

21
Vision Statements
  • Invite peoples passion
  • Motivate to action
  • Gather a community
  • Gather around what?
  • Example cure or no cure?

22
Values Statements
  • Definition
  • Purpose
  • Format
  • Risks

23
  • SMALL GROUP EXERCISE
  • Assessing your mission
  • and vision statements

24
Morning Wrap-Up
  • DISCUSSION QUESTIONS
  • What have been key insights and learning for you?
  • What, if any, are next steps?

25
  • Conclusion of
  • Morning Session
  • Enjoy your lunch!
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