a guide to nonprofit strategic planning
TRANSCRIPT
Your Presenter3
Lynne T. Dean, CFRE !Director of Institutional Advancement at Northwest Vista College !Past president of the Planned Giving Council San Antonio Chapter of the Partnership for Philanthropic Planning , oversees the chapter’s mentorship program !Has served on the AFP International External Communications Committee and the Host Committee for the 2014 AFP International Conference.
Why is Planning Important?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
What is Strategic PlanningLong-range or short-range?!A roadmap for success!A way to involve stakeholders in your success!A basis for programming, funding, facility, and human resource decisions
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Who Should Be Involved in Your Planning?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Poll: Do you have a strategic plan?Yes!No!Yes, but it needs to be updated!Yes, but we don’t follow it!Not sure
Stakeholders❖ Board!❖ Key staff members!❖ Donors!❖ Partners!❖ Users of your services!❖ Community members
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
At Northwest Vista College❖ Representatives of the NVC Business Council!❖ Key faculty and staff members!❖ Donors!❖ District representatives!❖ Students!❖ Other community members
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
How to Get Stakeholder Buy-In
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Components of the Plano Mission, Vision!o Values!o Strategic Direction!o Goals o Measures of Success (Strategic Metrics)!o Strategies o Action Steps
o Budget!o Responsibility!o Timeline
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
At NVCo Mission, Vision, Values -- separate!o Objectives!o Strategies o Organizational Action Plans o Action Steps – Work Group Action Plans
o Budget!o Responsibility!o Timeline
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
The SWOT Analysis!
o Strengths…. o Weaknesses……………..
!!
o Opportunities……………………….. o Threats…….
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Goal Settingo Areas to establish goals: program, facility, finance
(income and expense, human resources (board, staff, volunteers)
o Who sets goals? o How many goals should we have? o How can we assure we have the right goals? o How do we measure success?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
At NVCo Objectives: Areas to establish goals: program,
facility, finance (income and expense, human resources (board, staff, volunteers)
o Who sets objectives? o How many objectives should we have? o How can we assure we have the right objectives? o How do we measure success?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Objectiveso SMART Objectives
o Specific o Measurable!o Action-oriented!o Realistic!o Time-defined
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Strategieso How do we accomplish our objectives?!o Who are the people that can help?!o What technologies do we need?!o What are the resources we have available?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Strategies At NVCo How do we accomplish our objectives? WGAP!o Who are the people that can help?!o What technologies do we need?!o What are the resources we have available?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Action Steps➢ Who is responsible for implementing this step?!➢ When will it be done?!➢ How much will it cost? How much will it raise?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Action Steps At NVC➢ Who is responsible for implementing this step? WGAP and IAP!➢ When will it be done?!➢ How much will it cost? How much will it raise?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
The Planning Retreat❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
The Planning Retreat for NVC❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Implementing the Plano Departmental plans o The planning chair o Measuring progress o What happens when you get off track?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Implementing the Plan At NVCo Work Group Action Plans o The planning chair – vice president o Measuring progress – outcomes o What happens when you get off track?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Measuring Successo Setting benchmarks!o Tracking responsibilities!o Tracking timelines!o Monitoring the budget
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Celebrating Success
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
When is it Time to Update the Plan?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
When is it Time to Update the Plan at NVC?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Keeping Everyone Up-‐to-‐dateNew staff!New board members!New volunteers
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
What To Do When It Goes Awry?!
Extreme Makeover or !Minor Surgery?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Thank You!
Contact Lynne at [email protected]
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
Special OfferWatch for our new book: Nonprofit Strategic Planning to be released soon.!If you would like a 15 percent discount on the book when it comes out, email us your contact information to Lynne or Linda and we will notify you when the book is available.
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
!!!
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