effective strategic planning part 2

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Effective Strategic Planning Part 2: Getting Results

Sam Frank Synthesis Partnership


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Today’s Host & Speaker

Assisting with chat questions: April Hunt, Nonprofit Webinars

Sam Frank Principal, Synthesis Partnership

Director, Wednesday Webinar Series

SYNTHESIS P A R T N E R S H I P

Strategic Planning 2: Getting Results Wednesday Webinar: August 24, 2011

© 2011 Synthesis Partnership. All rights reserved

Sam Frank Synthesis Partnership

From Strategy to Action Effective Planning for Nonprofits




Take-aways��

•  A framework for planning

•  The real value of a mission statement

•  How to create an action plan that will work

•  What to share with whom, and how




INTEGRATED PLANNING

Integrated Planning��




Why Plan?��

What do you hope to get out of strategic planning?




Why Plan?��

Is there resistance to planning within your organization?

From whom?

What is his/her argument against planning?




Why Plan?��

Operations

Wisdom

Cultivation

Circumstance

Organizational Development

Aspiration




Strategic Planning Process ��

Prepare

Assess

Engage

Plan

Implement




Qualitative Quantitative Intangible Tangible

Vision Mission

a world in which every child attains the right to survival, protection, development and participation

to inspire breakthroughs in the way the world treats children, and to achieve immediate and lasting change in their lives

Market share People served Admissions

Website visits Donations

Press mentions Financial KPIs

(key performance indicators)

Demolitions stopped

One day all artisans in developing countries will earn a fair wage, be treated with dignity and respect and be able to live a life of quality.

Ten Thousand Villages provides vital, fair income to Third World artisans.

The Challenge ��




Strategic Planning:

4. Plan��

Mission-Based Goals

Supporting Objectives

Measurable Actions

Mission

•  Clear, specific action •  Measurable result •  Timeline (start and completion dates) •  Resources required •  Responsibility




Mission & Its Statement

4. Plan��




Engaging with Mission

4. Plan��

Mission elements

buildings and communities

transform •  designed •  built •  operated

enabling an environment •  environmentally & socially responsible •  healthy •  prosperous

improves quality of life

Committees/Functions

Programs •  Advocacy •  Conference •  Outreach •  Professional Education Infrastructure •  Communications / Marketing •  Finance •  Fundraising •  Membership •  Governance •  Operations

To transform the way buildings and communities are designed, built and operated, enabling an environ-mentally and socially responsible, healthy, and prosperous environment that improves the quality of life.

Mission




Mission to Action

4. Plan��Mission: End isolation and improve quality of life for young adults affected by cancer

Mission-Based Goal: Offer access to resources for young adults with cancer, their families, and their care givers

Supporting Objective 2 ��Develop a robust presence in cancer treatment centers

Supporting Objective 1 ��Upgrade the website to state of the art




Mission-Based Goal: Membership ��Strengthen ties & the sense of community among all members.

Supporting Objective 1:��Develop programs that appeal to every segment of the CBE community.

Supporting Objective 4:��Reach out to members only partially engaged in the CBE community.

Supporting Objective 8:��Cultivate all younger members as potential leaders.

Supporting Objective 1:��Communicate the financial facts more clearly to the membership.

Supporting Objective 3:��Make prudent choices about programs that can be supported.

Supporting Objective 4:��Build understanding about the need to enhance the endowment.

Mission-Based Goal: Finance ��CBE will operate in a fiscally responsible manner.

Goals & Objectives

4. Plan��




Dedication to Excellence Goal 1!SGIS will operate as a single school in pursuit of its mission.

To preserve SGIS’s unique culture and to ensure that the school stays true to its mission and provides consistent quality and efficiency in the delivery of that mission, the school must operate as a single entity with a focus on understanding the value of inter-relatedness and diversity in providing a rich learning environment for students. !

Objective 1!Ensure that learning experiences across all campuses are student-centered and prepare students for a diverse global world by providing the opportunity for authentic discovery of ideas and skills in order to foster a love of learning. !

The student experience – whether in the classroom or in an after-school or summer program – is at the core of an SGIS education. Through goal-setting, reflection, and teacher comments, students at all levels will be guided to an understanding of the learning process and a love of learning for learning’s sake.!

Objective 2!Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. !

The SGIS model is not just an added value of the school, it is an essential feature of

Strategic Planning: 4. Plan��Public Plan

SGIS




Dedication to Excellence Goal 1!SGIS will operate as a single school in pursuit of its mission. Objective 2!Develop an understanding among the SGIS community of the value of excellence in education created by the SGIS model. !

Strategic Planning: 4. Plan��Two versions

SGIS

The three-campus model is not just an added value of SGIS, it is an essential feature of the SGIS education and experience, both for students and for their families. This fact must be reflected in curriculum, communications, family events, and all other school functions. SGIS will have to re-examine curriculum, communications, and events annually to assure that the school is reflecting this commitment in them in the best possible manner.!

Action 1: "Annually review the curriculum to assure that it supports the understanding and acceptance of all SGIS students.!Action 2: "Communicate to all constituent groups the vision and progress of cross-campus connections at least three times a year. !Action 3: "Parents Association will plan events, times and location to be supportive of all three campuses. !!Action 4: "Have at least one school-wide event for families and faculty from all 3 campuses each year. !




Action Plan

5. Implement��




Strategic Planning:

5. Implement��

Ongoing renewal of action items

Monitoring and reporting: Actions and metrics

Repeat

Action items absorbed into job descriptions




Track & Monitor Results

5. Implement��




from Blue Avocado ��(http://www.blueavocado.org)

from Indianapolis Museum of Art

from ��Accounting Management Solutions, Inc.

Monitor Results

5. Implement��Dashboards




Growth Plan February 1, 2005

SYNTHESIS

P A R T N E R S H I P

Inspiring Inner PromiseThe Moses Brown School Strategic Plan:

Goals and Objectives

Plan produced by the Long-Range Strategic Planning Task ForceApproved by the Board of Overseers, April 2007

Letter from the Head of School and Chair of the Board of Overseers..............................................4

Letter from the Chair of the Long-Range Strategic Planning Task Force.............................................6

Long-Range Strategic Planning Task Force...................................................................................................7

Revisiting MB’s Mission Statement.................................................................................................................8

Mission, Philosophy, and Core Practices..........................................................................................8

A Promise for

Moses Brown’s Educational Program.............................................................................................10

Relationships........................................................................................................................................12

Enrollment............................................................................................................................................14

Facilities................................................................................................................................................16

Finance.................................................................................................................................................18

Development.......................................................................................................................................20

Moving Forward: the Ad Hoc Subcommittee on Strategic Planning....................................................22

Moses Brown School Board of Overseers, 2006–2008.........................................................................23

The Strategic Planning Process: Committee Members...........................................................................24

“Moses Brown does a wonderful job of encouraging students to take themselves seriously as thinkers, doers, individuals.”

— MB alumnus

A PROMISE FOR MOSES BROWN SCHOOL’S

!"#$%&'()%* +,(-,%.

OUR GOAL

Offer an educational program that serves our students’ bright, inquiring minds; nourishes their spirits; and realizes the school’s mission.

What must we do to get there?

OUR OBJECTIVES

1. Further develop and sustain a cohesive nursery through grade 12 program that prepares students for a global, digital world.

Our college-preparatory program should emphasize global studies supported by integrated technology. Global studies ensure our students’ multicultural fluency and the complexity of thinking necessary for our world. Integrated studies promote interdisciplinary projects and courses with formal cross-divisional collaborations. Further access to instructional technology through collaborative and connective tools in a mobile learning environment will enhance the curriculum.

2. Ensure the highest quality of instruction and promote the best teaching practices.

Expand faculty training in technology, enhance the mentoring system for new teachers, improve faculty evaluations for new and veteran teachers, and restructure sabbatical programs to

EDUCATIONAL PROGRAM PLANNING GROUP

Chair: Laurie Center, academic dean

Jeff D’EntremontJim EnglishKatharine Hazard FlynnJoanne P. HoffmanPaul LindenmaierJeff MaidmentJohanna NewmanDan Ohl Tony Pirruccello-McClellan Sandy RichterDan RochaJared Schott Sheri SweitzerGeorge TsakraklidesLenke Wood

10

“To further develop a culture of philanthropy at Moses Brown School, the tradition of giving should be established before graduation. MB has given me so much — I feel it is essential that all of us give back.”

— Ted Fischer, alumnus, parent, and board member

A PROMISE FOR !"#"$%&'"()

OUR GOAL

Ensure Moses Brown School’s ability to achieve its mission by increasing resources for the operating and capital budgets, as well as endowment.

Achieving Moses Brown’s mission is dependent on a financial balance that ensures the school’s ability to thrive in the present and reach for the future. As such, fundraising should be viewed as essential to financial sustainability, and the appropriate commitment must be made to achieve fundraising success.

What must we do to get there?

OUR OBJECTIVES

1. Inspire and foster a collective commitment to the stewardship of Moses Brown and all of its resources.

A commitment to stewardship — indeed, to an institutional culture of philanthropy — must be a priority. We will continue to develop the emotional commitment of our constituents through engagement, which will provide inspiration for giving.

DEVELOPMENTSUBCOMMITTEE

Chair: Ted Fischer

Russ Carpenter Stephanie Ogidan Preston

Administrative advisor:Lucy Frost Lewis, director of development & alumni/ae relations

20

Published Plans

5. Implement��Published Plans



© 2011 Synthesis Partnership. All rights reserved www.synthesispartnership.com

© 2011 Synthesis Partnership Except for examples of nonprofit plans, missions & dashboards owned by others All rights reserved

Resources

Critical Issues #1: Why Plan? http://bit.ly/SyPci01 #2: The Secret Life of Surveys http://bit.ly/SyPci02 #5: The Structure of Planning http://bit.ly/SyPci05 #7: On a Mission http://bit.ly/SyPci07 #8: The Measure of Success http://bit.ly/SyPci08

Blog (entries on planning) http://bit.ly/SyPblog

Other Webinars on Planning

current listings & registration at http://www.nonprofitwebinars.com schedule, archive, & registration at http://bit.ly/SyPwebinars

•  What’s a Mission Statement Worth? •  Strategic Planning part 1: Cultivation & Organizational Development •  Taking the Mystery Out of Metrics •  Integrated Planning •  Reduce Costs and Risks in Facility Planning

Complimentary consultation [email protected]��(by e-mail or telephone appointment)

Strategy, planning, and organizational development for nonprofits.





Advising nonprofits in strategy,

planning, & organizational development

Sam Frank

617 969 1881�� [email protected] www.synthesispartnership.com ��

Questions?


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NonprofitWebinars.com

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