1. The Case for Integrated Planning Sam Frank July 25, 2012A Service Of: Sponsored by:

2. INTEGRATED PLANNING Advising nonprots in:www.synthesispartnership.com Strategy Planning(617) 969-1881 Organizational Development info@synthesispartnership.comA Service Of: Sponsored by: 3. A Service Of: Sponsored by: 4. Todays Speaker & HostSam Frank PrincipalSynthesis PartnershipAssisting with chat questions:Jamie Maloney, NonprofitWebinarsA Service Of: Sponsored by: 5. The Case for Integrated PlanningEffective Planning for Nonprofits Sam FrankSynthesis PartnershipThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 6. Take-awaysHow to think about planning comprehensively.Differences among types of planning.How different types of planning t together.Further resources.The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 7. Why Plan?For every complex problem there is a simple solution;...and it is always wrong. H.L. MenckenThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 8. Why Plan? http://bit.ly/SyPci01Circumstance OperationsWisdom Cultivation Organizational Development AspirationThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 9. Integrated PlanningThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 10. The Planning Cycle PROGRAM FACILITY PLANNING PLANNING STRATEGIC BUSINESS PLANNING PLANNING FINANCIALORGANIZATIONALMODELING DEVELOPMENTIDENTITYADVANCEMENTDEVELOPMENTPLANNING HUMAN RESOURCEPLANNINGTECHNOLOGYPLANNINGThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 11. The Planning Process Five Components http://bit.ly/SyPci05 Preparation Assessment EngagementPlan Development ImplementationThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 12. The Planning Process Points of IntegrationPreparationAssessment EngagementPlan Development Implementation The Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 13. Program Planning Process Preparation Assessment EngagementPlan Development Implementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 14. Program PlanningMission-Based GoalsThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 15. Program Planninghttp://bit.ly/SyPci07Mission-Based GoalsWhats your Mission? Mission Statement Competition 2 categories Great Mission Statement Mission Statement Makeover http://bit.ly/SyPwyMCThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 16. Program PlanningMission-Based GoalsContextDescription of Programs The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 17. Program PlanningMission-Based GoalsContextDescription of Programs Program ObjectivesThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 18. Program PlanningMission-Based GoalsContextDescription of Programs Program ObjectivesOrganizational StructureThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 19. Program PlanningMission-Based GoalsContextDescription of Programs Program ObjectivesOrganizational StructureImplementation ProcessThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 20. Program PlanningMission-Based GoalsContextDescription of Programs Program ObjectivesOrganizational StructureImplementation ProcessResourcesThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 21. Business Planning Processhttp://bit.ly/SyPci012 Preparation Assessment EngagementPlan Development ImplementationThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 22. Business PlanningMarket analysis Household Median Income$44,000$42,000$40,000$38,000$36,000$34,000$32,000$30,00019891999Actual RecastThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 23. Business PlanningMarket analysisBusiness strategyThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 24. Business Planninghttp://bit.ly/SyPci06Market analysisComparative Attendance with Trends1,400,000Business strategy1,200,0001,000,000Business / Financial goals800,000600,000400,000200,000 0The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 25. Business PlanningMarket analysisBusiness strategyBusiness / Financial goalsValues per Square FootResource requirements$60$57.80$50 School$40 Comp$30$20 $6.30$6.60$7.20$10 $0Deferred MaintenanceOperating CostThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 26. Business PlanningMarket analysisBusiness strategyBusiness / Financial goalsResource requirementsOrganization structureThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 27. Business PlanningMarket analysisBusiness strategyBusiness / Financial goalsResource requirementsOrganization structureFinanceThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 28. Strategic Planning Processhttp://bit.ly/SyPci05PreparationAssessment Engagement Plan DevelopmentImplementation The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 29. Strategic Planning 1. Prepare Typical Timeline AugSep Oct Nov DecJan FebMar Apr May Board Meetings Initial Retreat Review Review Adopt Plan PREPARATION Review and pre-plan ASSESSMENT Identify Critical Issues Benchmarking / Research ENGAGEMENT Initial RetreatInitial Retreat Constituency Meetings Survey (by ISB) PLANNING Develop Goals & Objectives Shape Actions, Measures, Timeline, Costs Assemble Full Plan & Report Revise and Refine IMPLEMENTATION Design MonitorThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 30. Strategic Planning2. Assess Self-AssessmentThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 31. Strategic Planning 2. Assess Mission & Mission Statement http://bit.ly/SyPci07The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 32. Strategic Planning For more detail see slide sets for Strategic Planning 1: Cultivation & Organizational Development& Strategic Planning 2: Getting ResultsThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 33. Strategic Planning3. Engage Surveys http://bit.ly/SyPci02The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 34. Strategic Planning 4. Plan Mission & StrategyTo 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 elements Committees/Functionsbuildings and communities Programstransform Advocacy designed Conference Outreach built Professional Education operatedInfrastructureenabling an environment Communications / Marketing environmentally & socially responsible Finance healthy Fundraising prosperous Membership Governanceimproves quality of life OperationsThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 35. Strategic Planning4. Plan Two versionsSGIS 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. ! The three-campus model is not just Action 1: " an added value of SGIS, it is an Annually review the curriculum to assure that it supports essential feature of the SGISthe understanding and acceptance of all SGIS students.!Action 2: " education and experience, both for students and for their families. ThisCommunicate to all constituent groups the vision and fact must be reected in curriculum, progress of cross-campus connections at least three times a communications, family events, and year. !Action 3:" all other school functions. SGIS willParents Association will plan events, times and location to have to re-examine curriculum,be supportive of all three campuses.!! communications, and eventsAction 4: " annually to assure that the school isHave at least one school-wide event for families and faculty reecting this commitment in them infrom all 3 campuses each year. ! the best possible manner.!The Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 36. Integrated Planning4&5 Plan/Implement Action PlanWSThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 37. Integrated Planning5. Implement Plan tracking and monitoring The Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 38. Integrated Planning 5. Implement Dashboards from Blue Avocado (http://www.blueavocado.org)from Indianapolis Museum of ArtThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 39. Organizational Developmenthttp://bit.ly/SyPci04 Board Issues Responsibilities Membership Structure & Process Capacity Staff Issues Organizational structure Professional developmentThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 40. Institutional Identity Developmenthttp://bit.ly/SyPci7 http://bit.ly/SyPci9 What is identity & why does it matter?Mission / Identity / Brand National Association of Independent Schools SYNTHESISThe Case for Integrated PlanningAnnual Conference: ChicagoSYNTHESISPARTNERSHIPWednesday Webinar: July 25, 2012February 25, 2009 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 41. Advancement PlanningOngoing work Periodic planningCommunications Capability assessmentExternal relations Fundraising assessmentDonor relationsCampaign planningAlumni relationsAnnual givingPlanned givingThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 42. Human Resource PlanningCompliance with regulations and requirementsPredictable, and comprehensive policiesClear and effective proceduresJob descriptions and performance reviewsFair and competitive compensation and benetsOrientation and trainingOngoing professional developmentThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 43. Technology PlanningManagement technologyProgram technologyAdvancement technologyKnowledge managementUpkeepThe Case for Integrated Planning SYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P 44. Facility Planninghttp://bit.ly/SyPci13Master PlanningFacility PlanningArchitectural Programming & BudgetingSelecting Architects & ConstructorsContractsDesign & ConstructionFinancial ModelingThe Case for Integrated PlanningSYNTHESISWednesday Webinar: July 25, 2012 2012 Synthesis Partnership. All rights reservedPA R T N E R S H I P 45. Resources Critical Issues#1 Why Plan? http://bit.ly/SyPci01#2 The Secret Life of Surveyshttp://bit.ly/SyPci02#5 The Structure of Planning http://bit.ly/SyPci05#7 On a Missionhttp://bit.ly/SyPci07#8 The Measure of Successhttp://bit.ly/SyPci08#9 Brand Identity for Nonprotshttp://bit.ly/SyPci09#11Integrated Planning http://bit.ly/SyPci11#12Business Planning http://bit.ly/SyPci12#13Facility Planning http://bit.ly/SyPci13#14Managing Change http://bit.ly/SyPci14 Other Webinars on Related Areasschedule, archive, & registration at http://bit.ly/SyPwebinars SYNTHESISPA R T N E R S H I PAdvising nonprotsin strategy, planning, & organizational development 2012 Case for Integrated PlanningThe Synthesis PartnershipSYNTHESIS sbf@synthesispartnership.comWednesday Webinar: July 25, 2012Except for examples of nonprofit plans, missions & dashboards owned by othersAll2012 Synthesis Partnership. All rights reserved rights reserved www.synthesispartnership.com P A R T N E R S H I P 46. 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