The How and Why of Strategic Planning November, 2012 Julia Riseman Mentor Agenda: Why How Working with Grinspoon on Strategic Planning Planning for your camps needs Why undertake Strategic Planning? BoardGovernance StrategicPlanning Fundraising What direction is the camp moving in? Purpose of Strategic Planning: Alignment If you are working on something exciting that you really care about, you don't have to be pushed. The vision pulls you. Steve Jobs Strategic Planning Cycle Past Present Future How of Strategic Planning From Vision to Results 2. Strategic Goals 3. Actions Identified 4. Take Action 1. Vision Strategic Planning Choose Strategic Planning Leadership Clarify Process: Time and Structures Get Stakeholder Input: Internal and External Identify and Prioritize Strategic Goals and Critical Success Factors Create Strategic Plan as Living Document VISION for Camp Synthesis & Decisions Output Initial Planning Goals Advance scheduling Links to other processes Links to other events Roles Key people Key tasks Time Commitments Shared Agreements Framing Time horizon Burning issues Mission & Vision Data Collection Grinspoon 3 options Comprehensive Strategic Planning: 9-12 months Strategic Positioning: 5 to 6 months Condensed Organizational Planning: 2 to 4 months Whats in a Strategic Plan Typical Mission Statement Current Assessment Strategic Goals (Critical Success Factors) SMART Action Items Time-line Budget Other attachments Camp Ramah in the Berkshires 7 Strategic Goals Mission 1. Jewish Education 2. Year- Round Program 3. Camp Program 4. Staff Leadership 5. Facilities 6. Development 7. Board Leadership Camp Bnai Brith Strategic Goals Projected Budget Mission Shalom Institutes Strategic Goals Vision 1. Leadership2. Facilities 3. Content Development 4. Resource Development 5. Outreach Planned Actions for Strategic Goals Strategic Goal Area Goal Statement: Current Status: Opportunity Statement: Action ItemTime$Who Planned Actions for Strategic Goals S.M.A.R.T. Action Items: S = Specific M = Measurable A = Agreed Upon R = Realistic T = Time-bound Strategic Goal Area Goal Statement: Current Status: Opportunity Statement: Action ItemTime$Who Your Camps Status: List of Camps Have or had a plan Resources On-line Sample Strategic Plan Sample Strategic Planning Committee Job Description The 3 Options for Strategic Planning Templates for planning A large collection of Jewish Camp Mission Statements Sample ONE page Strategic plan Discussion