The How and Why The How and Why of of

Strategic PlanningStrategic Planning

November, 2012

Julia Riseman Mentor

Agenda:

Why

How

Working with Grinspoon on Strategic Planning

Planning for your camp’s needs

Why Why

undertake undertake

Strategic Strategic

Planning?Planning?

Board

Board

Governance

Governance

StrategicStrategicPlanningPlanning

Fundrais

ing

Fundrais

ing

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

Strategic Planning

Choose Strategic Planning Leadership

Clarify Process:Time and Structures

Get Stakeholder Input:Internal and External

Identify and PrioritizeStrategic Goals andCritical Success Factors

Create Strategic Planas 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

What’s in a Strategic PlanWhat’s 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 Berkshire’s 7 Strategic Goals

7. Board Leadership

6. Development

5. Facilities4. Staff

Leadership

3. Camp Program

2. Year-Round Program

1. JewishEducation

Mission

Camp B’nai B’rith Strategic Goals

Projected Budget

Mission

Shalom Institute’s Strategic Goals

Planned Actions for Strategic Goals

Strategic Goal Area

Goal Statement:

Current Status:

Opportunity Statement:

Action Item Time $ 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 Item Time $ Who

Your Camp’s 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