What’s Next?What to do in the 4th Year of Your 3-Year Strategic PlanJanuary 24, 2012

David Sharken

Mentor

Grinspoon Institute for Jewish Philanhropy

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What’s Next? Keep your camp on its “strategic” toes

Quality never goes out of style.

Levi Strauss

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What’s Next? Year 4 of the 3 year Plan

Today’s Agenda:

1. Reminder: Why and How of Strategic Planning?2. Reminder: What is/was in your Strategic Plan?3. What’s Next?

» New State of the Universe: Reflect, Learn, ReFocus» Re-Visit the Vision» Take an Inventory» Celebrate» Re-set Goals or New Strategic Plan

4. Structure Changes to Make it Work and Worthwhile

5. Questions

The Grinspoon Institute Way: How to Create a Great Camp

Board Governance

StrategicPlanning

Fundraising

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

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VISION

Where do we want to go together?

Strategic Planning Cycle

Past Present Future

The most successful Fortune 500 companies are not those that had the best “frozen” strategy “du jour”, but those that had the greatest ability to

think and act and continually adapt their strategy to new circumstances

New State of the Universe What has changed externally since the last strategic

plan? What has changed internally?

Re-visit the Vision: Has anything significantly affected:» our shared vision?» our ability to get to that vision?

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Take Inventory:Reflect; Learn; ReFocus

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1. What did we accomplish?2. What did we NOT accomplish but is

still relevant and we want to do?3. What did we NOT accomplish that is

no longer critical?

Celebrate!

You have accomplished plenty in the last 3 years. Don’t take it for granted!

Celebrate and acknowledge results at Board and Staff Meetings

Highlight accomplishments in emails, newsletters, website, donor letters

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Now What?

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Your organization basically has two main choices after taking inventory:

1.Begin a New Strategic Plan

2.Re-Set Goals of Critical Issues

Begin a New Strategic Plan

A new plan is necessary if:

» Significant changes in external or internal environment

» Loss of consensus on future vision

Begin a New Strategic Plan - Options

1. Comprehensive Strategic Planning:Larger Committee with stakeholder engagement9-12 monthsFull environmental scanDeep and broad data collection

Begin a New Strategic Plan - Options

2. Strategic Positioning: - 5 to 6 months- Identify New Critical Issues- Research and recommend best options moving

forward- Less research & stakeholder involvement

Re-Set Goals of Existing Critical Issues

Ensure there is still consensus on the Future Vision!

Re-Set Goals of Existing Critical Issues

Reflect on why organization did not accomplish what it set out to do

Learn about the issues » Assign to appropriate committee of staff and board

to investigate, debate and provide recommendations)

ReFocus – establish new goals

Re-Set Goals of Existing Critical Issues:Reflect; Learn; ReFocus

New GoalsS.M.A.R.T. Action Items:

S = SpecificM = MeasurableA = AttainableR = RelevantT = Time-bound

New Goals

Goal Statement:

Current Status:Opportunity Statement:

Action Item Time $ Who

Structure Changes:Make it Work and Worthwhile Was strategic thinking and action built-in? Did the “old” plan help to:

Focus the efforts of management and board? Prioritize time and resources? Evaluate performance of staff and lay

leadership?

For the Future, ensure that the plan is used for continual organizational improvement:» Create an on-going Strategic Plan committee

OR » Assign to Board Executive Committee

Resources on our Knowledge Center

Webinar Archives – www.gijp.org/Webinars» Presentation and Recording of Today’s Webinar» To Think or Not to Think Strategically: Is That Even a

Question? » Strategic Planning: Three Options» No Dust! Using Your Strategic Plan» Sample “Next Steps” Strategic Planning Committee

Meeting Minutes» Sample Charge for Implementation Committee

You can find additional Strategic Planning resources in our Knowledge Center – www.gijp.org/KnowledgeCenter

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

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Discussion and

Questions