Strategic Planning for Nonprofit Organizations

1. Strategic Planning for Nonprofit Organizations Presented for your Capacity Building needs by COHHIO October 10th 2007

2. Strategic Planning for Nonprofit Organizations DavidMaywhoor • Makes his living listening • Former COO of Center for Nonprofit Resources in Dayton with experience as the primary trainer in board governance for CNR • Former ED of Ohio Hunger Task Force the Ohio Association of Nonprofit Organizations and Ohio Association of Second Harvest Foodbanks. • 22 years of experience in nonprofit consulting; 37 years in nonprofit field Today’s Presenter

3. Strategic Planning for Nonprofit Organizations Agenda for the Day • Review Agenda • Expectation Check • Part One • Importance of Strategic Planning • Pre-Planning • Team Building • Initial Retreat • Outside Help

4. Strategic Planning for Nonprofit Organizations Part Two • Check out these Steps in the Planning Process • Background Checks • Reality Check – the Mission • Hold the Check, Survey Says… • Checks and Balances – Key Issues • Keep Checking – Action Plans

5. Importance of Strategic Planning NOT An Event It’s A Process

6. Importance of Strategic Planning Is Long Range Planning needed? OTHER OPTIONS • Picking the Low Hanging Fruit • Organizational Assessments • Board Evaluation

7. Importance of Strategic Planning Identify Internal and External Issues Board Transitions

8. Importance of Strategic Planning Identify Internal and External Issues Staff Transitions

9. Importance of Strategic Planning Identify Internal and External Issues Funder Transition

10. Importance of Strategic Planning Identify Internal and External Issues General World Transitions

11. Pre-Planning Data Collection Phase Assessing the Mission

12. Pre-Planning Data Collection Phase Strengths, Weaknesses, Opportunities and Threats SWOT Analysis

13. Pre-Planning Data Collection Phase Board and Paid/Non-paid Staff Interviews • Best and Worst Things • Easy and Hard Fixes • Values Search

14. Pre-Planning Data Collection Phase • Focus Groups • How to Effectively Utilize Them

15. Pre-Planning Data Collection Phase Environmental Scan • Financial Status • Fund Raising Successes and Challenges • Program/Operations

16. Pre-Planning Data Collection Phase Determine Organization Developmental Stage

17. Pre-Planning Data Collection Phase Organizational Reconnaissance • The Good, The Bad, The Ugly – Board members with prior planning experience… • Who thinks this planning is important? • Why is planning important?

18. Team Building How big should the team be?

19. Team Building Who should be included? • Paid and Non-paid Staff • Board Members • Funders • Community Representatives • Clients, Tenants/Residents

20. Team Building Make sure team members understand their commitment • Time • Networks • Resources

21. Initial Retreat Location and timing I shall never See A poem as lovely As a tree

22. Initial Retreat Location and Timing Feed them and Make them Happy

23. Initial Retreat Set the Room for Dialogue Flip Chart Projection Screen PowerPoint Projector Windows Participants

24. Initial Retreat The initial retreat will require a time commitment of approximately 10 hours. Friday evening and Saturday work well… Make sure team members know about the retreat far enough in advance that they can make the commitment.

25. Outside Help Family counseling is best done by someone outside the family…

26. Outside Help • Organizational Development Consultants • Process Facilitators Concrete Cosmic

27. Strategic Planning for Nonprofit Organizations Part Two • Check out these Steps in the Planning Process • Background Checks • Reality Check – the Mission • Hold the Check, Survey Says… • Checks and Balances – Key Issues • Keep Checking – Action Plans

28. Session One Background Checks…Historical Timeline • Participants answer three questions: • What was the first thing you heard about this organization? • What was the first thing you saw of this organization? • What was the first thin you did for this organization? Organization’s start date Today’s date 1970 1980 1990 2000

29. Session One - Background Checks Environmental Scan – Quick Report • Financial Status • Fund Raising Successes and Challenges • Program/Operations

30. Session One Background Checks Initial Review of the Mission Statement • Make sure everyone has a copy of the correct mission. • Have members take a section and read it. • Ask are there words which need to be clarified? • Assign each person to get feedback from an objective observer

31. Session Two Reality Check – the Mission • Ask members to report on the Mission feedback assignment • Refine the Mission Exercise • Define the active words • Do they hold meaning for today? • Do the lead to an achievable future?

32. Session Two Reality Check – the Mission Key Stakeholders • Identification • Team-member assignments • Feedback process

33. Session ThreeAnalysis of Pre-planning Surveys • Report back from Key Stakeholders • Analysis of • SWOT • Values Survey • Focus Group Feedback • Easy/Hard Fix • Key Stakeholder Assignments

34. Session Four Key Issue Process • Report back from Key Stakeholders • Key Issue Process • Review SWOT, Focus Group Feedback, Easy/Hard Fix • Prioritize Key Issues • Identify Key Issue Planning Groups • Key Stakeholder Assignments

35. Session FiveAction Planning • Report back from Key Stakeholders • Create Action Plans • Identify Internal Champions • Define Timelines • Schedule Monitoring Points • Key Stakeholder Assignments

36. Celebrate! You have accomplished a great thing! Let the World Know.