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Strategic Planning to guide Adaptation and Innovation. At the Elkhorn Slough Foundation. Lynn, Hanna, Kat, Alex & Colleen. Strategic Planning – a management tool. To assess and adjust direction. To focus an organization’s energy. To guide. Big Ideas . Facilitates team learning and
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Strategic Planningto guide Adaptation and Innovation At the Elkhorn Slough Foundation Lynn, Hanna, Kat, Alex & Colleen
Strategic Planning – a management tool To assess and adjust direction To focus an organization’s energy To guide
Big Ideas • Facilitates team learning and shared vision • Requires prioritization • Assumes a constantly changing environment • Demands competitive analysis • Leads to strategic management
Veterinarian Banker Agriculturist Entrepreneur Lawyer Teacher Biologist Author Doctor ESF BOARD (Maximum Tolerable Difference)
“It is the idea (vision) that unites people in the common effort, not the charismatic leader” – Robert Greenleaf
“We see Elkhorn Slough and its watershed protected forever. As one of California's last great coastal wetlands, Elkhorn Slough will remain a wellspring of life and a source of inspiration for generations to come.” ESF Vision
Prioritization The Importance of Making Your Strategic Plan Appropriately Detailed and Identifying the Critical Issues
Keep It User Friendly Using a Strategic Plan that hasn’t been designed with the critical objectives in mind Using a manageable Strategic Plan VS.
Critical Issues Must Take Priority“Because there are a lot of compelling manys”-Mark Silberstein (ESF Executive Director)
How ESF Learned to Prioritize 1996 2001, 2006, 2011 • Hired a consultant • Plan was too complicated and broad • Board and staff were hesitant to ever create another one • New board member Steve Dennis • New plan prioritized 5 main goals and 1 financial goal • New plan was only 12 pages: concise and simple
The Goals of 2011-2015 Plan Watershed Conservation Plan Wetland Management Plan Parsons Slough Wetland Restoration Plan ESNERR Management Plan Tidal Wetland Strategic Plan = Elkhorn Slough Strategic Plan! • Land Conservation • Manage Land and Demonstrate Best Practices • Support the Reserve • Environmental Education • Human Resource Development + • Assure Fiscal Strength and Stability
Homer’s “Strategic” Plan “The three little sentences that will get you through life. Number 1: Cover for me. Number 2: Oh, Good idea, Boss! Number 3: It was like that when I got here.”
Constant Monitoring Biweekly meeting with staff Monthly meeting with partner Yearly board meeting
strength Competitive analysis opportunity
strength opportunity opportunity Competitive analysis & innovation opportunity
strength Competitive analysis at ESF opportunity Land Trust – starting with The Nature Conservancy Fundraise Scientific knowledge Flexibility
Matrix Map Source: Nonprofit Sustainability
MacMillan Matrix for Competitive Analysis Source: The Institute for Human Services
Strategic Management WHAT DOES THIS LOOK LIKE? Strategic Planning
Future-Thinking • Formulation of Future Mission • Purpose in Mind • Maintaining Relevance • Attention to Big Picture
Requires Strong Leadership • Making the tough decisions • Referring to the Strategic Plan • Leading By Example • The Quick and The Dead Source: Nonprofit Sustainability
Strategic Management & A Year in the Life of Elkhorn Slough Foundation