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Strategy + Planning to Ensure Your Chorus Will Thrive

Strategy + Planning to Ensure Your Chorus Will Thrive. Welcome! Christie Hammes Director, Strategic Development MAP for Nonprofits A session for Chorus America’s Annual Conference . What’s possible when you do strategic planning that might not occur if you don’t?. Focus for this Session.

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Strategy + Planning to Ensure Your Chorus Will Thrive

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  1. Strategy + Planning to Ensure Your Chorus Will Thrive Welcome! Christie Hammes Director, Strategic Development MAP for Nonprofits A session for Chorus America’s Annual Conference

  2. What’s possible when you do strategic planning that might not occur if you don’t?

  3. Focus for this Session • Possibilities and benefits of S + P • The why, what, when, how, and who of strategy creation • An approach to use or adapt

  4. The Times We’re in… • Economic realities driving unpredictable change • Doing more with less (money and time) • Traditional funding sources dwindling • Financial viability of individual organizations and institutions increasingly fragile

  5. For-profit Nonprofit Accountability Bottom Line The Nonprofit Context: What Defines Success?

  6. Clarity about Dual Bottom-Line

  7. EXTERNAL FORCES • Opportunities • Threats MISSION & ORG. VIABILITY ($) • INTERNAL FORCES • Strengths • Weaknesses Strategic Alignment

  8. Strategic Planning… Simple! Determining: • Who we are. • What we intend to accomplish. • How we will accomplish it. Future How Present

  9. Process and Product • Strategic process • - Engages stakeholders; builds leaders • - Clarifies bottom line • - Generates innovation • - Drives relevance • Strategic planning product • - Shared vision and roadmap • - Umbrella for all other plans

  10. Typical Components Vision = The ideal future if ArtsRUs could fulfill its utmost wish Mission = The business we are in; “What good do we do for whom?” Values = The beliefs or guiding principles we hold deeply as an organization Goals = The what of strategic change during the next 3 years Benchmarks = Evidence at end of 3 years that we’ve successfully accomplished goal Strategies = The how of the goals

  11. Who’s Involved? • Strategic Planning Team (SPT) • Drive, champion process; lion’s share of work • Communicate w/larger group • Board and key staff (or volunteers) • Do pre-work and participate in retreats • Prepare to implement as appropriate • Other stakeholders • Participate in scan; possibly retreat

  12. Various Traditional Approaches • Critical Issues Approach • Focus on priority issues; use answers to clarify vision • Scenario Approach • Choose from several “big pictures;” then build steps • Goals Approach • Set major goals; (staff) build operating plans for each • Alignment Approach • Get programs & resources in sync w/mission

  13. Some Less Conventional Approaches • Strategic Thinking and Acting (La Piana, etc.) • Blue Ocean Strategy • Jim Collins’ Good to Great and the Social Sectors

  14. The Good to Great Approach:Characteristics of Great Organizations “Hedgehog Concept” • What are you deeply passionate about? • What can you be best at in meeting community’s needs? • What drives your resource engine?

  15. The Good to Great Approach: Three Circles of Hedgehog Concept What are you deeply passionate about? What are you best at in meeting community needs? What drives your resource engine?

  16. Hedgehog Concept in Action

  17. A “Generic” Process-- 2 weeks to 6 months • Plan to plan • Clarify parameters • Conduct environmental scan • Envision the future • Identify strategic issues • Set Goals to address issues • Formulate strategies, action steps • Implement

  18. Key Ingredients • Strive for divergent views • Strive for consensus • The more involvement up front the greater likelihood of implementation. THINK BIG

  19. Implementation Tip… A Culture of Learning • Meeting agendas reflect priorities • Foster robust, meaningful discussion • Learning mentality – quick evaluation, for example… 1. The issues we covered today were important to our mission and strategic direction. Disagree 1 2 3 4 5 Agree Comments: _______ 2. What was the most valuable contribution we made to the organization's welfare today? ____________

  20. Your Keys to Success?

  21. Wrap Up • Your questions and wisdom • Resources: See Free Management Library at www.mapfornonprofits.org Or contact me: chammes@mapfornonprofits.org

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