Organizational Development through Strategic Planning

1. Organizational Development through Strategic Planning The Added Benefit! The Niles Partners, LLCLeaders in Non-profit Development www.thenilespartners.com

2. Leadership Development Through Strategic Planning • Reasons for non-profit organizations • Purpose of Board of Directors • Roles of Executive Director (CEO) • Tasks of Staff www.thenilespartners.com

3. Traditional Strategic Planning • No community • No staff buy-in • No feedback mechanism • No staff ownership • Minimal implementation effort • Performance unchanged • Conclusion

4. The Agency Strategic Plan The Strategic Plan and the Organization • An effective Strategic Plan • Strengthens Board • Energizes volunteers • Provides focus for Executive Director • Invigorates Program Managers & Department Leaders • Gives staff sense of ownership The tool that reignites everyone’s original passion! www.thenilespartners.com

5. Mission Driven Agency Supported by Strategic Plan Vision (Future Date) Mission Statement • Impact on Community • New Openings to Serve • Collaborative Possibilities • New funding sources • Larger Gifts Strategic Planning Today TIME • Current Effectiveness at Accomplishing Mission • Current Community Impact • Current Resource Management • Current Sources of Resources and Funding • Current capacity of agency to change Time between Strategic Planning events increases as agency matures www.thenilespartners.com

6. Board of Directors Monitoring Mechanism Executive Director Staff Staying Mission-focused through Strategic Planning Leadership direction of Strategic Plan Feedback to Board Suggested Changes if Necessary Management of Resources Oversight of Plan Implementation Implementation Measure Progress Provide Feedback www.thenilespartners.com

7. PLOTTING THE COURSE Supporting the Mission Statement “How wonderful it is that nobody need wait a single moment before starting to improve the world.” - Anne Frank www.thenilespartners.com

8. “If an organization loses sight of its Mission, it will dissolve rapidly.” - Peter Drucker The Mission Statement www.thenilespartners.com

9. Gathering Information – The Start of a Strategic Plan • Access the information • Assessment / Evaluation • Assign priorities • Develop plan outline Information Funding Sources Community Members Served “Graduates” Agency Staff Program Managers Department Leaders Community Reps Executive Director Volunteers Regulatory Authorities (If Applicable) All Board Members www.thenilespartners.com

10. The Mission Statement Path to Vision - “If you are going to achieve excellence in big things, you develop the habit in little matters. Excellence is not an exception, it is a prevailing attitude.” - Colin Powell www.thenilespartners.com

11. The Mission Statement • Articulates path of organization toward Vision • Collect, evaluate, prioritize information • Should Mission Statement be amended, expanded, left as is…? www.thenilespartners.com

12. What Would “Eden” Look Like? Creating Functional “Wish Lists” The Basis for the Plan “Logic will get you from A to B. Imagination will take you everywhere.” - Albert Einstein www.thenilespartners.com

13. Role Of The Board • Keep direction • Move toward Vision • Assure all efforts support Mission to maximum • Initiate implementation of plan with Executive Director • Listen to and assess feedback …The Navigators www.thenilespartners.com

14. Role of the Executive Director • Maintain / correct course for agency • Manage current resources; maximize return on resources • Lead and direct staff • Spearhead execution of Strategic Plan www.thenilespartners.com

15. Role of the Executive Director, cont’d • Keep community involved • Become community resource • Provide feedback and monitor progress of Strategic Plan implementation …The Pilot www.thenilespartners.com

16. Role of the Staff “If you think you are too small to be effective, you have never been in bed with a mosquito.” - Betty Reese • Complete tasks that support Mission • Perform assigned duties • Execute Strategic Plan • Use resources efficiently • Provide program feedback …The Crew www.thenilespartners.com

17. Summary • The need for planning • Everyone has role • Effective implementation raises level of performance www.thenilespartners.com

18. Board of Directors Board of Directors Monitoring Mechanism Executive Director Monitoring Mechanism Executive Director Staff Staff Next Level of Effectiveness Change As Result Of Effective Planning And Implementation FutureState Current State The amount of change is up to every stakeholder! www.thenilespartners.com

19. Effective Strategic Planning • Strengthens Board • Energizes volunteers • Provides focus for Executive Director • Invigorates Program Managers & Department Leaders • Gives staff sense of ownership • Signals to funding sources you are good planners and stewards • Sends message: “our Board is involved” www.thenilespartners.com

20. Re-ignites everyone's original passion and reminds everyone why they got involved in non profit work in the first place! “Unless someone like you cares a whole awful lot, nothing is going to get better.  It’s not.” - Dr. Seuss Effective Planning and Implementation www.thenilespartners.com

21. The Niles Partners, LLC Leaders in Nonprofit Development 419 W 17th Street Houston, TX 77008 Mark Niles: 713-540-7323 Cookie Mays, CFRE: 713-502-3241 www.thenilespartners.com Thank you!