Strengthening Our Collective Impact: Developing A Strategic Plan for CMHA

1. Strengthening Our Collective Impact:Developing A Strategic Plan for CMHA National Conference Workshop Materials Kelowna, British Columbia September, 2011 Michael Rowland Partner The Randolph Group mrowland@randolph.on.ca t/ 647.345.8825 Peter Coleridge National Chief Executive Officer Canadian Mental Health Association pcoleridge@cmha.ca t/ 613.745.7750 ext. 221

2. Today’s objectives • Set the scene for today’s session • Overview of strategic planning process • Key findings from consultations to date • Objectives, agenda and process for today • Seek your input on potential areas for nation-wide collaboration aimed at strengthening CMHA’s collective impact • Potential areas for collaboration and related strategies • Relative priorities among these areas • Discuss roles and mechanisms for moving priority areas and strategies forward • Leadership and contributing roles • Approach to funding collaborative initiatives • Outline next steps in the planning process • Draft plan development • Consultation and refinement • Approval, endorsement and implementation

3. Agenda

4. Objective of the plan is to strengthen CMHA’s collective impact Note: Will be in draft plan for consultation in fall Implications for Plan’s Content Note: Focus of today’s discussions • Plan will propose refinements to CMHA’s vision, mission, and values • Plan will identify priority areas for nation-wide collaboration and related strategies that will strengthen our collective impact as an organization • Objective is to have CMHA family agree to actively collaborate on these areas across the organization • Collaborations would be led and contributed to by different parts of the organization • Plan must be relevant for all of CMHA • Local innovation and flexibility to respond to unique needs will continue

5. Plan development involves extensive consultation Phases and Timing Deliverables 1. Getting Ready (April/May) Project Charter and Resource Plan Communication/Engagement Strategy 2. Environmental Scan and (June/July) Scan of CMHA and external partners plans Strategy Workbook Consultation with CMHA 3. Potential Areas for Collaboration and Related Strategies (August/September) Potential Areas for Collaboration, Strategies and Roles Refinement and Priority Setting with CMHA at National Conference 4. Plan Development (October/November) Draft Strategic Plan Review and Refinement with CMHA

6. Project governance CMHA National Board Senior Management Team, CMHA • Sponsor of the plan • Provide input to the plan • Encourage and support CMHA engagement (boards and staff) • Approve the plan and seek broader CMHA endorsement • Serve as Project Steering Committee • Provide input to the plan • Prime points of coordination for communications and issue management in divisions and branches/regions • Help to collect and synthesize information • Encourage and support CMHA engagement (boards and staff) • Recommend the plan to the National Board and seek Divisional Board endorsement National Chief Executive Officer • Project director • Chair the Steering Committee • Lead communication and issue management

7. Summary of conclusions from consultations to date Strong commitment to promoting mental health and supporting resilience and recovery from mental illness Recognition of and pride in CMHA’s strengths and unique potential Many needs and opportunities for promoting mental health and supporting resilience and recovery from mental illness Recognition of need for differentiation, clarification of CMHA mission and core functions (the four pillars), and for focus in a changing strategic environment Desire for greater collaboration across CMHA and a stronger national voice, without losing local flexibility Many pressures and concerns identified with respect to the capacity and sustainability of CMHA across the country Support for this kind of national planning process focused on areas for nation-wide collaboration

8. Consultations identified five potential areas for nation-wide collaboration and related strategies for discussion

9. Consultations identified five potential areas for nation-wide collaboration and related strategies for discussion

10. Want to get your input on three questions through table discussions

11. Finally, would you like your quick ideas on how to move these areas and related strategies forward

12. Outline of next steps Next Steps • Consolidation and analysis of the input from all of these sessions • Development of a draft strategic plan to strengthen CMHA’s collective impact, including refined statements of CMHA vision, mission and values, areas for collaboration, related strategies, and an implementation framework • Communication and electronic consultation with all CMHA branches/regions/divisions on draft strategic plan • Discussion of draft plan with national system partners • Presentation of plan to CMHA National Board for approval • Seek endorsement of plan and support for implementation from CMHA branches/regions/divisions On behalf of the Steering Committee, thank you for your input today. Follow-up comments can be provided via email to Michael Rowland and Peter Coleridge.