7 ways planning improves social impact and sustainability

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7 Ways Planning Improves Social Impact and

Sustainability

Geri Stengel and Audrey Winkley

March 13, 2013

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Advising nonprofits in:

• Strategy

• Planning

• Organizational Development

www.synthesispartnership.com

(617) 969-1881

info@synthesispartnership.com

INTEGRATED PLANNING

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Affordable collaborative data

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Today’s Speakers

Geri Stengel President

Ventureneer/Stengel Solutions

Hosting:

Sam Frank, Synthesis Partnership Assisting with chat questions: Jamie Maloney, Nonprofit Webinars

Audrey Winkler Principal

OMG!

Organizational Management Group

Title of Show Subtitle here

7 Ways Planning

Improves Social Impact

and Sustainability

Presented by: Geri Stengel Audrey Winkler For Nonprofit Webinars March 13, 2012

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Spread the Word

Planning improves performance

2.5 + times

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Why Business and Strategic Planning?

1. Clarity and focus

2. Analysis and evaluation

3. Prioritization

4. Align resource with priorities

5. Financial sustainability

6. Tightly managed and

smartly led

7. Measure social impact

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Nonprofits That Should Use Planning

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1.) Clarity and Focus

• Whom do you serve?

• What do?

• How do you make a

difference?

• How do you know?

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2.) Analyzing and Evaluating

Internal factors

• Program/service performance

• Proprietary know how

• Reputation

• Name recognition

• Alliances

External factors

• Market size

• Market needs / characteristics

• Marketplace

• Competitive comparison

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3.) Prioritization

• Align with mission and social impact

• Complement core capabilities

• Execute well

• Makes a big social impact

• Improve efficiency or effectiveness

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4.) Align Resources With Priorities

• Include human / infrastructure resources

• Project costs

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5) Financial Sustainability

• Project existing revenue

• Identify new revenue sources

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6) Tightly Managed and Smartly Led

• Analyze and plan

• Evaluate leadership

• Cultivate emerging leaders

• Develop a culture of learning and

development

• Create a culture of constructive

comment

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7) Measuring Social Impact

Measure

Analyze

Improve

Repeat

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It’s Not the Destination It’s the Journey

• Explore

• Discover

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Connect With Us

Name

Geri Stengel geri@ventureneer.com

http://www.linkedin.com/in/geristengel

http://www.facebook.com/Ventureneer

http://twitter.com/#!/ventureneer

Audrey Winkler awinkler@omgconsulting.org

http://www.linkedin.com/in/audreywinkler

http://www.facebook.com/OmgOrganizationalManagemen

tGroup

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