non profit strategic-planning: four really important factors for success

NON-PROFIT STRATEGIC PLANNING

FOUR REALLY IMPORTANT FACTORS FOR SUCCESS

Non-profit strategic planning: Four really important factors for success

Successful strategic planning is awesome!

Non-profit strategic planning: Four really important factors for success

Successful strategic planning is awesome!

Here are four key success

factors

1. ENSURE EFFECTIVE PROCESS

Non-profit strategic planning: Four really important factors for success

1. ENSURE EFFECTIVE PROCESS

STRATEGIC PLANNING IS GENERALLY A MULTIFACETED, CHALLENGING GROUP PROCESS.

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

ARRANGE FOR FACILITATION THAT BALANCES

Non-profit strategic planning: Four really important factors for success

ARRANGE FOR FACILITATION THAT BALANCES

INCLUSION

Non-profit strategic planning: Four really important factors for success

ARRANGE FOR FACILITATION THAT BALANCES

INCLUSION EFFICIENCY

Non-profit strategic planning: Four really important factors for success

and

IF NEEDED, HIRE (OR BORROW) A FACILITATOR FOR PLANNING SESSIONS

Non-profit strategic planning: Four really important factors for success

YOU DON’T NECESSARILY NEED A STRATEGIC PLANNING FACILITATOR—IF YOU HAVE A PLANNING PROCESS IN HAND.

2. REALLY DEVELOP A STRATEGY

Non-profit strategic planning: Four really important factors for success

2. REALLY DEVELOP A STRATEGY

YOUR STRATEGIC PLAN GUIDES YOUR SHIP. CROSSING SHAOL WATERS, YOU PROBABLY NEED TO DO MORE THAN JUST TRIM THE SAILS.

Non-profit strategic planning: Four really important factors for success

STRATEGEY REFERS TO IDEAS ABOUT HOW BEST TO ACHIEVE A GOAL

Non-profit strategic planning: Four really important factors for success

STRATEGEY REFERS TO IDEAS ABOUT HOW BEST TO ACHIEVE A GOAL

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

YOUR ORGANIZATIONAL STRATEGY IS HOW YOU ADVANCE YOUR MISSION—SO

IT’S SUPER DUPER IMPORTANT. (MORE SO EVEN THAN THAT COMMA.)

Non-profit strategic planning: Four really important factors for success

IT’S EASY TO SIDE-STEP STRATEGY

LISTING:

• KEY OBJECTIVES • WAYS TO MAXIMIZE

STRENGTHS AND OPPORTUNITIES

• ORGANIZATIONAL PRIORITIES

• ETC.

Non-profit strategic planning: Four really important factors for success

IT’S EASY TO SIDE-STEP STRATEGY

LISTING:

• KEY OBJECTIVES • WAYS TO MAXIMIZE

STRENGTHS AND OPPORTUNITIES

• ORGANIZATIONAL PRIORITIES

• ETC.

IS NOT A SUBSTITUTE FOR:

WE BELIEVE THE BEST WAY

FOR US TO ___________

IS TO ___________ .

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

A comprehensive organizational strategy can guide your organization on all decks, from programs, to resource management, to internal functions.

Non-profit strategic planning: Four really important factors for success

A comprehensive organizational strategy can guide your organization on all decks, from programs, to resource management, to internal functions.

A resilient organizational strategy—one that remains relevant in the face of environmental change during its timeframe—can guide in all kinds of weather too.

3. KEEP ORGANIZATIONAL SCOPE

Non-profit strategic planning: Four really important factors for success

3. KEEP ORGANIZATIONAL SCOPE

STRATEGIC PLANNING OFTEN GOES TOO FAR “DOWNSTREAM”

Non-profit strategic planning: Four really important factors for success

STRATEGIC

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLAN

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFT

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN T

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES T

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO L

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO LO

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO LON

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO LON

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO LONG

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANNING OFTEN TAKES TOO LONG

Non-profit strategic planning: Four really important factors for success

“Hey, our new strategic plan is

already old!”

ONE CAUSE OF THIS IS GOING TOO FAR DOWNSTREAM

Non-profit strategic planning: Four really important factors for success

ONE CAUSE OF THIS IS GOING TOO FAR DOWNSTREAM

Non-profit strategic planning: Four really important factors for success

It’s not DSL vs. cable Internet—it’s that we don’t have a fast

enough connection!

ONE CAUSE OF THIS IS GOING TOO FAR DOWNSTREAM

Non-profit strategic planning: Four really important factors for success

Let’s not figure this out here—let’s set a strategic goal to

create a technology team with a technology plan.

ONE CAUSE OF THIS IS GOING TOO FAR DOWNSTREAM

Non-profit strategic planning: Four really important factors for success

Right, I didn’t mean to take us too far downstream.

When’s lunch?

MAINTAIN A CLEAR, HIGH-LEVEL FOCUS BY IDENTIFYING WHAT’S NEEDED AT AN

ORGANIZATIONAL LEVEL

• VISION? • VALUES? • MISSION GOAL? • CORE STRATEGIES • STRATEGIC GOALS • ETC.

YOU MIGHT CONSIDER PROGRAM MIX, OR EVEN SET HIGH LEVEL PROGRAM OR UNIT GOALS, BUT BEST TO AVOID PROGRAM OR UNIT PLANNING

Non-profit strategic planning: Four really important factors for success

4. INTEGRATE YOUR PLANNING

Non-profit strategic planning: Four really important factors for success

4. INTEGRATE YOUR PLANNING

OFTEN STRATEGIC PLANS BECOME DISCONNECTED FROM ORGANIZATIONAL LIFE

Non-profit strategic planning: Four really important factors for success

DO STRATEGIC PLANS OFTEN “COLLECT DUST ON A SHELF?”

Non-profit strategic planning: Four really important factors for success

DO STRATEGIC PLANS OFTEN “COLLECT DUST ON A SHELF?”

Non-profit strategic planning: Four really important factors for success

STRATEGIC PLANS DO

SOUNDS LIKE TOO FEW INSTITUTIONALIZED LINKAGES BETWEEN

ORGANIZATIONAL STRATEGY AND

GOALS

ACTIONS ON THE GROUND THAT CAN

IMPLEMENT AND ACHIEVE THEM

Non-profit strategic planning: Four really important factors for success

AND

CREATE A PLANNING SYSTEM IN WHICH EACH LEVEL DRIVES THE OTHER

STRATEGIC PLANNING,

EVALUATION, AND REVISION

PROGRAM- AND UNIT-LEVL

PLANNING, EVALUATION, AND

REVISION

Non-profit strategic planning: Four really important factors for success

Non-profit strategic planning: Four really important factors for success

Let’s meet tomorrow at 10 for program planning—and be sure to bring your copy of

the strategic plan…

IN SUMMARY

FOUR REALLY ESSENTIAL FACTORS FOR SUCCESS ARE: – ENSURE EFFECTIVE PROCESS (IT’S A COMPLEX GROUP THING)

– REALLY HAVE A STRATEGY (THE BEST WAY TO GO IS TO FIGURE OUT THE BEST WAY TO GO)

– KEEP ORGANIZATIONAL SCOPE (OVERPLANNING IS OVERBOARD)

– INTEGRATE YOUR PLANNING (SYSTEMICALLY LINK THE ORGANIZATIONAL LEVEL TO THE PROGRAM AND OTHER UNIT LEVEL)

Non-profit strategic planning: Four really important factors for success

LEARN MORE

DOT-ORG STRATEGIC PLAN

An online tool for do-it-yourself, non-profit strategic

planning

www.dot-orgstrategicplan.com

ROOT ACTION

Strategic planning, facilitation, and other

non-profit support

www.rootaction.org

Non-profit strategic planning: Four really important factors for success