from strategy to action may 2015 john dumey and meredith kennedy innocence network support unit
TRANSCRIPT
From Strategy to ActionMay 2015
John Dumey and Meredith KennedyInnocence Network Support Unit
Photo: psd
“If you don’t know where you are going, any road will get you there.”
Cheshire Cat to Alice
Photo: S. Baker
TODAY’S AGENDA1. What is a strategic plan?2. The planning cycle3. Planning components4. Visioning and goal-setting5. The Just Enough Planning Guide and its nine phases of
planning6. Creating an action plan7. Tying your plan to your budget8. Activity: Writing your action plan9. Staying on track
• Where are we today?• Where do we want to be in the future?• What should we be focused ontoday in order to make it towhere we want to be?
STRATEGIC PLANNINGanswers these questions:
1. Start with visioning + goal-setting2. Create an action (work) plan3. Tie the plan to the budget
3 STEPS TO A SUCCESSFUL PLAN
PLANNING CYCLE
VisionMissionGoals
PLANNING COMPONENTS
Strategic Plan
ObjectivesStrategiesTactics
Action Plan
Budget
BigHairyAudaciousGoal
Vision is:
Remember:• Vision is the BHAG – be bold!• Mission is what you do every day• Goals directly support mission• Don’t spread yourselves too thin – limit goals to three!
ACCOMPLISHING VISIONING + GOAL
SETTING
• Conduct SWOT analysis• Vision – big, hairy & audacious!• Mission – what is your purpose?• Goals – based on your mission, what do you need to do to get there?
VISIONING + GOAL SETTING
Designed to work best with policy campaigns, issue campaigns, corporate campaigns and public education campaigns.
If you are looking to pass a law, win popular support for an issue, organize a boycott or let a bunch of people know that something is bad for them, this guide is for you.
JUST ENOUGH PLANNING GUIDE
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
1. Confirm that a campaign is possible2. Set clear, measurable objectives that are achievable3. Chart your course4. Anticipate conditions5. Know how to make headway6. Prioritize your target audiences7. Put a public face on your campaign8. Operationalize your campaign9. Stay on track
NINE PHASES OF PLANNING
Before you start, you need to know that you can run a campaign to achieve your goal at this time.
1. CONFIRM THAT A CAMPAIGN IS POSSIBLE
Start with what you want to accomplish, set a hard deadline for accomplishing it, and be as
specific as possible. Objectives say exactly what needs to happen, by whom, where and when.
2. SET REALISTIC, MEASURABLE OBJECTIVES
• Pass a statewide ballot initiative in November 2014 that imposes an additional 13-cent tax on tobacco products in California• Influence the governor to increase funding for child care by $3.5 million by the end of the year.• Increase the number of people carpooling in Maryland by 20% within the next three years.
SOME GOOD CAMPAIGN OBJECTIVES
SOME NOT-SO-GOOD OBJECTIVES• Get the governor to fund more programs that support families.• Generate more press coverage for our project.• Stop global climate change.• End drunk driving.
Once you have a clear goal, determine what steps you need to take to get there and when you need to take them. Create an action plan!
3. CHART YOUR COURSE
• An action plan consists of goals, objectives, and tasks• Often the people who write the action plan are not the same people who creat the vision• A detail oriented, get-it-done approach is needed• Work accountability into the plan- the Just Enough Planning Guide is great for this
CREATING AN ACTION PLAN
Don’t establish unrealistic goals.
Your vision should be bold, but goals and steps to get there need to be specific, measurable and achievable with your known resources – human and monetary.
#1 ACTION TO AVOID
SpecificMeasureableAchievableRealisticTime bound
SMART GOALS ARE:
• Break down each step – “What do we do next? And then what? And then what?”• Who will do each task?• What is the deadline for each task?
EFFECTIVE ACTION PLANS:
SAMPLE ACTION PLANBeginning of a work plan - goals and objectives are taken directly from the board-approved strategic plan. Matrix can be completed by each respective committee.
COMMITTEE CHARGE SHEETS
Another way to clearly define the scope, deadlines and responsibilities.Bonus: Great way to recruit volunteers!
Your current budget format may not align with your strategic plan.
Analysis of action plan and budget still must be done to ensure a realistic plan.
TYING THE PLAN TO BUDGET
SAMPLE BUDGET TIED TO PLAN
INDIVIDUAL ACTIVITY: CREATING AN ACTION
PLAN
1. One challenge OR2.One success OR3.One “a-ha” moment
GROUP REPORT OUT
STAYING ON TRACK: SOME TIPS
• Prepare for the unexpected• Take regular stock of your campaign- don’t wait for the post-mortem• Celebrate small successes• Think of outputs as the specific things you will do to move your campaign forward- outcomes are the visible evidence of your plan in action
STAYING ON TRACK: SOME TIPS
• Hold weekly meetings to keep the trains running on timeo Someone needs to be in charge of these
meetings- pick that person earlyo Everyone provides a status report • Hold monthly meetings to assess
benchmarkso Are your planned activities having the
desired impact, or do you need to make a mid-course correction?
STAYING ON TRACK• What do you think might derail you once you put your plan into action? How can you mitigate that danger?• How will you ensure accountability once you get back home?
ASSESSING FUTURE OPPORTUNITIES
• Is this opportunity a shortcut to achieving one of our core objectives of the campaign?• What are the reasons to say yes?• What are the reasons to say no?• Can this opportunity have a greater impact than some of the tactics we have planned now?• Do we have the staff/volunteer time and budget to fully leverage the opportunity?• What could go wrong, and are we willing to risk it?
If you are a Network member, the Network Support Unit can facilitate your strategic or action
planning retreat at no cost to you!
Meredith [email protected]
John [email protected]
