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

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NON-PROFIT STRATEGIC PLANNING FOUR REALLY IMPORTANT FACTORS FOR SUCCESS

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Non-profit strategic planning can be challenging. Learning and focusing on success factors can really help your organization have a successful strategic planning process. This presentation covers four keys to a great plan. More information at: http://www.dot-orgstrategicplan.com/.

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Page 1: Non profit strategic-planning: Four really important factors for success

NON-PROFIT STRATEGIC PLANNING

FOUR REALLY IMPORTANT FACTORS FOR SUCCESS

Page 2: 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!

Page 3: 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!

Here are four key success

factors

Page 4: Non profit strategic-planning: Four really important factors for success

1. ENSURE EFFECTIVE PROCESS

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

Page 5: 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

Page 6: Non profit strategic-planning: Four really important factors for success

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

Page 7: Non profit strategic-planning: Four really important factors for success

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

Page 8: Non profit strategic-planning: Four really important factors for success

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

Page 9: Non profit strategic-planning: Four really important factors for success

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

Page 10: 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

Page 11: 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

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ARRANGE FOR FACILITATION THAT BALANCES

INCLUSION EFFICIENCY

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

and

Page 13: Non profit strategic-planning: Four really important factors for success

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.

Page 14: Non profit strategic-planning: Four really important factors for success

2. REALLY DEVELOP A STRATEGY

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

Page 15: 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

Page 16: 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

Page 17: 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

Page 18: Non profit strategic-planning: Four really important factors for success

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

Page 19: 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

Page 20: 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

Page 21: 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

Page 22: 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.

Page 23: 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.

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.

Page 24: Non profit strategic-planning: Four really important factors for success

3. KEEP ORGANIZATIONAL SCOPE

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

Page 25: 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

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STRATEGIC

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

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STRATEGIC PLAN

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

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STRATEGIC PLANNING

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

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STRATEGIC PLANNING OFT

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

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STRATEGIC PLANNING OFTEN

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

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STRATEGIC PLANNING OFTEN T

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

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STRATEGIC PLANNING OFTEN TAKES

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

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STRATEGIC PLANNING OFTEN TAKES T

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

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STRATEGIC PLANNING OFTEN TAKES TOO

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

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STRATEGIC PLANNING OFTEN TAKES TOO L

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

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STRATEGIC PLANNING OFTEN TAKES TOO LO

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

Page 37: 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

Page 38: 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

Page 39: 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

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STRATEGIC PLANNING OFTEN TAKES TOO LONG

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

“Hey, our new strategic plan is

already old!”

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ONE CAUSE OF THIS IS GOING TOO FAR DOWNSTREAM

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

Page 42: 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!

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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.

Page 44: 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

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

When’s lunch?

Page 45: Non profit strategic-planning: Four really important factors for success

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

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4. INTEGRATE YOUR PLANNING

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

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4. INTEGRATE YOUR PLANNING

OFTEN STRATEGIC PLANS BECOME DISCONNECTED FROM ORGANIZATIONAL LIFE

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

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

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

Page 49: 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

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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

Page 51: Non profit strategic-planning: Four really important factors for success

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

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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…

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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

Page 54: 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