A Guide to Nonprofit Strategic Planning

A Guide to Nonprofit Strategic Planning

!6/19/14 1pm EDT

Lynne T. Dean, CFRE

Your Presenter3

Lynne T. Dean, CFRE !Director of Institutional Advancement at Northwest Vista College !Past president of the Planned Giving Council San Antonio Chapter of the Partnership for Philanthropic Planning , oversees the chapter’s mentorship program !Has served on the AFP International External Communications Committee and the Host Committee for the 2014 AFP International Conference.

Why is Planning Important?

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact

Transforming passion into impact

What is Strategic PlanningLong-range or short-range?!A roadmap for success!A way to involve stakeholders in your success!A basis for programming, funding, facility, and human resource decisions



Who Should Be Involved in Your Planning?



Poll: Do you have a strategic plan?Yes!No!Yes, but it needs to be updated!Yes, but we don’t follow it!Not sure

Stakeholders❖ Board!❖ Key staff members!❖ Donors!❖ Partners!❖ Users of your services!❖ Community members



At Northwest Vista College❖ Representatives of the NVC Business Council!❖ Key faculty and staff members!❖ Donors!❖ District representatives!❖ Students!❖ Other community members



How to Get Stakeholder Buy-In



Components of the Plano Mission, Vision!o Values!o Strategic Direction!o Goals o Measures of Success (Strategic Metrics)!o Strategies o Action Steps

o Budget!o Responsibility!o Timeline



At NVCo Mission, Vision, Values -- separate!o Objectives!o Strategies o Organizational Action Plans o Action Steps – Work Group Action Plans

o Budget!o Responsibility!o Timeline



The SWOT Analysis!

o Strengths…. o Weaknesses……………..

!!

o Opportunities……………………….. o Threats…….



Poll: Have you done a SWOT AnalysisYes!No!Yes, but we didn’t involve all the right people!Not sure

Goal Settingo Areas to establish goals: program, facility, finance

(income and expense, human resources (board, staff, volunteers)

o Who sets goals? o How many goals should we have? o How can we assure we have the right goals? o How do we measure success?



At NVCo Objectives: Areas to establish goals: program,

facility, finance (income and expense, human resources (board, staff, volunteers)

o Who sets objectives? o How many objectives should we have? o How can we assure we have the right objectives? o How do we measure success?



Objectiveso SMART Objectives

o Specific o Measurable!o Action-oriented!o Realistic!o Time-defined



Strategieso How do we accomplish our objectives?!o Who are the people that can help?!o What technologies do we need?!o What are the resources we have available?



Strategies At NVCo How do we accomplish our objectives? WGAP!o Who are the people that can help?!o What technologies do we need?!o What are the resources we have available?



Action Steps➢ Who is responsible for implementing this step?!➢ When will it be done?!➢ How much will it cost? How much will it raise?



Action Steps At NVC➢ Who is responsible for implementing this step? WGAP and IAP!➢ When will it be done?!➢ How much will it cost? How much will it raise?



The Planning Retreat❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator



The Planning Retreat for NVC❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator



Implementing the Plano Departmental plans o The planning chair o Measuring progress o What happens when you get off track?



Implementing the Plan At NVCo Work Group Action Plans o The planning chair – vice president o Measuring progress – outcomes o What happens when you get off track?



Measuring Successo Setting benchmarks!o Tracking responsibilities!o Tracking timelines!o Monitoring the budget



Celebrating Success



When is it Time to Update the Plan?



When is it Time to Update the Plan at NVC?



Keeping Everyone Up-‐to-‐dateNew staff!New board members!New volunteers



What To Do When It Goes Awry?!

Extreme Makeover or !Minor Surgery?



Questions?

Thank You!

Contact Lynne at [email protected]



mailto:[email protected]

Special OfferWatch for our new book: Nonprofit Strategic Planning to be released soon.!If you would like a 15 percent discount on the book when it comes out, email us your contact information to Lynne or Linda and we will notify you when the book is available.



!!!

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A Guide to Nonprofit Strategic Planning