Post on 11-May-2015
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Sponsored by:
Planning Clinic
Sam Frank Synthesis Partnership
October 25, 2013
Twitter Hashtag - #4Glearn
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Sponsored by:
Advising nonprofits in:!• Strategy!• Planning!• Organizational Development!
www.synthesispartnership.com!!
(617) 969-1881!info@synthesispartnership.com!
!
INTEGRATED PLANNING
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Coming Soon
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Today’s Speaker & Host
Sam Frank Principal, Synthesis Partnership
Founding Director, Nonprofit Webinars Assisting with chat questions: Jamie Maloney, 4Good
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SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Sam Frank Synthesis Partnership
Nonprofit Planning Clinic
©"Copyright"2013"Synthesis"Partnership"All"rights"reserved."Copies"permi<ed"only"with"full"a<ribuAon"
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
!!For every complex problem "there is a simple solution;"...and it is always wrong.!
H.L. Mencken
Why Plan?"
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Why Plan?""
Circumstance!
Operations!
Wisdom!
Cultivation!
Organizational Development!
Aspiration!
http://bit.ly/SyPci01!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Planning"! http://bit.ly/SyPci11!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
The Planning Cycle"
PROGRAM "PLANNING!
STRATEGIC "PLANNING!
BUSINESS "PLANNING!
ORGANIZATIONAL DEVELOPMENT!
IDENTITY DEVELOPMENT!
FINANCIAL MODELING!
TECHNOLOGY PLANNING
"
HUMAN RESOURCE PLANNING!
ADVANCEMENT PLANNING!
FACILITY "PLANNING!
http://bit.ly/SyPci11!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Plan Structure" http://bit.ly/SyPci05!
STRATEGIC PLANNING
RESOURCES
OUTPUTS
ACTIVITIES
OBJECTIVES
GOALS
MISSION
OUTCOMES
STRATEGIC PLANNING
PROGRAM PLANNING
OPERATIONS
http://bit.ly/SyPci12!http://bit.ly/SyPci11!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!Five Components http://bit.ly/SyPci05!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Plan !"!
Mission-Based Goals
Supporting Objectives
Measurable Actions
Mission
• Clear, specific action • Measurable result • Timeline (start & complete dates) • Resources required • Responsibility
http://bit.ly/SyPci07!
4th Annual"Mission Statement Competition"
submissions by October 31 "http://bit.ly/SyPmission!
Mission Statement Webinar"November 13"
http://bit.ly/missionweb1311!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Measuring, Tracking & Reporting !"! January 31, 2013: 41.7% of FY 2012 NOTES
Engagement and GovernanceEvent guests per board member (#) 138% 82% 1
New donors per board member (#) 76% 48% 2
Non-board members on committees (#) NEW 50%Non-board members fundraising (#) NEW 50%
FinanceBudget vs. Actual ($) 49% 48%Cash reserve at FYE ($) -28% 49% 3
Marketable Securities 425% 525%
FundraisingNew donors (#) N/A 87% 5
Donors renewing (%) N/A 53% 5
Notes Legend1 ABOVE GOAL2 ON TARGET3 LAGGING4 PROBLEM57
YTD % Growth
YTD % of FY Goal
STRONG GROWTH
http://bit.ly/SyPci08!
!http://bit.ly/SyPci14!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
• Master Planning!
• Facility Planning!
• Architectural Programming & Budgeting!
• Selecting Architects & Constructors!
• Contracts!
• Design & Construction!
• Financial Modeling!
Facility Planning!http://bit.ly/SyPci13 http://bit.ly/SyPci06!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Facility Planning Fundamentals"Control over costs! http://bit.ly/SyPci13
http://bit.ly/SyPci06!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Facility Planning Fundamentals"!
SYNTHESIS P A R T N E R S H I P
Planning Clinic!Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
sbf@synthesispartnership.com"www.synthesispartnership.com!
© 2013 Synthesis Partnership All rights reserved
Resources !"!Critical Issues!# 1 Why Plan? http://bit.ly/SyPci01
# 5 The Structure of Planning http://bit.ly/SyPci05
# 8 The Measure of Success http://bit.ly/SyPci08
#15 Strategic Action http://bit.ly/SyPci15
#17 Fear of Planning http://bit.ly/SyPci17
#18 Tools for Planning http://bit.ly/SyPci18 !
Other Webinars on Related Topics!Strategic Planning 1: Cultivation & Organizational Development Strategic Planning 2: Plan Development & Implementation Strategic Planning 3: Measure, Monitor, Report Nonprofit Boards & Effective Governance Before You Hire an Architect !schedule, archive, & registration at http://bit.ly/SyPwebinars
Advising & training nonprofits in strategy, planning,
& organizational development
SYNTHESIS P A R T N E R S H I P
# 2 The Secret Life of Surveys http://bit.ly/SyPci02
# 7 On a Mission http://bit.ly/SyPci07
# 9 Brand Identity http://bit.ly/SyPci09
#11 Integrated Planning http://bit.ly/SyPci11
#12 Business Planning http://bit.ly/SyPci12
#13 Facility Planning http://bit.ly/SyPci13
#14 Managing Change http://bit.ly/SyPci14
4th Annual"Mission Statement Competition"
submissions by October 31 "http://bit.ly/SyPmission!
Mission Statement Webinar"November 13"
http://bit.ly/missionweb1311!
Sponsored by:
Find listings for our current season of webinars and register at:
NonprofitWebinars.com
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