A Guide to Nonprofit Strategic Planning
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Transcript of A Guide to Nonprofit Strategic Planning
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A Guide to Nonprofit Strategic Planning
!6/19/14 1pm EDT
Lynne T. Dean, CFRE
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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.
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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
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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
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 5: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/5.jpg)
Who Should Be Involved in Your Planning?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 6: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/6.jpg)
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
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Stakeholders❖ Board!❖ Key staff members!❖ Donors!❖ Partners!❖ Users of your services!❖ Community members
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 8: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/8.jpg)
At Northwest Vista College❖ Representatives of the NVC Business Council!❖ Key faculty and staff members!❖ Donors!❖ District representatives!❖ Students!❖ Other community members
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 9: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/9.jpg)
How to Get Stakeholder Buy-In
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 10: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/10.jpg)
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
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 11: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/11.jpg)
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
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 12: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/12.jpg)
The SWOT Analysis!
o Strengths…. o Weaknesses……………..
!!
o Opportunities……………………….. o Threats…….
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 13: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/13.jpg)
Poll: Have you done a SWOT AnalysisYes!No!Yes, but we didn’t involve all the right people!Not sure
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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?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 15: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/15.jpg)
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?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 16: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/16.jpg)
Objectiveso SMART Objectives
o Specific o Measurable!o Action-oriented!o Realistic!o Time-defined
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 17: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/17.jpg)
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?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 18: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/18.jpg)
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?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 19: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/19.jpg)
Action Steps➢ Who is responsible for implementing this step?!➢ When will it be done?!➢ How much will it cost? How much will it raise?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 20: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/20.jpg)
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?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 21: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/21.jpg)
The Planning Retreat❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 22: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/22.jpg)
The Planning Retreat for NVC❖ The location ❖ The theme ❖ The agenda ❖ Brainstorming ❖ Using a facilitator
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 23: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/23.jpg)
Implementing the Plano Departmental plans o The planning chair o Measuring progress o What happens when you get off track?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 24: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/24.jpg)
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?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 25: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/25.jpg)
Measuring Successo Setting benchmarks!o Tracking responsibilities!o Tracking timelines!o Monitoring the budget
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 26: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/26.jpg)
Celebrating Success
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
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When is it Time to Update the Plan?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 28: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/28.jpg)
When is it Time to Update the Plan at NVC?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
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Keeping Everyone Up-‐to-‐dateNew staff!New board members!New volunteers
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 30: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/30.jpg)
What To Do When It Goes Awry?!
Extreme Makeover or !Minor Surgery?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 31: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/31.jpg)
Questions?
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Thank You!
Contact Lynne at [email protected]
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
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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.
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact
![Page 34: A Guide to Nonprofit Strategic Planning](https://reader033.fdocuments.net/reader033/viewer/2022052915/58f9bf69760da32f4b8b4823/html5/thumbnails/34.jpg)
!!!
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