Planning Clinic

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Sponsored by: Planning Clinic Sam Frank Synthesis Partnership October 25, 2013 Twitter Hashtag - #4Glearn Part Of:

description

Building on my cycle of nonprofit planning webinars (three on strategic planning and one each on integrated planning, facility planning, and mission statements), we will offer a planning clinic. If you have a question, issue or problem relating to any aspect of nonprofit planning (strategic, business, program, or facility planning, or related issues) just sign up for this session, and I will respond to it. I will frame my comments broadly in terms of general principles while also offering specific guidance to the questioner. As with all of our webinars, the questioner will be identified by first name only (or not at all, if requested). Bring your thorniest issues, and let's see what we can do with them.

Transcript of Planning Clinic

Page 1: Planning Clinic

Sponsored by:

Planning Clinic

Sam Frank Synthesis Partnership

October 25, 2013

Twitter Hashtag - #4Glearn

Part Of:

Page 2: Planning Clinic

Sponsored by:

Advising nonprofits in:!•  Strategy!•  Planning!•  Organizational Development!

www.synthesispartnership.com!!

(617) [email protected]!

!

INTEGRATED PLANNING

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Sponsored by: Part Of:

Coming Soon

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Sponsored by:

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"

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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

!

!!For every complex problem "there is a simple solution;"...and it is always wrong.!

H.L. Mencken

Why Plan?"

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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

!

Why Plan?""

Circumstance!

Operations!

Wisdom!

Cultivation!

Organizational Development!

Aspiration!

http://bit.ly/SyPci01!

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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

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Integrated Planning"! http://bit.ly/SyPci11!

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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

!

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!

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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

!

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!

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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

!

Preparation!

Assessment!

Engagement!

Plan Development!

Implementation!

The Planning Process!Five Components http://bit.ly/SyPci05!

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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

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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!

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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

!

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!

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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

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•  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!

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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

!

Facility Planning Fundamentals"Control over costs! http://bit.ly/SyPci13

http://bit.ly/SyPci06!

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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

!

Facility Planning Fundamentals"!

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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

!

[email protected]"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!

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Sponsored by:

Find listings for our current season of webinars and register at:

NonprofitWebinars.com

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