strategic planning for nonprofits -...
TRANSCRIPT
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FROM GOOD TO GREAT
Strategic Planning for Nonprofits
#StrategicNonprofit | @schaffercombs
Thursday, April 10, 2014 9:00 – 9:45am, PST
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Who We Are, Why We’re Here 2
Schaffer&Combs solves problems and creates growth for mission-driven organizations that possess the vision and ambition to make genuine change. Capital: � Human � Intellectual � Financial
Hello!
#StrategicNonprofit | @schaffercombs
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Today’s Talking Heads 3
James Lee @jamesvlee [email protected]
James Schaffer @schaffercombs [email protected]
Amanda Wybolt @AmanduhWybolt [email protected]
#StrategicNonprofit | @schaffercombs
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STRATEGY: • WHAT • WHY & WHEN • HOW • THE NONPROFIT SECTOR • TOOLBOX
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Agenda
Presentation: 9:00 – 9:30
Q&A: 9:30 – 9:45
#StrategicNonprofit | @schaffercombs
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WHAT is Strategy?
#StrategicNonprofit | @schaffercombs
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What is Strategy? 6
What = goals/outcomes/impact (what will be better for whom?) How = programs/inputs/resource allocation
Where are we now?
Where do we want to be?
What do we want to accomplish and how do we do it?
#StrategicNonprofit | @schaffercombs
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Where Does Strategy Fit? 7
(WHAT IT’S NOT)
#StrategicNonprofit | @schaffercombs
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Where Does Strategy Fit? 8
(WHAT IT’S NOT)
Vision
Mission
Theory of Change
Logic Model
STRATEGY
Tactical Operational Plan
Budget ($/FTEs/Opportunity Cost)
Performance Measurement
#StrategicNonprofit | @schaffercombs
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Strategy – WHY & WHEN?
#StrategicNonprofit | @schaffercombs
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Why Get Strategic? 10
� Inflection point � Changes in market � New leadership � Funding � Growth � Change in mission/focus
#StrategicNonprofit | @schaffercombs
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When to Get Started? 11
� Readiness à Do we need this now? � Pieces in place à Why do we exist?
¡ BHAG / vision ¡ Mission / TOC / logic model ¡ Competitive advantage / “special sauce” ¡ “Hedgehog” / “profile”
� What is the question to be answered à What are we trying to figure out?
#StrategicNonprofit | @schaffercombs
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Strategy – HOW?
#StrategicNonprofit | @schaffercombs
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S&C Strategic Planning Process 13
Strategy Operations
Core Areas SWOT*
Goals (SMART*)
Gap Analysis Strategies Activities
(Tactics) Objectives Metrics Performance Mgmt
Stakeholder Engagement IMPACT Assessment
Where What How Who/When Milestones KPIs
*SWOT analysis: Strengths, Weaknesses, Opportunities, Threats *SMART criteria: Specific, Measurable, Attainable, Relevant, Time-bound
#StrategicNonprofit | @schaffercombs
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Components of a Strategic Plan 14
#StrategicNonprofit | @schaffercombs
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Components of a Strategic Plan 15
� Building on success (confirm identity / model) � What’s changed (internal / external) � Updated goals � GAP analysis (internal capacity) � Changes needed (money, board, staff, programs,
metrics, systems, etc.) � Dashboard (KPIs / performance measurement)
#StrategicNonprofit | @schaffercombs
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Potential Pitfalls 16
#StrategicNonprofit | @schaffercombs
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Potential Pitfalls 17
� Skipping stakeholder engagement � Wrong question � Aim too high, too low � Choosing bigger vs. better vs. smarter � Saying “no” is difficult � “Shout louder” (do more with less) � Definition / measurement of success � Keep it simple
#StrategicNonprofit | @schaffercombs
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The NONPROFIT Sector & Strategy
#StrategicNonprofit | @schaffercombs
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How is the Nonprofit Sector Different? 19
� Triple vs. double vs. single bottom line � Imperfect information
� More data vs. more analysis
Entrepreneur Nonprofit Fortune 500
#StrategicNonprofit | @schaffercombs
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Strategic TOOLBOX
#StrategicNonprofit | @schaffercombs
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Toolbox 21
• SWOT analysis • Impact analysis • Stakeholder engagement (staff, board, clients, funders) • Multi-year/multi-focus vs. targeted • Proactive vs. reactive • Data- and impact-driven • What's different? (big bets/little bets/deltas) • MVP/rapid prototyping/fail fast • Gap analysis • SMART goals • Milestones and metrics • Incremental vs. step-function • Wider vs. deeper/expansion vs. infill • Proactive vs. reactive
#StrategicNonprofit | @schaffercombs
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Impact Analysis Rubric 22
#StrategicNonprofit | @schaffercombs
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Strategic planning… is Impact Analysis in Reverse…
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#StrategicNonprofit | @schaffercombs
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Q&A / DISCUSSION
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Thank you!
James V. Lee [email protected]
James Schaffer [email protected]
Amanda Wybolt [email protected]
#StrategicNonprofit | @schaffercombs