strategic planning: making it real

STRATEGIC PLANNING:MAKING IT REAL

May 24, 2021

Kimberly L. Jeffries Leonard, Ph.D. | National President

Opening Remarks

Strategic Planning: Making It Real 2

Link Kimberly Jeffries LeonardNational President

AgendaWelcome Remarks/Workshop Goals Link Barbra Ruffin-BostonWhy Strategic Planning? Link Nutrena TateFive-M Model Link Jocelyn Hunter

MAP-- Map Your Plan Link Lucy Anderson-- Strategic vs. Operational Link Adell Batchelor-Walker-- SWOT/SMART Goals Link Kimberly Ford-- Strategic Planning & Link Martha Lloyd

SDM Synergy

The Way Ahead Link Jocelyn Hunter

Questions and Answers Link Barbra Ruffin-Boston 3


Workshop Goals

Updateo Status of new systemo National Goals

Proven approaches for working with your chapter to develop your 2020-2025 Strategic Plan

Understand how to update your plan to align with National’s

Learn how to manage successful outcomes using your strategic plan 4

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National Strategic Planning Committee

Barbra Ruffin-BostonChairwomanSan Francisco (CA)

Martha LloydEastern Area ChairOld Dominion (VA)

Terri MoonOakland County (MI)

Lucy Hicks AndersonWestern Area ChairGulf Coast Apollo (TX)

Jocelyn HunterCo-ChairwomanAtlanta (GA)

Adell Batchelor-WalkerBeverly Hills West (CA)

Pamela ChaviraClaremont Area (CA)

Kimberly FordSouthern Area ChairGreater Huntsville (AL)

VacantCentral Area ChairChapter

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Nutrena TateGreat Lakes (MI)

Ashley Nicole Reynolds MarshallRoanoke (VA)

Dionne ClarkReston (VA)

Regina Jollivette FrazierGreater Miami (FL)

Why Strategic Planning?

2020-2025 Strategic Plan that:

Creates a map to achieve our vision;

Facilitates officer and chairwoman transition;

Aligns national, area, and chapter performance while monitoring and measuring results;

Advances and sustains the national strategic priorities.


Dynamic Process

Mission

Vision

Values

National Strategic Priorities

Chapter Strategic Plan

Chapter Facet Goals and Measures

Results

Strategic

Operational




SDM Synergy


Questions and Answers Link Barbra Ruffin-Boston

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Strategic Planning:Five M Model

Mission

Map

MeasureManage

Monitor


Planning and SMART

Goal Development

Mission/Vision Statement

Mission“Friends transforming communities through

service”

Vision“Enrich communities and improve the quality of

life for people of African descent through friendship and service”


Q: What are the biggest challenges facing our Organization in the next 5 years?

Oct. 2019 Survey


NATIONAL STRATEGIC PRIORITIES

1. Promote a culture of friendship and engagement

2. Promote a culture of transformational community service

3. Promote a culture of fiscal responsibility

4. Promote a culture of organizational excellence and alignment

5. Promote a culture of brand awareness

20/20 Vision Planning Strategically for the Future


PRIORITIES

Building Blocks for Planning

Plans should align with the priorities At least one goal for each priority Ensures alignment




SDM Synergy



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Map Your PlanWHY Plan?• Create a map to achieve our vision;• Advance and sustain the national strategic priorities;• Align national, area, and chapter performance while monitoring and

measuring results; and• Facilitate Transitions

WHO Plans?• National• Area• Chapters

WHAT is a Strategic Plan?• A strategic plan is a document used to communicate the

organizations’ goals, the actions needed to achieve those goals, and all the other critical elements developed during the planning exercise.

National Links, Incorporated Vision


Community and Chapter Assessment: Use these Tools to Establish a Plan and a

Baseline

Interviews

Focus Groups

Demographic Data

SWOT Analysis

Case studies

Aggregate Data from Schools, etc.

Surveys

Forums

Census Data

Government or other

Reliable Reports

Portfolios

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SDM Synergy



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Poll

Strategic is visionary and long term, operational is tactical and short term.

A. True

B. False

Strategic Planning: Making It Real

Strategic vs. Operational


Short term: 6 to 12 months

Analytical and not necessarily based on the vision

Focuses on tactical actions

Designed for accuracy

Long term: 3 to 5 years

Based on a specific vision for the future

Focus on concept and theoretical

Designed for effectiveness



SDM Synergy



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Poll


The SWOT is…?

A. A way to evaluate your internal and external processes

B. Identifies strengths, weaknesses, opportunities, and threats

C. A great way to think about discovering and framing your chapter Strategic Planning SMART goals and provides outcomes for your goal setting

D. All of the above

Strengths should be Specific so you’re able to identify which elements of your programming are strong.

Weaknesses identified early, will help rid your

programs of them, predict Measurableoutcomes, as well as measure how they will affect your project.

Opportunities that are agreed upon by the members enable effective resource

management for Attainable goals. Let each member share in the responsibility and agree to be part of the team by being open to suggestions.

Threats can be defined or changed to enhance your programming to the

Realistic positive outcome you want.

S.W.O.T. Analysis

Short Mid Long

TimelineStrategic Planning: Making It Real 22

Use strengths to maximize opportunities

Use strengths to minimize threatsMinimize weakness by taking

advantage of opportunities

Take steps to address weaknesses and reduce threats

Strategy Statements• We will leverage our strengths

to minimize threats by taking these actions…

• We will mitigate our weaknesses with our identified opportunities by taking these actions…

• We will use our strengths to maximize our opportunities by taking these actions…

• We will address weaknesses to reduce the identified threats by taking these actions…


SWOT analysis outcomes for goal setting might be:

• What programming opportunities are best for you to pursue?

• What internal strengths your chapter can use to enhance your pursuit of these programming opportunities

• What threats your chapter can/need to eliminate/minimize

• What internal strengths your chapter can use to overcome these threats

• What strengths your chapter should consider making stronger to further enhance your ability to pursue your goals



SDM Synergy



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Poll

The Strategic Plan and the Service Delivery Model are…?

A. Exactly the same

B. Complimentary and inter-related

C. Not related at all

Strategic Planning: Making It Real

Driving Outcomes that Matter with Strategic Planning and Service Delivery Model (SDM) Synergy

Chapter Strategic PlanningSMART Goals

Chapter Programming

SWOT Analysis

StrategicPlanning

Service Delivery Model

EngagedMembership

TransformationalProgramming+ + =

SDM

Mission Statement: Friends transforming communities through service.Vision Statement: Empowering, educating, and enriching global communities we serve and

improving quality of life.


Specific: What am I doing?, When am I doing it?, Who is involved?, Where are you doing it?, How does it benefit the community?, and Why (the purpose)?

Attainable: How will you meet your goals? What do you need to meet your goals?

Measurable: How will you track your progress? How will you know when you’ve accomplished your goal?

Realistic: Have you identified obstacles/ challenges – external Factors?

Time-Based: Have you set short, mid and long-term deadlines?

Situation (The Problem) Priorities Mission/Vision (What drives the outcome?)

Inputs Outputs Outcomes

Resources Activities Participation Short-Term Mid-Term Impact/Long-Term

In order to accomplish our set of activities we will need the following:

In order to address our problem, we will accomplish the following activities:

We must clearly identify the groups we are serving.

If accomplished, we expect these activities will lead to the following changes in 1-2 years:

If accomplished, we expect these activities will lead to the following changes in 3-4 years:

If accomplished, we expect these activities will lead to long-term societal changes.

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Assumptions

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External Factors (Things that might negatively impact your program – i.e. environment, community, public policy)

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Evaluation

What do you want to know? How will you know it?

CHAPTER STRATEGIC PLANNING S.M.A.R.T. GOALS AND SERVICE

DELIVERY MODEL


EXAMPLE: Chapter Strategic Planning SMART Goal Development using Chapter SWOT Analysis

Goal #1: Leverage our chapter’s website to strengthen our brand in the community by sharing and commenting on 50% of our tweets on LinkedIn for 6 months to increase our engagement on Twitter by 25%.

Goal #2: Direct traffic from old domain to the new web domain to increase traffic by 50% within 3 months.

Goal setting helps focus efforts and, focus after all, is a key ingredient to success!




SDM Synergy



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The Way Ahead

Phase 1 Phase 2 Phase 3

Activ

ities

Define ProgramsDefine PartnershipsPerform SWOTIdentify situation, inputs, outputsDevelop SMART GoalsDevelop goals/objectives

Activ

ities

Identify resources, e.g., people, funds, etc.Prioritize ProgramsCollaborate with Strategic Planning LiaisonTrack progress

Activ

ities

EvaluateReportAssess

May – Aug Sept – Dec Jan -- Apr

- SDM- SMART Goals

- Calendar- Budget

- Program Report- Friendship Report

Mission/Map Measure/Manage Monitor

Planning Timeline

Outcome/Product

5 M Model

Questions and Answers

I have a question!


strategic planning: making it real

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