Mais conteúdo relacionado Semelhante a The Case for Integrated Planning (20) The Case for Integrated Planning1. Sponsored by:
The Case for
Integrated Planning
Sam Frank
Synthesis Partnership
June 12, 2013
Twitter Hashtag - #npweb
Part
Of:
2. Sponsored by:
Advising nonprofits in:!
• Strategy!
• Planning!
• Organizational Development!
www.synthesispartnership.com!
!
(617) 969-1881!
info@synthesispartnership.com!
!
INTEGRATED PLANNING
Part
Of:
4. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Sam Frank
Synthesis Partnership
The Case for Integrated Planning
Effective Planning for Nonprofits
5. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
How to think about planning comprehensively.!
Take-aways"
Differences among types of planning.!
How different types of planning fit together.!
Further resources.!
6. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 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?"
7. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Why Plan?"
"
Circumstance!
Operations!
Wisdom!
Cultivation!
Organizational Development!
Aspiration!
http://bit.ly/SyPci01!
8. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Planning"
!
9. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 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!
10. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
ACTIVITIES
Plan Structure"
11. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure"
12. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure"
BUSINESS PLANNING
13. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
Plan Structure"
BUSINESS PLANNING
14. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
BUSINESS PLANNING
LOGIC MODEL
Plan Structure"
15. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
LOGIC MODEL
BUSINESS PLANNING
THEORY OF CHANGE
Plan Structure"
16. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Five Components http://bit.ly/SyPci05!
17. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Points of Integration
18. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Program Planning !Process"
Preparation!
Assessment!Engagement!
Plan Development!
Implementation!
19. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Plan"
20. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Plan"
Description of Programs !
Context!
21. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Objectives!
Program Plan"
Description of Programs !
Organizational Structure!
Context!
22. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission-Based Goals!
Program Objectives!
Program Plan"
Description of Programs !
Organizational Structure!
Resources!
Implementation Process!
Context!
23. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
Business Planning !Process"
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
http://bit.ly/SyPci12!
24. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Household Median Income
$30,000
$32,000
$34,000
$36,000
$38,000
$40,000
$42,000
$44,000
1989 1999
Actual Recast
25. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
26. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
0!
200,000!
400,000!
600,000!
800,000!
1,000,000!
1,200,000!
1,400,000!
Comparative Attendance with Trends
http://bit.ly/SyPci06!
27. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Values per Square Foot
$57.80
$6.60$6.30 $7.20
$0
$10
$20
$30
$40
$50
$60
Deferred Maintenance Operating Cost
School
Comp
28. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Organization structure!
29. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Business Plan"
Market analysis!
Business strategy!
Business / Financial goals!
Resource requirements!
Organization structure!
Finance!
30. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Planning !Process"
Assessment!
Engagement!
Plan Development!
Implementation!
Preparation!
http://bit.ly/SyPci05!
31. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 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
32. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Planning !"
!
For more detail see webinar archive for
Strategic Planning 1:
Cultivation & Organizational Development
Strategic Planning 2:
Plan Development & Implementation
Strategic Planning 3:
Measure, Monitor, Report
33. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Mission & Strategy !!
Mission elements!
buildings and communities
transform
• designed
• built
• operated
enabling an environment
• environmentally & socially responsible
• healthy
• prosperous
improves quality of life
Committees/Functions!
Programs
• Advocacy
• Conference
• Outreach
• Professional Education
Infrastructure
• Communications / Marketing
• Finance
• Fundraising
• Membership
• Governance
• Operations
To transform the way buildings and communities are designed, built & operated,
enabling an environmentally & socially responsible, healthy, & prosperous environment
that improves the quality of life.!
34. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Action Plan !!
35. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !"
Plan tracking and monitoring !
36. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Plan !5. Implement"
Dashboards !
Dashboard 41.7%
January 31, 2013: 41.7% of FY 2012
Engagement & Governance
Event guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82%
New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48%
Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50%
Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50%
Finance
Budget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48%
Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99%
Legend
LAGGING
PROBLEM
FY '12
YTD
YTD %
Growth
YTD %
FY Goal
STRONG
GROWTH
ABOVE GOAL
ON TARGET
FY '10
Actual
FY '11
Actual
FY '12
Goal
increase
'11 - '12
FY '11
YTD
37. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Board Issues!
Organizational Development"
SYNTHESIS
P A R T N E R S H I P
Responsibilities!
Membership!
Structure & Process!
Capacity!
Staff Issues!
Organizational structure!
Professional development!
http://bit.ly/SyPci04!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
38. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Mission / Identity / Brand!
!
Institutional Identity Development!
http://bit.ly/SyPci7!
http://bit.ly/SyPci9"
SYNTHESIS
P A R T N E R S H I P
What is identity & why does it matter?!
!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
39. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Ongoing work!
Communications!
External relations!
Donor relations!
Alumni relations!
Annual giving!
Planned giving!
!
Periodic planning!
Capability assessment!
Fundraising assessment!
Campaign planning!
Advancement Planning"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
40. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Compliance with regulations and requirements!
Predictable, and comprehensive policies!
Clear and effective procedures!
Job descriptions and performance reviews!
Fair and competitive compensation and benefits!
Orientation and training!
Ongoing professional development!
!
Human Resource Planning"
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
41. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Management technology!
Technology Planning"
SYNTHESIS
P A R T N E R S H I P
Program technology!
Advancement technology!
Knowledge management!
Upkeep!
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
42. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 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
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
43. SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning!
Wednesday Webinar: June 12, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
sbf@synthesispartnership.com"
www.synthesispartnership.com!
© 2013 Synthesis Partnership
Except for examples of nonprofit plans, missions & dashboards owned by others
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
What’s a Mission Statement Worth?
Nonprofit Boards & Effective Governance
Before You Hire an Architect
!
schedule, archive, & registration at http://bit.ly/SyPwebinars
Advising 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