Effective Strategic Planning Part 2

Effective Strategic Planning
Part 2: Getting Results

Sam Frank
Synthesis Partnership

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From Strategy to Action
Effective Planning for Nonprofits

Sam Frank
Synthesis Partnership

Strategic Planning 2: Getting Results

Wednesday Webinar: August 24, 2011

SYNTHESIS
© 2011 Synthesis Partnership. All rights reserved PA R T N E R S H I P

Take-aways

•  A framework for planning

•  The real value of a mission statement

•  How to create an action plan that will work

•  What to share with whom, and how



SYNTHESIS

Integrated Planning

INTEGRATED PLANNING


SYNTHESIS

Why Plan?

What do you hope to get out of strategic planning?



SYNTHESIS

Why Plan?

Is there resistance to planning within your organization?
From whom?
What is his/her argument against planning?



SYNTHESIS

Why Plan?

Aspiration
Circumstance
Operations
Wisdom
Cultivation
Organizational Development



SYNTHESIS

Strategic Planning Process

Prepare
Assess
Engage

Plan
Implement



SYNTHESIS

The Challenge

Qualitative Quantitative
Intangible Tangible
Vision Mission
a world in which every to inspire Market share
child attains the right breakthroughs in the
to survival, protection, way the world treats People served
development and children, and to Admissions
participation

achieve immediate and
lasting change in their Website visits
lives

Donations
One day all artisans in Ten Thousand Villages Press mentions
developing countries provides vital, fair
will earn a fair wage, income to Third World Financial KPIs
be treated with dignity artisans.

(key performance indicators)
and respect and be Demolitions stopped
able to live a life of
quality.



SYNTHESIS

Strategic Planning:

4. Plan
Mission
Mission-Based Goals
Supporting Objectives
Measurable Actions
•  Clear, specific action
•  Measurable result
•  Timeline (start and completion dates)
•  Resources required
•  Responsibility



SYNTHESIS

Mission Its Statement

4. Plan



SYNTHESIS

Engaging with Mission

4. Plan
Mission

To transform the way buildings and communities are designed, built and operated, enabling an environ-
mentally and socially responsible, healthy, and prosperous environment that improves the quality of life.

Mission elements

Committees/Functions

buildings and communities Programs
transform •  Advocacy
•  designed •  Conference
•  Outreach
•  built
•  Professional Education
•  operated
Infrastructure
enabling an environment •  Communications / Marketing
•  environmentally socially responsible •  Finance
•  healthy •  Fundraising
•  prosperous •  Membership
•  Governance
improves quality of life
•  Operations



SYNTHESIS

Mission to Action

4. Plan
Mission:

End isolation and improve quality of life for young
adults affected by cancer

Mission-Based Goal:

Offer access to resources for young adults with
cancer, their families, and their care givers

Supporting Objective 1
Upgrade the website to state of the art

Supporting Objective 2
Develop a robust presence in cancer treatment centers



SYNTHESIS

Goals Objectives

4. Plan
Mission-Based Goal: Membership
Strengthen ties the sense of community
among all members.

Supporting Objective 1:
Develop programs that appeal to every segment of the CBE community.
Reach out to members only partially engaged in the CBE community.
Cultivate all younger members as potential leaders.

Mission-Based Goal: Finance
CBE will operate in a fiscally responsible
manner.

Communicate the financial facts more clearly to the membership.
Make prudent choices about programs that can be supported.
Build understanding about the need to enhance the endowment.



SYNTHESIS

Strategic Planning:

4. PlanPublic Plan
SGIS

Dedication to Excellence
Goal 1!
SGIS will operate as a single school in pursuit of its mission.
To preserve SGIS’s unique culture and to ensure that the school stays true to its mission and provides
consistent quality and efﬁciency in the delivery of that mission, the school must operate as a single entity with
a focus on understanding the value of inter-relatedness and diversity in providing a rich learning environment
for students. !
Objective 1!
Ensure that learning experiences across all campuses are student-centered and prepare students for a
diverse global world by providing the opportunity for authentic discovery of ideas and skills in order
to foster a love of learning. !
The student experience – whether in the classroom or in an after-school or summer program – is at the core of
an SGIS education. Through goal-setting, reﬂection, and teacher comments, students at all levels will be
guided to an understanding of the learning process and a love of learning for learning’s sake.!
Objective 2!
Develop an understanding among the SGIS community of the value of excellence in education created
by the SGIS model. !
The SGIS model is not just an added value of the school, it is an essential feature of



SYNTHESIS

Strategic Planning:

4. PlanTwo versions
SGIS

Dedication to Excellence
Goal 1!
SGIS will operate as a single school in pursuit of its mission.
Objective 2!
Develop an understanding among the SGIS community of the value of excellence in education created
by the SGIS model. !

The three-campus model is not just an Action 1:
added value of SGIS, it is an essential Annually review the curriculum to assure that it supports the
feature of the SGIS education and understanding and acceptance of all SGIS students.!
experience, both for students and for their Action 2:
families. This fact must be reﬂected in Communicate to all constituent groups the vision and progress of cross-
curriculum, communications, family events, campus connections at least three times a year. !
and all other school functions. SGIS will Action 3:
have to re-examine curriculum, Parents Association will plan events, times and location to be
communications, and events annually to supportive of all three campuses. !!
assure that the school is reﬂecting this Action 4:
commitment in them in the best possible Have at least one school-wide event for families and faculty from all 3
manner.! campuses each year. !



SYNTHESIS

Action Plan

5. Implement



SYNTHESIS

Strategic Planning:

5. Implement
Action items absorbed into job descriptions
Ongoing renewal of action items
Monitoring and reporting: Actions and metrics
Repeat



SYNTHESIS

Track Monitor Results

5. Implement



SYNTHESIS

Monitor Results

5. Implement
Dashboards

from Blue Avocado

(http://www.blueavocado.org)

from Indianapolis Museum of Art

from
Accounting Management Solutions, Inc.



SYNTHESIS

Published Plans

5. Implement
Published Plans

Growth Plan
February 1, 2005

SYNTHESIS
P A R T N E R S H I P

Inspiring Inner Promise
The Moses Brown School Strategic Plan:
“Moses Brown does a A PROMISE FOR MOSES BROWN SCHOOL’S
Goals and Objectives wonderful job of
encouraging students to “To further develop a A PROMISE FOR
Plan produced by the Long-Range Strategic Planning Task Force take themselves seriously culture of philanthropy at
Approved by the Board of Overseers, April 2007
as thinkers, doers, OUR GOAL Moses Brown School, the
individuals.” OUR GOAL
tradition of giving should
Offer an educational program that serves our students’ bright,
inquiring minds; nourishes their spirits; and realizes established before
be the school’s Ensure Moses Brown School’s ability to achieve its mission by
— MB alumnus mission. graduation. MB has given increasing resources for the operating and capital budgets, as well as
Letter from the Head of School and Chair of the Board of Overseers..............................................4 me so much — I feel it endowment.
Letter from the Chair of the Long-Range Strategic Planning Task Force.............................................6 What must we do to get there?
is essential that all of us
EDUCATIONAL Achieving Moses Brown’s mission is dependent on a financial balance
Long-Range Strategic Planning Task Force...................................................................................................7 OUR OBJECTIVES give back.” that ensures the school’s ability to thrive in the present and reach
PROGRAM PLANNING
Revisiting MB’s Mission Statement.................................................................................................................8
GROUP for the future. As such, fundraising should be viewed as essential to
1. Further develop and sustain a cohesive nursery through financial sustainability, and the appropriate commitment must be made
Mission, Philosophy, and Core Practices..........................................................................................8 — Ted Fischer, alumnus,
Chair: Laurie Center, grade 12 program that prepares students for a global, to achieve fundraising success.
A Promise for digital world. parent, and board member
academic dean
What must we do to get there?
Moses Brown’s Educational Program.............................................................................................10
Jeff D’Entremont Our college-preparatory program should emphasize global
Relationships........................................................................................................................................12 studies supported by integrated technology. Global studies OUR OBJECTIVES
Jim English
Enrollment............................................................................................................................................14
Katharine Hazard Flynn ensure our students’ multicultural fluency and the
Joanne P. Hoffman complexity of thinking necessary for our world. Integrated 1. Inspire and foster a collective commitment to the stewardship of
Facilities................................................................................................................................................16 studies promote interdisciplinary projects and courses with Moses Brown and all of its resources.
Paul Lindenmaier
Finance.................................................................................................................................................18
Jeff Maidment formal cross-divisional collaborations. Further access to
DEVELOPMENT
instructional technology through collaborative and connective A commitment to stewardship — indeed, to an institutional
Johanna Newman
Development.......................................................................................................................................20
Dan Ohl tools in a mobile learning environment willSUBCOMMITTEE
enhance the culture of philanthropy — must be a priority. We will continue
Moving Forward: the Ad Hoc Subcommittee on Strategic Planning....................................................22 Tony Pirruccello-McClellan curriculum. to develop the emotional commitment of our constituents
Chair: Ted Fischer through engagement, which will provide inspiration for giving.
Moses Brown School Board of Overseers, 2006–2008.........................................................................23 Sandy Richter
Dan Rocha 2. Ensure the highest quality of instruction and promote the best
The Strategic Planning Process: Committee Members...........................................................................24 teaching practices. Russ Carpenter
Jared Schott
Stephanie Ogidan Preston
Sheri Sweitzer
George Tsakraklides Expand faculty training in technology, enhance the mentoring
Lenke Wood system for new teachers, improve faculty evaluations foradvisor:
Administrative new
Lucy Frost Lewis,
and veteran teachers, and restructure sabbatical programs to
10 director of development
alumni/ae relations

20



SYNTHESIS

Resources
Critical Issues

#1:

Why Plan?

http://bit.ly/SyPci01

#2:

The Secret Life of Surveys


#5:

The Structure of Planning


#7:

On a Mission


#8:

The Measure of Success


Blog

(entries on planning)

http://bit.ly/SyPblog

Other Webinars on Planning

current listings registration at

http://www.nonproﬁtwebinars.com

schedule, archive, registration at

http://bit.ly/SyPwebinars

•  What’s a Mission Statement Worth?

•  Strategic Planning part 1: Cultivation Organizational Development

•  Taking the Mystery Out of Metrics

•  Integrated Planning

•  Reduce Costs and Risks in Facility Planning

Complimentary consultation

sbf@synthesispartnership.com
(by e-mail or telephone appointment)

© 2011 Synthesis Partnership2: Getting Results

Strategy, planning, and organizational developmentT H E S I S
S Y N for nonproﬁts.

Strategic Planning
Except for examples of nonprofit plans, 2011

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Wednesday Webinar: August 24, missions
All2011 Synthesis Partnership. All rights reserved
© rights reserved PA R T N E R S H I P
www.synthesispartnership.com

Questions?

SYNTHESIS
P A R T N E R S H I P

Advising nonprofits in
strategy,
planning,
organizational development

Sam Frank

617 969 1881

info@synthesispartnership.com

www.synthesispartnership.com



SYNTHESIS

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