Strategic planning should be a means not only to produce a strategy, but also to engage and cultivate stakeholders, develop leadership, and generate new energy, commitment and consensus around mission. Its primary product is not a written plan, but strategic thinking within the organization through a process of planning followed by a process of implementation. A well-conceived and managed planning process can be the most effective form of organizational development.

1. Strategic Planning Part 1:
Cultivation & Organizational Development
Sam Frank
May 30, 2012
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2. INTEGRATED PLANNING
Advising nonprofits in:
www.synthesispartnership.com
• Strategy
• Planning
(617) 969-1881
• Organizational Development
info@synthesispartnership.com
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3. Affordable collaborative data
management in the cloud.
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4. Today’s Speaker & Host
Sam Frank
Principal
Synthesis Partnership
Assisting with chat questions:
April Hunt, Nonprofit Webinars
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5. Strategic Planning for Nonprofits
part 1: Cultivation & Organizational Development
Sam Frank
Synthesis Partnership
© Copyright 2012 Synthesis Partnership
All rights reserved.
Copies permitted only with full attribution

6. Take-aways
• The benefits of an effective planning process
• How to approach structure a planning process
• How to get broad buy-in
• Tools for
• assessing your situation
• engaging your constituencies
• developing implementing an effective plan
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

7. Why Plan?
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

8. What is Planning?
INTEGRATED PLANNING
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

9. Roles
Governing Board
Planning Committee
• Set the strategic direction
• Own the planning process • Shape the planning process
• Offer inclusiveness and transparency
• Ensure participation and completion
• Craft mission-based goals objectives
• Approve goals supporting objectives
• Facilitate action plan
• Launch implementation
• Monitor implementation
Both
• Gain a more robust understanding of the organization
CEO Board Chair
• Maintain proper focus
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

10. Planning Process
Prepare
Assess
Engage
Plan
Implement
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

11. Planning Process:
1. Prepare
Board Commitment
Committee Chair
Documentation
Process Design
Committee
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

12. Planning Process:
1. Prepare
Typical Timeline
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

13. Planning Process:
2. Assess
Examine Component Plans
Gather Data
Interview Key Players
Identify Critical Issues
Conduct a Board Self-Assessment
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

14. Planning Process:
2. Assess
Board Self Assessment Tool
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

15. Planning Process:
2. Assess
Mission Statement
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

16. Planning Process:
3. Engage
Board senior staff
All stakeholder groups
Ongoing communication
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

17. Planning Process:
3. Engage
Situation
Strengths Weaknesses Opportunities Threats
External Environment: Opportunities Threats
Internal Environment: Strengths Weaknesses
• Inputs (Human resources, funding, facilities)
• Processes (Programs, operations, governance)
• Outputs (Quality of programs, social change)
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

18. Planning Process:
3. Engage
Polarities
MANAGEMENT
by Budget by Mission
Sustainability Purpose
+
Fulfillment of mission
Service to community
Bottom-line decision making Requires extraordinary leadership involvement
-
Cut programs if budget can’t be balanced Requires full commitment to fundraising
Not attuned to ultimate purpose of institution
FUNDING PRIORITY
Facilities Programs
+
-
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

19. Planning Process:
3. Engage
Surveys
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

20. Planning Process:
4. Plan
Mission
Mission-Based Goals
Supporting Objectives
Board Endorsement
Measurable Actions
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

21. Planning Process:
4. Plan
Goals Objectives
CBE
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.
Supporting Objective 2:
Connect with new members through as many means as possible.
Supporting Objective 4:
Reach out to members only partially engaged in the CBE community.
Supporting Objective 8:
Cultivate all younger members as potential leaders.
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

22. Planning Process:
4. Plan
Goals Objectives
CBE
Mission-Based Goal: Finance
CBE will operate in a fiscally responsible manner.
CBE has not made a compelling case for the appropriateness of its current spending or its need for a higher level of
funding. More transparency is needed to indicate where funds are going and how thinly they are stretched. For financial
sustainability CBE needs to look at retaining existing members and increasing membership.
Supporting Objective 1:
Communicate the financial facts more clearly to the membership.
Supporting Objective 2:
Identify opportunities for revenue enhancement to support
expansion of programming and services.
Supporting Objective 3:
Make prudent choices about programs that can be supported.
Supporting Objective 4:
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

23. Planning Process:
4. Plan
Mission-Based Goals
i[2]y
Mission
End isolation improve quality of life for young adults affected by cancer.
Mission-Based Goals
Program: Access
Offer access to resources for young adults with cancer, their families, and their care providers
Program: Connections
Create opportunities for young adults with cancer to make meaningful connections to each other.
Program: Quality of Life
Have an impact on the quality of life of young adults with cancer
Fundraising
Develop a sustainable funding stream from foundations, individuals and corporate sponsors
Marketing
Make i[2]y a visible resource to all diagnosed young adults, survivors, their families and care providers
Governance
Shape the board and its activities to support sustainably the mission of i[2]y
Finance / Operations
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

24. Planning Process:
4. Plan
Mission to Action
i[2]y
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
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

25. Strategic Planning:
4. Plan
Two 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.!
Action 2:
experience, both for students and for their
families. This fact must be reflected in Communicate to all constituent groups the vision and progress of
curriculum, communications, family cross-campus connections at least three times a year. !
Action 3:
events, and all other school functions.
Parents Association will plan events, times and location to be
SGIS will have to re-examine
supportive of all three campuses. !!
curriculum, communications, and events
Action 4:
annually to assure that the school is
Have at least one school-wide event for families and faculty from
reflecting this commitment in them in the
all 3 campuses each year. !
best possible manner.!
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

26. Planning Process:
4. Plan
Action Plan
WS
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

27. Planning Process:
5. Implement
Plan tracking and monitoring
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

28. Planning Process:
5. Implement
Published Plan
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

29. SYNTHESIS
PARTNERSHIP
Questions?
Advising nonprofits in
strategy, planning, and organizational development
683 Commonwealth Avenue
Newton MA 02459
617 969 1881
info@synthesispartnership.com
© Copyright 2012 Synthesis Partnership
All rights reserved.
www.synthesispartnership.com
Copies permitted only in entirety and with full attribution
synthesispartnership.blogspot.com

30. Resources
Critical Issues
# 1: Why Plan?
http://bit.ly/SyPci01
# 2: The Secret Life of Surveys
http://bit.ly/SyPci02
# 5: The Structure of Planning
http://bit.ly/SyPci05
# 7: On a Mission
http://bit.ly/SyPci07
# 8: The Measure of Success
http://bit.ly/SyPci08
# 9: Brand Identity for Nonprofits?
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
Arguments Against Planning
Blog post from prior webinar
http://bit.ly/SyParguments
Other Webinars on Planning
Strategic Planning Part 2: Getting Results
June 20, 2012
schedule registration links
http://bit.ly/SyPwebinars
Complimentary consultation
(by e-mail or phone appointment)
sbf@synthesispartnership.com
Strategic Planning Part 1: Cultivation Organizational Development
SYNTHESIS
Wednesday Webinar: May 30, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P

31. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
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