The Case for Integrated Planning

The Case for Integrated Planning
Sam Frank
Synthesis Partnership
October 27, 2010

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Today’s Speaker

Sam Frank

Beyond Strategic Planning: The Case for

Integrated Planning

Sam Frank


SYNTHESIS
Wednesday Webinar: October 27, 2010

www.synthesispartnership.com

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© 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P

Effective Planning for Nonprofits

Sam Frank


SYNTHESIS


Take-aways

• How to think about planning comprehensively.
• Differences among types of planning.
• How different types of planning fit together.
• Some effective planning tools.


SYNTHESIS


For every complex problem
there is a simple solution;
...and it is always wrong.

H.L. Mencken


SYNTHESIS


Why Plan?
Circumstance

Operations

Wisdom

Cultivation

Organizational Development


SYNTHESIS


Integrated Planning


SYNTHESIS


The Planning Cycle
PROGRAM FACILITY
PLANNING

PLANNING

STRATEGIC BUSINESS
PLANNING

PLANNING

FINANCIAL
ORGANIZATIONAL MODELING

DEVELOPMENT

IDENTITY ADVANCEMENT
DEVELOPMENT

PLANNING

HUMAN RESOURCE
PLANNING

TECHNOLOGY
PLANNING


SYNTHESIS


Strategic Planning

Process

Prepare

Assess

Engage

Plan

Implement


SYNTHESIS


Strategic Planning

1. Prepare
Typical Timeline

Aug Sep Oct Nov Dec Jan Feb Mar Apr May

Board Meetings Initial Retreat Review Review Adopt Plan
PREPARATION
Review and pre-plan
ASSESSMENT
Identify Critical Issues
Benchmarking / Research
ENGAGEMENT
Initial Retreat Initial Retreat
Constituency Meetings
Survey (by ISB)
PLANNING
Develop Goals Objectives
Shape Actions, Measures, Timeline, Costs
Assemble Full Plan Report
Revise and Refine
IMPLEMENTATION
Design
Monitor


SYNTHESIS


Strategic Planning

2. Assess
Self-Assessment


SYNTHESIS


Strategic Planning

2. Assess
Mission Mission Statement


SYNTHESIS


Strategic Planning

3. Engage
Surveys


SYNTHESIS


Strategic Planning

4. Plan
Mission Strategy

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


Strategic Planning

4. Plan
Public Plan

Dedication to Excellence
Goal 1!
St. George’s will operate as a single school in pursuit of its mission.
To preserve St. George’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 a St. George’s 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 St. George’s community of the value of excellence in
education created by the St. George’s model. !
The St. George’s model is not just an added value of the school, it is an essential feature of the St.


SYNTHESIS


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.!
experience, both for students and for Action 2:
their families. This fact must be Communicate to all constituent groups the vision and progress
reﬂected in curriculum, of cross-campus connections at least three times a year. !
communications, family events, and Action 3:
all other school functions. SGIS will Parents Association will plan events, times and location to be
have to re-examine curriculum, supportive of all three campuses. !!
Action 4:
communications, and events annually
to assure that the school is reﬂecting Have at least one school-wide event for families and faculty
this commitment in them in the best from all 3 campuses each year. !
possible manner.!


SYNTHESIS


Strategic Planning

45 Plan/Implement
Action Plan

WS


SYNTHESIS


Strategic Planning

5. Implement
Plan tracking and monitoring


SYNTHESIS


Strategic Planning

5. Implement
Dashboards

from Blue Avocado

(http://www.blueavocado.org)

from Indianapolis Museum of Art


SYNTHESIS


Program Planning
Process

Mission-based Goals

Description of Programs

Program Objectives

Organizational Structure

Resources


SYNTHESIS


Program Plan


SYNTHESIS


Program Plan
Approaches


SYNTHESIS


Business Planning
Market analysis

Business strategy

Business / Financial Goals

Requirements

Organization structure

Finance


SYNTHESIS


Business Plan
Market Analysis

Household Median Income

$44,000
$42,000
$40,000
$38,000
$36,000
$34,000
$32,000
$30,000
1989 1999

Actual Recast


SYNTHESIS


Business Plan
Assessment

Years of Experience (% of faculty)

40%

30%

20%

Local

10%

0%

Values per Square Foot
5

6-10

11-15

16-20

21 +
$57.80
$60
$50
School
$40
Comp
$30
$20
$6.30 $6.60 $7.20
$10
$0
Deferred Maintenance Operating Cost


SYNTHESIS


Board Issues

Responsibilities

Membership

Structure Process

Capacity

Staff Issues

Organizational structure

Professional development


SYNTHESIS


Tools


SYNTHESIS


Board Self Assessment Tool


SYNTHESIS


Institutional Identity Development

What is identity why does it matter?

Mission / Identity / Brand

National Association of Independent Schools

SYNTHESIS

Annual Conference: Chicago SYNTHESIS
PARTNERSHIP
February 25, 2009


Institutional Identity
Mission Mission Statement


SYNTHESIS


Institutional Identity
Identity and Brand


SYNTHESIS


Advancement Planning
Ongoing work

Periodic planning

Communications

Capability assessment

External relations

Fundraising assessment

Donor relations

Campaign planning

Alumni relations

Annual Giving


SYNTHESIS


Human Resource Planning
Establish fair, predictable,
and comprehensive policies

Devote resources appropriately
to needs and values

Comply with all regulations
and requirements


SYNTHESIS


Technology Planning
Information technology

Program technology

Advancement Technology

Knowledge management

Upkeep


SYNTHESIS


Facility Planning
Master Planning

Facility Planning

Architectural Programming Budgeting

Selecting Architects Constructors

Contracts

Design Construction

Financial Modeling


SYNTHESIS


Control over costs


SYNTHESIS


Facility Planning Fundamentals
Process Overview


SYNTHESIS


Programming and Budgeting
Project Budget


SYNTHESIS


SYNTHESIS

PARTNERSHIP

Working with organizations facing or creating change
to align strategy, identity, business planning, and facilities
with vision, mission and values

http://www.synthesispartnership.com
http://synthesispartnership.blogspot.com

Critical Issues in Strategy, Planning, Organizational Development
a free e-letter of ideas and tools for nonproﬁts

683 Commonwealth Avenue

617 969 1881

info@synthesispartnership.comS
S Y N T H E S I



Newton MA 02459

Resources
Critical Issues Other Articles http://bit.ly/SyParchive
#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
Blog http://bit.ly/SyPblog
Other Webinars on Planning
current listings, registration archive at http://www.nonprofitwebinars.com
schedule overview http://bit.ly/SyPwebinars
• Cultivating Stakeholders
• Strategic Planning as Organizational Development
• From Strategy to Action
• What’s a Mission Statement Worth?
• Reduce Costs and Risks in Facility Planning
Complimentary consultation sbf@synthesispartnership.com
(by e-mail or telephone appointment)

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and register at

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Chris Dumas
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707-812-1234

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