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Executive Tools and Resources > Strategic Planning
Executive Tools and Resources
Topic: Strategic Planning
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From C-One's Resource Center
Leading Conversations About Scaling Back:
Miami-Dade’s Nonprofit Leaders Identify How They Would Prepare
By Linda Schotthoefer, Center On Nonprofit Effectiveness (C-One), powered by Hands On Miami.
Plan B is what happens when fundraising projections don’t pan out. Scaling back or eliminating programs is a possibility for any nonprofit executive. Eighteen percent of local nonprofits recently surveyed have scaled back programs due to the current economic downturn. Fifteen percent have eliminated programs.
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Article:
Preparing to Plan: Strategic Planning, Money, and You
Contributed by Jeannette Kraar,
Performance Management International
Strategic Planning in Fundraising: " ’We need to raise money for our programs and for general operations! How do we do it?" That question is the typical beginning of an odyssey that usually must go backward before it can go forward..." |
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Article:
Strategic Planning? Yes You Can! … And Should:
7 Tips to Make Your Plan a Success
Contributed by Catherine Raymond, Raymond Consulting, Inc.
Strategic Planning Tips for Success: "It is critically important that your organization has (and implements!) a strategic plan. A strategic plan provides a guiding framework for the pursuit of your mission and allocation of your resources over a period of several years…" |
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Guides and Resources:
The Dos and Don’ts of Strategic Planning for Nonprofits
Contributed by Rebecca Staton-Reinstein,
Advantage Leadership, Inc.
Strategic Planning Dos and Don’ts: "Although Strategic Planning has been around for years and the basic tools are well known, many nonprofit boards and their executive directors still stumble in the planning and execution stages. These basic pairs of "do’s and don’ts" are based on the experiences of a wide range of organizations. They will help you lock in your prospects for success and avoid common pitfalls..." |
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Ideas From Your Peers:
Pridelines Youth Services
Contributed by Linda Schotthoefer and Anna Perlmutter, C-One
New Executive Director Uses a Strategic Planning Process to Connect with His Board of Directors; and to Re-Connect All to the Mission. www.pridelines.org
As Program Lead for the collaborative Miami NICE initiative, the Center On Nonprofit Effectiveness (C-One) coordinated capacity-building programming and resources for 22 nonprofit organizations selected as Cycle I Miami NICE grant recipients that implemented individual capacity-building projects in early 2009.
Several grantees elected to implement Strategic Planning projects. In this article, C-One features the strategic planning experience of Pridelines Youth Services.
Pridelines is dedicated to educating and empowering South Florida’s Gay, Lesbian, Bisexual, Transgender and Questioning (GLBTQ) youth and their straight allies in a safe and diverse environment.
Armed with a Miami NICE ‘capacity-building’ grant, Pridelines Executive Director Luigi Ferrer set out to create a strategic plan to connect with his Board of Directors and to re-connect all to the mission. |
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Recommended Reading:
Nonprofit Boards and Governance Review: Five Part Series
By: Terrie Temkin, Ph.D.,
Nonprofit Management Solutions, Inc.
"Much has been written over the years about the value of strategic planning and it is the rare organization nowadays that doesn't know it should have a strategic plan. However, as a consultant who has dedicated the last 10 years to facilitating such plans, I am calling ‘uncle.’ I think there is a better way…" |
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Recommended Reading:
Basics of Writing and Communicating a Strategic Plan
By: Carter McNamara, MBA, PhD, Authenticity Consulting, LLC
"Simply put, strategic planning determines where an organization is going over the next year or more, how it's going to get there and how it'll know if it got there or not. This activity is usually conducted near the overall process of strategic planning…" |
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From C-One’s Library:
Below are just a few of the titles found in C-One’s Resource Center and Library, which house a comprehensive collection of resources, materials, literature, and other "self-help" tools and information all accessible for free by appointment. To make an appointment, contact Ileana Collazo at Ileana@c-one-miami.org.
Creating and Implementing Your Strategic Plan: A Workbook for Public and Nonprofit Organizations
By: M. Bryson and Farnum K. Alston
This resource is divided into two sections: an overview of the strategic planning process; and ten key steps of the planning process. A series of planning "readiness" worksheets guide the reader to consider barriers to strategic planning, as well as expected costs and benefits. Additional worksheets are provided for each planning step, including worksheets to engage the planning team in identifying current strategic issues and distinguishing operational from strategic issues.
Driving Strategic Planning: A Nonprofit Executive’s Guide
By: Deborah L. Kocsis and Susan A. Waechter
This roadmap to the strategic planning process places less emphasis on the content of the strategic plan and more emphasis on the comprehensive set of organizational stakeholders and ensuring their role in the strategic planning process. Strategic planning roles are defined for the chief executive, the board, staff, clients, funders, and a facilitator/consultant.
Strategic Planning Workbook for Nonprofit Organizations
By: Bryan W. Barry
Five steps to strategic planning are presented in this publication. A series of worksheets guides the reader through completing each step. The author uses a fictional nonprofit example that allows the reader to consider a case and view completed worksheets. The author also provides four different approaches an organization may take toward defining its strategic direction—from a review or critical issues to multi-scenario thinking, a divisional goal-setting approach, or an organizational alignment approach. The strengths and limitations of each approach are defined.
Success Planning: A ‘How To’ Guide for Strategic Planning
By: Rebecca Staton-Reinstein
This resource outlines a process to create a plan, review progress against the plan, and continuously improve results. It encourages a thorough preparation process and provides basic information for conducting a SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats) and conducting a client survey.
To Go Forward, Retreat! The Board Retreat Handbook
By: Sandra R. Hughes
Readers are guided through a simple ‘why-who-when-where-how’ of hosting a strategic planning retreat for board members. Included is an example of a pre-retreat planning questionnaire, a sample action plan format, and a checklist for logistical preparations. |
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