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Ten Keys to Successful Strategic Planning for …

Inside: tcc group strategies to achieve social impact Strategic briefing paper Planning what it is . and isn't page 2. Components of an effective Strategic plan page 5. Why vision matters Ten Keys to Successful page 6. How Strategic Planning for consultants can help Nonprofit and page 8. A final word Foundation Leaders page 9. Richard A. Mittenthal Resources page 10. Strategic Planning has long been used as a tool for transforming and revitalizing corpora- tions, government agencies and nonprofit organizations. Recently, however, skepticism about Planning has been on the rise. Political and economic uncertainty is the norm and the pace of technological and social change has accelerated. There is some disillusionment with plan- ning efforts that can't keep pace. We did a plan five years ago and haven't looked at it since, . is one common complaint. Or, By the time we completed our plan, we were already carrying out all of its strategies.. But such comments miss the point.

Richard A. Mittenthal Strategic planning has long been used as a tool for transforming and revitalizing corpora-tions, government agencies and nonprofit organizations.

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Transcription of Ten Keys to Successful Strategic Planning for …

1 Inside: tcc group strategies to achieve social impact Strategic briefing paper Planning what it is . and isn't page 2. Components of an effective Strategic plan page 5. Why vision matters Ten Keys to Successful page 6. How Strategic Planning for consultants can help Nonprofit and page 8. A final word Foundation Leaders page 9. Richard A. Mittenthal Resources page 10. Strategic Planning has long been used as a tool for transforming and revitalizing corpora- tions, government agencies and nonprofit organizations. Recently, however, skepticism about Planning has been on the rise. Political and economic uncertainty is the norm and the pace of technological and social change has accelerated. There is some disillusionment with plan- ning efforts that can't keep pace. We did a plan five years ago and haven't looked at it since, . is one common complaint. Or, By the time we completed our plan, we were already carrying out all of its strategies.. But such comments miss the point.

2 Rather than expose some fatal flaw in Strategic plan- ning, they reflect a basic misconception about the purpose and value of Strategic plan- ning and what it takes for a plan and the process to succeed. Indeed, the process can prove pointless and frustrating and the end product of dubious value when care isn't taken to set clear, realistic goals, define action steps explicitly, and elicit the views of major stakeholder groups. Yet few tools are better suited to help address the staggering array of challenges brought about by a changing environment. A Successful Strategic Planning process will examine and make informed projections about environmental realities to help an organization anticipate and respond to change by clarifying its mission and goals; targeting spending;. and reshaping its programs, fundraising and other aspects of operations. 2 briefing paper Strategic Planning : delineated in a Strategic plan. It thus goes into greater detail than the What It Is and Isn't Strategic plan from which it is derived, spelling out time frames and More than a few Strategic Planning the roles of individual staff and board efforts have run aground because members, for example.

3 It also has a they were based on a fundamental shorter horizon than a Strategic plan misunderstanding of what a Strategic usually one fiscal year. plan is. Sometimes Strategic Planning is confused with other Planning A business plan is typically focused Plans Into Action: Prerequisites of Success modalities, each valid in its own right on the actions and investment but geared toward a different end necessary to generate income from a A Successful plan is, by definition, a usable result. To put it simply, not every plan specific program or service. A. plan one that informs the organization's activities is a Strategic plan. business plan includes information as well as its long-range view, and one that yields about an organization's products, meaningful improvements in effectiveness, A Strategic plan is a tool that provides competitive environment and revenue capacity and relevance. guidance in fulfilling a mission with assumptions. maximum efficiency and impact. If it For more than 25 years, TCC Group has assisted is to be effective and useful, it should A case statement is geared toward private, community and corporate foundations; articulate specific goals and describe marketing and fundraising rather public charities; and nonprofit organizations the action steps and resources need- than Planning .

4 It describes the throughout the country to develop and design ed to accomplish them. As a rule, organization's goals, capabilities and effective Strategic plans. Although the challenges most Strategic plans should be strengths and the benefits it provides. of funding, governing, and managing each organi- reviewed and revamped every three Its purpose is to secure contributions zation are unique, certain lessons apply across to five years. and grants from individuals, founda- the board. The features of a good Planning project tions, corporate giving programs and do not vary regardless of its organizational An operating plan is a coordinated set other philanthropic entities. scope, emphasis or specific issues. This paper of tasks for carrying out the goals shares ten immportant keys to promote more suc- cessful Strategic Planning . For purposes of brevity and readability, founda- tions, public charities and nonprofit associations In 1994, the Brooklyn Public Library (BPL).

5 Rising operating are all referred to in this paper as organizations. approved a five-year Strategic plan that, pre- costs, especially those dictably, had run its course by 1999. Most of the goals had been achieved, says Martin Gomez, connected with BPL's Executive Director. We embarked upon a repairs and new Planning process in 2000, in part because we believed that we needed to rethink our services maintenance, were and programs in light of new technology. In the draining our current market, we realized we could no longer get by with yesterday's systems. Moreover, while resources, overtaxing few had questioned the English-only platform for our board and the Library's online catalog five years earlier, an 1. A clear and assessment of Brooklyn demographics, coupled hampering our comprehensive with information from staff discussion groups effectiveness.. conducted by TCC Group as part of the Planning grasp of external process, revealed that the library's user base opportunities and included increasing numbers of immigrants from Noelle Mills Adler Latin America, Eastern Europe, the Caribbean challenges.

6 And Asia. Thus, Taking Flight, the Library's 2001- President 2006 Strategic plan calls for the development of a LCU. multilingual and more flexible online catalog of its No organization exists in a static environment. holdings as well as an advanced telecommunica- Social, political and economic trends continually tions infrastructure. impact the demand for its offerings and services. Even as advances in technology present new Ultimately, we'll be able to create virtual collec- opportunities, they also generate new expecta- tions of print, video and multimedia materials that tions. Needs and community demographics are all can be accessed from any of 59 branch libraries subject to change. So too are methods for deliver- throughout Brooklyn, as well as by library users in ing programs and services. It is thus essential that other parts of New York City, Gomez says. That a Strategic plan reflect the external environment. wouldn't have been a top-line priority a decade Programs, services and operations should be reex- ago.

7 Today it is.. amined and reshaped in light of current realities and future projections. 3. A capacity assessment likewise laid the ground- work for a Successful Strategic plan for the William Caspar Graustein Memorial Fund, a pri- vate foundation dedicated to improving public education in Connecticut. The foundation retained TCC Group to organize and facilitate a Strategic Planning project in 1999 as its existing five-year plan was moving into its last year. The process examined all aspects of the Fund's opera- tion, including governance, staffing, program, 2. A realistic and communications and evaluation. The assessment provided a stepping-off point from which the actu- comprehensive al plan development could proceed. The goals and assessment of the strategies outlined in the plan that was approved by the Fund's board in 2001 focused on increasing organization's strengths organizational capacity to ensure program and limitations success. The bedrock of any Successful Strategic plan is a warts-and-all consideration of capabilities and strengths, weaknesses and limitations.

8 Information, both objective and subjective, must be gathered from a wide array of sources, includ- ing staff and board members, clients, community leaders, funders and partner organizations, among others. Sometimes the process yields unexpected results. A 1999 organizational assessment led to a turning point in the nearly 150-year history of LCU, a provider of low-cost housing for deserving young women studying and working in New York City. 3. An Interviews with board members and staff brought inclusive out a pervasive belief that it was time for LCU to consider new approaches to fulfilling its mission. approach Rising operating costs, especially those connect- ed with repairs and maintenance, were draining At one point or another, all important stakeholder our resources, overtaxing our board and hamper- groups should have a voice in the Planning effort. ing our effectiveness, says LCU President, Noelle At a minimum, that includes staff, current and Mills Adler. The capacity assessment helped us incoming board members, clients, funders and fully grasp how serious our situation had become.

9 Partner organizations. To be sure, all views will not It also presented us with two possible solutions: be weighted equally, nor will every staff member professionalize our operations in order to reduce be involved at every stage: it is possible to be the load on the Board, or sell our residences and inclusive without falling into the too-many-cooks establish a grantmaking program. trap. But a Strategic plan should not become the exclusive responsibility of a small cadre of stake- LCU's Board reflected on what would be most holders. If the Planning process is to succeed, it realistic and chose the latter course. Our plan is must incorporate the views of all the constituen- to provide housing stipends for young women in cies that will be affected by the plan or have a role conjunction with schools and nonprofit housing in its implementation. providers throughout the city, says Adler. It's a way of making better use of our resources and When Ethical Culture Fieldston School began serving an even larger client base.

10 Work on a new Strategic plan in 1999, its intention was to honor the long tradition of democratic, 4 briefing paper broad-ranging consultation, says school head This isn't to suggest that the committee members We saw Strategic Joseph Healey. But we also needed to avoid char- have carte blanche to adopt and implement key tering so many committees and adding so many action steps, or that they not be held accountable Planning as a way to layers that the work would bog down. To achieve to the board or larger community. But neither get back to our inclusiveness without sacrificing productivity, the should they be subjected to constant second- work was divided among task forces in several key guessing, or be required to seek board or man- founding mission.. areas, including diversity, faculty life, governance agement approval at every step. The board's con- and buildings and grounds. Each task force, as fidence in their skill and judgment must be implic- well as an oversight committee, drew representa- it.


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