bankmecu - VCOSS Finance Network
Seminar
– Why, Where To, Who and How
10:00am 3rd September
Queen Victoria Women’s Centre
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Strategic Planning
Joseph Connellan MC Two Pty Ltd
1
MC Two Pty Ltd – Joseph Connellan
• Joseph Connellan has:
• 25 years experience in housing and disability in NFP
• Worked in policy and program development within Govt
• Been Executive Officer in six agencies
• Was chair of CHFV, Doutta Galla Community Health
• Completed MC Two Pty Ltd projects include in last 7 Years:
• Growth strategy for a housing provider
Joseph Connellan 0438 388 444
josephco@netspace.net.au
• Business degree and Masters in social policy
• Regulatory guidance for a Government
• Partner selection for a disability agency
• Strategy briefing paper for a peak body
2
Session Structure
• Introduction
• Purpose
• Practical strategic planning workshop for community sector organisations
• Overview of current community sector context to inform strategic planning
• Leave with tools and information to inform strategic planning
• Multi Part Approach:
• Where to (possible strategic directions)?
• Why develop a Strategic Plan?
• Who has leadership responsibility?
Joseph Connellan 0438 388 444
josephco@netspace.net.au
• Participants will identify and assess the financial and governance priorities
• How to develop Strategic Plans (Tools & Techniques)?
• Table Exercise
3
Why do we need a new strategic plan?
• Victorian Trends Key Trends
• Across Housing, Disability, Mental health, Residential Aged Care
• Integration of Divisions into Department of Human Services
• “Services Connect’ – single case manager across all of Human
• Decentralisation to a small number of DHS regions
• Services delivery transfer from Government to non Government
• Rationalisation through “Recommissioning” and Shergold
• Constrained Government future expenditure
• Introduction of consumer choice
• And then there is the NDIS
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Services for each client
4
What is the NDIS?
• Assessing the NDIS
• Biggest social reform in 40 years
• 460,000 people nationally
• $22bn + pa implemented by 2019
• NDIA administrator not State Governments
• National Market inc private providers
• Key Differences from Existing
• From charitable to commercial response
• From Govt managed regional catchment to national market
Joseph Connellan 0438 388 444
josephco@netspace.net.au
• Whole of Life Cost & Consumer Choice
• From Govt mandated service standards to consumer choice
• Migration of Govt staff and corporate knowledge
• New functions and costs of marketing and individualisation
5
NDIS Development Stages
- Scepticism
from others
System
Development
- Administrator
(NDIA) internally
focussed
- Process
sequential
Scale Up
- The new reality
- Emerging
winners
Innovation
- Innovative
Services
become
widespread
- Service offering
becomes very
diverse
Consolidation
- Focus moves to
efficiency and
profitability
- Unsuccessful
players depart
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Concept
Development &
Commitment
- Euphoria from
advocates
6
• Provide
• A suite of scalable and sustainable services
• That can be offered individually or in combination
• Engage
• Current and potential clients and stakeholders
• Through a comprehensive communication and marketing
strategy
• Assess
• Client potential service needs quickly and comprehensively
• Associated funding
• Develop
• New service models continuously
• Combining resources from a variety of origins
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Successful and leading agencies
7
• Mission of NGOs
• Maximise outcomes in line with mission
• 2 biggest challenges for NGOs
• Staying on mission
• (mission drift)
• Capitalising on Resources
• Staff
• Political capital/Moral weight
• Assets
• Not for profits Vs Community organisations
• Win and Die test
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Purposes of Non Government Organisations
8
Where to?
Possible Strategic Directions
Flightcentre
(Re-engineer)
Impact
Jetstar
(Subsidary)
Virgin
(Acquisitive
Merger)
Telstra
(No Change)
Tiger
(Give Up)
Joseph Connellan 0438 388 444
josephco@netspace.net.au
BHP Billiton
(Merger of
Equals)
9
Effort/Risk
Who?
Governance and Management Focus Continuum
• Different roles focus on different timeframes.
Week
Month
Year
3 - 5 Yrs
Staff
Manager
Executive
Board
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Timeframe of Focus
10
Role of Board
“Eyes Everywhere: Fingers Nowhere”
•
Management
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Crisis
Board Workload
Time
Project
Project
Event
Governance
11
How?
• Get the Right People in the Right Place
• Board and Management
• Get the house in order
• Sort out Problems
• Get informed
• Directly & from multiple resources
• Develop a Plan
• Have an All Options Board Strategic Discussion
• Craft a single informed but flexible Board view
• Develop a defensible process (not “correct answer”)
• Secure resources
• Assemble a war chest – Money, people and friends
• Identify robust tools that can assist
Joseph Connellan 0438 388 444
josephco@netspace.net.au
• Do Governance Health Check
12
Example of Useful Tools
Epoch/MC Two Not For Profit Governance Health Check
• Focussed and informed important governance (board and
management) conversations
• Driven by surveys and key document analysis
• Supported by consultant presentation to Boards
• Considers 5 key areas
• Affordable, comprehensive and quick
5. Staff
1. Strategy and
Business Planning
4. Risk
Management
2. Governance
Practice
3. Finance
Joseph Connellan 0438 388 444
josephco@netspace.net.au
• Presented in an accessible form
13
Issues and Actions Exercise
How?
Identify key Actions?
Short Term (1 year) and Medium Term (2-3 years) term
Issue
Actions
Short Term
Get the Right People in the
Right Place
Get the house in order
Get informed
Medium Term
NDIS - MC Two Pty Ltd
Direction
Develop a Plan
Secure Resources
14
Wrap Up
Follow up contact or enquiry
Joseph Connellan:
Mobile: 0438 388 444
Email: josephco@netspace.net.au
Joseph Connellan 0438 388 444
josephco@netspace.net.au
Report Back
Questions
15