Strategic Planning Process for Not-for-Profits

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Alliance Française
Strategic Planning for
Non-Profits Training
October 2014
Successful Wine and Cheese events!
Workshop Objectives
Introduction:
• Strategic Planning is a critical process for your Non-Profit to complete to ensure your leadership is
aligned to the Objectives, Goals, Strategies and Measures that are important for you to be
successful in meeting your Mission.
Skill Definition:
• I can effectively train my Board/Leadership team on the key components of a Strategic Plan
• I can lead my Board/Leadership team through the steps of establishing a Strategic Plan
• I can lead the prioritization of critical strategies to ensure effective delivery of the Strategic Plan
Key Learning Points:
• Your leadership team will be more effective on an ongoing basis if they are aligned on what is
important
• Strategic Planning is a multi-step process which will most likely take several sessions to complete
• Being selective and strategic in what you choose to accomplish is more important than completing
a great deal of random activities
Strategic Planning Process
Discover – Dream – Design – Document – Deliver
(Jan-Feb) (March)
(April) (2014-15)
• Discover –
– Three Surveys: Previous, Current Board and Members
– Reviewed Summary of key themes with Board
• Dream –
– Drafted a Vision with a focus on Culture, Language and
Friendship
– Continue with “Dream” Today as we clarify –
• What do we want to be known for?”
Alliance Française de Cincinnati
Culture
Language
Friendship
Vision 2014
Alliance Française de Cincinnati
Discover &
Learn &
Enjoy
Appreciate
Culture
Language
Live &
Share
Friendship
Vision 2014
Discover & Explore Culture
 Visit Cultural Centers (Taft, Cincinnati Art Museum, )
 Lectures
 Movie Night
Learn & Appreciate Language
 French Institute Classes
 Beginner, Intermediate, Advanced
 Music and Culture Classes
 Literature Classes
 Conversation Groups
Live & Share Friendship
 Wine and Cheese Socials
 French Dinners
 French Celebrations
3 Focus Areas – Internal, External and
Members
• Internal Focus – Board work (examples below)
– Establish Values and Operating Principles
– Ensure smooth transition of leadership
– Develop clear roles and responsibilities for all
board members
– Review and Update/Improve Code of Regulations
– Document best practices or standard operating
procedures for events
– Conduct Annual Membership Drive
3 Focus Areas – Internal, External and
Members
• External Relationships to support AF
– Alliance Française USA – Chicago
• Provides Grants
• Lectures and Activities
– European Chamber of Commerce
• Linkages to important Cincinnati Events
– French Consulate
• Positive relationship and connections to France
3 Focus Areas – Internal, External and
Members
• Provide an energizing experience for our
members within the Alliance Française
– Cultural
– Language
– Friendship
Example of Agenda for Board Strategic Planning Session
AF Board Alignment to the “Right” Strategic Plan with
Owners
Agenda
Strategic Planning Process
Ginger
Juan Manuel
9:40 (15)
Alliance Française - What do we want to be
known for?
Working Session – 10 words or less
9:55 (30)
Review and Align - Objective – Goals
Juan Manuel
10:25 (15)
Break
All
10:40 (25)
Define 1-2 Strategies
Tracy/Juan Manuel
11:05 (15)
Key Priorities to support Strategies
All
11:20 (15)
Determine Most Important Priorities (Power
Dot Exercise)
Next Steps – By June Board Meeting Ownership for each Key Priority
Tracy
Wrap Up
Ginger
9:00 (15)
9:15 (15)
9:30 (10)
11:35 (15)
11:50 (10)
Welcome & Coffee
Tracy
All
All
Developing Objective, Goals, Strategies
and Measures/Key Priorities
Objective
Goal
Strategies
Measures//
Key
Priorities
OBJECTIVE, GOALS, STRATEGY,
MEASURES/KEY PRIORITIES
OBJECTIVE
GOALS
STRATEGIES
MEASURES/
KEY
PRIORITIES
“What We
Need to
Achieve”
“Quantitative
Target of
Progress
toward
Objective”
“How We Will
Achieve Our
Objectives and
Goals”
“Numerical
Target of
Progress on
Strategies”
WORDS
NUMBERS
WORDS
NUMBERS
OBJECTIVE, GOALS, STRATEGY,
MEASURES/KEY PRIORITIES
OBJECTIVE
GOALS
To Reduce
Poverty in
Africa
Poverty levels
reduced from
55% to 40%
by the end of
the decade
WORDS
NUMBERS
STRATEGIES
MEASURES/ KEY
PRIORITIES
WORDS
NUMBERS
OBJECTIVE, GOALS, STRATEGY,
MEASURES/KEY PRIORITIES
OBJECTIVE
To Reduce
Poverty in
Africa
WORDS
GOALS
STRATEGIES
Poverty levels 1. Increase
reduced from
literacy
55% to 40% 2. Promote
by the end of
Foreign
the decade
Investment
3. Access to
microcredits
NUMBERS
WORDS
MEASURES/ KEY
PRIORITIES
NUMBERS
OBJECTIVE, GOALS, STRATEGY,
MEASURES/KEY PRIORITIES
OBJECTIVE
To Reduce
Poverty in
Africa
WORDS
GOALS
STRATEGIES
Poverty levels 1. Increase
reduced from
literacy
55% to 40% 2. Promote
by the end of
Foreign
the decade
Investment
3. Access to
microcredits
NUMBERS
WORDS
MEASURES/ KEY
PRIORITIES
1. 100 % children
under 14 complete
primary school
2. Reduce # of days to
register a business
from 75 to 15
3. 20% of banking
loans for microcredits
NUMBERS
Developing Objective, Goals, Strategies,
Measures/Key Priorities
(Example – AF)
Objective
Celebrate
French
Culture and
Friendship in
Cinci/NKY
Goal
Strategy
Measure /
Key Priority
Developing Objective, Goals, Strategies,
Measures/Key Priorities
(Example – AF)
Objective
Goal
Celebrate
French
Culture and
Friendship in
Cinci/NKY
Increase
membership
by 10%
annually.
Increase
number of
events by
10%
annually.
Strategy
Measures /
Key
Priorities
What do we want the Alliance
Française to be known for?
• Developing our Objective for the AF
– Exercise – 7 min
• Make groups of 3
• Review the Mission – Found on the One Pager
• Summarize the Mission in as few words as possible –
not more than 10 words. 6 words would be perfect!!
• As you write down your objective – Write down Why
you chose these words
– Review back with Group – 8 min
• Output is the Objective of the Alliance Française for
2014-2015!
Developing Objective, Goals, Strategies,
Measures/Key Priorities
(Example – AF)
O
Promote French
Language and
Francophone
culture and
cultivate
Friendship (in
greater cinci)
G
1. Increase
Membership by 10%
annually
2. Maintain Enrollment
at Institute (55
students/session)
3. Increase
membership
participation at events
by 10% annually.
S
M
Objective, Goals, Strategies,
Measures/Key Priorities
Alliance Francaise de Cincinnati
O
Promote French
Language and
Francophone
culture and
cultivate
Friendship (in
greater cinci)
G
1. Increase
Membership by
10% annually
2. Maintain
Enrollment at
Institute (55
Students/session
)
3. Increase
membership
participation at
events by 10%
annually.
S
M
OBJECTIVE, GOALS, STRATEGY,
MEASURES/KEY PRIORITIES
OBJECTIVE
To Reduce
Poverty in
Africa
WORDS
GOALS
STRATEGIES
Poverty levels 1. Increase
reduced from
literacy
55% to 40% 2. Promote
by the end of
Foreign
the decade
Investment
3. Access to
microcredits
NUMBERS
WORDS
MEASURES/ KEY
PRIORITIES
1. 100 % children
under 14 complete
primary school
2. Reduce # of days to
register a business
from 75 to 15
3. 20% of banking
loans for microcredits
NUMBERS
Developing Objective, Goals, Strategies,
Measures/Key Priorities
(Example – AF)
Objective
Promote French
Language and
Francophone
culture and
cultivate
Friendship (in
greater cinci)
Goal
Strategy
1. Increase
1. Internal Board
Membership by
XXXXX
10% annually
2. External
2. Maintain
Relations
Enrollment at
YYYYY
Institute (55
3. Members
Students/session)
ZZZZZZ
3. Increase
membership
participation at
events by 10%
annually.
Measures / Key
Priorities
Key Priorities (power dot exercise)
•
•
•
•
•
•
Visits to Cultural Center
Lectures
Movie Night
Wine and Cheese Socials
Dinner at French Restaurants
Annual French Celebrations
–
–
–
–
–
–
Bastille
Diner un Blanc
Beaujolais Nouveau
La Galette des Rois
Chandeleur
Mardi Gras
•
•
French Institute – Language instruction
Conversation groups
•
MUST HAVE - Internal Board Operations
– Communication Team,
– Membership Team,
Ownership
• Revisit in June with new Board Members and
gain final commitment
Capability and Capacity
• Well running Board - Roles and
Responsibilities
• Resources – Board leadership and
membership support
• Timing - spacing and balance across the year
• Linkage with external parties – EACC, AF USA,
Consulate,
• Reality check – already done last year vs. next
years plan – need to ensure capacity!
Alliance Française de Cincinnati – 2014
Objective
Goals
1. Increase
Membership
by 10%
annually
Promote
French
Language and
Francophone
Culture while
encouraging
multi-national
Friendships.
2. Maintain
Enrollment at
Institute (55
Students
/session)
3. Increase
membership
attendance
at events by
10%
annually.
Strategies
1a. Continue to increase Board strength
1b. Attract, Retain and Satisfy Members
1c. Maintain strong Alliances with key
related organizations
2a. Develop Annual Institute Plan that
encompasses expectations of students,
teachers and francophone community
3a. Offer a variety of events that cater to
different needs of the membership:
•
Language
•
Cultural / Educational
•
Friendship / Social
•
French Celebrations
3b. Develop an annual event plan which
is agreed and communicated in
advance.
Measures / Key Priorities
1a. Charter required committees:
•
Planning
* Institute
•
Communication
* Nominating
•
Membership
1a. Document principles and policies
1b. Improve member registration process &
Increase board involvement in recruiting &
Conduct strong advertising
1c. Proactively work with EACC, AF USA,
etc. to pre-plan events
2a. Ensure we have adequate grants to
increase visibility and interest in learning
French
2b. Survey Members/Students to gain their
insights/desires
2c. Add convenient north class location
3a. Broaden membership involvement in
planning events
3b. Hold one event per quarter in each area
listed in the strategy.
•
•
•
•
•
•
•
•
•
Bastille Day - July
Movie Night
Visits to Cultural Centers
Lectures
Wine and Cheese
Dinner at French Restaurants
International Francophone Week - March
Diner en Blanc - Fall
Musique – June 21st
Tools • Survey Examples – Board members and
General Membership. The “free” version of
Survey Monkey was used.
• Event Planner – Excel based tracking sheet to
capture planning details and learnings.
• (Handouts of Surveys, Event Planner and
OGSM and Training Documentation)
Strategic Planning Questions
• Why is having a Strategic Plan critical to your organization?
List 2-3 things.
• What is the Objective for your local AF to achieve this year?
(Remember – this is a statement)
• What is one Goal to support this Key Objective? (Remember –
this is a number)
• List one Strategy to help deliver the Goal stated above.
• What are 2-3 Key Priorities that you want to see your
organization complete this year to deliver the Strategy? Be very
specific with your priorities and do not have too many
Merci Beaucoup!
• See me if you would like electronic copies of
the materials
• Handouts available
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