Organizational Development
through Strategic Planning
The Added Benefit!
The Niles Partners, LLC
Leaders in Non-profit Development
www.thenilespartners.com
Leadership Development
Through Strategic Planning
o
o
o
o
Reasons for non-profit organizations
Purpose of Board of Directors
Roles of Executive Director (CEO)
Tasks of Staff
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Traditional Strategic Planning
Board Retreat


Strategic Plan


Executive Director
Department
Managers
Staff ?



No community
No staff buy-in
No feedback
mechanism
No staff ownership
Minimal
implementation effort
Performance
unchanged
Conclusion
The Strategic Plan and the
Organization
The Agency
An effective Strategic Plan
•Strengthens Board
•Energizes volunteers
•Provides focus for Executive Director
•Invigorates Program Managers &
Department Leaders
•Gives staff sense of ownership
Strategic Plan
The tool that reignites everyone’s original passion!
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Mission Driven Agency
Supported by Strategic Plan
Vision
(Future Date)
Strategic
Planning
• Impact on
Community
• New Openings to
Serve
• Collaborative
Possibilities
• New funding
sources
• Larger Gifts
Today
TIME
• Current Effectiveness at Accomplishing Mission
•
Current Community Impact
• Current Resource Management
• Current Sources of Resources and Funding
• Current capacity of agency to change
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Time between Strategic
Planning events increases
as agency matures
Staying Mission-focused through
Strategic Planning
Feedback to Board
Suggested Changes if
Necessary
Board of
Directors
Monitoring
Mechanism
Executive
Director
Management of
Resources
Implementation
Measure Progress
Provide Feedback
Staff
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Oversight of Plan
Implementation
PLOTTING THE COURSE
Supporting the Mission Statement
“How wonderful it is that nobody need wait a single moment
before starting to improve the world.”
- Anne Frank
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The Mission Statement
“If an organization loses sight of its
Mission, it will dissolve rapidly.”
- Peter Drucker
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Gathering Information – The Start of a
Strategic Plan
•
Access the information
•
Assessment / Evaluation
•
Assign priorities
•
Develop plan outline
Information
Funding
Sources
Executive
Director
Community
Members Served
“Graduates”
Community
Reps
Agency
Program
Department
Staff
Managers
Leaders
Volunteers
Regulatory
Authorities
(If Applicable)
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All Board
Members
The Mission Statement
Path to Vision “If you are going to achieve excellence in big things,
you develop the habit in little matters. Excellence
is not an exception, it is a prevailing attitude.”
- Colin Powell
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The Mission Statement
o
o
Articulates path of
organization
toward Vision
Collect, evaluate,
prioritize
information
Should Mission
Statement be
amended,
expanded, left as
is…?
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Mission Driven Agency
Supported by Strategic Plan
Vision
(Future Date)
t
en
on
i
iss
• Impact on
Community
m
at e
St
Strategic
Planning
o
M
• New Openings to
Serve
• Collaborative
Possibilities
• New funding
sources
• Larger Gifts
Today
TIME
• Current Effectiveness at Accomplishing Mission
• Current Community Impact
• Current Resource Management
• Current Sources of Resources and Funding
• Current capacity of agency to change
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Time between Strategic
Planning events increases
as agency matures
What Would “Eden” Look Like?
Creating Functional “Wish Lists”
The Basis for the Plan
“Logic will get you from A to B. Imagination will
take you everywhere.”
- Albert Einstein
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Role Of The Board
o
o
o
o
o
Keep direction
Move toward Vision
Assure all efforts support Mission to
maximum
Initiate implementation of plan with
Executive Director
Listen to and assess feedback
…The Navigators
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Role of the Executive Director
o
o
o
o
Maintain / correct course for agency
Manage current resources;
maximize return on resources
Lead and direct staff
Spearhead execution of Strategic
Plan
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Role of the Executive Director, cont’d
o
o
o
Keep community involved
Become community resource
Provide feedback and monitor
progress of Strategic Plan
implementation
…The Pilot
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Role of the Staff
“If you think you are too small to be effective, you
have never been in bed with a mosquito.”
- Betty Reese
o
o
o
o
o
Complete tasks that support Mission
Perform assigned duties
Execute Strategic Plan
Use resources efficiently
Provide program feedback
…The Crew
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Summary
o
o
o
The need for planning
Everyone has role
Effective implementation raises
level of performance
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Next Level of Effectiveness
Change As Result
Of Effective
Planning And
Implementation
Board of
Directors
Board of
Directors
Monitoring
Mechanism
Monitoring
Mechanism
Current
State
Future
State
Executive
Director
Staff
Staff
The amount of change is up to
every stakeholder!
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Executive
Director
Effective Strategic Planning
o
o
o
o
o
o
o
Strengthens Board
Energizes volunteers
Provides focus for Executive Director
Invigorates Program Managers &
Department Leaders
Gives staff sense of ownership
Signals to funding sources you are good
planners and stewards
Sends message: “our Board is involved”
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Effective Planning and Implementation
Re-ignites everyone's original passion and
reminds everyone why they got
involved in non profit work in
the first place!
“Unless someone like you cares a whole awful lot,
nothing is going to get better. It’s not.”
- Dr. Seuss
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Thank you!
The Niles Partners, LLC
Leaders in Nonprofit Development
419 W 17th Street
Houston, TX 77008
Mark Niles: 713-540-7323
Cookie Mays, CFRE: 713-502-3241
www.thenilespartners.com