Strategy + Planning to Ensure Your Chorus Will Thrive Welcome! Christie Hammes Director, Strategic Development MAP for Nonprofits A session for Chorus America’s Annual Conference What’s possible when you do strategic planning that might not occur if you don’t? © MAP for Nonprofits 2012 Focus for this Session Possibilities and benefits of S + P The why, what, when, how, and who of strategy creation An approach to use or adapt © MAP for Nonprofits 2012 The Times We’re in… Economic realities driving unpredictable change Doing more with less (money and time) Traditional funding sources dwindling Financial viability of individual organizations and institutions increasingly fragile © MAP for Nonprofits 2012 The Nonprofit Context: What Defines Success? Bottom Line Accountability For-profit Nonprofit Clarity about Dual Bottom-Line © MAP for Nonprofits 2011 Strategic Alignment MISSION & ORG. VIABILITY ($) EXTERNAL FORCES • Opportunities • Threats INTERNAL FORCES • Strengths • Weaknesses © MAP for Nonprofits 2012 Strategic Planning… Simple! Determining: 1. Who we are. 2. What we intend to accomplish. 3. How we will accomplish it. Future Present © MAP for Nonprofits 2012 Process and Product Strategic process - Engages stakeholders; builds leaders - Clarifies bottom line - Generates innovation - Drives relevance Strategic planning product - Shared vision and roadmap - Umbrella for all other plans © MAP for Nonprofits 2012 Typical Components Vision = The ideal future if ArtsRUs could fulfill its utmost wish Mission = The business we are in; “What good do we do for whom?” Values = The beliefs or guiding principles we hold deeply as an organization Goals = The what of strategic change during the next 3 years Benchmarks = Evidence at end of 3 years that we’ve successfully accomplished goal Strategies = The how of the goals © MAP for Nonprofits 2012 Who’s Involved? Strategic Planning Team (SPT) Drive, champion process; lion’s share of work Communicate w/larger group Board and key staff (or volunteers) Do pre-work and participate in retreats Prepare to implement as appropriate Other stakeholders Participate in scan; possibly retreat © MAP for Nonprofits 2012 Various Traditional Approaches Critical Issues Approach Focus on priority issues; use answers to clarify vision Scenario Approach Choose from several “big pictures;” then build steps Goals Approach Set major goals; (staff) build operating plans for each Alignment Approach Get programs & resources in sync w/mission © MAP for Nonprofits 2012 Some Less Conventional Approaches Strategic Thinking and Acting (La Piana, etc.) Blue Ocean Strategy Jim Collins’ Good to Great and the Social Sectors © MAP for Nonprofits 2012 The Good to Great Approach: Characteristics of Great Organizations “Hedgehog Concept” What are you deeply passionate about? What can you be best at in meeting community’s needs? What drives your resource engine? © MAP for Nonprofits 2012 The Good to Great Approach: Three Circles of Hedgehog Concept What are you deeply passionate about? What are you best at in meeting community needs? © MAP for Nonprofits 2012 What drives your resource engine? Hedgehog Concept in Action What are you deeply passionate about? All children in Minnesota have caring adult mentors. What can you be best at in meeting the community’s needs? (niche) MPM leads the state in building and Increasing recognition of sustaining quality mentoring for every “relationships” as the medium for children’s growth and child. development by professionals Across the state, MPM … in a range of fields - sets the bar for & supports all Demonstrated quality (see forms of quality mentoring benchmarks, Goal 1) - drives the knowledge of how to Robustness of state activity close the gap (see benchmarks, Goal 2) - leads the charge for policy that Number and range of committed facilitates delivery of quality financial supporters mentoring Strategic alignment What drives your resource engine? A “Generic” Process-2 weeks to 6 months 1. 2. 3. 4. 5. 6. 7. 8. Plan to plan Clarify parameters Conduct environmental scan Envision the future Identify strategic issues Set Goals to address issues Formulate strategies, action steps Implement © MAP for Nonprofits 2012 Key Ingredients Strive for divergent views Strive for consensus The more involvement up front the greater likelihood of implementation. © MAP for Nonprofits 2012 Implementation Tip… A Culture of Learning Meeting agendas reflect priorities Foster robust, meaningful discussion Learning mentality – quick evaluation, for example… 1. The issues we covered today were important to our mission and strategic direction. Disagree 1 2 3 4 5 Agree Comments: _______ 2. What was the most valuable contribution we made to the organization's welfare today? ____________ Your Keys to Success? © MAP for Nonprofits 2012 Wrap Up Your questions and wisdom Resources: See Free Management Library at www.mapfornonprofits.org Or contact me: chammes@mapfornonprofits.org © MAP for Nonprofits 2012