Non-profit strategic planning can be challenging. Learning and focusing on success factors can really help your organization have a successful strategic planning process. This presentation covers four keys to a great plan. More information at: http://www.dot-orgstrategicplan.com/.

1. NON-PROFIT
STRATEGIC PLANNING
FOUR REALLY IMPORTANT
FACTORS FOR SUCCESS

2. Successful
strategic
planning is
awesome!
Non-profit strategic planning: Four really important factors for success

3. Successful
strategic
planning is
awesome!
Here are four
key success
factors
Non-profit strategic planning: Four really important factors for success

4. 1. ENSURE EFFECTIVE PROCESS
Non-profit strategic planning: Four really important factors for success

5. STRATEGIC PLANNING IS GENERALLY A
MULTIFACETED, CHALLENGING GROUP PROCESS.
1. ENSURE EFFECTIVE PROCESS
Non-profit strategic planning: Four really important factors for success

6. Non-profit strategic planning: Four really important factors for success

7. Non-profit strategic planning: Four really important factors for success

8. Non-profit strategic planning: Four really important factors for success

9. Non-profit strategic planning: Four really important factors for success

10. ARRANGE FOR FACILITATION THAT
BALANCES
Non-profit strategic planning: Four really important factors for success

11. ARRANGE FOR FACILITATION THAT
BALANCES
INCLUSION
Non-profit strategic planning: Four really important factors for success

12. ARRANGE FOR FACILITATION THAT
BALANCES
INCLUSION and EFFICIENCY
Non-profit strategic planning: Four really important factors for success

13. IF NEEDED, HIRE (OR BORROW) A
FACILITATOR FOR PLANNING SESSIONS
YOU DON’T NECESSARILY NEED A STRATEGIC PLANNING
FACILITATOR—IF YOU HAVE A PLANNING PROCESS IN HAND.
Non-profit strategic planning: Four really important factors for success

14. 2. REALLY DEVELOP A STRATEGY
Non-profit strategic planning: Four really important factors for success

15. YOUR STRATEGIC PLAN GUIDES YOUR SHIP.
CROSSING SHAOL WATERS, YOU PROBABLY NEED TO
DO MORE THAN JUST TRIM THE SAILS.
2. REALLY DEVELOP A STRATEGY
Non-profit strategic planning: Four really important factors for success

16. STRATEGEY REFERS TO IDEAS ABOUT
HOW BEST TO ACHIEVE A GOAL
Non-profit strategic planning: Four really important factors for success

17. STRATEGEY REFERS TO IDEAS ABOUT
HOW BEST TO ACHIEVE A GOAL
Non-profit strategic planning: Four really important factors for success

18. Non-profit strategic planning: Four really important factors for success

19. YOUR ORGANIZATIONAL STRATEGY IS
HOW YOU ADVANCE YOUR MISSION—SO
IT’S SUPER DUPER IMPORTANT.
(MORE SO EVEN THAN THAT COMMA.)
Non-profit strategic planning: Four really important factors for success

20. IT’S EASY TO SIDE-STEP STRATEGY
LISTING:
• KEY OBJECTIVES
• WAYS TO MAXIMIZE
STRENGTHS AND
OPPORTUNITIES
• ORGANIZATIONAL
PRIORITIES
• ETC.
Non-profit strategic planning: Four really important factors for success

21. IT’S EASY TO SIDE-STEP STRATEGY
LISTING: IS NOT A SUBSTITUTE FOR:
• KEY OBJECTIVES
• WAYS TO MAXIMIZE WE BELIEVE
STRENGTHS AND THE BEST WAY
OPPORTUNITIES FOR US
• ORGANIZATIONAL TO ___________
PRIORITIES
IS TO ___________ .
• ETC.
Non-profit strategic planning: Four really important factors for success

22. A comprehensive organizational strategy can
guide your organization on all decks, from
programs, to resource management, to
internal functions.
Non-profit strategic planning: Four really important factors for success

23. A comprehensive organizational strategy can
guide your organization on all decks, from
programs, to resource management, to
internal functions.
A resilient organizational strategy—one that
remains relevant in the face of environmental
change during its timeframe—can guide in all
kinds of weather too.
Non-profit strategic planning: Four really important factors for success

24. 3. KEEP ORGANIZATIONAL SCOPE
Non-profit strategic planning: Four really important factors for success

25. STRATEGIC PLANNING OFTEN GOES TOO FAR
“DOWNSTREAM”
3. KEEP ORGANIZATIONAL SCOPE
Non-profit strategic planning: Four really important factors for success

26. STRATEGIC
Non-profit strategic planning: Four really important factors for success

27. STRATEGIC PLAN
Non-profit strategic planning: Four really important factors for success

28. STRATEGIC PLANNING
Non-profit strategic planning: Four really important factors for success

29. STRATEGIC PLANNING OFT
Non-profit strategic planning: Four really important factors for success

30. STRATEGIC PLANNING OFTEN
Non-profit strategic planning: Four really important factors for success

31. STRATEGIC PLANNING OFTEN T
Non-profit strategic planning: Four really important factors for success

32. STRATEGIC PLANNING OFTEN
TAKES
Non-profit strategic planning: Four really important factors for success

33. STRATEGIC PLANNING OFTEN
TAKES T
Non-profit strategic planning: Four really important factors for success

34. STRATEGIC PLANNING OFTEN
TAKES TOO
Non-profit strategic planning: Four really important factors for success

35. STRATEGIC PLANNING OFTEN
TAKES TOO L
Non-profit strategic planning: Four really important factors for success

36. STRATEGIC PLANNING OFTEN
TAKES TOO LO
Non-profit strategic planning: Four really important factors for success

37. STRATEGIC PLANNING OFTEN
TAKES TOO LON
Non-profit strategic planning: Four really important factors for success

38. STRATEGIC PLANNING OFTEN
TAKES TOO LON
Non-profit strategic planning: Four really important factors for success

39. STRATEGIC PLANNING OFTEN
TAKES TOO LONG
Non-profit strategic planning: Four really important factors for success

40. STRATEGIC PLANNING OFTEN
TAKES TOO LONG
“Hey, our new
strategic plan is
already old!”
Non-profit strategic planning: Four really important factors for success

41. ONE CAUSE OF THIS IS GOING TOO FAR
DOWNSTREAM
Non-profit strategic planning: Four really important factors for success

42. ONE CAUSE OF THIS IS GOING TOO FAR
DOWNSTREAM
It’s not DSL vs. cable Internet—
it’s that we don’t have a fast
enough connection!
Non-profit strategic planning: Four really important factors for success

43. ONE CAUSE OF THIS IS GOING TOO FAR
DOWNSTREAM
Let’s not figure this out here—
let’s set a strategic goal to
create a technology team with a
technology plan.
Non-profit strategic planning: Four really important factors for success

44. ONE CAUSE OF THIS IS GOING TOO FAR
DOWNSTREAM
Right, I didn’t mean to take us
too far downstream.
When’s lunch?
Non-profit strategic planning: Four really important factors for success

45. MAINTAIN A CLEAR, HIGH-LEVEL FOCUS
BY IDENTIFYING WHAT’S NEEDED AT AN
ORGANIZATIONAL LEVEL
• VISION? YOU MIGHT CONSIDER
• VALUES? PROGRAM MIX, OR
• MISSION GOAL? EVEN SET HIGH LEVEL
PROGRAM OR UNIT
• CORE STRATEGIES GOALS, BUT BEST TO
• STRATEGIC GOALS AVOID PROGRAM OR
• ETC. UNIT PLANNING
Non-profit strategic planning: Four really important factors for success

46. 4. INTEGRATE YOUR PLANNING
Non-profit strategic planning: Four really important factors for success

47. OFTEN STRATEGIC PLANS BECOME DISCONNECTED
FROM ORGANIZATIONAL LIFE
4. INTEGRATE YOUR PLANNING
Non-profit strategic planning: Four really important factors for success

48. DO STRATEGIC PLANS OFTEN “COLLECT
DUST ON A SHELF?”
Non-profit strategic planning: Four really important factors for success

49. DO STRATEGIC PLANS OFTEN “COLLECT
DUST ON A SHELF?”
STRATEGIC PLANS DO
Non-profit strategic planning: Four really important factors for success

50. SOUNDS LIKE TOO FEW
INSTITUTIONALIZED LINKAGES BETWEEN
ACTIONS ON THE
ORGANIZATIONAL
AND GROUND THAT CAN
STRATEGY AND
IMPLEMENT AND
GOALS
ACHIEVE THEM
Non-profit strategic planning: Four really important factors for success

51. CREATE A PLANNING SYSTEM IN WHICH
EACH LEVEL DRIVES THE OTHER
PROGRAM- AND
STRATEGIC
UNIT-LEVL
PLANNING,
PLANNING,
EVALUATION, AND
EVALUATION, AND
REVISION
REVISION
Non-profit strategic planning: Four really important factors for success

52. Let’s meet tomorrow at 10 for program
planning—and be sure to bring your copy of
the strategic plan…
Non-profit strategic planning: Four really important factors for success

53. IN SUMMARY
FOUR REALLY ESSENTIAL FACTORS FOR SUCCESS
ARE:
– ENSURE EFFECTIVE PROCESS (IT’S A COMPLEX GROUP THING)
– REALLY HAVE A STRATEGY (THE BEST WAY TO GO IS TO FIGURE
OUT THE BEST WAY TO GO)
– KEEP ORGANIZATIONAL SCOPE (OVERPLANNING IS OVERBOARD)
– INTEGRATE YOUR PLANNING (SYSTEMICALLY LINK THE
ORGANIZATIONAL LEVEL TO THE PROGRAM AND OTHER UNIT LEVEL)
Non-profit strategic planning: Four really important factors for success

54. LEARN MORE
DOT-ORG STRATEGIC PLAN ROOT ACTION
An online tool for do-it- Strategic planning,
yourself, non-profit strategic facilitation, and other
planning non-profit support
www.dot-orgstrategicplan.com www.rootaction.org
Non-profit strategic planning: Four really important factors for success