Más contenido relacionado La actualidad más candente (14) Similar a The Case for Integrated Planning (20) The Case for Integrated Planning1. The Case for Integrated Planning
Sam Frank
July 25, 2012
A Service
Of:
Sponsored by:
2. INTEGRATED PLANNING
Advising nonprofits in:
www.synthesispartnership.com
• Strategy
• Planning
(617) 969-1881
• Organizational Development
info@synthesispartnership.com
A Service
Of:
Sponsored by:
4. Today’s Speaker & Host
Sam Frank
Principal
Synthesis Partnership
Assisting with chat questions:
Jamie Maloney, Nonprofit
Webinars
A Service
Of:
Sponsored by:
5. The Case for Integrated Planning
Effective Planning for Nonprofits
Sam Frank
Synthesis Partnership
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
6. Take-aways
How to think about planning comprehensively.
Differences among types of planning.
How different types of planning fit together.
Further resources.
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
7. Why Plan?
For every complex problem
there is a simple solution;
...and it is always wrong.
H.L. Mencken
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
8. Why Plan?
http://bit.ly/SyPci01
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
Aspiration
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
9. Integrated Planning
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
10. The Planning Cycle
PROGRAM FACILITY
PLANNING
PLANNING
STRATEGIC BUSINESS
PLANNING
PLANNING
FINANCIAL
ORGANIZATIONAL MODELING
DEVELOPMENT
IDENTITY ADVANCEMENT
DEVELOPMENT
PLANNING
HUMAN RESOURCE
PLANNING
TECHNOLOGY
PLANNING
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
11. The Planning Process
Five Components http://bit.ly/SyPci05
Preparation
Assessment
Engagement
Plan Development
Implementation
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
12. The Planning Process
Points of Integration
Preparation
Assessment
Engagement
Plan Development
Implementation
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
13. Program Planning
Process
Preparation
Assessment
Engagement
Plan Development
Implementation
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
14. Program Planning
Mission-Based Goals
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
15. Program Planning
http://bit.ly/SyPci07
Mission-Based Goals
What’s your Mission?
Mission Statement Competition
2 categories
• Great Mission Statement
• Mission Statement Makeover
http://bit.ly/SyPwyMC
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
16. Program Planning
Mission-Based Goals
Context
Description of Programs
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
17. Program Planning
Mission-Based Goals
Context
Description of Programs
Program Objectives
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
18. Program Planning
Mission-Based Goals
Context
Description of Programs
Program Objectives
Organizational Structure
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
19. Program Planning
Mission-Based Goals
Context
Description of Programs
Program Objectives
Organizational Structure
Implementation Process
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
20. Program Planning
Mission-Based Goals
Context
Description of Programs
Program Objectives
Organizational Structure
Implementation Process
Resources
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
21. Business Planning
Process
http://bit.ly/SyPci012
Preparation
Assessment
Engagement
Plan Development
Implementation
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
22. Business Planning
Market analysis
Household Median Income
$44,000
$42,000
$40,000
$38,000
$36,000
$34,000
$32,000
$30,000
1989 1999
Actual Recast
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
23. Business Planning
Market analysis
Business strategy
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
24. Business Planning
http://bit.ly/SyPci06
Market analysis
Comparative Attendance with Trends
1,400,000
Business strategy
1,200,000
1,000,000
Business / Financial goals
800,000
600,000
400,000
200,000
0
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
25. Business Planning
Market analysis
Business strategy
Business / Financial goals
Values per Square Foot
Resource requirements
$60
$57.80
$50
School
$40
Comp
$30
$20
$6.30 $6.60 $7.20
$10
$0
Deferred Maintenance Operating Cost
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
26. Business Planning
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Organization structure
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
27. Business Planning
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Organization structure
Finance
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
28. Strategic Planning
Process
http://bit.ly/SyPci05
Preparation
Assessment
Engagement
Plan Development
Implementation
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
29. Strategic Planning
1. Prepare
Typical Timeline
Aug Sep Oct Nov Dec Jan Feb Mar Apr May
Board Meetings Initial Retreat Review Review Adopt Plan
PREPARATION
Review and pre-plan
ASSESSMENT
Identify Critical Issues
Benchmarking / Research
ENGAGEMENT
Initial Retreat Initial Retreat
Constituency Meetings
Survey (by ISB)
PLANNING
Develop Goals Objectives
Shape Actions, Measures, Timeline, Costs
Assemble Full Plan Report
Revise and Refine
IMPLEMENTATION
Design
Monitor
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
30. Strategic Planning
2. Assess
Self-Assessment
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
31. Strategic Planning
2. Assess
Mission Mission Statement
http://bit.ly/SyPci07
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
32. Strategic Planning
For more detail see slide sets for
Strategic Planning 1: Cultivation Organizational Development
Strategic Planning 2: Getting Results
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
33. Strategic Planning
3. Engage
Surveys
http://bit.ly/SyPci02
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
34. Strategic Planning
4. Plan
Mission Strategy
To transform the way buildings and communities are designed, built and operated, enabling an environ-
mentally and socially responsible, healthy, and prosperous environment that improves the quality of life.
Mission elements
Committees/Functions
buildings and communities Programs
transform • Advocacy
• designed • Conference
• Outreach
• built
• Professional Education
• operated
Infrastructure
enabling an environment • Communications / Marketing
• environmentally socially responsible • Finance
• healthy • Fundraising
• prosperous • Membership
• Governance
improves quality of life
• Operations
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
35. Strategic Planning
4. Plan
Two versions
SGIS
Dedication to Excellence
Goal 1!
SGIS will operate as a single school in pursuit of its mission.
Objective 2!
Develop an understanding among the SGIS community of the value of excellence in education
created by the SGIS model. !
The three-campus model is not just Action 1:
an added value of SGIS, it is an Annually review the curriculum to assure that it supports
essential feature of the SGIS the understanding and acceptance of all SGIS students.!
Action 2:
education and experience, both for
students and for their families. This Communicate to all constituent groups the vision and
fact must be reflected in curriculum, progress of cross-campus connections at least three times a
communications, family events, and year. !
Action 3:
all other school functions. SGIS will
Parents Association will plan events, times and location to
have to re-examine curriculum,
be supportive of all three campuses. !!
communications, and events
Action 4:
annually to assure that the school is
Have at least one school-wide event for families and faculty
reflecting this commitment in them in
from all 3 campuses each year. !
the best possible manner.!
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
36. Integrated Planning
45 Plan/Implement
Action Plan
WS
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
37. Integrated Planning
5. Implement
Plan tracking and monitoring
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
38. Integrated Planning
5. Implement
Dashboards
from Blue Avocado
(http://www.blueavocado.org)
from Indianapolis Museum of Art
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
39. Organizational Development
http://bit.ly/SyPci04
Board Issues
Responsibilities
Membership
Structure Process
Capacity
Staff Issues
Organizational structure
Professional development
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
40. Institutional Identity Development
http://bit.ly/SyPci7
http://bit.ly/SyPci9
What is identity why does it matter?
Mission / Identity / Brand
National Association of Independent Schools
SYNTHESIS
The Case for Integrated Planning
Annual Conference: Chicago SYNTHESIS
PARTNERSHIP
Wednesday Webinar: July 25, 2012
February 25, 2009
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
41. Advancement Planning
Ongoing work
Periodic planning
Communications
Capability assessment
External relations
Fundraising assessment
Donor relations
Campaign planning
Alumni relations
Annual giving
Planned giving
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
42. Human Resource Planning
Compliance with regulations and requirements
Predictable, and comprehensive policies
Clear and effective procedures
Job descriptions and performance reviews
Fair and competitive compensation and benefits
Orientation and training
Ongoing professional development
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
43. Technology Planning
Management technology
Program technology
Advancement technology
Knowledge management
Upkeep
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
44. Facility Planning
http://bit.ly/SyPci13
Master Planning
Facility Planning
Architectural Programming Budgeting
Selecting Architects Constructors
Contracts
Design Construction
Financial Modeling
The Case for Integrated Planning
SYNTHESIS
Wednesday Webinar: July 25, 2012
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
45. Resources
Critical Issues
#1
Why Plan?
http://bit.ly/SyPci01
#2
The Secret Life of Surveys
http://bit.ly/SyPci02
#5
The Structure of Planning
http://bit.ly/SyPci05
#7
On a Mission
http://bit.ly/SyPci07
#8
The Measure of Success
http://bit.ly/SyPci08
#9
Brand Identity for Nonprofits
http://bit.ly/SyPci09
#11
Integrated Planning
http://bit.ly/SyPci11
#12
Business Planning
http://bit.ly/SyPci12
#13
Facility Planning
http://bit.ly/SyPci13
#14
Managing Change
http://bit.ly/SyPci14
Other Webinars on Related Areas
schedule, archive, registration at
http://bit.ly/SyPwebinars
SYNTHESIS
PA R T N E R S H I P
Advising nonprofits
in strategy, planning,
organizational development
© 2012 Case for Integrated Planning
The Synthesis Partnership SYNTHESIS
sbf@synthesispartnership.com
Wednesday Webinar: July 25, 2012
Except for examples of nonprofit plans, missions dashboards owned by others
All2012 Synthesis Partnership. All rights reserved
© rights reserved www.synthesispartnership.com
P A R T N E R S H I
P
46. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
A Service
Of:
Sponsored by: