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PARTNERS OF THE AMERICAS
Steve Vetter, President & CEO
OUR STORY
WHO WE ARE
Our mission is to connect people and organizations across borders to serve and change lives through
lasting partnerships.

The Partners Network Includes:
Partners envisions an ever growing
interconnected global neighborhood where
people
and organizations reach their fullest potential

through
long-lasting partnerships.
WHERE WE ARE TODAY

OUR LEGACY
Inspired by President Kennedy and founded in 1964 under the
Alliance for Progress, Partners is a non-profit, non-partisan
organization with international offices in Washington, D.C.



75 chapters in 33 countries



23 Partners Campuses



10 development programs in 20
countries



$6.5 - $8.5 million dollar budget



55 Staff: 25 in DC + 30 field staff
Over the past 10 years…
10,000 VOLUNTEERS have contributed 1 MILLION HOURS

of service to equal $15 MILLION in professional expertise.

Connect Serve Change Lives
PARTNERS’ CAPACITIES


Food Security & Agricultural Development



Sport for Development



Youth & Children



Climate Change & Environmental Protection



Professional Leadership Exchanges



Civil Society & Governance



Women & Gender Equality



Arts & Culture
THE “PARTNERS” APPROACH
“Being a volunteer, serving selflessly, is a position of power. It moves you from
being a victim to being an agent of change. “
- Uma Viswanathan
TREND LINES FOR ANALYSIS
• 57,000,000 removed from extreme poverty in LAC
• More energy in the Americas than the Middle East

• By 2060, population in the Americas is larger than in China
• Growing Interest in Civil Society and NGO Service Providers
• More Latinos in the U.S. than anywhere else outside of Mexico
STRATEGIC PLANNING
VS.
STRATEGIC ISSUE MANAGEMENT
“No one plans to fail.
They fail to plan…”
STRATEGIC ISSUE MANAGEMENT

“Lets stop borrowing from corporate
America and Russia.”
NON-PROFITS & NON GOVERNMENT
PLANNING CHALLENGES

• Strategic Planning — Corporate Models: “From Russia with Love”
• Today’s Environment: Complex, Fast Changing and Competitive

• Without a strategy to adapt:
– Missed Opportunities
– Unanticipated Developments
– Stagnation, decline…closure
OBSTACLES TO SUCCESSFUL STRATEGIC
PLANNING
1.

Reliance on antiquated corporate “strategic plans”

2.

Failure to develop planning design to match outcomes

3.

Failure to match plan to leadership and management
needs and levels.

4.

Passive, non-engaged boards
STRATEGIC ISSUE
MANAGEMENT
HOW IT DIFFERS FROM STRATEGIC PLANNING
• Conscious focus on change
• Action bias and attention to implementation
• Selectivity in addressing limited strategic issues
• Avoidance of mechanical projections into the future.
• High level of collective involvement of both staff and board
• Commitment to continuous refinement and change
SELECTIVE INVESTMENT
IN CHANGE
THE NARROW WINDOW OF OPPORTUNITY
• Resources Available for Strategic Change: A Clear Understanding of:
– TIME & STAFFING
– MONEY
– ENERGY

• REM Factor: Risk, Effort and Meaning
CREATING THE
LEARNING ENVIRONMENT
FOR CHANGE
• Leadership—”The Servant Leader” by Robert Greenleaf

• Self-Directed Learning Goals and Agenda
• “White Water Management” or “Placid Lake?”

• Performance + Learning Reviews
• The Manager as Teacher and Mentor
5 KEY STEPS TO
STRATEGIC ISSUE
MANAGEMENT
1.

Design—fit to needs of the NGO

2.

Clarifying Values, Vision and Mission

3.

Identification of Strategic Issues—identify challenges facing NGO that require immediate
attention.

4.

Development of Strategic Change Projects

5.

Implementation of Strategic Change Projects
#1. DESIGNING A PROCESS
Four major elements:
1.

Outcomes

2.

Constraints

3.

Process and Structure

4.

Required Resources
#2. CLARIFYING THE STRATEGIC FRAMEWORK
• Values:

Clarify the “Values” Statement

• Vision:

A picture of a desired future

• Mission:

Defines the boundaries and limits to

services, products, clients & their
role. Must have product, client &

role.
#3. IDENTIFY & SELECT STRATEGIC ISSUES
• Change Challenges: Should we do something different to move closer to
our vision?
• Selectivity is the Name of the Game — and
Greatest Risk

Over-Extension is the
#4. DEVELOPING STRATEGIC CHANGE PROJECTS
• Gathering Intelligence on the Issue(s)

• Fashioning Strategic Change projects –a course of action.
• Building a Staffing and Leadership Team

• Bringing Board and Staff Together
#5. IMPLEMENTING STRATEGIC CHANGE PROJECTS
• Establish a formal structure and process to manage strategic change portfolio

• Assigning explicit oversight of the strategic management program to a board and staff
committee
THE GUIDING COALITION
The Inner Core: Carriers of the Vision and Mission.
The Difference Between Confidants and Allies:
The Deep Trust Challenge

Energy Field:
STRATEGIC ISSUE MANAGEMENT IN PRACTICE:
PARTNERS’ INTERPRETATION
OUR VISION
GOAL SETTING
Sample framework:
PERFORMANCE EVALUATION CALENDAR
2012 Review & 2013 Preview
ANNUAL BUDGETING STRATEGY
March:

1st Quarter Board Review & Fiscal Budget
Approval

May:

President Review and Approve Revised
Budget based on Revenue and Expenses

July:

Mid Term Budget and Performance Review

September:

3rd Quarter Review of Budget by Board and
Senior Management

November:

Planning Process and Review/preview Starts
Over
50 YEAR PROJECTION
GOAL:
STRATEGIC VISION

2014

2064

Financial Sustainability
• Budget
• Online Store Sells
• Diversification of Funds
• Foundation Endowment

$6.5 M
$2,500
90% Government
$1 M

$26 M
$118,000
10% Government
$50 M

Network Strength
• Chapters
• PartnersCampus
• NGOs
• University Affiliates

76
22
4
186

163
215
164
342

Good Governance
• Board Meetings/Year
• Communications
• Leadership Training
• Accreditations

3
2 Staff
1 Hr/1X/Year
BBB Only

12
18 Staff
4 Regional Academies
BBB + 4 Others
ADDITIONAL READINGS
QUESTIONS?

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Beyond Strategic Planning for your Organization

  • 1. PARTNERS OF THE AMERICAS Steve Vetter, President & CEO
  • 3. WHO WE ARE Our mission is to connect people and organizations across borders to serve and change lives through lasting partnerships. The Partners Network Includes: Partners envisions an ever growing interconnected global neighborhood where people and organizations reach their fullest potential through long-lasting partnerships.
  • 4. WHERE WE ARE TODAY OUR LEGACY Inspired by President Kennedy and founded in 1964 under the Alliance for Progress, Partners is a non-profit, non-partisan organization with international offices in Washington, D.C.  75 chapters in 33 countries  23 Partners Campuses  10 development programs in 20 countries  $6.5 - $8.5 million dollar budget  55 Staff: 25 in DC + 30 field staff
  • 5. Over the past 10 years… 10,000 VOLUNTEERS have contributed 1 MILLION HOURS of service to equal $15 MILLION in professional expertise. Connect Serve Change Lives
  • 6. PARTNERS’ CAPACITIES  Food Security & Agricultural Development  Sport for Development  Youth & Children  Climate Change & Environmental Protection  Professional Leadership Exchanges  Civil Society & Governance  Women & Gender Equality  Arts & Culture
  • 7.
  • 8. THE “PARTNERS” APPROACH “Being a volunteer, serving selflessly, is a position of power. It moves you from being a victim to being an agent of change. “ - Uma Viswanathan
  • 9. TREND LINES FOR ANALYSIS • 57,000,000 removed from extreme poverty in LAC • More energy in the Americas than the Middle East • By 2060, population in the Americas is larger than in China • Growing Interest in Civil Society and NGO Service Providers • More Latinos in the U.S. than anywhere else outside of Mexico
  • 10.
  • 11. STRATEGIC PLANNING VS. STRATEGIC ISSUE MANAGEMENT “No one plans to fail. They fail to plan…”
  • 12. STRATEGIC ISSUE MANAGEMENT “Lets stop borrowing from corporate America and Russia.”
  • 13. NON-PROFITS & NON GOVERNMENT PLANNING CHALLENGES • Strategic Planning — Corporate Models: “From Russia with Love” • Today’s Environment: Complex, Fast Changing and Competitive • Without a strategy to adapt: – Missed Opportunities – Unanticipated Developments – Stagnation, decline…closure
  • 14. OBSTACLES TO SUCCESSFUL STRATEGIC PLANNING 1. Reliance on antiquated corporate “strategic plans” 2. Failure to develop planning design to match outcomes 3. Failure to match plan to leadership and management needs and levels. 4. Passive, non-engaged boards
  • 15. STRATEGIC ISSUE MANAGEMENT HOW IT DIFFERS FROM STRATEGIC PLANNING • Conscious focus on change • Action bias and attention to implementation • Selectivity in addressing limited strategic issues • Avoidance of mechanical projections into the future. • High level of collective involvement of both staff and board • Commitment to continuous refinement and change
  • 16. SELECTIVE INVESTMENT IN CHANGE THE NARROW WINDOW OF OPPORTUNITY • Resources Available for Strategic Change: A Clear Understanding of: – TIME & STAFFING – MONEY – ENERGY • REM Factor: Risk, Effort and Meaning
  • 17. CREATING THE LEARNING ENVIRONMENT FOR CHANGE • Leadership—”The Servant Leader” by Robert Greenleaf • Self-Directed Learning Goals and Agenda • “White Water Management” or “Placid Lake?” • Performance + Learning Reviews • The Manager as Teacher and Mentor
  • 18. 5 KEY STEPS TO STRATEGIC ISSUE MANAGEMENT 1. Design—fit to needs of the NGO 2. Clarifying Values, Vision and Mission 3. Identification of Strategic Issues—identify challenges facing NGO that require immediate attention. 4. Development of Strategic Change Projects 5. Implementation of Strategic Change Projects
  • 19. #1. DESIGNING A PROCESS Four major elements: 1. Outcomes 2. Constraints 3. Process and Structure 4. Required Resources
  • 20. #2. CLARIFYING THE STRATEGIC FRAMEWORK • Values: Clarify the “Values” Statement • Vision: A picture of a desired future • Mission: Defines the boundaries and limits to services, products, clients & their role. Must have product, client & role.
  • 21. #3. IDENTIFY & SELECT STRATEGIC ISSUES • Change Challenges: Should we do something different to move closer to our vision? • Selectivity is the Name of the Game — and Greatest Risk Over-Extension is the
  • 22. #4. DEVELOPING STRATEGIC CHANGE PROJECTS • Gathering Intelligence on the Issue(s) • Fashioning Strategic Change projects –a course of action. • Building a Staffing and Leadership Team • Bringing Board and Staff Together
  • 23. #5. IMPLEMENTING STRATEGIC CHANGE PROJECTS • Establish a formal structure and process to manage strategic change portfolio • Assigning explicit oversight of the strategic management program to a board and staff committee
  • 24. THE GUIDING COALITION The Inner Core: Carriers of the Vision and Mission. The Difference Between Confidants and Allies: The Deep Trust Challenge Energy Field:
  • 25. STRATEGIC ISSUE MANAGEMENT IN PRACTICE: PARTNERS’ INTERPRETATION
  • 28. PERFORMANCE EVALUATION CALENDAR 2012 Review & 2013 Preview
  • 29. ANNUAL BUDGETING STRATEGY March: 1st Quarter Board Review & Fiscal Budget Approval May: President Review and Approve Revised Budget based on Revenue and Expenses July: Mid Term Budget and Performance Review September: 3rd Quarter Review of Budget by Board and Senior Management November: Planning Process and Review/preview Starts Over
  • 30. 50 YEAR PROJECTION GOAL: STRATEGIC VISION 2014 2064 Financial Sustainability • Budget • Online Store Sells • Diversification of Funds • Foundation Endowment $6.5 M $2,500 90% Government $1 M $26 M $118,000 10% Government $50 M Network Strength • Chapters • PartnersCampus • NGOs • University Affiliates 76 22 4 186 163 215 164 342 Good Governance • Board Meetings/Year • Communications • Leadership Training • Accreditations 3 2 Staff 1 Hr/1X/Year BBB Only 12 18 Staff 4 Regional Academies BBB + 4 Others