Why strategic planning? Because a well wrought strategic plan helps you set priorities and acquire and allocate the resources needed to achieve your goals. It provides a framework for analyzing and quickly adapting to future challenges. And it helps all board and staff members focus more clearly on your organization's priorities, while building commitment and promoting cooperation and innovation. But to be effective, your plan will need to address the special needs of the nonprofit sector. And for more than a decade, Strategic Planning for Nonprofit Organizations has been the number-one source of guidance on all facets of strategic planning for managers at nonprofits of every size and budget. This thoroughly revised, updated, and expanded edition arms you with the expert knowledge and tools you need to develop and implement surefire strategic plans, including tested-in-the-trenches worksheets, checklists, and tables—in print and on the companion CD-ROM—along with a book-length case study that lets you observe strategic planning in action. Packed with real-world insights and practical pointers, it shows you how to: Develop a clear mission, vision, and set of values Conduct SWOT analyses and program evaluations Assess client needs and determine stakeholder concerns Set priorities and develop core strategies, goals, and objectives Balance the dual bottom lines of mission and money Write and implement a solid strategic plan Develop a user-friendly annual work plan Establish planning cycles, gauge progress, and update strategies
作者簡介
MICHAEL ALLISON is an independent consultant and former Director of the Consulting and Research Group at CompassPoint Nonprofit Services, a consulting practice serving 300 non-profits annually.
圖書目錄
What You Will Find in This Book Introduction to the Second Edition Acknowledgments Chapter 1: Introduction to Strategic Planning What Is Strategic Planning? Why Plan? What Strategic Planning Is Not Keys to Ef fective Strategic Planning Summary of Key Concepts Different Types of Planning The Strategic Planning Process The Language of Strategic Planning in the Nonprof it Sector How Much Time and Money Does It Take To Do Strategic Planning? Chapter 2: Phase 1: Get Ready How Do We Get Started? Step 1.1: Identify the Reasons for Planning Step 1.2: Set Up Your Planning Process for Success Step 1.3: Develop a Plan for Gathering Information from Internal and External Stakeholders Step 1.4: Design Your Strategic Planning Process to Meet Your Organizational Needs Step 1.5: Write a Planning Workplan Case Study: Worksheet 1 Case Study: Worksheet 2 Case Study: Worksheet 3 Case Study: Worksheet 4 Chapter 3: Phase 2: Articulate Mission, Vision, and Values Why Do We Need a Mission Statement? Step 2.1: Write (or Reaffirm or Rewrite)Your Mission Statement Step 2.2: Write Your Vision Statement Step 2.3: Articulate the Fundamental Values that Guide Your Work Case Study: Worksheet 5 Case Study: Worksheet 6 Case Study: Worksheet 7 Chapter 4: Phase 3: Assess Your Situation Review History and Current Scope and Scale of Operations Step 3.1: Prepare a History and Descriptive Profile of Operations Step 3.2: Articulate Previous and Current Strategies Overview of Information Gathering Step 3.3: Gather Information from Internal Stakeholders Step 3.4: Gather Information from External Stakeholders Step 3.5: Gather Information from Documents and Other Sources Step 3.6: Summarize Information into a Situation Assessment Case Study: Worksheet 8 Case Study: Worksheet 9 Case Study: Worksheet 10 Case Study: Worksheet 11 Case Study: Worksheet 12 Chapter 5: Phase 4: Agree on Priorities Overview of Phase 4 Step 4.1: Analyze Data, Review Progress to Date, and Update Workplan Step 4.2: Use Business Planning: Tools for Assessing Your Program Portfolio Step 4.3: Agree on Each Program’s Future Growth Strategy and Develop Your Program Portfolio Step 4.4: Confirm Your Future Core Strategies Step 4.5: Agree on Administrative, Financial, and Governance Priorities Case Study: Worksheet 13 Case Study: Worksheet 14 Case Study: Worksheet 15 Case Study: Worksheet 16 Chapter 6: Phase 5: Write the Strategic Plan Step 5.1: Create Goals and Objectives Step 5.2: Understand the Financial Implications of Your Decisions Step 5.3: Write the Strategic Planning Document Step 5.4: Adopt the Strategic Plan and Next Steps Common Obstacles Encountered in Phase 5 Case Study: Worksheet 17 Case Study: Strategic Plan Chapter 7: Phase 6: Implement the Strategic Plan Step 6.1: Plan to Manage Change Step 6.2: Develop a Detailed Annual Operation Plan Sample (Annual) Operating Plan: Program Goal for an Economic Development Agency Fund Development Goal for Museum (from Annual Operating Plan) Case Study: Worksheet 18 Chapter 8: Phase 7: Evaluate and Monitor the Strategic Plan Step 7.1: Evaluate the Strategic Plan and the Strategic Planning Process Step 7.2: Monitor the Strategic Plan and Update as Needed Life After the Strategic Plan Is Done Conclusion: A Word to Leaders Case Study: Worksheet 19 Case Study: Worksheet 20 Appendix A: Blank Worksheets Appendix B: Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes Appendix C: Elements of an Effectively Managed Organization (EEMO2™): An Assessment of Your Organizational Capacity Appendix D: Self-Assessment of Board of Directors Appendix E: Sample Techniques Used in Client Needs Assessment and Program Evaluation Appendix F: Conducting Focus Groups Appendix G: Techniques and Tools for Managing Group Process: A Toolbox of Meeting Process Tools and Techniques Appendix H: Tips on Using Task Forces Appendix I: Templates for Strategic and Operational Plans Appendix J: External Stakeholders: Process Recommendations and Suggested Questions Appendix K: Selected References Index