Elements of a Strategic Plan. Most components of the full session can also be used Nonprofit Fundraising Strategic Plan Guide explores the fundraising planning process and breaks down each of the necessary elements that will allow you and your team to elevate your next campaign. I recommend action plans that allow flexibility because in our fast paced, rapidly changing environment, organizations should remain adaptable, while keeping their eyes on the prize: delivering their value proposition to their constituents. The purpose is to craft three to five transformational outcomes that the whole organization pursues with vigor. The strategic framework is short and memorable (usually one page) and can Strategic planning, disciplined effort to produce decisions and actions that shape and guide an organization’s purpose and activities, particularly with regard to the future. Plans Into Action: Prerequisites of Success Because once you fully think them through, you know where you stand in any situation. Just a heads-up: this is a long read. Do we need to adapt? The result is just an organizational goal, not a transformative vision. Define the key components of strategic planning. Every public company is legally required to install a board of directors; nonprofit organizations and many private companies – while not required to – also establish a board of directors.so that they get an idea of what they are committing themselves to 3… The story of the nonprofit sector, told from the nonprofit perspective for the first time.Read the report and view additional data, Executive Director - Louisiana Developmental Disabilities Council - Baton Rouge, LA, Executive Communications Manager - Human Rights Campaign - Washington, DC, Senior Program Officer - East Bay Community Foundation - Oakland, CA, Connect with local resources and expertise. Developing a strategic plan for your nonprofit is one of the most effective ways to achieve your mission. Share the story of your nonprofit's impact and help us tell the story of the nonprofit sector. Basic Components of a Strategic Plan Component Category Definition Vision Philosophical Answers the question: If your work is successful, what will the world look like? Persuading big donors or foundations to finance their projects 2. Your value proposition is your promise to those you serve. What will we do now? The mission pursues the vision in the clearest, most fundamental language. The following framework will guide you through completion of your basic strategic plan document. This is a high-level “compass” to provide direction. It’s just the opposite. Core values call an organization to do its work. Core values throw into sharp contrast the gaps between what is and what should be. At the same time, some nonprofit leaders have found that planning in a dynamic environment presents an … A strategic plan template will generally include the following parts: Introduction - The introductory statement will include a brief description of why the plan was developed, what time period it covers, and who wrote the plan. A […] How about our donors? It must be authentic, relevant, crisp, clear, and memorable. The strategic planning process includes conducting a situation analysis and developing the organization’s mission statement, objectives, value proposition, and strategies. Suite 700 East Finally, what is going on economically, socially, demographically, technologically, governmentally that impacts our ability to succeed. Time invested in developing this identity content is well-spent, however, because these elements are the foundation upon which the rest of your planning and execution rests. For most components, we include at least one handout or worksheet to help you. A strategic plan is a document that establishes the direction of an organization. A roadmap to launch and grow your organization Process as important as product (perhaps more important) Aligns stakeholders around strategic priorities Communicates your goals, strategies and programs Engages, motivates, and retains external and internal audiences (e.g., board, staff, donors, etc.) As a first step, developing a strategy plan requires identifying a common set of concepts, tools, procedures, and practices to assist the board in meeting the nonprofit… of Development, Campaign Director), Lake Forest Graduate School of Management (VP of Enterprise Advancement), and Advocate Healthcare (VP, Bioethics Center). The webinar was led by Hilda Polanco, founder and CEO of FMA, the go-to capacity builder to which foundation and nonprofit leaders turn to address nonprofit financial-management issues. Now that you have your campaign messaging, superstar supporters, and targeted donors in place, it’s time to figure out how to execute your strategic fundraising plan. 4. The Denver Foundation Strategic Plan 2011 5 Implications: What the New Focus Really Means The strategic plan is a broad road map and there is still much to be determined relative to implementation. Each section is typically a few paragraphs to a few pages long. Define the key components of strategic planning. Learn more about the benefits of joining our membership community . He also served as COO of Grenzebach Glier and Associates, an international philanthropy consulting firm. 9+ Nonprofit Organization Strategic Plan Templates & Samples – Word, PDF Nonprofit organizations are organizations that advocate social issues for the benefit of the public’s interests. Figure 2.2 “The Strategic Planning Process” shows the components of the strategic planning process. (There are many models for strategic planning -- this framework is for conducting a goals-based plan.) With a well-designed strategic plan, your … The strategic plan should define each functional department’s expected contribution to the overall vision. The mission, vision and strategic priorities form your organization’s strategic framework. By contrast, some organizations use vision statements to define how they will succeed in terms of organizational aspirations, using “to be the best” language. Still, there are many components that are common across strategic planning models – mission and vision identification, organization assessments, environmental scans, goal and objective development, and metrics, for example. Strategic Plan Template for a Nonprofit Board. It is the ideal state toward which the organization strives on their behalf. As someone recently commented, “They should scare you a little and excite you a lot.”. Why did you form this company, and what are you hoping to accomplish by developing it and offering its products or service… These strategic plans generally include campaign dates and strategies, donor-tracking plans, special event details, and a targeted communication schedule. This first element of a nonprofit strategic plan has 3 parts. A strategic planning process identifies strategies that will best enable a nonprofit to advance its mission. A well designed environmental scan provides a sound understanding of the expectations of those who interact with you, the trends that are emerging in your field, the critical issues in your immediate environment, and organizational realities and constraints you are facing as you interact with this community. 4 Elements of An Effective Nonprofit Strategic Planning Process 1. This content is available exclusively to BoardSource members. They are “must have” achievements that create a substantially different reality. Are these trends changing the rules of success? These strategic plans generally include campaign dates and strategies, donor-tracking plans, special event details, and a targeted communication schedule. The list below describes each piece of a strategic plan in the order that they’re typically developed. Components of a strategic plan template. Preserving the Johnson Amendment to remain above the partisan fray is vital to nonprofit missions. This could be a brief statement that... 2. Element 6: Strategic Collaborations: How you leverage the community for greater impact A key takeaway from On the Verge is the necessity for all organizations to work together strategically, and it is beneficial to be part of networks, coalitions, or collective impact projects to … ... We’re here to support, give guidance, and be your go-to resource for everything nonprofit leadership-related, and we are trying to make that as easy and affordable as possible. When we take the time to strategically plan, we create an ability to succeed. As Peter McFarren puts it in the “Components of a Fundraising Plan” lesson, “You can run a business without profit, but you can’t run a business without cash flow. They determine the strategic priorities your organization sets, and those strategic priorities guide where you should direct your marketing and commu… The tactical plan is the blueprint for your communications plan. For many nonprofits, the beginning of a new calendar year ushers in a period of reflection and planning. Define the elements of your nonprofit strategic plan. Market, message and media. The National Council of Nonprofits is a proud 501(c)(3) charitable nonprofit. Questions to ask include, "Is that strategic initiative still relevant?" Articulating and perhaps visualizing an organization's "theory of change" is another way to think about "what success will look like" - how to get there, and what resources it will take to get there. These three elements of an organization’s noble cause—core values, vision, and mission—form the foundation of strategic planning. Essential Components of a College Strategic Plan. Prior to consulting, Jim held leadership positions at Cornell University (Assoc. More than anything, an annual plan helps ensure across-the-board alignment to the organization’s vision and direction. Strategic Imperatives and an Action Plan. For more details and sample plans, see Strategic Fund Development: Building Profitable Relationships That Last (3rd edition). What are the internal challenges and constraints that impact our ability to succeed? When crafting the imperatives, one looks out to the horizon—whether 3, 5, 10 years… or more, and engages the imagination with courage. A fundraising plan is a document that organizes all of your fundraising activities over a certain period of time (usually 1-year). Collaborate to define your nonprofit strategic planning goals. It’s helpful for boards to use a strategic plan template so they can be sure that they’re getting all the essential components to it.