Service Corps Connectr Strategic planning Service Corps Connectr

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Customer-Responsive Strategic Planning Knowing Context of THIS Organization Should Drive Process

How to Start: Initial Customer Assessment What’s driving their need for strategic planning now? What ‘problem’ are they trying to solve? What have they had in place as strategy & strategic plan? What language or model have they used? Has that worked for them? What process or model do they have in mind? What are their expectations for the result? How will it be used? What’s the tension for strategic, fundamental change? What vital few questions must be answered unambiguously by end of this process?  

Strategy vs. Strategic Plan Strategy: an integrated set of choices that together provide focus, coherence, and direction for the organization as a whole. (Heifetz, Linsky, Broesamle) Not necessarily complex calculation, but change in a mindset, a break with conventional wisdom, shift in point of view Balcony-view May be ‘equated’ with vision

Adaptive Leadership: Heifetz & Linsky “Practice of mobilizing people to tackle tough problems & thrive.” Tool kit of ways to lead through difficult change. Adaptive Challenge:   “A state in which existing competencies and skills simply do not match requirements of the situation…… in which real change, often in form of learning & letting go of old competencies & relationships, must take place.”

Technical vs. Adaptive Challenges

Traditional SP Model

Streamlined Strategic Planning Who are we? Where are we going? How do we get there? Mission Vision Action Plan Values Strategies Measurement Objectives FOUNDATION IMPLEMENTATION STRATEGIC DIRECTION

Strategizing Strategic Thinking Options Strategic Decisions Choices Strategic Planning How will we do it? Strategic Thinking What is possible? Strategic Decisions What should we do? Options Choices Actions

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Resources 501 COMMONS https://www.501commons.org/resources/tools-and-best-practices/strategic-planning-1/strategic-planning WASHINGTON NONPROFITS https://www.wanonprofitinstitute.org/planning/ BLUE AVOCADO (2 PART SERIES) http://www.blueavocado.org/content/strategic-planning-failures-and-alternatives http://www.blueavocado.org/content/alternatives-strategic-planning RON HEIFETZ & MARTY LINSKY Books, YouTube, Articles on Adaptive Leadership & More ROGER MARTIN Article: Don’t Let Strategy Become Planning https://hbr.org/2013/02/dont-let-strategy-become-plann

Square One: 6 Questions Worldview: What is the situation in which we find ourselves? Values/Principles: What values and principles guide our work? Mission/Goals: Why results are you trying to achieve? Impact/Outcomes: What impact do we have on clients and our community? Programs/Services: How do you fulfill your mission? Vision/Future Role: What will the organization look like in 3 years? Process goes top to bottom left to right, but they are also connected across the matrix.   If you are involved people from the community or many on your board are new. Set up two meeting to discuss these 6 questions so that people are well grounded in your organization before moving to strategy

Strategic Planning in Nonprofits (SPIN) The Washington Nonprofit Institute https://www.wanonprofitinstitute.org/planning/ Process goes top to bottom left to right, but they are also connected across the matrix.   If you are involved people from the community or many on your board are new. Set up two meeting to discuss these 6 questions so that people are well grounded in your organization before moving to strategy

Upcoming Opportunities Please share your feedback with us! 501 Connects: April 26th, 8 to 10am Learn to Serve: May 24th, 11am to 1pm on Strategies for Skilled Facilitation Service Corps Connectr: September 18th, 4 to 6pm on Pathways to Board Development