Business Planning & Strategy

What is going on? What are we good at? What is happening around us? How will we get there? Build networks Fundraise from community. Train volunteers. What could go wrong? Sued by client. Chair resigns. Funding dries up. Where do we want to go? More projects? Better quality? More funding? Where are we now? What do we do? What do we believe in? How will we know we are on the right track? 50 more clients. New service launched. Staff very satisfied.. Staff costs. Project costs. Office costs. What will it cost? Road trip strategy Your Vision

An initiative of the NSW Government What we will cover The benefits of strategic planning Steps in a planning process Vision, mission, values and goals Tools for planning Measuring and evaluating

An initiative of the NSW Government Styles of Strategy Positioning Planning Environmental Entrepreneurial

An initiative of the NSW Government Different plans Strategic Plan Financial Plan Work Plan

An initiative of the NSW Government Why does strategic planning matter? Leadership Direction and common purpose Clarity about what is to be done Increased control over future development A basis for monitoring and evaluating performance A clear way of communicating

An initiative of the NSW Government Steps and roles

An initiative of the NSW Government Vision. Mission. Values. MissionVisionValues How you want the world to be. What you do to shape the world. Your approach to your work.

An initiative of the NSW Government Vision examples We look forward to a world in which the lives of children are no longer torn apart by war. We are a nationally recognized, compassionate organization offering quality human services through disciplined growth and community partnerships. All disabled childrens lives are full of fun, friendship and hope for an independent future. Just like any other kids. To empower people with a disability to live the lifestyle of their choosing.

An initiative of the NSW Government Mission examples War Childs mission is to support and strengthen the protective environment for children who, as a result of conflict, live with a combination of insecurity, poverty and exclusion. To provide a range of high quality services which support people with a disability.

An initiative of the NSW Government Planning tools SWOT – link to the plan Dual Bottom Line – assessing opportunities Stakeholder mapping – who has an interest? Consultations – what do your stakeholders think?

An initiative of the NSW Government Strengths, Weaknesses, Opportunities & Threats

An initiative of the NSW Government Dual Bottom Line Financial Viability Mission Impact ??

An initiative of the NSW Government Stakeholder Mapping Power Interest Minimal effortKeep informed Key PlayersKeep satisfied

An initiative of the NSW Government Consultations Clear outcomes Not open-ended invitation Small number of clear options Set dates Wide engagement

An initiative of the NSW Government A process and a document

An initiative of the NSW Government Setting Broad Goals

An initiative of the NSW Government Goal examples Increase deaf and hard of hearing peoples access to wider society Sharpen governance and accountability processes Raise public awareness of issues affecting low income Australians Increase members contribution to our work Demonstrate high capacity in all elements of our organisation Reach priority groups who need support, advice or information Broad achievementsDetailed actions Provide interpreting services Participate in Cert IV governance training Develop and launch an awareness campaign Create a website with blogs for all our members Create a Human Resources position See more clients from non English speaking backgrounds

An initiative of the NSW Government Measuring Performance QuantityQuality Effort Effect How much did we do? How well did we do it? How many people are better off? How much better off are they?

An initiative of the NSW Government Measuring Performance Measure what is valuable NOT Value what is measurable

An initiative of the NSW Government Key Performance Indicator Key – the most valuable Indicator – example Performance – of what you want to achieve

Monitoring the Plan

An initiative of the NSW Government Evaluating the Plan Intention Results Effectiveness Revision Frequency

An initiative of the NSW Government Implementing the Plan Presentation Organisational Structure CEO Position Description Board Reporting Financial Plan Work Plan

An initiative of the NSW Government Key Features Vision Commitment Timelines Objectives Reporting Contingencies Change

An initiative of the NSW Government Next steps Checklists and exercises QUT survey Tailored consultancy Register for sessions Your actions Evaluation

An initiative of the NSW Government Matrix on Board (02) PO Box 418 Broadway NSW 2007 Informing, resourcing and strengthening the non-profit sector Matrix on Board provides financial and management support to non-profit organisations. Matrix is part of the NDS Good Governance consultants panel. Thank you!