1. Service Corps Connectr
Strategic planning
Service Corps Connectr

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

6. 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?

7. 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

8. 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.”

9. Technical vs. Adaptive Challenges

10. Traditional SP Model

11. 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

12. 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

13. Today’s Webinar Peer Conversation Learn from One Another Experiences
Bright Insights
Comments
Questions

14. Resources
501 COMMONS
WASHINGTON NONPROFITS
BLUE AVOCADO (2 PART SERIES)
RON HEIFETZ & MARTY LINSKY
Books, YouTube, Articles on Adaptive Leadership & More
ROGER MARTIN
Article: Don’t Let Strategy Become Planning

15. 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

16. Strategic Planning in Nonprofits (SPIN)
The Washington
Nonprofit Institute
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

17. 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