1. What’s Next? What to do in the 4 th Year of Your 3-Year Strategic Plan January 24, 2012 David Sharken Mentor Grinspoon Institute for Jewish Philanhropy 1

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4. What’s Next? Keep your camp on its “strategic” toes Quality never goes out of style. Levi Strauss 4

5. What’s Next? Year 4 of the 3 year Plan Today’s Agenda: 1. Reminder: Why and How of Strategic Planning? 2. Reminder: What is/was in your Strategic Plan? 3. What’s Next?  New State of the Universe: Reflect, Learn, ReFocus  Re-Visit the Vision  Take an Inventory  Celebrate  Re-set Goals or New Strategic Plan 4. Structure Changes to Make it Work and Worthwhile 5. Questions

6. The Grinspoon Institute Way: How to Create a Great Camp Board Governance Strategic Planning Fundraising

7. Strategic Planning Choose Strategic Planning Leadership Clarify Process: Time and Structures Get Stakeholder Input: Internal and External Identify and Prioritize Strategic Goals and Critical Success Factors Create Strategic Plan as Living Document VISION for Camp

8. 8 VISION Where do we want to go together?

9. Strategic Planning Cycle Past Present Future The most successful Fortune 500 companies are not those that had the best “frozen” strategy “du jour”, but those that had the greatest ability to think and act and continually adapt their strategy to new circumstances

10. New State of the Universe  What has changed externally since the last strategic plan?  What has changed internally? Re-visit the Vision: Has anything significantly affected:  our shared vision?  our ability to get to that vision? 10

11. Take Inventory: Reflect; Learn; ReFocus 11 1.What did we accomplish? 2.What did we NOT accomplish but is still relevant and we want to do? 3.What did we NOT accomplish that is no longer critical?

12. Celebrate!  You have accomplished plenty in the last 3 years. Don’t take it for granted!  Celebrate and acknowledge results at Board and Staff Meetings  Highlight accomplishments in emails, newsletters, website, donor letters 12

13. Now What? 13 Your organization basically has two main choices after taking inventory: 1.Begin a New Strategic Plan 2.Re-Set Goals of Critical Issues

14. Begin a New Strategic Plan A new plan is necessary if:  Significant changes in external or internal environment  Loss of consensus on future vision

15. Begin a New Strategic Plan - Options 1. Comprehensive Strategic Planning:  Larger Committee with stakeholder engagement  9-12 months  Full environmental scan  Deep and broad data collection

16. Begin a New Strategic Plan - Options 2.Strategic Positioning:  5 to 6 months  Identify New Critical Issues  Research and recommend best options moving forward  Less research & stakeholder involvement

17. Re-Set Goals of Existing Critical Issues Ensure there is still consensus on the Future Vision!

18. Re-Set Goals of Existing Critical Issues  Reflect on why organization did not accomplish what it set out to do  Learn about the issues  Assign to appropriate committee of staff and board to investigate, debate and provide recommendations)  ReFocus – establish new goals

19. Re-Set Goals of Existing Critical Issues: Reflect; Learn; ReFocus New Goals S.M.A.R.T. Action Items: S = Specific M = Measurable A = Attainable R = Relevant T = Time-bound New Goals Goal Statement: Current Status: Opportunity Statement: Action ItemTime$Who

20. Structure Changes: Make it Work and Worthwhile  Was strategic thinking and action built-in?  Did the “old” plan help to:  Focus the efforts of management and board?  Prioritize time and resources?  Evaluate performance of staff and lay leadership?  For the Future, ensure that the plan is used for continual organizational improvement:  Create an on-going Strategic Plan committee OR  Assign to Board Executive Committee

21. Resources on our Knowledge Center  Webinar Archives – www.gijp.org/Webinarswww.gijp.org/Webinars  Presentation and Recording of Today’s Webinar  To Think or Not to Think Strategically: Is That Even a Question?  Strategic Planning: Three Options  No Dust! Using Your Strategic Plan  Sample “Next Steps” Strategic Planning Committee Meeting Minutes  Sample Charge for Implementation Committee  You can find additional Strategic Planning resources in our Knowledge Center – www.gijp.org/KnowledgeCenter www.gijp.org/KnowledgeCenter

22. If you are working on something exciting that you really care about, you don't have to be pushed. The vision pulls you. - Steve Jobs

23. 23 Discussion and Questions