1. The How and Why of Strategic Planning November, 2012 Julia Riseman Mentor

3. Agenda: Why How Working with Grinspoon on Strategic Planning Planning for your camp’s needs

4. Why undertake Strategic Planning?

5. BoardGovernance StrategicPlanning Fundraising

6. What direction is the camp moving in?

7. Purpose of Strategic Planning: Alignment

8. 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

9. Strategic Planning Cycle Past Present Future

11. How of Strategic Planning

12. From Vision to Results 2. Strategic Goals 3. Actions Identified 4. Take Action 1. Vision

13. 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

14. Synthesis & Decisions Output Initial Planning Goals Advance scheduling Links to other processes Links to other events Roles Key people Key tasks Time Commitments Shared Agreements Framing Time horizon Burning issues Mission & Vision Data Collection

15. Grinspoon 3 options Comprehensive Strategic Planning: 9-12 months Strategic Positioning: 5 to 6 months Condensed Organizational Planning: 2 to 4 months

16. What’s in a Strategic Plan

17. Typical Mission Statement Current Assessment Strategic Goals (Critical Success Factors) SMART Action Items Time-line Budget Other attachments

18. Camp Ramah in the Berkshire’s 7 Strategic Goals Mission 1. Jewish Education 2. Year- Round Program 3. Camp Program 4. Staff Leadership 5. Facilities 6. Development 7. Board Leadership

19. Camp B’nai B’rith Strategic Goals Projected Budget Mission

20. Shalom Institute’s Strategic Goals Vision 1. Leadership2. Facilities 3. Content Development 4. Resource Development 5. Outreach

21. Planned Actions for Strategic Goals Strategic Goal Area Goal Statement: Current Status: Opportunity Statement: Action ItemTime$Who

22. Planned Actions for Strategic Goals S.M.A.R.T. Action Items: S = Specific M = Measurable A = Agreed Upon R = Realistic T = Time-bound Strategic Goal Area Goal Statement: Current Status: Opportunity Statement: Action ItemTime$Who

23. Your Camp’s Status: List of Camps Have or had a plan

24. Resources On-line Sample Strategic Plan Sample Strategic Planning Committee Job Description The 3 Options for Strategic Planning Templates for planning A large collection of Jewish Camp Mission Statements Sample ONE page Strategic plan

25. Discussion