Authenticity Consulting, LLC Leveraging the Power of Peers(SM) Nonprofit Capacity Building | Nonprofit Business Development | Peer Learning Programs Free Nonprofit Micro-eMBA(SM) | Free Micro-eMBA(SM) | Free Management Library(SM) Who We Are | Trainings | Publications | Contact Us Field Guide to Nonprofit Strategic Planning and Facilitation Table of Contents by Carter McNamara, MBA, PhD, partner in Authenticity Consulting, LLC Description of the book is located here. Part I: Understanding Strategic Planning Strategic Planning What is Strategic Planning? What is "Strategic"? All Else Flows From Strategic Planning in Nonprofit Benefits of Strategic Planning Many Reasons Nonprofits Do Strategic Planning Conducting Strategic Planning Strategic Planning Framework Traits of Any Strategic Planning Process What Strategic Planning Won't Do for You Myths About Strategic Planning Three Criteria for Highly Effective Strategic Planning and Plans When Should Strategic Planning Be Done? Strategic Management: Strategic Planning Cycle How Much Will Strategic Planning Cost? Part II: Conducting Relevant, Realistic and Flexible Strategic Planning Phase 1: Design Plan for a Plan Ready for Strategic Planning Organize Planning Committee? Why Do Strategic Planning Now? What is the Organizational Scope of the Plan? What Strategic Planning Approach Might Be Used? How Might Strategic Planning Approach Be Followed What is the Time Span for the Plan? What is the Schedule for Developing the Plan? Who Will Be Involved From Your Nonprofit? How? When? Need Outside Help? How? When? How to Get It? What Materials Might Be Needed? When? How to Get Them? Conventions for Terms Provide Planning Guide to Planners? Develop Profile of Your Organization How Will You Get "Buy In" of Your Planners? How Will Planners Be Trained About Strategic Planning? Phase 2: Conduct Situational Analysis Develop Mission Statement Now or Situational Analysis First? Analyze External Environment -- What We Can't Control Analyze Internal Environment -- What We Can Control Identify Strategic Issues or Establish Strategic Goals? Phase 3: Establish Strategic Direction Develop/Update Mission, Vision and Values Statements Ensure Strategic Thinking for Goals and Strategies Establish Strategic Goals Now? Identify Strategies Phase 4: Develop Implementation and Finance Plans Develop Action Plans Finalize Action Plans -- Integration and Reality Check Develop Performance Plans Developing Staffing Plan Develop Associated Plans? Develop Operating Budget Phase 5: Develop Strategic Plan Document Draft Strategic Plan Document Coordinate Reviews and Approval of Plan Distribute and Communicate Plan Celebrate Completion of Plan Phase 6: Monitor Implementation and Adjust Plans Leadership, Supervision and Delegation Specific Approaches to Ensure Implementation of Plans Specific Tools to Track Implementation of Plans Adjust Plans As Needed Part III: Foundations for Effective Facilitation Getting Started As Facilitator Understand What Strategic Planning Facilitator Does Understand Yourself as Facilitator Learn to Work with Diversity Develop Contract With Nonprofit Organization? Understand Planners' Nonprofit Organization Clarify Expectations Between You and Planners Establish Criteria to Evaluate Planning Effort Facilitation Techniques and When to Use Them Overview of Common Techniques and Their Applications Procedures for Each Facilitation Technique Challenges in Facilitating Strategic Planning What If Board Not Ready For Planning? How Do We Enhance Group Participation? How Do We Resolve Differences and Reach Consensus? How Do We Get Unstuck? How Do We Deal With Resistance? How Do We Ensure Implementation of Plan? Appendices Appendix A: Glossary of Common Strategic Planning Terms Appendix B: Resources for Nonprofits Appendix C: Nonprofit Management Indicators (Internal Analysis Tool) Appendix D: Data Collection Guidelines Conducting Interviews Conducting Focus Groups Basic Methods to Assess Client Needs Appendix E: Getting and Working With Consultants Appendix F: Understanding Nonprofits Unique Culture of Typical Nonprofit Organization Chart of Typical Start-Up Nonprofit Organization Chart of Typical Small Nonprofit With Chief Executive Officer Organization Chart of Typical Medium-Sized Nonprofit Diversity of Board Structures Typical Cycle of Operations in Nonprofits Nonprofit Programs, Configurations and Types Appendix G: Worksheets Worksheet #1: Plan for Plan 1.1 Is Nonprofit Ready for Strategic Planning? 1.2 Organize Planning Committee? 1.3 Why Do Strategic Planning Now? 1.4 What is Organizational Scope of Plan? 1.5 What Strategic Planning Approach Might Be Used? 1.6 How Might Strategic Planning Approach Be Followed? 1.7 What Time Span Will Be Used? 1.8 What Schedule Might Be Used? 1.9 Who Will Be Involved from Nonprofit? How? When? 1.10 Outside Help Needed? When? How Get It? 1.11 Materials Needed? When? How Get Them? 1.12 Any Conventions for Use of Terms? 1.13 Provide Planning Guide to Planners? 1.14 Develop Organizational Profile 1.15 How Will You Get "Buy In" When Announcing Process? 1.16 How Will You Train About Approach to Strategic Planning? Worksheet #2: Primary Client Analysis Worksheet #3: Stakeholder Analysis Worksheet #4: Environmental Scan Worksheet #5: Collaborator Analysis Worksheet #6: Competitor Analysis Worksheet #7: Opportunities and Threats Worksheet #8: Strengths and Weaknesses Worksheet #9: Strategic Issues Worksheet #10: Mission, Vision and/or Values Worksheet #11: Strategic Goals Worksheet #12: Strategies Worksheet #13: Action Planning Appendix H: Tools to Identify Strategies Tool #1: Guidelines to Problem Solving and Decision Making Tool #2: Organic Philosophy of Problem Solving Tool #3: SWOT Grid Analysis Tool #4: Internal Nonprofit Problems and Strategies to Address Each of Them Tool #5: Guidelines for Successful Organizational Change Our Other Useful Nonprofit Publications Field Guide to Developing, Operating and Restoring Your Nonprofit Board Field Guide to Leadership and Supervision for Nonprofit Staff Field Guide to Nonprofit Program Design, Marketing and Evaluation Get this strategic planning guidebook, along with all of our other guidebooks listed above, at a discount in our Nonprofit Capacity Building Toolkit (SM). Other Authors' Publications for Nonprofit Organizations Bookkeeping Basics: What Every Nonprofit Bookkeeper Needs to Know Coping With Cutbacks: Nonprofit Guide to Success When Times Are Tight Venture Forth! Essential Guide to Starting a Moneymaking Business in Your Nonprofit Organization Strengthening Nonprofit Performance: A Funder's Guide to Capacity Building To Order Your Strategic Planning Guidebook Now The guidebook is $32 each. Revised June 2003, 284 pages (including hardcopy worksheets and access to on-line worksheets). Comb-binding. To Order and Quickly Receive Your Publication Note on intellectual property Authenticity Coaching Circles and Authenticity Training Circles are service marks of Authenticity Consulting, LLC, of Minneapolis, Minnesota. Free Management Library is a service mark of Authenticity Consulting, LLC, in Minneapolis, Minnesota. Copyright, 2000, Authenticity Consulting, LLC Return to Authenticity Consulting