Strategic Planning for Nonprofit Organizations E-Book

Michael Allison

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Serie: Wiley Nonprofit Authority
• Sprache: Englisch

Seitenzahl: 434

Veröffentlichungsjahr: 2015

Beschreibung

The bestselling guide to nonprofit planning, with proven, practical advice Strategic Planning for Nonprofit Organizations describes a proven method for creating an effective, organized, actionable strategy, tailored to the unique needs of the nonprofit organization. Now in its third edition, this bestselling manual contains new information about the value of plans, specific guidance toward business planning, and additional information about the strategic plan document itself. Real-world case studies illustrate different planning and implementation scenarios and techniques, and the companion website offers templates, tools, and worksheets that streamline the process. The book provides expert insight, describing common misperceptions and pitfalls to avoid, helping readers craft a strategic plan that adheres to the core values of the organization. A well-honed strategic plan helps nonprofit managers set priorities, and acquire and allocate the resources necessary to achieve their goals. It also provides a framework for handling challenges, and keeps the focus on the organization's priorities. Strategic Planning for Nonprofit Organizations is an excellent source of guidance for managers at nonprofits of every size and budget, helping readers to: * Identify the reasons for planning, and gather information from internal and external stakeholders * Assess the current situation accurately, and agree on priorities, mission, values, and vision * Prioritize goals and objectives for the plan, and develop a detailed implementation strategy * Evaluate and monitor a changing environment, updating roles, goals, and parameters as needed Different organizations have different needs, processes, resources, and priorities. The one thing they have in common is the need for a no-nonsense approach to planning with practical guidance and a customizable framework. Strategic Planning for Nonprofit Organizations takes the fear out of planning, with expert guidance on the nonprofit's most vital management activity.

Leseprobe

CONTENTS

Cover

Praise for Strategic Planning for Nonprofit Organizations, Third Edition

Title Page

Copyright

Dedication

About the Third Edition

Preface

Intended Audience

Structure of the Book

Supporting Resources

How to Use This Book

A Word About Words

Acknowledgments

Introduction

Strategy and Planning

Why Plan?

What Strategic Planning Is Not

Keys to Effective Strategic Planning

What Is Strategy?

The Strategic Planning Process

Other Considerations in Strategic Planning

Strategic Planning Is Alive and Well!

Section One: First Steps

Chapter 1: Step 1: Set Up for Success

Identify Outcomes

Check Conditions for Success

Plan for Data Collection

Anticipating Other Needed Research

Design Your Strategic Planning Process

Create an Organization Profile

Chapter 2: Step 2: Stakeholder Engagement

Engage Internal Stakeholders

Gather Input from External Stakeholders

Synthesize Stakeholder Input

Incorporate External Input into Your SWOT Analysis to Update Critical Issues and Questions

Chapter 3: Step 3: Mission, Vision, Values

Revisit Your Mission Statement

Write Your Vision Statement

Articulate Your Fundamental Values

Section Two: Strategic Analysis

Chapter 4: Step 4: Environmental Scan

When Is Scenario Planning Helpful?

Organize Your Research, Summarize Findings

Chapter 5: Step 5: Theory of Change and Program Portfolio

Needs Assessment and Value Proposition

Program Effectiveness

Competitive Analysis

Theory of Change

Draft Future Program Portfolio

Chapter 6: Step 6: Business Model

Summarize Revenue and Expenses

Historical Summary and Key Questions

Current Program Revenue and Expenses

Articulate Your Business Model

Business Model Analysis

Develop Summary Findings

Chapter 7: Step 7: Organization Capacity

Elements of Organization Capacity

Activities for This Step

Identify Requirements for Each Category of Capacity

Determine How to Carry Out Assessment

Agree on Priorities to Include in the Strategic Plan

Chapter 8: Step 8: Leadership

Assess Leadership, Summarize Implications

Section Three: Set Your Course

Chapter 9: Step 9: Complete Your Strategic Plan

Summarize Strategic Decisions

Draft the Complete Strategic Plan

Conduct a Thorough Review Process

Dressing Up Your Strategic Plan for Public Distribution

Strategic Planning Committee Celebration and Debrief

Chapter 10: Step 10: Using Your Plan Successfully

Help People Make Required Changes

Write Detailed Annual Operation Plans

Sample (Annual) Operating Plan: Program Goal for an Economic Development Agency

Fund Development Goal for Museum (from Annual Operating Plan)

Create a Dashboard to Monitor Implementation

Develop a Dynamic Approach to Watch for Changing Trends

Conclusion: A Word to Leaders

Appendix A: Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes

Appendix B: Tips on Using Task Forces

Appendix C: External Stakeholders

Appendix D: How to Use the Matrix Map

Appendix E: Leadership Assessment Survey

Appendix F: Selected References

About the Companion Website

About the Authors

Index

End User License Agreement

List of Tables

Table I.1

Table 2.1

Table 5.1

Table 6.1

Table 6.2

Table 9.1

List of Illustrations

Figure I.1

Figure I.2

Figure I.3

Figure 4.1

Figure 5.1

Figure 5.2

Figure 6.1

Figure 6.2

Figure 6.3

Figure 6.4

Figure 6.5

Guide

Cover

Table of Contents

Begin Reading

Begin Reading

Part 1

Chapter 1

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Praise for Strategic Planning for Nonprofit Organizations, Third Edition

“Strategic planning is key to strong and successful nonprofits but can also be intimidating. Allison and Kaye demystify this important work, and in practical and manageable steps, help people and organizations move through the process. Even if you have done strategic planning before, you will learn from this book. I know I have, and I heartily recommend it.”

—Kevin Cathcart, Executive Director, Lambda Legal

“Strategic Planning for Nonprofit Organizations is the best strategic planning book in our industry. The third edition is even better and I look forward to sharing it widely!”

—Robert Walker, Executive Director, The Frank H. and Eva B. Buck Foundation

“A much needed detailed walk through of the process of constructing and using a strategic plan.”

—Sharon Oster, Frederic D. Wolfe Professor of Management and Entrepreneurship and Economics, Yale School of Management

“Strategic Planning for Nonprofit Organizations is a great resource! It is accessible, practical, and user-friendly, and will help address important questions about direction and possibilities. I recommend this to any organization that wants to engage in a fun and productive planning process.”

—Akaya Windwood, President, Rockwood Leadership Institute

“Strategic planning can be esoteric, daunting, and subjective, but it doesn’t have to be. Allison and Kaye provide the framework and tools to help any organization’s leadership team create a clear, concise, and compelling plan that can be understood and operationalized by all key stakeholders. Time and again, I have turned to Strategic Planning for Nonprofit Organizations as both the chart and compass to navigate our planning process, and time and again, it has led us to mission fulfillment.”

—Roslyn Quarto, Executive Director, Empowering and Strengthening Ohio’s People

Strategic Planning for Nonprofit Organizations

A Practical Guide for Dynamic Times

Third Edition

Michael Allison

Jude Kaye

Cover design: Wiley

Copyright © 2015 by Michael J. Allison and Judith Kaye. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

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ISBN 978-1-118-76814-3 (Paperback)

ISBN 978-1-118-76986-7 (ePDF)

ISBN 978-1-118-76815-0 (ePub)

Dedication

For my parents Lee and Margot who welcomed me, for Jennifer my partner in life, for my daughters Sarah and Madeline who give me faith in the future…and for all of the incredible people doing the work every day.

—Mike Allison

I dedicate this third edition to my wife, Linda Van Sciver, who I believe personifies the values and beliefs of the nonprofit sector: a commitment to helping others; believing in the goodness of people and their capacity to grow and learn; and always striving to help make the world a better place.

—Jude Kaye

About the Third Edition

In the 18 years since we wrote the first edition of this book, the two of us have been astounded and delighted by the reception it has received. We have heard from people all over the country and from abroad, who have let us know that the book was helpful to them in various ways—leading their own organizations through planning, as consultants to nonprofit organizations, and as university instructors at both the undergraduate and graduate levels.

Strategic planning continues to be the most common organization development activity undertaken in the nonprofit and private sectors. This is because it works and is necessary for organizations to succeed. Strategic planning is alive and well, and the practice continues to evolve. Hence a third edition!

In the past two decades, the nonprofit sector has grown enormously in scale and in sophistication. Expectations of nonprofits have grown for better measures of impact, financial transparency and integrity, and increased collaboration. Social media, economic recessions, globalization, and income inequality all can make the seas that nonprofits navigate choppy. In these dynamic times, having a clear strategy helps nonprofits keep their eyes on the horizon and successfully adapt their plans to stay focused on accomplishing their mission.

In this new edition, we have provided additional guidance on the specific steps in strategic analysis and priority setting, and we have included more discussion about how to use your strategic plan effectively. All worksheets and other related resources are now online, and we point you toward several valuable assessment and management tools that are now widely available.

Our basic principles and insights about the strategic planning process have withstood the review of thousands of readers and the test of time. We remain dedicated to the principle that the best results come from sustained, intentional efforts, and we have found time and again that the process guidelines for strategic planning we describe in this book can contribute to just such efforts and results.

We welcome comments from readers and colleagues, and we are always looking for opportunities to improve our tools, add new ones, and share our passion for supporting the world-changing work of nonprofit organizations.

We are proud to be colleagues with you in working for a better world!

Mike AllisonJude Kaye

Preface

Strategic Planning for Nonprofit Organizations, Third Edition, offers a conceptual framework and detailed process suggestions for strategic planning by nonprofit organizations. For readers of one of the first two editions, much will look familiar, but much is new as well. The logic and flow of the process are the same, but we have broken out the middle section into a few more specific steps. In particular, we have added more detailed guidance on developing the program strategy and business model.

The book is the product of the authors' experience as planning and organization development consultants. The concepts, process design, and language presented here have been shaped by our strategic planning work with hundreds of nonprofit organizations. Many of the worksheets and approaches to formulating strategy were developed while working with individual clients in response to particular situations. Our approach is informed by the work of many published authors and dozens of colleagues, including in particular the wisdom and experience of our colleagues at CompassPoint Nonprofit Services, where we both worked for many years.