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Synthesis Partnership - Critical Issues in Strategy, Planning & Organizational Development for Nonprofits

 

 

Critical Issues highlights some of the complex issues facing nonprofits, and the opportunities imbedded in them for advancing mission.


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Synthesis Partnership

Consulting in
strategy, planning & organizational development
for nonprofits.

683 Commonwealth Avenue
Newton MA 02459

617 969 1881

www.synthesispartnership.com
CI@synthesispartnership.com

Other Issues

 

#1 Why plan?
12 ways to serve mission.

#2 The Secret Life of Surveys
It’s about communication.

#3 Untangling the Web
Catching up.

#4 On Boards
Get the most out of a board.

#5 The Structure of Planning
Tilt the odds toward success.

#6 Financial Modeling
Pre-test your decisions.

#7 On Mission
Why a mission statement?

#8 The Measure of Success
Metrics are essential tools.

#9 Nonprofit Brand Identity?
Mission, stability, & revenue.

#10 Mind Your RFPs & Qs
Hire wisely.

#12 Business Planning
Strengthen sustainability.

#13 Facility Planning
Reduce cost & risk, improve quality.

#14 Managing Change
Stay alert and adapt.

#15 Strategic Action
Do, measure, track, report.

#16 All About Collaboration
The essence of nonprofits.

#17 Fear of Planning
When is strategy a bad thing?

#18 Tools for Planning
More resources for planning.

#19 New & Renew
38 Tips for Success.

 

 

 

Wednesday Webinars

Free professional development webinars for trustees and staff of nonprofits since 2009, Wednesdays at 1:00 Eastern / 10:00 Pacific, courtesy of 4Good.

For webinar schedule, descriptions, registration links & the archive, go to Wednesday Webinars.

 

And visit 4Good to:

 

Every organization is different.

 

We can help you to design a planning process that fits your situation, needs, aspirations, experience, and culture.

 

Call Sam Frank at 617 969 1881 or e-mail us to discuss the possibilities.

Sam Frank

 

 

Integrated Planning

The point of planning is to look at where you are, determine where you want to go, and figure out what it will take to get there. After gathering and analyzing data of various sorts, and involving people with a range of wisdom and perspectives, you can chart a course toward achieving your mission. Strategic planning is a necessary, but often not a sufficient, component of a nonprofit planning process.

We use the term integrated planning to describe a composite of planning activities that together provide the structure, direction and guidance needed by an organization. While the composite will vary in different situations, an understanding of the principles and framework for integrated planning will help to make each of the components easier to value, pursue and implement effectively.

Integrated Planning Diagram

At the core of integrated planning are strategic, program, and business planning, the why?, what? and how? of the organization.

 

Strategic Planning

The term “strategic planning” gets thrown around very loosely in the nonprofit world, to cover a wide variety of intentions and activities. The intentions are often poorly defined and/or ill-suited to the activities. The resulting lack of focus and eventual failure of the process leave participants with a negative impression of planning.

For many stakeholders, especially trustees who come from the world of business, strategic planning retains the rigid, top-down, market-driven, bottom-line-focused associations of its corporate roots. In the nonprofit sector, strategic planning requires a very different profile.

Here, it is fundamentally broad-based consensus-building around mission and goals. While strategic planning is one of the primary fiduciary responsibilities of the board, at its best it draws all stakeholders into a discussion that reinvigorates a sense of communal purpose, and develops strategic thinking, focus, and leadership at all levels, as well as defining goals and actions (see Critical Issues #1: Why Plan?).

Program and Business Planning

Despite differences of strategy, a nonprofit does have the same underlying existential needs as a for-profit enterprise. Services and programs (products) must be developed with professional expertise. Revenues from one source or another must exceed expenses if the organization is to survive. Since the inclusive, consensus-driven process of nonprofit strategic planning is not well suited to the expertise-driven nature of business and program planning, they need to be separate undertakings.

Program planning develops services, programs and delivery mechanisms, and identifies the resources needed to implement them. While these concerns intersect with strategy and business issues, they are at their core the responsibility of the CEO / executive director and the professional staff. A program plan may well be reviewed at the policy level by the board, but it should be developed by the professionals who report to the CEO (faculty, program directors, department heads, etc.).

A business plan details the means by which the organization is to be supported and sustained, determines operational feasibility, and provides the staffing, financial, market, and operational details required. Business planning typically is the responsibility of the Executive Director and CFO, and sometimes the board.

The Planning Cycle

The three core areas of planning approach the same essentials from different angles: strategic planning addresses the questions of why? , program planning addresses what? , and business planning addresses how?

Since there is clearly overlap among them, you can start with one, and strengthen it further when you develop the others.

For an organization with no experience in planning, a very quick strategic plan may be able to provide the context for more detailed program and business planning. After these are in place, the organization can cycle back to a more extensive strategic planning process, perhaps a year or two later.

Ideally you need all three, but trying to develop them in one undifferentiated process by a single group of people will generally be unwieldy and frustrating and will leave some or all of the planning compromised.

A regular, integrated cycle of strategic, program and business planning reinforced with the peripheral supporting areas shown in the diagram and described in the sidebar can foster a culture of planning, in which the efforts of the entire organization converge through strategic thinking on critical issues. While there are other areas of planning that could be factored into an integrated planning composite, the core and peripheral areas included here cover most of the usual ground.

Fitting the Pieces Together

Often strategic planning is used as the umbrella activity. This can be done in any number of ways. Goals, objectives and measurable actions from the program and business plans can be added as separate sections toward the end of the strategic planning process. Or there may be shared objectives that can be merged into a single document. Different functional areas (advancement, human resources, technology, specific programs and services) may develop annual plans that support and annually refresh a multi-year strategic plan. Each of these approaches to integration makes the strategic plan the shared connector between mission and metrics.

The idea of an integrated plan is primarily a recognition of connectedness. It is not enough to be excellent at planning and implementing operations within an individual function. An all-too-common weakness in a nonprofit is the lack of coordination among finance and fundraising, membership and communications, issues and infrastructure.

Working together is not easy. But it is likely to be much more effective. An integrated planning process can lead the way to other synergies.