30/60/90 DAY STRATEGIC PLANNING Who Will do What by When and at What Cost Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
30/60/90 DAY
STRATEGIC PLANNING
Who Will do What by When
and at What Cost
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
Introductions & Opening Remarks 5Icebreaker 15PPT Presentation 20Q & A 10Breakout Groups 20Breakout Groups Discussion 15Closing Remarks 5Total Time 90
30/60/90 Day Strategic PlanningAGENDA
SWOT
Strength Weakness
Opportunity Threat
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
Strength• What do you well• What unique resources can you draw on• What do others say your strengths are
Challenges• What can you improve• Where do you Have fewer resources than
others• What do others feel your weaknesses are
Opportunity• How can you turn your strengths into
opportunities• What opportunities are open to you• What trends could you take advantage of
Threat.What threats do your challenges expose you to.What trends could harm you.What is your competition doing
Strength Challenges
Opportunity Threat
SCOT
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
30/60/90 DAY
STRATEGIC PLANNING
Who Will do What by When
and at What Cost
VMOSA
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
WHAT IS VMOSA? Vision
Mission
Objectives
Strategies
Action PlansCopyright 2011 - 2012 TDC Consulting Concepts, Inc.
STRATEGIC AND BUSINESS PLANNING
Strategic Planning Philosophy Values & Principles Vision External Assessment
Fundraising segments The non-profit landscape Charitable Dollar Trend
Analysis Internal Assessment
Best Practices Organization Structure
Strengths and Limitations
Business Planning Mission of the Organization Critical Success Factors
Organization Goals Action Plans Responsibilities Timelines
Support Department Plans Fundraising Plan Administrative Plan Budgetary / Finance Plan
Review Process 30 day 60 day 90 day Copyright
2011 - 2012 TDC
Consulting Concepts, Inc.
PROCESS FOR THE TOTAL ORGANIZATION
& EACH SUPPORT DEPARTMENT
FUNDRAISING PLAN Segment Strategies (donors, foundations, corporate, private) Communications
Fundraising Support
ADMINISTRATIVE PLAN Volunteer Development Internal Staff Resource Enhancement and Structure On-going Best Practice
Process
BUDGETARY / FINANCE PLAN Fundraising Volume Administrative Costs and
Expenses Capital Requirements Key
Assumptions
BASIC FOUNDATIONPhilosophy Values & Principles
Vision (3-5 years)
EXTERNAL ASSESSMENT Fundraising Segments &
Opportunities A Look at Other Non-Profit Organizations Charitable
Dollar Trend Analysis
INTERNAL ASSESSMENTBest Practice Analysis Internal
Organization Strengths and Limitations
MISSION What the organization will achieve at a
defined point in the future(Probably 12-18 months)
CRITICAL SUCCESS FACTORS: Organization Goals, Action Plans, Responsibilities and, Time lines
REVIEW PROCESS30-60-90 Days
EvaluationReports
Follow-upsMeetings
Revisions as Required
Overview of the ProcessSTRATEGIC AND BUSINESS PLANNING PROCESS
FOR NON-PROFIT ORGANIZATIONS
BUSINESS PLAN
STRATEGIC PLAN
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GOALS SHOULD BE ESTABLISHED TO BE:
Complete Clear Current
Planning Goals
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COMPLETE SpecificMeasurableAttainable (Realistically high)
Sustainable
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CLEAR Action steps (what will be done)
People responsible (by whom)
Date completed (by when)
Resources required (costs)
Collaborators (who should
know)
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CURRENT Current or potential resources Current human resources Current financial resources Current activities & products, its
benefits & competition SWOT
StrengthsWeaknessesOpportunitiesThreats
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THE WHO, WHAT, WHEN, WHERE, HOW AND, WHY.
Who will carry out these changes What actions or changes will occur By when they will take place, and for
how long What resources (i.e., money, staff) are
needed to carry out these changes Where do resources/people need to be Why are taking and/or changing actions Communication (who should know
what?)
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FRAMEWORK FOR PROGRAM
EVALUATION
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FEARS OF EVALUATION: "I don't know how to do an evaluation."
"I don't have time." "The results may be negative or hurt us."
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WHY SHOULD YOU EVALUATE YOUR
PROGRAM? Success is reinforcing Failure is instructive To make you feel good To raise the chances of further
action To understand important aspects
of the initiative
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
HOW DO YOU DO AN EVALUATION?
1. Decide you want to evaluate
2. Evaluate in terms of objectives or goals
3. Identify criteria that provide ways to
measure your objectives
4. Collect data on each of these
indicators
5. Use the results to adjust the program
as necessary
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EVALUATION
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STEPS IN PROGRAM EVALUATION:
Engage stakeholders Describe the program Focus the evaluation design
Gather credible evidence Justify your conclusions Ensure use and share lessons learned
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THE FOUR CATEGORIES OF EVALUATION STANDARDS:
Utility The utility standards are to be certain the evaluation is truly useful
- that is, that it answers questions the end users need (and want) to know.
Feasibility The feasibility standards are to ensure that the evaluation makes
sense - that the steps that are planned are both viable and pragmatic
Propriety The propriety standards ensure that the evaluation is an ethical
one, conducted with regard for the rights and interests of those involved.
Accuracy The accuracy standards ensure that the evaluation findings are
considered correct.
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PROGRAM EVALUATION Investigation of the merit and
significance of activities of community groups
Helps clarify program plans Improves communication among
partners Gathers feedback needed for
program effectiveness
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WHY ARE YOU DOING THE THINGS YOUR
DOINGAND
WHO ARE YOU DOING THEM FOR!
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
12
3
45
6
7
8
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
Goal 1: To support the creation and operation of a Faces of Homelessness Speakers’ Bureau
Goal 2: To recruit 10 homeless/formerly homeless people city-wide/community-wide to be part of our Faces of Homelessness Speakers' Bureau.
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)
VISTA PROJECT: NATIONAL COALITION FOR THE HOMELESS
Goal 3: To provide trainings to 10 homeless/formerly homeless individual’s city-wide/community-wide on the issues related to homelessness, along with how to be an effective storyteller/speaker.
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)VISTA PROJECT: NATIONAL COALITION FOR THE HOMELESS
Goal 4: To educate 500 (middle school, high school and college age) youth, and 100 adult’s city-wide/community-wide about homelessness monthly. To give 10 panel presentations a month to middle school, high school and college age youth and 2 presentations a month to adult group’s city-wide/community-wide.
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)VISTA PROJECT: NATIONAL COALITION FOR THE
HOMELESS
Goal 5: To evaluate the impact of the Speakers' Bureau.
Goal 6: To publicize the Speakers' Bureau through mailings, NCH's website, a brochure, emails, phone calls, the media and the Internet.
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
AMERICORPS*VISTA ASSIGNMENT DESCRIPTION (VAD)VISTA PROJECT: NATIONAL COALITION FOR THE
HOMELESS
Goal 7: To fundraise to support the long-term capacity of the Speakers' Bureau (to provide a year-round permanent staff position, a vehicle, larger honorariums for homeless speakers, and the production of a new Faces of Homelessness video).
Goal 8: To enlist individual and organizations in the goal of ending homelessness in Florida and the United States.
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
BREAK-OUT SESSION
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LESSONS LEARNED
Team (Together Everyone Accomplishes
More)
Strategic Planning
Salesmanship
Follow-up, Follow-up, Follow-up
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HCHC UNEXPECTED FACES UNEXPECTED PLACES
SPEAKING ENGAGEMENTS AUDIENCE DEMOGRAPHICS
January Febuary March April May June July August Sep-tember
October
Youth 72 70 0 0 11 73 293 347 114 NaN
Adults 0 130 145 112 35 475 0 418 564 NaN
Total 72 200 145 112 46 548 293 765 678 1000
100
300
500
700
900
1100
S.E.A.DMonth Youth Adults TotalJanuary 72 0 72Febuary 70 130 200March 0 145 145April 0 112 112May 11 35 46June 73 475 548July 293 0 293August 347 418 765September 114 564 678October 1000NovemberDecemberYear End Total 980 1879 3859
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HCHC Unexpected Faces Unexpected PlacesSpeaking Engagements Totals
Month S.E.T.January 2February 4March 3April 4May 3June 11July 12August 19September 16October 19NovemberDecemberYear End Total 93
Janu
ary
Febu
ary
Mar
chApr
ilM
ayJu
ne July
Augus
t
Sept
embe
r
Oct
ober
0
2
4
6
8
10
12
14
16
18
20
2
43
43
1112
19
16
19
S.E.T.
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.
WORK SHEET
Copyright 2011 - 2012 TDC Consulting Concepts, Inc.