Collaborative Strategic Leadership: A Dynamic 21 st Century Approach to Strategic Planning Presented by Sherry Schiller 1 Ryman Ballroom D Friday, October 17 10:30a.m.-12:15p.m. & 1:30-3:15p.m. These sessions are supported through a grant from the Barbara H. Mulville Endowment Fund of the AFP Foundation for Philanthropy.
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Collaborative Strategic Leadership: A Dynamic 21st Century Approach to
Strategic PlanningPresented by
Sherry Schiller
1
Ryman Ballroom D
Friday, October 17
10:30a.m.-12:15p.m. & 1:30-3:15p.m.
These sessions are supported through a grant from the Barbara H. Mulville Endowment Fund of the AFP
Foundation for Philanthropy.
2008 Leadership Academy www.afpnet.org
Collaborative Strategic Leadership:
A Dynamic 21st Century Approach to Strategic Planning
• Identify benefits (& costs) of strategic planning
• Examine the AFP & other strategic planning models
• Share ideas and strategies that work• Connect with & serve as resources to one
another• Others?
3
“Planning is bringing the future into the present so that you can
do something about it now”
4
Best/Worst Exercise
What are the traits of the best/worst social systems you’ve experienced?
5
What is Strategic Planning?
6
7
Good luck is not enough!
Strategic PlanningDefinitions
Strategic planning is a vision of what the organization should be. It provides a framework which guides choices that determine the nature
and direction of an organization.
--Ben Tregoe
Strategic planning is the process by which guiding members of an organization envision its future and develop the necessary procedures
and operations to achieve that future.
--Pfeiffer, Goodstein, and Nolan
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The Essence of Strategic Planning:Spirit & Order
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The Essence of Strategic Planning: (Focused) Spirit & (Flexible) Order
FOCUS (from AFP’s current strategic plan):
“It was also agreed that AFP’s existing Core Ideology Purpose, Values, Mission and Vision – would not change. Core Ideology clarifies what doesn’t change for an organization despite changes in the business environment.”
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The Essence of Strategic Planning: (Focused) Spirit & (Flexible) Order
FLEXIBILITY(from AFP’s current strategic plan):
“An emphasis is being placed on clearly defining measurable outcomes for the goals and specific metrics to measure the outcomes. The outcome statements are intended to define what success will look like when AFP has achieved the goal. Defining the outcomes is critical to setting targets for the future.”
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What can strategic planning do for your AFP Chapter?
…and what are its costs and limitations?
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What is the AFP Strategic Planning Model?
Step 1: CREATE AND ORGANIZE THE PLANNING PROCESS
a) determine planning goals, process, planning committee participants and timeline
b) gain agreement on the process from staff, board and other decision-makers
c) gain commitment from participants for planning goals, process and timeline
Step 2: REVIEW AND CLARIFY ORGANIZATIONAL HISTORY, MISSION AND VISION
a) review history, current mission and vision
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What is the AFP Strategic Planning Model? (cont.)
Step 3: IDENTIFY ORGANIZATIONAL CONSTITUENTS
a) identify all groups and individuals who affect or are affected by the organization
Step 4: CLARIFY ORGANIZATIONAL MANDATES
a) identify formal and informal constituent mandates
b) determine what is and what is not expected of the organization based on these mandates
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What is the AFP Strategic Planning Model? (cont.)
Step 5: ASSESS THE INTERNAL ORGANIZATIONAL ENVIRONMENT (research)
a) identify and analyze internal organizational strengths
b) identify and analyze internal organizational weaknesses
Step 6: ASSESS THE EXTERNAL ENVIRONMENT (research)
a) identify and analyze external threats
b) identify and analyze external opportunities
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What is the AFP Strategic Planning Model? (cont.)
Step 7: CREATE A VISION FOR THE FUTURE
a) visualize and document a proactive vision for the organization's future at a certain date
Step 8: IDENTIFY CRITICAL ORGANIZATIONAL ISSUES
a) develop and prioritize critical issues to be addressed in order to meet the mission and reach the vision
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What is the AFP Strategic Planning Model? (cont.)
Step 9: FORMULATE PLAN TO ADDRESS CRITICAL ISSUES
a) set overall goals
b) develop critical objectives
c) determine measurements of success
d) develop action steps, responsibility assignments and time-lines for each strategy
Step 10: CREATE THE STRATEGIC PLAN REPORT/IMPLEMENT
a) write draft plan and have planning team members review it
b) complete final plan
c) disseminate for implementation by board, staff, volunteers