Effective strategy development requires thoughtful planning, an understanding of your nonprofit’s landscape, and a process for Board and leadership to make critical and effective decisions. I was honored to facilitate the strategic planning retreat this week for CASA of Lexington. CASA of Lexington’s trained and supervised volunteers advocate through the family court system to ensure all victims of child abuse and neglect are provided a safe and permanent home. So grateful for the vital work of CASA to benefit children and families!
Honored to have Bloomerang publish my article on "3 P's for Nonprofit Planning Success." Proud to work with #nonprofits to facilitate processes that result in bold, actionable plans. Would love to hear your success stories and connect to discuss your organization's planning needs!
#Nonprofit #StrategicPlanning #Philanthropy
A strategic plan serves as a roadmap to enable an organization to set priorities and measure progress. It informs the direction of the organization, generates heightened engagement and ownership of the mission, and inspires staff, Board, volunteers, and the community to envision bold possibilities. While the final plan document may take a variety of forms, I have found that there are three keys at the outset to chart an effective strategic planning course:
Purpose:
Starting with the "why" enables an organization to understand the context and environment in which the planning will occur. Has a previous plan term expired? Is the organization preparing for an expansion? Is there an internal or external challenge confronting the organization?
People:
Any planning process is only as effective as the leaders who will embrace and own it. Who will you include in the planning? Who will "own" the planning effort? How will you capture the critical perspectives of internal and external stakeholders? Who will facilitate the process?
Process:
In order to respond quickly to new opportunities and flexibly adapt to changing circumstances, many leaders (myself included) now favor shorter strategic framework processes over formal long-term strategic plans. In consultation with their facilitator, nonprofit leaders should evaluate the planning processes that have worked well with their team in the past and the type of process needed to confront the challenges of today.
Against a backdrop of countless challenges for nonprofit leaders and Board members, strategic planning can sometimes seem like a daunting undertaking. However, if you begin with the 3 P's of Purpose, People, and Process, you can set your organization on a path towards a successful outcome. If you or your team are ready to think about strategy, let's connect!
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What Makes an Exceptional Board Chair?
Leading a highly effective nonprofit requires cultivating and balancing many important relationships. Perhaps the most vital relationship in any organization is the partnership between the Board Chair and CEO. Like any relationship, developing the chemistry to make this partnership thrive takes hard work by both parties. While ample resources exist that address the "mechanics" of the Board Chair role -- setting an agenda, running a meeting, calling for a vote -- frequently we overlook some of the more subtle skills that define a truly exceptional Board Chair. Likewise, many Board leaders who strive to be exceptional may feel as though they are navigating a confusing maze without a map or GPS. That is why I thoroughly enjoyed a recent article entitled "Lessons Learned as Board Chair" written by Rick Moyers, immediate past Board Chair at BoardSource. I hope you too will enjoy this article and perhaps even share it with members of your Board. I would love to hear your thoughts on what makes an exceptional Board Chair. Click below to email me your thoughts, insights, or ways we can keep the conversation going to empower truly exceptional Board Chairs.
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The development of a compelling strategic plan requires a team that is "all in." Honored to facilitate the kickoff retreat with the talented Board of Kentucky CASA Network today.
