What

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Whats Next?

• What to do in the 4th Year of Your 3-Year
  Strategic Plan

• January 24, 2012

• David Sharken

• Mentor

• Grinspoon Institute for Jewish Philanhropy

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Whats Next? Keep your camp on its strategic
toes

• Quality never goes out of style.
• Levi Strauss

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Whats Next? Year 4 of the 3 year PlanTodays
Agenda

• Reminder Why and How of Strategic Planning?
• Reminder What is/was in your Strategic Plan?
• Whats Next?
• New State of the Universe Reflect, Learn,
  ReFocus
• Re-Visit the Vision
• Take an Inventory
• Celebrate
• Re-set Goals or New Strategic Plan
• Structure Changes to Make it Work and Worthwhile
• Questions

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The Grinspoon Institute Way How to Create a
Great Camp
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Strategic Planning
VISION for Camp
Create Strategic Plan as Living Document
Choose Strategic Planning Leadership
Clarify Process Time and Structures
Identify and Prioritize Strategic Goals
and Critical Success Factors
Get Stakeholder Input Internal and External
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VISION Where do we want to go together?
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Strategic Planning Cycle
The most successful Fortune 500 companies are not
those that had the best frozen strategy du
jour, but those that had the greatest ability to
think and act and continually adapt their
strategy to new circumstances
Learning
Results
Strategy
Vision Mission Goals
Reflection
Implement
Past Present Future
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• New State of the Universe
• What has changed externally since the last
  strategic plan?
• What has changed internally?
• Re-visit the Vision Has anything significantly
  affected
• our shared vision?
• our ability to get to that vision?

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Take InventoryReflect Learn ReFocus

1. What did we accomplish?
2. What did we NOT accomplish but is still relevant
   and we want to do?
3. What did we NOT accomplish that is no longer
   critical?

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Celebrate!

• You have accomplished plenty in the last 3 years.
  Dont take it for granted!
• Celebrate and acknowledge results at Board and
  Staff Meetings
• Highlight accomplishments in emails, newsletters,
  website, donor letters

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Now What?

• Your organization basically has two main choices
  after taking inventory
• Begin a New Strategic Plan
• Re-Set Goals of Critical Issues

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Begin a New Strategic Plan

• A new plan is necessary if
• Significant changes in external or internal
  environment
• Loss of consensus on future vision

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Begin a New Strategic Plan - Options

• Comprehensive Strategic Planning
• Larger Committee with stakeholder engagement
• 9-12 months
• Full environmental scan
• Deep and broad data collection

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Begin a New Strategic Plan - Options

• Strategic Positioning
• 5 to 6 months
• Identify New Critical Issues
• Research and recommend best options moving
  forward
• Less research stakeholder involvement

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Re-Set Goals of Existing Critical Issues

• Ensure there is still consensus on the Future
  Vision!

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Re-Set Goals of Existing Critical Issues

• Reflect on why organization did not accomplish
  what it set out to do
• Learn about the issues
• Assign to appropriate committee of staff and
  board to investigate, debate and provide
  recommendations)
• ReFocus establish new goals

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Re-Set Goals of Existing Critical
IssuesReflect Learn ReFocus

• New Goals
• Goal Statement
• Current Status
• Opportunity Statement

• New GoalsS.M.A.R.T. Action Items
• S Specific
• M Measurable
• A Attainable
• R Relevant
• T Time-bound

Action Item Time Who


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Structure ChangesMake it Work and Worthwhile

• Was strategic thinking and action built-in?
• Did the old plan help to
• Focus the efforts of management and board?
• Prioritize time and resources?
• Evaluate performance of staff and lay
  leadership?
• For the Future, ensure that the plan is used for
  continual organizational improvement
• Create an on-going Strategic Plan committeeOR
• Assign to Board Executive Committee

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Resources on our Knowledge Center

• Webinar Archives www.gijp.org/Webinars
• Presentation and Recording of Todays Webinar
• To Think or Not to Think Strategically Is That
  Even a Question?
• Strategic Planning Three Options
• No Dust! Using Your Strategic Plan
• Sample Next Steps Strategic Planning Committee
  Meeting Minutes
• Sample Charge for Implementation Committee
• You can find additional Strategic Planning
  resources in our Knowledge Center
  www.gijp.org/KnowledgeCenter

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If you are working on something exciting that you
really care about, you don't have to be pushed.
The vision pulls you. -
Steve Jobs
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Discussion and Questions