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 In episode 110 of Mission: Impact, Carol Hamilton discusses who should be involved in a nonprofit strategic planning process. She: Explores How a more inclusive approach that leverages diverse perspectives from both internal and external stakeholders Challenges the traditional top-down approach, Describes the role of each group of stakeholders in the process Episode highlights: Inclusive Strategic Planning [00:00:00] Carol begins by addressing a frequent question: Who should be involved in nonprofit strategic planning? She introduces the podcast's inclusive approach, encouraging organizations to assess their current position, envision a positive future, and identify steps to reach their goals collaboratively. Challenges with Traditional Strategic Planning Models [00:02:06] Carol critiques the traditional, top-down approach to strategic planning borrowed from the for-profit sector. She explains why this model is less effective in nonprofits, where ownership is collective and all voices matter. Defining Inclusive Strategic Planning [00:02:29] Carol explains her vision of inclusive strategic planning, which encompasses concentric circles of stakeholders. This approach brings in perspectives from staff, board members, beneficiaries, community members, partners, funders, and others. Benefits of Inclusivity in Strategic Planning [00:03:02] She outlines the benefits of an inclusive approach, such as stronger buy-in and access to a wider range of perspectives. Carol addresses leaders' concerns about managing multiple voices and emphasizes that inclusivity does not mean involving everyone at every stage. Key Stakeholder Groups in Strategic Planning [00:04:00] Carol discusses the roles of various stakeholders: the strategic planning task force, executive director, leadership team, board, staff, volunteers, and external voices such as donors, funders, partners, policymakers, and community representatives. Role of the Strategic Planning Task Force [00:04:58] The task force’s purpose is clarified as stewarding the planning process rather than making content decisions, a distinction that helps manage expectations and anxiety about influence. Engaging Internal Stakeholders [00:07:00] Carol stresses the importance of involving internal stakeholders, including staff from all levels, to gain insights into the operational realities of the organization. She shares various methods for gathering their input, such as interviews, focus groups, and surveys. External Stakeholders: Partners, Funders, and Experts [00:11:02] Carol describes the value of including external voices, including funders, partners, government leaders, and futurists, in the data-gathering phase. These stakeholders can offer insights into trends and broader environmental factors. Role of the Strategic Planning Consultant [00:11:41] She explains the role of consultants, like herself, in facilitating the process and providing an outside perspective, helping organizations to synthesize diverse insights into actionable themes. Synthesizing Insights into a Coherent Plan [00:13:06] After gathering data, Carol discusses the synthesis stage, where themes and commonalities are identified. This process benefits from an external facilitator manage this big project. Conducting Constructive Planning Sessions [00:13:43] Carol emphasizes the importance of involving a cross-section of staff and board members in planning sessions to make meaning from the data. She details facilitation techniques that encourage openness and productive discussions. Balancing Vision and Decision-Making [00:14:49] Carol explains how to prioritize initiatives based on factors such as mission alignment, community impact, and resource availability, using methods that make the planning process focused and achievable. Why Inclusive Nonprofit Strategic Planning works better [00:17:20] Carol wraps up by reiterating the importance of inclusivity in strategic planning. By embracing diverse voices, nonprofits can create a shared vision that is truly reflective of the community and fosters a stronger, more effective organization. Related Episodes:
Episode 29: Online strategic planning Episode 60: Why bother doing strategic planning? Episode 70: Values based strategic planning Episode 84: Identifying skills your team needs to bring your strategic plan to life Episode 90: Five steps to successful nonprofit strategic planning Episode 109: Beyond the retreat: Comprehensive Nonprofit Strategic planning  In episode 109 of Mission: Impact, Carol Hamilton discusses the critical components of nonprofit strategic planning, emphasizing that it's much more than just a retreat. She highlights the importance of preparation, comprehensive stakeholder involvement, and continuous adaptation to ensure the strategic plan remains relevant and actionable. Hamilton underscores that nonprofits should consider a strategic planning process that includes pre-retreat work, stakeholder engagement, and post-retreat follow-through, fostering alignment between board members, staff, and the overall mission. The episode concludes by reminding leaders that strategic planning is an ongoing, adaptive process aimed at maintaining the organization’s ability to respond to changing circumstances while staying focused on its mission.
Episode highlights: [00:00:00] Strategic Planning Beyond the Retreat Carol introduces the episode by discussing the common misconception that strategic planning is just about the retreat. She explains that a truly effective process requires more preparation and post-retreat follow-up for long-term success. [00:03:00] Why Do Strategic Planning? Strategic planning helps nonprofits step back to assess their current state, engage with stakeholders, and reconnect with the organization’s mission. The medium-term focus (3–5 years) creates a roadmap for growth and mission alignment. [00:05:00] Pre-Retreat Preparation: Data Gathering and Stakeholder Input Carol emphasizes the importance of gathering input from a diverse range of stakeholders before the retreat. This data gathering phase, often aided by an outside consultant, helps shape the strategic inquiry for a more informed and balanced planning process. [00:07:00] Involving Both Board and Staff in the Retreat Carol explains that involving both board members and staff (depending on the organization's size) leads to a more holistic understanding of the nonprofit and enhances buy-in for the resulting strategic plan. This inclusive approach ensures that the plan is grounded in reality and supported by key stakeholders. [00:08:20] Pitfalls of a Retreat-Only Approach If strategic planning retreats are conducted without adequate preparation, they risk creating disjointed goals that don’t align with the organization's actual capacity or needs. Carol cautions against generating “wish lists” that lack actionable steps for implementation. [00:09:00] Post-Retreat Follow-Through and Plan Implementation After the retreat, a smaller committee should refine the draft plan and ensure feedback from the larger group is integrated. Carol stresses the importance of setting shorter-term goals (quarterly, biannually) to ensure the organization remains agile and responsive to change. [00:11:00] The Dynamic Nature of Strategic Planning Strategic planning is not a static process. Carol advises that plans should be revisited regularly, with progress measured and adjustments made as new challenges arise. Having clear success indicators helps ensure the plan evolves along with the organization’s needs. [00:12:00] Embracing the Full Scope of Strategic Planning Carol concludes by reinforcing that the power of strategic planning lies in its ongoing nature, which allows nonprofits to remain adaptable and responsive while still focused on their mission. Leaders are encouraged to embrace this comprehensive process to boost both organizational impact and sustainability. In the ever-evolving landscape of nonprofit organizations, inclusive strategic planning is not just a best practice—it's a necessity. The strength of a nonprofit lies in its collective effort, embracing the voices and perspectives of all stakeholders. Traditional top-down approaches often miss the mark by excluding crucial insights from those who drive and benefit from the mission. In this post, I explore why it's so important to create a comprehensive strategic planning process that brings together executive leaders, board members, staff, volunteers, donors, and the communities served. By fostering an inclusive environment, nonprofits can develop dynamic, responsive, and effective strategies that truly reflect and serve their diverse communities. Let’s delve into how your organization can harness this inclusive approach to not only build a robust strategic plan but also cultivate a shared vision for sustained impact and success. What is strategic planning for nonprofit organizations?Strategic planning for nonprofit organizations is a process to assess where you are currently as an organization, envision a positive future and identify steps to move you from where you are to where you want to go. Strategic planning is more than just a retreat to define the mission, it's a comprehensive process that often takes months to gather data from multiple sources and move through a decision-making process to prioritize the nonprofit's goals and action steps. A key consideration is who to include at each stage in the process - from task force to focus group to retreat. Why the traditional top down nonprofit strategic planning process doesn’t workTraditionally strategic planning has been seen as solely the job of the board and the senior leadership of the organization. This model is borrowed from the for profit sector. But this assumes an owner of the organization. No one owns a nonprofit – it is a collective endeavor. When decision-making is held at the top of the organization, there are many missed opportunities and risks. You miss the perspective of important people who are all working together to move your mission and your organization forward. You risk lacking buy in to a vision created by a select few. Without buy in, implementation can then be really challenging. Therefore, I advocate for an inclusive process that includes all your important stakeholders, including the communities and individuals that the nonprofit serves. What is Inclusive nonprofit strategic planning?An inclusive nonprofit strategic planning process is very intentional about who is brought into the process at what stage. It harnesses the energy of different groups of people who are important to moving your mission forward at each stage of the process. While each of these leadership groups has a role, being more inclusive increases your likelihood of buy in to the ultimate plan as well as benefiting from a wider range of perspectives and lived experience. Leaving people out of the planning process leaves their wisdom and ideas out of the process as well. Leaders may fear a cacophony of voices and opinions if many people are included. Including everyone in the process does not actually mean that everyone will be in every step. Let’s consider who the typical stakeholder groups are and how they are involved in the strategic planning process. Strategic planning task force or committee: what is its purpose?The purpose of the nonprofit strategic planning task force is to steward the process. Its job is NOT to make all the decisions about what goes into the plan but to advise on how to adapt the strategic planning process to the specifics of the organization. Forming your strategic planning task forceYour strategic planning committee or task force should include people empowered to make decisions on behalf of the organization, including staff and board leadership as well as people who hold informal power within your organization. They are the people who others look to for direction. This nonprofit strategic planning task force is ideally relatively small – up to five people – for effective decision making. What is the job of the strategic planning task force?Some tasks of this group are: • Identifying the exact stakeholders you will involve and how, • Deciding what to focus on at the retreat and/or planning sessions, • Refining drafts produced by larger group processes, and ultimately finalizing the plan. Often strategic planning committees hire strategic planning consultants like myself to guide them through this process and work closely to identify all the relevant stakeholders to bring to the table. Educating your nonprofit about the task force roleMaking sure everyone knows the purpose of the strategic planning task force When you are clear with the larger system about the purpose of this group – to make process decisions rather than plan content decisions – it can address the push to make this a larger group that often stems from the anxiety that an individual will not have influence on the outcomes of the plan without being on this planning group. Because more traditional strategic planning often uses this group to make directional decisions, addressing this transparently is important as many may have experience from other situations of feeling left out of the process. How internal stakeholders should be involved in the strategic planning processNonprofit Executive Director and leadership teamWhen I am working with a client nonprofit organization on supporting their strategic planning process, my primary contact is usually the nonprofit organization’s CEO or Executive Director. Together we guide the process. We make decisions together about how to structure the project and work together to refine products of larger group meetings. This process often includes checking in with the leadership team at key points. Board of DirectorsThe nonprofit organization’s board of directors, in their governance role, has the fiduciary responsibility to ensure that strategic plans align with the organization’s mission and values. They are critical to the process, yet a plan will be stronger when staff are included in the process as well. Nonprofit Staff MembersIt is important to involve staff from all levels of the organization to gain their insights on operational realities and challenges. This will include involving staff in your listening tour or data gathering phase as well as during the retreat or planning sessions themselves. Each staff person brings unique insight into the various aspects of how your organization works to further its mission and vision. Data gathering may include 1-1 interviews, focus groups and surveys. For very large organizations, including representatives of your teams or departments may be a more practical option for the planning sessions themselves. Nonprofit VolunteersMany organizations involve volunteers at all levels of their organization and they are integral to delivering programs and services. They have a distinct perspective on the organization – insiders in some aspects and outsiders in others. At a minimum be sure to Include volunteers in your data gathering phase. You may also want to consider whether you will invite volunteers beyond your board to your planning retreat/sessions. People your nonprofit serves or supports: Who is your nonprofit designed to help?Gathering input from those who participate in your programming can be a critical to the success of your planning process. Questions you ask could include:
Accessibility considerations and power dynamicsConsider accessibility needs to enable participation of those you serve whether it is language interpreters, stipends and offering food and child care during connection sessions. Also consider the power dynamics inherent in the relationship and what you need to do to create a greater sense of psychological safety with those you are asking to provide feedback. This is true with each group of stakeholders, yet can be particularly important with this stakeholder group, depending on the exact services you offer. Hiring a nonprofit strategic planning consultant to support you in these efforts can help with these issues as the consultant is not part of your organization. External Stakeholders that could also provide value in the nonprofit strategic planning processExternal stakeholders are an important group to include in the data gathering process. The strategic planning task force will identify exactly who needs to be included and in what manner – whether inviting to a 1-1 interview, a focus group or engaging through a survey. The subgroups of external stakeholders that are typically involved, include:
Other external groups to consider:Strategic Planning ConsultantsAs a strategic planning consultant, I bring expertise in facilitating the planning process. In addition, I can provide an outside perspective on the organization, its strengths and challenges. Some consultants will claim that they bring an unbiased perspective. I would counter that we all enter every situation with our particular world view and biases. Yet I will not necessarily be operating within the same assumptions as those inside the organization. I can also bring experience from other comparable organizations to give a broader view, as well as what can be typical for an organization of your type and life stage. Field Experts and FuturistsField experts and futurists can provide insights into trends and external factors that may impact the organization. Talking to these experts during your data gathering phase can be very helpful to widen your perspective and deepen your foresight as you plan. Integrating Diverse PerspectivesHaving gathered information, input and view points from a good representation of your internal and external stakeholders, all that information will now need to be synthesized into a set of themes. Pay attention to the areas of commonality as well as where there is a variety of opinion. Be mindful of the outliers – especially when they may bring an outlook less represented in your leadership circle. This step can be challenging and is another aspect that is particularly helpful to have outside support from a strategic planning consultant. Who is involved in the strategic planning sessions?Having formed your strategic planning task force, identified your stakeholders and gathered information from them and then synthesized that information, it is finally time to hold the planning sessions or retreat. Many people mistakenly think these meetings or retreat are what strategic planning is -- but as you can see it is just one step in the process. Who will you invite to these planning sessions or retreat?Internal stakeholders are the group that you will invite to be part of making meaning of the information gathered during the listening tour. Staff and the board at a minimum should be a part of the sessions. Exactly how many people can effectively be involved will depend on the skill and capacity of your facilitator(s). Larger groups can be effectively facilitated with larger facilitation teams and more technology support. Expert facilitators, such as myself, will use a variety of individual, small and large group methods to ensure the conversation provides opportunity for all to engage and conversations are productive. These will also serve to cultivate a culture of openness where every participant feels valued and heard. Balancing Input and Decision-makingNo organization can do everything, nor should it. A process is not complete without discernment and decision making. The group will need to make decisions about what rises to the top in importance and ends up in the plan. In fact, not actually making any decisions is one of the big pitfalls of a poorly run strategic planning process. The group ends up with a plan that is really just a long wish list. When you hire an expert strategic planning consultant as your facilitator, that person will have a variety of methods to help the group with decision making and prioritization. Some considerations are the impact of each idea, what might provide some easy wins, i.e. the “Big Easy” – something that is relatively easy but will have a big impact. Other considerations include:
Effective nonprofit strategic planning process are a collective effortThe strategic planning process in nonprofit organizations demands a collective, inclusive effort, embracing a wide array of voices and perspectives. By engaging a diverse group of stakeholders—from executive leaders and board members to volunteers, donors, and those served by the organization—nonprofits can cultivate a comprehensive and inclusive planning process. This approach not only increases buy-in but also enriches the strategic plan with a variety of insights and lived experiences.
Remember, strategic planning is not just about decision-making; it's about building a shared vision that is reflective of the entire community it aims to serve. By carefully selecting who is involved and how they contribute, your nonprofit can develop a more effective, responsive, and dynamic strategic plan, paving the way for sustained impact and success. Too often I get calls from potential clients with the question – can you come facilitate our strategic planning retreat next month. Unfortunately the answer is usually no. Why? Because it does not allow time for a full process that builds success. Strategic planning is not just about getting together at a retreat – the retreat or series of planning sessions are an important part of the process – but not the whole process itself. What is strategic planning?Nonprofit strategic planning is the process to take stock, gather input from your stakeholders, evaluate your organization’s strengths and challenges and set strategic goals for a specific time period. A well conducted process will help ensure that everyone is aligned and working on the things that matter most to moving your mission forward. It helps your organization step back and consider where you are now and where you want to go. It provides you with the opportunity to get reconnected with your stakeholders and understand how they see your organization, its strengths and areas for growth. Why is strategic planning important for nonprofits?Ultimately strategic planning is about building excitement and alignment throughout your organization for your vision, as well as the key goals that emerge as part of the process. It helps you shift from your focus on the day to day to think about your organization from a wider lens and longer perspective. When done well, it engages and aligns all the people important to your organization’s future behind a shared vision and set of goals. Learn more about the five step process of strategic planning. Should the strategic planning process include a retreat? Does it need one?Yes a retreat or a series of planning meetings are part of the process. You will need to set aside time to bring your board and staff together to talk through where you are currently, vision where you want to be and then prioritize the steps to getting from here to there. But the retreat or series of planning meetings are just part of the process - they are not the process themselves. What does the process look like beyond the retreat?Strategic planning is a more comprehensive process that takes work ahead of the retreat to be prepared to use the time together well as well as time after the retreat to shift from vision to action. Deciding what the key areas of strategic inquiry is an important step. With that understanding, gathering input from your stakeholders is a foundational step in the process. You are essentially going on a listening tour. This can be a piece of the process where it is particularly helpful to work with an outside consultant. The data gathering phase can be time intensive and challenging for staff or volunteers to complete in addition to their regular workload. In addition, those you want to gather feedback from are more likely to be fully candid with someone outside the organization. Considerations for planning your retreat or planning sessionsYou will need to decide who to invite, how long will you set aside, will the retreat or planning sessions be in person or online and who will lead the retreat/sessions. Typically a strategic planning task force made up of both staff and board members will help inform the answers to these questions. I recommend inviting both board members and staff. They each bring a unique perspective to the process. Whether you are able to meet for a day, a day and a half or a series of shorter sessions will determine how much of the agenda items below you can cover. If coming together for a full day, day and a half or two days will not work for your group, consider doing a series of shorter planning sessions online. What should the strategic planning retreat focus on?ith the foundational steps completed – especially the gathering of input from stakeholders – you are then well positioned to hold your retreat or series of shorter planning sessions. While every organization’s needs will be different, typically a retreat agenda will include: · a review of the findings from the stakeholder input process and a discussion of their implications; · a scan of the wider trends impacting your organization; · envisioning your organization’s future · identifying key initiatives that will help you get from where you are to that envisioned future · drafting action steps and success indicators for each of your key initiatives, and · a review of your mission, vision and values, including how those values are demonstrated in behavior. This can occur over a day or two or through a series of shorter focused planning sessions for each agenda items. When conducting strategic planning online, opting for the shorter focused planning sessions is a better alternative. A day long retreat will NOT be able to cover all these agenda items, so be realistic. What are the benefits of a nonprofit strategic planning retreat?Taking the time to bring your staff and board together has many benefits. These include building relationships, each individual gaining a more wholistic understanding of the organization as well as time away from the crush of the daily to do list to think more expansively. What are the pitfalls of a nonprofit strategic planning retreat?Unfortunately, when retreats are held in absence of a more comprehensive process, they can lack grounding in the current state of the organization. This can result in goals that are not fully connected to the current capacity of the organization or do not address the most pressing issues. They can also result in wish lists of good ideas without a true plan or process for how to implement these and integrate them into the day-to-day operations of the organization. What happens after the strategic planning retreat?At the end of the retreat, you should have a draft of your plan. A smaller group – often a strategic planning task force or committee – will then finalize the plan. Another important task for this group at this stage is to agree on how the plan will be reviewed and updated – how often, by whom. Will this process happen during its own special meeting or will it be integrated into standing board and staff meetings? How do you operationalize the bigger strategic goals?To make sure that your strategic planning process is worth the time invested in it, you need to create not just the overall three-five year strategic plan. You also need to create an implementation plan. You start by choosing a shorter time frame – it could be a quarter, six months or a year – however you already do your planning. Then choose what of the overall plan you will focus on during that time frame. Only then go to the level of detail of who will do what by when. Too much can change over longer time frames to bother trying to nail down all those specifics in the overall plan. Ensure that your team and division leaders understand how their work relates and supports the broader strategic direction and plan so that they can help their direct reports see their part in the organization’s strategy. How do we keep the strategic plan relevant?Ensuring you have processes to monitor and evaluate the plan on a period basis will be key to keeping the plan relevant. Having defined success indicators, you will be able to measure progress and outcomes. Checking in on progress, as well as where you have hit unexpected road blocks, what adjustments need to be made and what may not be as relevant given new realities that it may have seemed when you originally created the plan will all be important to ensure the plan doesn’t just sit on the shelf. Agree on who will be champion tracking progress on the plan. Be flexible and adaptable and not overly attached to the details of the plan as no plan can anticipate all the changes in circumstances that the future will bring. Why is a comprehensive strategic planning process important?Strategic planning for nonprofits is a dynamic and vital process that extends well beyond the confines of just a retreat. It involves thorough preparation, active engagement from all stakeholders, and the integration of feedback into a viable strategic plan. The true power of strategic planning lies not just in the retreat itself but in the continuous, concerted efforts to align the organization's daily operations with its long-term vision.
Remember that strategic planning is an ongoing journey of adaptation and refinement, ensuring that your nonprofit remains responsive to changes and capable of achieving its mission. Embracing the full scope of this process will increase the likelihood of success as you work toward building your organization's impact and sustainability. What is nonprofit strategic planning? Nonprofit strategic planning is a step-by-step process that helps you set priorities for your organization for the medium term – generally 3-5 years. You gather insight from your stakeholders, identify the common themes, explore possible futures and make decisions about where you want to focus your organization’s future in service of your mission. As part of the process you will clarify your why, what and how. What your nonprofit can expect from strategic planningStrategic planning is not about predicting or controlling the future. It is about creating greater alignment across your team, board, volunteers and all those who support the mission of your organization – creating a shared understanding and agreement about where you are headed. And at each stage, consider how equity factors into who you are including, whose voices are being heard and how decisions are being made. With this shared agreement on direction, you will be better prepared to make informed decisions about where to focus your energy and what your priorities are. A strategic plan is a process, not just a documentIt is also not just about the document – the strategic plan itself. That is a product of the process certainly. Yet it is really about the conversations that stakeholders have over the course of the process. Those conversations are what build the alignment and that shared understanding and ultimately the buy in that can be so elusive. It would be much easier and faster to decide one afternoon to “write” your organization’s strategic plan. Efficient for sure. Perhaps even satisfying for you as you are writing it. But ultimately that plan will fall short because it only represents your vision for the nonprofit organization. Nonprofit organizations are a collective effort. Typically tackling some of society’s biggest challenges. Getting closer to your organization’s mission effectively takes everyone pulling in the same direction and not working at cross purposes. Does my organization need a strategic planning retreat?It is also not just a retreat. Oftentimes, people will reach out and ask whether I can come facilitate their strategic planning retreat. But without the preliminary and fundamental step of discovery – or the listening tour – you do not have the grounding you need for a truly comprehensive and deep strategic planning process. Our 5-Step Nonprofit Strategic Planning Process for intentional, insightful, inclusive goal setting1. Your Strategic Plan kick-off onboardingHow you start the strategic planning project really makes all the difference. Getting clear about your goals for the project itself, who needs to be involved, the time frame you are planning for, as well as the strategic questions you are grappling with as an organization will set you up for success. Orienting the system to the processConsider holding a few kickoff events with your stakeholders to ensure that everyone is clear about how you are approaching the strategic planning process. Often this include sessions for staff, board, and other volunteers. These events typically include an overview of the project and process, who will be involved including any consultants you have hired to support and guide the process, as well as a conversation about what people are hoping for in the process and what their concerns are. After the event, it is very helpful to send a written document to everyone that reiterates the same information so that everyone has something to refer back to as the project progresses. Assembling your teamOne of the first tasks is to pull together a group of staff and board that will form your strategic planning committee or task force. The job of this group is to steward the process and advise on key decision points along the way. It is NOT their job to make all the decisions about the final three-five goals that will make up the main elements of your actual strategic plan. Who should be on the strategic planning task force? Board, leadership, staff?The task force should include people empowered with the organization to make decisions. This typically means the executive director, the board chair and ideally the incoming board chair as well as staff and other volunteers who will be influential about your organization’s future. A smaller group will find it easier to make decisions (up to five people). With a larger group (up to nine people) you will be able to better represent different elements of the organization and your stakeholders, yet you may need to have a smaller group designated to have the final say on decisions. What is the role of the strategic planning task force?Some of the task force’s tasks at the beginning of the process include identifying the stakeholders who are vital to your organization's future, how input from them will be gathered and what questions you will be asking them. Who is important to shaping your organization’s future? Often stakeholders include staff, board, volunteers, community partners and allied organizations, as well as those your organization serves and funders. Have you fully considered power dynamics as you prioritize stakeholders? How do you plan to gather input from those stakeholders who are part of historically marginalized communities? What supports may they need to fully participate in the process How a nonprofit strategic planning consultant can helpWhen you are working with a consultant, they will help you sketch this out as well as support you in making decisions about how the information will be gathered. You will need to decide whether it is with one-on-one interviews, focus groups and/or surveys. Deciding what mix of approaches makes sense in your organization’s situation is one of the key tasks for the group during the kickoff phase. Once those decisions have been made, the discovery phase or listening tour can start. 2. Discover: Listen to your key stakeholders before you start making decisions!This step in the process you are going on a listening tour to discover what is the organization’s current state, what are its strengths, challenges, what is its history and what are the collective hopes and aspirations for the organization’s future. One of the benefits of working with a consultant is that they can take on the time-intensive work of talking one-on-one with people, facilitating focus groups and developing, launching and analyzing surveys. In addition, consultants will often have a bank of questions that they will use as a spring board to customize for your situation. If you choose to conduct the input process yourself, be sure to orient your volunteers to how to conduct interviews and be clear about the process for capturing notes so that the results can be analyzed into themes. How are you making participation in your accessible for community members?Another consideration when you are conducting your listening tour is to think through the systemic barriers that may prevent those you serve and support from participating in your listening opportunities. How will you make it possible and accessible for people you serve to participate? Will you offer stipends, feed people, provide or reimburse transportation and child care? If your input sessions are being held virtually, do people have the digital access needed to participate? 3. Explore your stakeholder insights, wider trends and your potential futuresOnce you have a solid picture of where you are as an organization, your strengths and challenges, what some of the aspirations are that people have for the organization, you will need to share these findings with your planning group so that they can make meaning of them. The planning group should include your board and staff. This is the group that you will gather at a strategic planning retreat or over a series of strategic planning sessions. What can you expect during a strategic planning retreat or strategy planning sessions?A strategic planning retreat will typically start with an overview of the findings from the listening tour and then time for small group and large group discussion of what meaning the group makes of the findings. Other agenda items will likely be an exploration of wider trends, envisioning the organization's future, identifying major goals, action steps and success indicators, identifying key criteria for future decision making as well as a review of your organization's mission, vision, values to update them as necessary. The retreat itself will be a mixture of small and large group conversations and activities. Multiple ways of knowing and communicating should be included, such as drawing, skits and other ways to tap into everyone's imagination. There should also be time for individual reflection and group dialogue to be inclusive of varying thinking and communicating styles. A series of online strategy sessions will typically range from 90 minutes to three hours at a time and use a combination of a video conference platform such as Zoom with work being done digitally through a google doc or Mural board or other online white board tool. Why its important to explore the wider environment and trendsWith the foundation of what the current state of the organization is, the group should also look wider and identify the wider trends impacting your organization. Your organization does not exist in a vacuum. It exists in a wider ecosystem of the community you are in, the field you are in, as well as the wider society and world. What trends does the group see politically, economically, socially, environmentally, and technologically? Of those trends, which ones will most likely have an impact on your organization furthering its mission. Imaging the future of your nonprofit organization With this wider perspective in mind, lead the group in a variety of exercises to help them imagine a new future for the organization. Think about how you can integrate different ways of knowing into your exploration process. Get beyond just words and integrate opportunities to bring in different senses and modalities such as drawing, skits, and songs. This is the part of the exploration process when you can let the imagination fly freeing and think audaciously. All these possibly wild ideas and aspirations will likely not make it into the final plan yet they help uncover new options that the group might not otherwise consider. 4. Decide your nonprofit priorities, based on mission, vision & valuesYou now have fun and inspiring pictures of potential futures for the organization. Unfortunately too often this is where people often stop. And then they wonder why they feel overwhelmed by a ‘plan’ that looks more like a wish list. Setting priorities for your nonprofit organizationYou then need to lead the group through a series of exercises to set priorities and make decisions about which of these options you will put your energy behind. You cannot do everything. This is another element of the process that is especially helpful to have the support of strategic planning consultants. They have no agenda about what ultimately gets decided and prioritized – instead they have expertise in helping groups have effective conversations about options and actually make decisions. As you are making those decisions, consider whose voice is being prioritized and how each decision might impact different groups you serve. Update your mission and visionYou may have noticed that I did not start the process with a mission and vision exercise. This is where many other strategic planning consultants start. I recommend instead that groups refine their mission and vision statements at the end of the process. You then benefit from all the conversations that the group has had over the course of the process, and it is more a matter of confirmation. Does your current mission statement accurately reflect where the organization is going? Does your vision statement accurately describe the change you are trying to make in the world? What needs to be updated or refined? 5. Plan & Act: Turn your strategies into action steps not a wishlistSuccess indicatorsOnce you have decided on three and up to no more than five big goals, lead the group through conversations to identify what action steps will move those goals forward. Provide ways for feedback to be gathered. You may need to go through several iterations. For each action step, also define what success will look like. How will you know you have made progress? The strategic planning task force will take the rough draft created by the larger planning group, clean up the language and do the final refinement so that it is clear. Check one last time for shared agreement with the larger group. Operationalizing your nonprofit strategic planUsually your board will vote on the final version of the plan and approve it. Having been closely involved in each step of the process, and provided multiple opportunities for input and feedback, this approval ideally is a straightforward process. Staff then need to operationalize the plan and decide who is going to do what, by when, in Year one. The process of creating an annual implementation plan will include what are you focusing on in year one – what needs to happen first? And what are more specific tasks that need to happen to move your action steps forward? Keeping the plan freshYou now have a strategic plan and a year one implementation plan that captures the shared agreement among your stakeholders about where you are going to put your energy to move your mission forward more effectively. Yet the world does not stand still – new opportunities and challenges will emerge. Before you are finished with your process, work with your strategic planning task force to agree on how you keep track of the plan. How will you integrate it into regular planning practices? Board meetings, staff meetings? Keep track of progress? Evaluate when you need to make adjustments and updates? Get clear and come to agreement about what your practice is for keeping the plan relevant and front of mind. You will be continuously learning and adapting. Goals that truly help an organization forward are dynamic and require ongoing effort, reflection, and adaptation to changing circumstances and new understandings. Reconnecting with your external stakeholder groups You also need to think about how you will share the summary of the input gathered to your wider stakeholders who may not be part of the planning sessions themselves. You asked for their input – help them understand how you are going to use their information. Your goal in gathering input from them is not only to gain their perspective but also to engage them in the future of your organization. Do not undermine the trust you have built by asking them for input and then not closing the loop and sharing some version of the findings summary. Building buy in through engagementStrategic planning is an opportunity to do a deep engagement with your stakeholders to get them excited about and shape the future of your organization. Using the five-step process – kick off, discover, explore, plan and act, plus deciding on a process for keeping the plan fresh will create the level of buy in you need to have your plan be relevant and usable for guiding your organization’s future.
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Grace Social Sector Consulting, LLC, owns the copyright in and to all content in and transcripts of the Mission: Impact podcast, as well as the Mission: Impact blog with all rights reserved, including right of publicity.
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