Who needs to be involved in Nonprofit Strategic Planning?

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.

---

Listen Here

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