Friday, February 1, 2008

Resource Lists


Author Allison, Michael (Michael J.)
Title Strategic planning for nonprofit organizations:
A practical guide and workbook / Michael Allison, Jude Kaye.
Edition 2nd ed.
Published John Wiley & Sons, Inc., Hoboken, N.J.
Copyright 2005 by CompassPoint Nonprofit Services, San Francisco
Bibliography Includes bibliographical references (p. 448-449) and index
Location UT Public Affairs Library HD 62.6 A45 2005 Text & CD-ROM


Synopsis: Text with information and illustrations that related to each of our tasks. Is an excellent resource. Includes the following:

Chapter 1: Introduction to strategic Planning
Chapter 2: Phase 1: Get Ready
Chapter 3: Phase 2: Articulate Mission, Vision, and Values
Chapter 4: Phase 3: Assess Your Situation
Chapter 5: Phase 4: Agree on Priorities
Chapter 6: Phase 5: Write the Strategic Plan
Chapter 7: Phase 6: Implement the Strategic Plan
Chapter 8: Phase 7: Evaluate and Monitor the Strategic Plan

Appendix A Blank Worksheets
Appendix B Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes
Appendix C Elements of an Effectively Manage Organization (EEMO):
Appendix D Self-Assessment of Board of Directors
Appendix E Sample Techniques Used in Client Needs Assessment and Program Evaluation
Appendix F Conducting Focus Groups
Appendix G Techniques and Tools for Managing Group Process
Appendix H Tips on Using Task Forces
Appendix I Templates for Strategic and Operational Plans
Appendix J External Stakeholders: Process recommendations and Suggested Questions
Appendix K Selected References


Author Barry, Bryan W.
Title Strategic planning workbook for nonprofit organizations
Edition Rev. and updated.
Published Amherst H. Wilder Foundation, Saint Paul, Minn.
Copyright Amherst H. Wilder Foundation, c1997 (2003 printing)
Bibliography Includes bibliographical references (p. 105-108).
Location UT Public Affairs Library HD 62.6 B37 2003 Workbook

Synopsis: Workbook provides a step-by-step guide to developing a strategic plan. Presents material in a clear, straight forward manner and has excellent charts, forms, illustrations. Includes the following:

Section I Introduction to Strategic Planning
Section II Developing Your Strategic Plan – A step-by-step approach including worksheets and planning tips.
Section III Appendices and References

Section IV Worksheets:
1. Benefits and Concerns
2. Organize the Planning Effort
3. History and Present Situation
4. Questions and Mission
5. Strengths and Weaknesses
6. Opportunities and Threats
6a. Customers and Other Stakeholders
6b. Competitors and Allies
7. Critical Issues for the Future
Five steps to Develop a Strategic Plan


Author Bryson, John M. (John Moore),1947
Title Strategic planning for public and nonprofit organizations
(electronic resource): a guide to strengthening and sustaining organizational achievement
John M. Bryson.

Edition Rev. ed.
Published Jossey-Bass Publishers, San Francisco, CA: 1995
Copyright
Bibliography Includes bibliographical references (p. 297-311).
Reproduction Electronic reproduction. Boulder, Colo.:
NetLibrary, 2000
ISBN 058522725X (electronic bk.): 0787901415
OCLC 45729429

Edition 3rd ed.
Published Jossey-Bass Publishers, San Francisco, CA: c2004.
Copyright
Bibliography Includes bibliographical references (p. 393-416) and index
Location UT PCL Stacks HD 30.28 B79 2004 Text
UT Public Affairs Library HD 30.28 B79 2004 Text
Austin Community College Berry Silverberg Collection – Text must be used onsite.

[ABOVE LISTED TEXT COMES WITH THE FOLLOWING WORKBOOK]

Author Bryson, John M. and Alston, Farnum K
Title Creating & implementing Your Strategic Plan: A Workbook for Public & Nonprofit Organizations

Edition Rev. ed.
Published Jossey-Bass Publishers, San Francisco, CA: Copyright
Location Austin Community College Berry Silverberg Collection – Text must be used onsite.

Synopsis: Text and workbook are excellent resources and provide a step-by-step guide to developing a strategic plan. Has more detail and depth than the Barry workbook. Presents material in a clear, straight forward manner and has excellent charts, forms, illustrations. Includes the following:

Part One: Understanding the Dynamics of Strategic Planning
1. Why Strategic Planning is more import than ever
2. The Strategy Change Cycle: An Effective Strategic Planning Approach
Part Two: Key Steps in using the Strategy Change Cycle
3. Initiating & Agreement on a Strategic Planning Process
4. Clarifying Organizational Mandates & Missions
5. Assessing the Environment to Identify Strength & Weaknesses, Opportunities & Challenges
6. Identifying Strategic Issues Facing the Organization
7. Formulating & adopting Strategies & Plans to Manage the Issues
8. Establish an Effective Organizational Vision for the Future
9. Implementing Strategies & Plans Successfully
10. Reassessing & Revising Strategies & Plans
Part Three: Managing the Process & getting Started with Strategic Planning
11. Leadership role for making Strategic Planning work
12. Getting Started with Strategic Planning


Author Dore, Michael
Title Thinking Strategically Within Your Company
Published 1st World Library
8015 Shoal Creek Blvd., Ste 100
Austin, TX 78757
www.1stworldlibrary.com
Location Austin Community College Berry Silverberg Collection – Text must be used onsite.

Synopsis: This book does not focus specifically on Non Profit strategic planning but does provide a model (see page 33) and a process for strategic planning. Book is small, easy to read and has numerous pages of forms that could be used in the planning process. At a glance looks like a good book to compare profit & non profit process.


Author Eadie, Douglas C.
Title Beyond strategic planning: how to involve nonprofit boards in growth and change.
Edition Rev. and updated.
Published National Center for Nonprofit Boards, Washington, DC: c1993
Copyright National Center for Nonprofit Boards c1003
Bibliography Includes bibliographical references (p. 21-22).
Location UT Public Affairs Library HD 62.6 E18 1993

Synopsis: Twenty two page book worth the read.


Author Fogg, C. Davis.
Title Team-based strategic planning [electronic resource] : a complete guide to structuring , facilitating, and implementing the process
Published American Management Association, New York: c1994.
Bibliography Includes bibliographical references and index.
Reproduction Electronic reproduction. Boulder, Colo.:
NetLibrary, 1999
ISBN 058503916X (electronic bk.): 0814451276
OCLC 42330525


Synopsis:


Author Galpn, Timothy J.
Title Making Strategy Work
Building Sustainable Growth Capability
Published Jossey-Bass Publishers, San Francisco, CA: 1997
Copyright 1997
Location Austin Community College Berry Silverberg Collection – Text must be used onsite.

Synopsis: This book speaks more to implementing a strategic plan. It seems to be written for a larger corporation or NPO. Has some very good illustration on “where you are and the steps to get were you want to go.” See Chapter 8, page 107





Author Goodstein, Leonard
Nolan, Timothy & Pfeiffer, J. William
Title Applied Strategic Planning
How to Develop a Plan that Really Works
Published McGraw-Hill, Inc: c1993
Copyright 1993
Location Austin Community College Berry Silverberg Collection – Text must be used onsite.

Synopsis: Written from a business not a NPO perspective. First part of book is an excellent resource for the upfront tasks that must be done before strategic planning can take place. Last part of book is OK – but has more to do with a for profit business.


Author Grace, Kay Sprinkel.
Title The board’s role in strategic planning
Edition 6th Printing
Published National Center for Nonprofit Boards, Washington, DC: 2001, c1999
Copyright 1999 National Center for Nonprofit Boards
Bibliography Includes bibliographical references (p. 23).
Location UT Public Affairs Library HD 62.6 B42 2001 Text

Synopsis:


Author Hughes, Sandra R.
Lakey, Berit M. & Bobowick, Marla J.
Title The Board Building Cycle
Nine Steps to Finding, Recruiting, and Engaging Nonprofit
Board Members
Edition 3rd Printing, November 2003
Published Board Source, 2000
Location Austin Community College Berry Silverberg Collection – Text must be used onsite.

Synopsis: Book presents a model that could be used to illustrate our project in a manner similar to what Maile suggested when we first discussed the project.


Author Katsioloudes, Marios I.
Title Global strategic planning: cultural perspectives for profit and nonprofit organizations
Published Butterworth-Heinemann, Boston: c2002
Copyright c 2002
Bibliography Includes bibliographical references and index.
Location UT PCL Stacks HD 30.28 K3755 2002 Text

Synopsis:


Author Krallinger, Joseph C.
Title Strategic planning workbook
Edition 2nd ed.
Published J. Wiley, New York: c1993
Copyright c 1993
Bibliography Includes bibliographical references and index.
Location UT PCL Stacks HD 30.28 H43 1993 Workbook

Synopsis: Could not find the book the 1st time I looked – will try again. Maybe lean more to the profit side of strategic planning.

Author Park, Dabney G.
Title Strategic planning and the nonprofit board
Published National Center for Nonprofit Boards, Washington, DC: 1990
Copyright 1990 National Center for Nonprofit Boards
Bibliography Includes bibliographical references (p. 11).
Location UT Public Affairs Library HD 62.6 P375 1991 Text

Synopsis: Could not find the book the 1st time I looked – will try again


Author Simon, Judith Sharken.
Donovan, J. Terence
Title The 5 Life Stages of Nonprofit Organizations
Where you are, Where You’re Going and What to Expect When you get There
Featuring The Wilden Nonprofit Life Stage Assessment
Published W Amherst H. Wilber Foundation, c2001
Copyright 2001
Location Austin Community College Berry Silverberg Collection – Text must be used onsite.

Synopsis: Book presents a model that could be used to illustrate project. Content not necessarily relevant but the way the content is illustrated maybe very useful.

Another follow up on technology (for non techies!)

I don't know if you all know the Mission-Based Management newsletter but this month's issue focuses on "new communication tools" and thought it would be a relevant follow up for our last session... Enjoy!

Ana FF

Wednesday, January 30, 2008

De-mystifying the Startegic Planning Process -Outline

Collapse comments

Juanita Budd said...
MemoTo: Maile Broccoli-Hickey (maile@austinenglish.org)Deborah Del Valle (Deborah.Delvalle@atcmhmr.com)Leah Graham (leah@thewrighthouse.org)Robert Morris (keith.morris@atcmhmr.com)Judy Van Cleve (judyvc@austincc.edu
From: Juanita Budd, VP of Membership & ProgramGirl Scouts of Central Texas
Date: November 13, 2007
Re: De-mystifying the Strategic Planning Process

1. What is a Strategic Plan? (Leah Graham)
2. Create a Visual of the strategic planning process. (Maile Broccoli- Hickey)
3. Define what a "Mission Statement" includes. (Leah Graham)
4. Create a Vision Statement- what is it? (Deboarh Del Valle)
5. State clear objective and expectations. (Juanita Budd)
6. Board training and education (Robert Keith Morris)
7. Identify inventory of resources. ( Judy Van Cleve)
8. GAP barriers to the process ( Deborah De Valle)
9. Example of Strategic plan. (Judy Van Cleve)
10. Best Practices. (All)
November 13, 2007 1:53 PM

DeMystifying the Strategic Plan- Set clear objectives

Set clear objective and expectations. An objective is define as: "an aim, goal or end of action; a strategic position to be attained or a purpose to be achieved". The objective of a strategic plan is to understand the Mission-why we exist, Vision-what you want to achieve and the plan or blue print of how to get there. Your vision statement is the catalyst for setting clear objectives and expectations. When creating a strategic plan, you must answer the question "what do we plan to do over the next several years to move the organization closer to the vision?"
The objectives & expectations will provide the specific, precise, tangible and concrete values to move the organization to its destiny. The objective is the action plan. The action plan includes the who, what, where, when and how. Who are the stakeholders both internally and externally? What do you do better than any other agency? Where do you want to be in the future? When, determines the timeline, and how are the resources. Resources include money, time, human and non-human resources such as technology, community support and collaborations. As you access each of these questions, you may want to utilize one or more of the strategic planning tools such as SWOT, STEEPLE, PEST or other analysis to guide the process. " Achieving Your Vision Through Strategic Thinking & Planning", presented by Robert Pinhero & Barry Silverberg, explains the SWOT Analysis as Strengths, Weaknesses, Opportunities and Threats. What are your strengths? Jim Collins Book " Good to Great", calls this your hedgehog. What do you do better than any one else and what advantages does your company have? Weaknesses, identifies opportunities for improvement and what to remove, and or avoid? Opportunities are impacts or trends affecting your organization- technology, political social or economic trends. Finally, threats are the obstacles you face? Threats could seriously challenge your agencies existence, so this step is essential in the longevity of your organization's future. Identifying a clear road map will provide you with a set of objectives that will lead to a great strategic plan. In the research tools listed by the Barton Spring cohort you will find samples of various strategic plans. Most plans include: Introduction by the Board President called an Executive Summary- summary of the strategic plan; Mission & Vision Statements, Organizations History, Program Goals & Objectives, Management Goals & Objectives and an Appendices-financial statements and other pertinent information.
January 16, 2008 9:13 PM

Follow-up to January's Technology Session

As a follow-up on the web 2.0 technology that Solina and Don presented presented in January -- hop over to ... 


Wednesday, December 12, 2007

NLMI Cohort Group Project Reports

Hello NLMI Participants,

Thank you very much for your enthusiastic involvement in, and contribution to, the team projects. The resulting products will certainly be of high quality and most importantly, useful and useable by you and others in the nonprofit world.

In order for you to keep up with the progress of all cohort groups, not just your own, the project status reporting will be restructured. This will insure that the presentations are more even in content and in style. When we meet this Saturday, December 15, please use format described below, for reporting project status. As usual, the presentations will begin at 9:00am.

Your delivery will still be capped at five (5) minutes. Given the quantity of information to be shared, you may need to prepare to use the entire allotted time.

Here are the items to be covered in the project status presentation:
o The name of the cohort group
o Your name (presenter) and the name of each of your cohorts
o A brief description of the project and the resulting product
o Goals that were set last month or before, that were expected to be met by this time
o Goals that have actually been met as of today
o The estimated percent of tasks completed toward the project product
o Changes in project scope that have occurred since last month
o What will you accomplish by next month’s status update.

Your cohort group advisor will accompany you, the presenter, during the delivery your team’s project status. Don’t hesitate to ask questions.

The table below is a quick review of Groups, Members, Projects and Advisors.

Many thanks, Don, Linda and Marilyn

Barton Springs -- De-mystifying the Strategic Plan -- Linda
Broccoli-Hickey, Maile
Budd, Juanita
Del Valle, Deborah
Graham, Leah
Morris, Keith
Van Cleve, Judy

Lady Bird Lake -- Best Practices in Team Building -- Linda
Gaines, Leslie
Hurewitz, Mike
McCabe, Patti
Sanders, Michelle
Smith, Matthew
Watson, Jamie

Mount Bonnell -- Resource Guide for Nonprofit Professionals -- Don
Biro-Pollard, Wendy
Cannon, Diane
Dowdy, Ann
Goeders, Lillianne
Sartin, Robert
Walch, David
Wise, Debbie

Sixth Street -- Fund Raising -- Marilyn
Almaguel, Ana
Ancelet, Carol
Gaddy, David
Kenny, Carrie
Miller, Carol
Rivers, Lisa
Cueva, Gloria

State Capital -- Volunteer Management -- Marilyn
BeVille Elder, Amy
Caldwell, Darrel
Cueva, Gloria
Fernandez Frank, Ana
Freund, Stephanie
Gonzalez, Elizabeth

Zilker Park -- Marketing Your Non Profit -- Don
Fleming, Sherri
Howell, Tassie
Kitch, Vincent
Majid, Sly
McNabb, John
Shopen, Cecile
Sliter-Hays, Mark

Tuesday, November 27, 2007

NLMI – Zilker Park - Project Outline

Marketing Your Non-Profit 101: A Sourcebook

November 25, 2007

Sherri Fleming --“Sharing your Vision” Introduction/Overview
Introduction:
• So what about this thing called “the media?”
o How can the media help you
o How can managing the media help you
o What happens (or doesn’t happen) if you don’t
• How do we communicate? (I am thinking an overview of our content here)
o What are the methods
o How do I know what works for me?
• “Survey says….”
Small and large non profits all struggle with communicating efficiently and effectively. Here’s what a few organizations say about their marketing decisions, dilemmas and dynamos.

[The following is a survey to be taken by NLMI Certificate candidates and others outside the organization, compiled by Sherri Fleming and incorporated herein.]

Organization Name:___________________________
I consider my non profit: small medium large
My annual budget (est.) is _______________________

Thank you for answering a few quick questions on your non-profit’s marketing initiatives.

1. Select the best answer that describes your non-profit’s marketing staffing:

___A. We have a marketing department (separate from
Development/Fundraising staff)
___B. We use consultants as needed and for special programs and projects
___C. The Executive Director (or their staff) handles marketing
___D. The Development Director (or their staff) handles marketing
___E. Other_____________________________________________

2. Our annual budget for all marketing/public relations efforts is $______________.

3. Our most successful marketing/public relations project was:

4. Our most challenging public relations dilemma is:

5. If money were not an issue, what would you like to do in your organization
in the area of marketing and public relations?

John McNabb - “Building your Sandbox” - Market Analysis/Research
- Situation analysis
- Market Summary
-- Demographics
-- Needs
-- Stakeholders/Investors
-- Trends/competition/other providers
-- SWOT
-- Critical issues
-- Keys to success
- Marketing Strategy
-- Mission (what are you trying to achieve – link to strategic plan)
-- Marketing and financial objectives
-- Target markets
-- Positioning
-- Strategy pyramid (what goes in order, what done in parallel)
- Financials
-- Break-even analysis
-- Budgeting/forecasts
- Controls
-- Implementation
-- Milestones
-- Marketing organization
-- Contingency Planning
− Summary/links/segueway (Dance off the stage)

“Is it facial tissue or Kleenex” - Branding – Vincent Kitch

Communicating to Clients -- Mark Sliter-Hays

Communicating to Investors – Cecile Shopen
A. Defining and Reaching Out to Investors
1. Good News! The Resource gap may actually be a communications gap
2. The Importance of Mission
3. Sharing the Details – It's All about the Donor
B. What Prompts Communication?
1. Convey or Receive Information
2. Persuade/Invite
3. Acknowledgment and Say Thank You
4. Acknowledge receipt
5. Maintain relationship – Next Steps
6. Recruit potential investors, including volunteers
C. Communication tools
1. Reflect values, vision, and mission
2. Flow from Case Statement
3. Forms
a. Calls
b. Newsletter – web
c. Newsletter – hard copy
d. White Paper
e. Acknowledgment
f. Celebrations
g. Invitations
h. Proposals
i. Transmittal
j. Email
k. Notes
l. The Ask
m. Board Packet
n. Campaigns
o. Planned Giving Materials/Theory
p. Press Relations Sherri Fleming
D. Between the Words
1. Media (web, email, hard copy, advertising, press)
2. About Mailing
3. Importance of database
4.Tone of Communications
5. Writing techniques

Fundraising Events for Non-Profit – Tassie M. Howell

1. Types of Fundraising Events
a. Examples of what has/can been done
“This section will be research that I will have done to see what non-profits have done in the past to raise money. I will hope to have links to different websites for individuals to be able to go to and reference so that they can incorporate old ideas as new ones for their organization.”

2. People
a. Committees
b. Job Descriptions/Roles & Responsibilities
“This section will be about the development and implementations on individuals that will make the event happen. There will be committee titles, job descriptions/roles and responsibilities for the individuals.”

3. Marketing/PR
“This section is about “getting the word out” on your event; ideas and suggestions on where to go, what to do and when to send it.”

4. Timelines
a. Time frame for items to be done
“This section will lay out generic time frames for an event.”

5. Post Event
a. Items to be done post event
“This section is for what needs to be done after the event, i.e. thank you letters, receipts, sponsorship contact.”

6. Software: “This section will be about software that is out there that is used for events; “event software”. I will have links to the websites for individuals to reference.”

Technology – Sly Majid