NLMI-2007: 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.

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

NLMI-2007

Friday, February 1, 2008

Another follow up on technology (for non techies!)

Wednesday, January 30, 2008

De-mystifying the Startegic Planning Process -Outline

DeMystifying the Strategic Plan- Set clear objectives

Follow-up to January's Technology Session

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