1. Do-It-Yourself Strategic Planning Process Dennis Blender, Ph.D Fueling Efficient Nonprofits: Michigan SuperConference 2009

3. Benefits of Strategic Planning Clearly define the purpose of the organization and establish realistic goals. Develop a sense of ownership of the plan. Ensure the most effective use of resources by focusing on key priorities. Provide a base from which progress can be measured. Recognize the impact the changing environment has on the organization and affect the needed changes. Further develop staff and board relationships. Develop a mechanism to focus on the organization's future. Provide leadership development training. Provide a framework for decision making in the organization.

4. Visionary Companies

5. Jim Collins, Built to Last , 1994 Visionary Companies Preserve the Core Stimulate Progress Core Ideology Core Purpose Core Values Envisioned Future 10-25 Year BHAG Vivid Description

11. SWOT Analysis

14. Community and Demographic Data

16. Critical Success Factors

18. Assessment Functions Assessment Human resources Information technology Finance Facilities Fund development Marketing/public relations Customer satisfaction Quality assurance

19. Competitive Analysis

21. Business Definition

22. B usiness Definition Who? What? Where? Who Not? What Not? Where Not? Who Else? What Else? Where Else?

23. B usiness Definition Reduce Which factors should be reduced well below the industry’s standards? Raise Which factors should be raised well above the industry’s standards? Eliminate Which of the factors that the industry takes for granted should be eliminated ? Create Which factors should be created that the industry has never offered? A New Value Curve Chan Kim and Renée Mauborgne, Blue Ocean Strategy , 2005

24. B usiness Definition Eliminate Raise Reduce Create

25. Emphasis Statement

27. Emphasis Statement In pursuing our strategy, we will emphasize predictability, financial security, and growth as follows: Emphasis Year 1 Year 2 Year 3-5 Predictability Financial Security Growth

28. Strategic Action Plans

29. Strategic Action Plans Predictability Initiative Champion Start End Growth Initiative Champion Start End Financial Security Initiative Champion Start End

30. Monitoring & Evaluation

32. Communication

34. Dennis Blender, Ph.D. Professional Background

35. Background Dennis Blender has over 20 years of psychological consulting experience in organizational development, team dynamics, and facilitation. Particular strengths are in strategic planning, group facilitation and conflict resolution. He has conducted organizational culture analysis to determine strengths, weaknesses, and recommendations for improvement. He is extremely proficient at assisting organizations determine their core purpose and core values, and align their values with systems and behavior. Prior to launching BCG, Dennis was a Partner at Plante & Moran, LLP, in the Management Consulting Services Group. He earned a Ph.D. from Wayne State University in Educational Psychology, an M.S. in Rehabilitation Counseling from Boston University, and a B.A. in Psychology from Ohio University. Contact information: 248-245-7900 [email_address] www.blenderconsulting.com