SlideShare ist ein Scribd-Unternehmen logo
1 von 25
Downloaden Sie, um offline zu lesen
Retreat to Advance:,[object Object],The Process of Strategic Planning,[object Object],Presented by Nora Riva Bergman,[object Object],2011 ©,[object Object]
What is strategic planning?,[object Object],Strategic planning determines where an association is going in the future, how it's going to get there, and how it will know if it got there or not. ,[object Object]
Three Phases of Strategic Planning,[object Object],1. Pre-Retreat: Planning & Preparation,[object Object],2. The Retreat: Content and Logistics,[object Object],3. Post-Retreat: Implementation, Measurement, Review,[object Object]
Three Phases of Strategic Planning,[object Object],1. Scanning the environment,[object Object],2. Creating the plan/setting objectives,[object Object],3. Translating the plan into results,[object Object]
What is strategic planning?,[object Object],1. Pre-Retreat: Planning & Preparation,[object Object],2. The Retreat: Content and Logistics,[object Object],3. Post-Retreat: Implementation, Measurement, Review,[object Object]
Traditional v. Results-Oriented Planning,[object Object],Improve present model,[object Object],Paradigm busting,[object Object],Short-term objectives,[object Object],Long-term objectives,[object Object],Focus on tactics,,[object Object],activities,[object Object],Focus on designing  the future,[object Object],Needs defined as,[object Object],gaps in resources,[object Object],Needs defined as,[object Object],gaps in results,[object Object],Focus on current members,[object Object],Focus on members & non-members,[object Object],Goals are vague,[object Object],Objectives are SMARTER,[object Object],Visions are short-term,[object Object],Visions are long-term,[object Object],Sees association as collection of parts,[object Object],Relationship between parts is emphasized,[object Object]
Why are we changing?,[object Object]
Bar leaders are the caretakers of their associations.,[object Object],"Treat the earth well: it was not given to you by your parents, it was loaned to you by your children. We do not inherit the earth from our ancestors; we borrow it from our children.“,[object Object],- Native American Proverb,[object Object]
Don’t be afraid to ask the hard questions.,[object Object],1. Why are we changing?,[object Object],2. What are we changing to?,[object Object],3. What are we changing? And what is staying the same?,[object Object],4. How can we change effectively?,[object Object],5. How can we measure whether change has occurred?,[object Object],6. Is it the right change?,[object Object],7. Have we improved performance & payoffs as a result?,[object Object],8. Was the change worthy enough to justify the effort?,[object Object],From Strategic Planning for Success: Aligning People, Performance and Payoffs,,[object Object],by Roger Kaufman, Hugh Oakley-Brown, Ryan Watkins, and Doug Lee,[object Object]
6 Steps to Understanding Change,[object Object],1. The goal is not to innovate the most.,[object Object],2. It’s not enough to have the best ideas.,[object Object],3. Appreciate the implementation dip. ,[object Object],4. Redefine resistance.,[object Object],5. Reculturing is the name of the game.,[object Object],6. Never a checklist, always complexity.,[object Object],From Leading in a Culture of Change, by Michael Fullan,[object Object]
Laying the foundation for success.,[object Object],Commitment & support of top leadership, especially the president and executive director,[object Object],Commitment to clarifying roles for all participants in the planning process,[object Object],The right mix of individuals on the planning committee:  board members, staff, members, non-members, visionaries, detail-oriented thinkers,[object Object],Willingness to encourage board participation so that people feel “ownership” of the process,[object Object],Adequate commitment of resources of staff time and dollars,[object Object],A willingness to change the status quo,[object Object],No serious conflict between key players,[object Object]
Scan the environment.,[object Object],Relevant documents to gather include:,[object Object],[object Object]
Current strategic plan
Needs assessments, member satisfaction surveys, SWOT surveys
Financial statements
Budget reports
Internal procedure manuals
Board manual
Board minutes ,[object Object]
Creating a successful retreat,[object Object],[object Object]
List main issues.
Decide when the plan should be adopted by the board.
Set aside time for the planning process.
Decide if a facilitator would be helpful.
Find a place for the meetings to occur.,[object Object]

Weitere ähnliche Inhalte

Andere mochten auch

Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...
Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...
Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...joecozart
 
2009 Women's Executive Retreat: Revive and Thrive!
2009 Women's Executive Retreat: Revive and Thrive!2009 Women's Executive Retreat: Revive and Thrive!
2009 Women's Executive Retreat: Revive and Thrive!In Business
 
Knowing the Roles of Board of Directors
Knowing the Roles of Board of DirectorsKnowing the Roles of Board of Directors
Knowing the Roles of Board of Directorschardiva
 
Theory of Change: Strategic Planning for Nonprofit Organizations
Theory of Change: Strategic Planning for Nonprofit OrganizationsTheory of Change: Strategic Planning for Nonprofit Organizations
Theory of Change: Strategic Planning for Nonprofit OrganizationsEmily Davis Consulting
 
Event Management Plan
Event Management PlanEvent Management Plan
Event Management PlanNatia Seegars
 
Non-Profit Strategic Planning Session Template (Appreciative Inquiry)
Non-Profit Strategic Planning Session Template (Appreciative Inquiry)Non-Profit Strategic Planning Session Template (Appreciative Inquiry)
Non-Profit Strategic Planning Session Template (Appreciative Inquiry)Kami Guildner Coaching
 
Ncac beyond special events catapult your annual fund to new heights
Ncac beyond special events catapult your annual fund to new heightsNcac beyond special events catapult your annual fund to new heights
Ncac beyond special events catapult your annual fund to new heightsgailperry
 
How to Become a Thought Leader in Your Niche
How to Become a Thought Leader in Your NicheHow to Become a Thought Leader in Your Niche
How to Become a Thought Leader in Your NicheLeslie Samuel
 

Andere mochten auch (9)

Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...
Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...
Planning A Productive & Efficient Board Retreat Acce Chamber Executive Ma...
 
2009 Women's Executive Retreat: Revive and Thrive!
2009 Women's Executive Retreat: Revive and Thrive!2009 Women's Executive Retreat: Revive and Thrive!
2009 Women's Executive Retreat: Revive and Thrive!
 
Knowing the Roles of Board of Directors
Knowing the Roles of Board of DirectorsKnowing the Roles of Board of Directors
Knowing the Roles of Board of Directors
 
Theory of Change: Strategic Planning for Nonprofit Organizations
Theory of Change: Strategic Planning for Nonprofit OrganizationsTheory of Change: Strategic Planning for Nonprofit Organizations
Theory of Change: Strategic Planning for Nonprofit Organizations
 
Google_Retreat_Charter-WTCS
Google_Retreat_Charter-WTCSGoogle_Retreat_Charter-WTCS
Google_Retreat_Charter-WTCS
 
Event Management Plan
Event Management PlanEvent Management Plan
Event Management Plan
 
Non-Profit Strategic Planning Session Template (Appreciative Inquiry)
Non-Profit Strategic Planning Session Template (Appreciative Inquiry)Non-Profit Strategic Planning Session Template (Appreciative Inquiry)
Non-Profit Strategic Planning Session Template (Appreciative Inquiry)
 
Ncac beyond special events catapult your annual fund to new heights
Ncac beyond special events catapult your annual fund to new heightsNcac beyond special events catapult your annual fund to new heights
Ncac beyond special events catapult your annual fund to new heights
 
How to Become a Thought Leader in Your Niche
How to Become a Thought Leader in Your NicheHow to Become a Thought Leader in Your Niche
How to Become a Thought Leader in Your Niche
 

Mehr von Nora Riva Bergman

30 FREE Ways to Market Your Law Practice
30 FREE Ways to Market Your Law Practice30 FREE Ways to Market Your Law Practice
30 FREE Ways to Market Your Law PracticeNora Riva Bergman
 
30 free ways to market your law practice
30 free ways to market your law practice30 free ways to market your law practice
30 free ways to market your law practiceNora Riva Bergman
 
Social Media and Your Law Firm
Social Media and Your Law FirmSocial Media and Your Law Firm
Social Media and Your Law FirmNora Riva Bergman
 

Mehr von Nora Riva Bergman (6)

30 FREE Ways to Market Your Law Practice
30 FREE Ways to Market Your Law Practice30 FREE Ways to Market Your Law Practice
30 FREE Ways to Market Your Law Practice
 
30 free ways to market your law practice
30 free ways to market your law practice30 free ways to market your law practice
30 free ways to market your law practice
 
Association "101"
Association "101"Association "101"
Association "101"
 
Engage Your Association
Engage Your AssociationEngage Your Association
Engage Your Association
 
Social Media and Your Law Firm
Social Media and Your Law FirmSocial Media and Your Law Firm
Social Media and Your Law Firm
 
Rainmaking in Tough Times
Rainmaking in Tough TimesRainmaking in Tough Times
Rainmaking in Tough Times
 

Kürzlich hochgeladen

IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...AustraliaChapterIIBA
 
Plano de marketing- inglês em formato ppt
Plano de marketing- inglês  em formato pptPlano de marketing- inglês  em formato ppt
Plano de marketing- inglês em formato pptElizangelaSoaresdaCo
 
NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023Steve Rader
 
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdfTalent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdfCharles Cotter, PhD
 
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessQ2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessAPCO
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access
 
Building Your Personal Brand on LinkedIn - Expert Planet- 2024
 Building Your Personal Brand on LinkedIn - Expert Planet-  2024 Building Your Personal Brand on LinkedIn - Expert Planet-  2024
Building Your Personal Brand on LinkedIn - Expert Planet- 2024Stephan Koning
 
PDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdfPDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdfHajeJanKamps
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access
 
Fabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsFabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsWristbands Ireland
 
Amazon ppt.pptx Amazon about the company
Amazon ppt.pptx Amazon about the companyAmazon ppt.pptx Amazon about the company
Amazon ppt.pptx Amazon about the companyfashionfound007
 
Trauma Training Service for First Responders
Trauma Training Service for First RespondersTrauma Training Service for First Responders
Trauma Training Service for First RespondersBPOQe
 
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)tazeenaila12
 
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...IMARC Group
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsIntellect Design Arena Ltd
 
Anyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agencyAnyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agencyHanna Klim
 
Chapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptx
Chapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptxChapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptx
Chapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptxesiyasmengesha
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfHajeJanKamps
 
Entrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizationsEntrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizationsP&CO
 

Kürzlich hochgeladen (20)

IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
 
Plano de marketing- inglês em formato ppt
Plano de marketing- inglês  em formato pptPlano de marketing- inglês  em formato ppt
Plano de marketing- inglês em formato ppt
 
NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023
 
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdfTalent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
Talent Management research intelligence_13 paradigm shifts_20 March 2024.pdf
 
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessQ2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024
 
Building Your Personal Brand on LinkedIn - Expert Planet- 2024
 Building Your Personal Brand on LinkedIn - Expert Planet-  2024 Building Your Personal Brand on LinkedIn - Expert Planet-  2024
Building Your Personal Brand on LinkedIn - Expert Planet- 2024
 
PDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdfPDT 89 - $1.4M - Seed - Plantee Innovations.pdf
PDT 89 - $1.4M - Seed - Plantee Innovations.pdf
 
Investment Opportunity for Thailand's Automotive & EV Industries
Investment Opportunity for Thailand's Automotive & EV IndustriesInvestment Opportunity for Thailand's Automotive & EV Industries
Investment Opportunity for Thailand's Automotive & EV Industries
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024
 
Fabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsFabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and Festivals
 
Amazon ppt.pptx Amazon about the company
Amazon ppt.pptx Amazon about the companyAmazon ppt.pptx Amazon about the company
Amazon ppt.pptx Amazon about the company
 
Trauma Training Service for First Responders
Trauma Training Service for First RespondersTrauma Training Service for First Responders
Trauma Training Service for First Responders
 
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
Harvard Business Review.pptx | Navigating Labor Unrest (March-April 2024)
 
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking Applications
 
Anyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agencyAnyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agency
 
Chapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptx
Chapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptxChapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptx
Chapter_Five_The_Rural_Development_Policies_and_Strategy_of_Ethiopia.pptx
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdf
 
Entrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizationsEntrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizations
 

Retreat To Advance The Process Of Strategic Planning