Building on my cycle of nonprofit planning webinars (three on strategic planning and one each on integrated planning, facility planning, and mission statements), we will offer a planning clinic. If you have a question, issue or problem relating to any aspect of nonprofit planning (strategic, business, program, or facility planning, or related issues) just sign up for this session, and I will respond to it. I will frame my comments broadly in terms of general principles while also offering specific guidance to the questioner. As with all of our webinars, the questioner will be identified by first name only (or not at all, if requested). Bring your thorniest issues, and let's see what we can do with them.

1. Sponsored by:
Planning Clinic
Sam Frank
Synthesis Partnership
October 25, 2013
Twitter Hashtag - #4Glearn
Part
Of:

2. Sponsored by:
Advising nonprofits in:!
• Strategy!
• Planning!
• Organizational Development!
www.synthesispartnership.com!
!
(617) 969-1881!
info@synthesispartnership.com!
!
INTEGRATED PLANNING
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Of:

3. Sponsored by:Part
Of:
Coming Soon

4. Sponsored by:
Today’s Speaker & Host
Sam Frank
Principal, Synthesis Partnership
Founding Director, Nonprofit Webinars
Assisting with chat questions:
Jamie Maloney, 4Good
Part
Of:

5. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Sam Frank
Synthesis Partnership
Nonprofit Planning Clinic
©"Copyright"2013"Synthesis"Partnership"
All"rights"reserved."
Copies"permi<ed"only"with"full"a<ribuAon"

6. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
!!
For every complex problem "
there is a simple solution;"
...and it is always wrong.!
H.L. Mencken
Why Plan?"

7. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Why Plan?"
"
Circumstance!
Operations!
Wisdom!
Cultivation!
Organizational Development!
Aspiration!
http://bit.ly/SyPci01!

8. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Integrated Planning"
! http://bit.ly/SyPci11!

9. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
The Planning Cycle"
PROGRAM "
PLANNING!
STRATEGIC "
PLANNING!
BUSINESS "
PLANNING!
ORGANIZATIONAL
DEVELOPMENT!
IDENTITY
DEVELOPMENT!
FINANCIAL
MODELING!
TECHNOLOGY
PLANNING
"
HUMAN RESOURCE
PLANNING!
ADVANCEMENT
PLANNING!
FACILITY "
PLANNING!
http://bit.ly/SyPci11!

10. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Plan Structure"
http://bit.ly/SyPci05!
STRATEGIC PLANNING
RESOURCES
OUTPUTS
ACTIVITIES
OBJECTIVES
GOALS
MISSION
OUTCOMES
STRATEGIC PLANNING
PROGRAM PLANNING
OPERATIONS
http://bit.ly/SyPci12!
http://bit.ly/SyPci11!

11. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Preparation!
Assessment!
Engagement!
Plan Development!
Implementation!
The Planning Process!
Five Components http://bit.ly/SyPci05!

12. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Strategic Plan !"
!
Mission-Based Goals
Supporting Objectives
Measurable Actions
Mission
• Clear, specific action
• Measurable result
• Timeline (start & complete dates)
• Resources required
• Responsibility
http://bit.ly/SyPci07!
4th Annual"
Mission Statement Competition"
submissions by October 31 "
http://bit.ly/SyPmission!
Mission Statement Webinar"
November 13"
http://bit.ly/missionweb1311!

13. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Measuring,Tracking & Reporting !"
! January 31, 2013: 41.7% of FY 2012 NOTES
Engagement and Governance
Event guests per board member (#) 138% 82% 1
New donors per board member (#) 76% 48% 2
Non-board members on committees (#) NEW 50%
Non-board members fundraising (#) NEW 50%
Finance
Budget vs. Actual ($) 49% 48%
Cash reserve at FYE ($) -28% 49% 3
Marketable Securities 425% 525%
Fundraising
New donors (#) N/A 87% 5
Donors renewing (%) N/A 53% 5
Notes Legend
1 ABOVE GOAL
2 ON TARGET
3 LAGGING
4 PROBLEM
5
7
YTD %
Growth
YTD % of
FY Goal
STRONG
GROWTH
http://bit.ly/SyPci08!
!http://bit.ly/SyPci14!

14. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
• Master Planning!
• Facility Planning!
• Architectural Programming & Budgeting!
• Selecting Architects & Constructors!
• Contracts!
• Design & Construction!
• Financial Modeling!
Facility Planning!
http://bit.ly/SyPci13
http://bit.ly/SyPci06!

15. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Facility Planning Fundamentals"
Control over costs! http://bit.ly/SyPci13
http://bit.ly/SyPci06!

16. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
Facility Planning Fundamentals"
!

17. SYNTHESIS
P A R T N E R S H I P
Planning Clinic!
Wednesday Webinar: October 2, 2013!
© 2013 Synthesis Partnership. All rights reserved
!
sbf@synthesispartnership.com"
www.synthesispartnership.com!
© 2013 Synthesis Partnership
All rights reserved
Resources !"
!Critical Issues!
# 1 Why Plan? http://bit.ly/SyPci01
# 5 The Structure of Planning http://bit.ly/SyPci05
# 8 The Measure of Success http://bit.ly/SyPci08
#15 Strategic Action http://bit.ly/SyPci15
#17 Fear of Planning http://bit.ly/SyPci17
#18 Tools for Planning http://bit.ly/SyPci18
!
Other Webinars on Related Topics!
Strategic Planning 1: Cultivation & Organizational Development
Strategic Planning 2: Plan Development & Implementation
Strategic Planning 3: Measure, Monitor, Report
Nonprofit Boards & Effective Governance
Before You Hire an Architect
!
schedule, archive, & registration at http://bit.ly/SyPwebinars
Advising & training nonprofits
in strategy, planning,
& organizational development
SYNTHESIS
P A R T N E R S H I P
# 2 The Secret Life of Surveys http://bit.ly/SyPci02
# 7 On a Mission http://bit.ly/SyPci07
# 9 Brand Identity http://bit.ly/SyPci09
#11 Integrated Planning http://bit.ly/SyPci11
#12 Business Planning http://bit.ly/SyPci12
#13 Facility Planning http://bit.ly/SyPci13
#14 Managing Change http://bit.ly/SyPci14
4th Annual"
Mission Statement Competition"
submissions by October 31 "
http://bit.ly/SyPmission!
Mission Statement Webinar"
November 13"
http://bit.ly/missionweb1311!

18. Sponsored by:
Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
Part
Of: