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The Case for 

Integrated Planning
9/8/16
1pm Eastern
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Before we get started »
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https://bloomerang.co/demo/video
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Our guest presenter »
Sam Frank
Sam Frank guides nonprofits in strategy,
planning, and organizational development
and change, through his consulting practice,
Synthesis Partnership. He has worked with
nonprofit organizations of all sizes and kinds
—serving arts and culture, social justice,
health care, education, the environment,
and other worthy causes. Based in the
Boston area, Sam has advised nonprofits
across the country, sometimes exclusively
through phone and video conferencing,
document sharing and email to make his
expertise available at minimal cost.
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Sam Frank
Synthesis Partnership
The Case for Integrated Planning
Effective Planning for Nonprofits
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Take-aways
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways
Differences among types of planning.
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways
Differences among types of planning.
How different types of planning fit together.
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways
Differences among types of planning.
How different types of planning fit together.
Further resources.
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
How to think about planning comprehensively.
Take-aways
Differences among types of planning.
How different types of planning fit together.
Further resources.
What are you particularly interested
in taking away from this webinar?
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
For every complex problem
there is a simple solution;
Why Plan?
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
For every complex problem
there is a simple solution;
...and it is always wrong.
H.L. Mencken
Why Plan?
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
Circumstance
http://bit.ly/SyPci01
https://4good.org/p/105290
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
Circumstance
Operations
http://bit.ly/SyPci01
https://4good.org/p/105290
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
Circumstance
Operations
Wisdom
http://bit.ly/SyPci01
https://4good.org/p/105289
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
Circumstance
Operations
Wisdom
Cultivation
http://bit.ly/SyPci01
https://4good.org/p/105289
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
http://bit.ly/SyPci01
https://4good.org/p/105289
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Why Plan?
Circumstance
Operations
Wisdom
Cultivation
Organizational Development
Aspiration
http://bit.ly/SyPci01
https://4good.org/p/105289
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Integrated Planning
http://bit.ly/SyPci11
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Integrated Planning
http://bit.ly/SyPci11
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 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
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
Plan Structure
http://bit.ly/SyPci05
http://bit.ly/SyPci07
https://4good.org/p/102912
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
ACTIVITIES
Plan Structure
http://bit.ly/SyPci05
http://bit.ly/SyPci15
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
STRATEGIC PLANNING
Plan Structure
https://4good.org/p/105289
https://4good.org/p/105290
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
STRATEGIC PLANNING
GOALS
Plan Structure
https://4good.org/p/105289
https://4good.org/p/105290
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
STRATEGIC PLANNING
STRATEGIES
GOALS
Plan Structure
https://4good.org/p/105289
https://4good.org/p/105290
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
STRATEGIES
GOALS
Plan Structure
https://4good.org/p/105289
https://4good.org/p/105290
https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
GOALS
Plan Structure
STRATEGIES
https://4good.org/p/105291
http://bit.ly/SyPci08
http://bit.ly/SyPci15
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
STRATEGIES
GOALS
Plan Structure
BUSINESS PLANNING
http://bit.ly/SyPci08
http://bit.ly/SyPci12
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
STRATEGIES
GOALS
PROGRAM PLANNING
Plan Structure
BUSINESS PLANNING
http://bit.ly/SyPci07
http://bit.ly/SyPci08
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
BUSINESS PLANNING LOGIC MODEL
Plan Structure
STRATEGIES
https://4good.org/p/105290
http://bit.ly/SyPci05
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
PROGRAM PLANNING
LOGIC MODELBUSINESS PLANNING
THEORY OF CHANGE
Plan Structure
STRATEGIES
https://4good.org/p/105290
http://bit.ly/SyPci05
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure
BUSINESS PLANNING
PROGRAM PLANNING
STRATEGIES
https://4good.org/p/105290
http://bit.ly/SyPci05
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
The Planning Process
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
The Planning Process
Five Components
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Preparation
The Planning Process
Five Components
https://4good.org/p/105289
http://bit.ly/SyPci05
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Preparation
Assessment
The Planning Process
Five Components
https://4good.org/p/105290
http://bit.ly/SyPci05
http://bit.ly/SyPci15
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
The Planning Process
Five Components
https://4good.org/p/105289
http://bit.ly/SyPci01
http://bit.ly/SyPci05
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
The Planning Process
Five Components
https://4good.org/p/105290
http://bit.ly/SyPci05
http://bit.ly/SyPci08
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
Implementation
The Planning Process
Five Components
https://4good.org/p/105291
http://bit.ly/SyPci08
http://bit.ly/SyPci15
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Preparation
Assessment
Engagement
Plan Development
Implementation
The Planning Process
Points of Integration
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Program Planning
Preparation
AssessmentEngagement
Plan Development
Implementation
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
BUSINESS PLANNING
STRATEGIC PLANNING
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIES
GOALS
PROGRAM PLANNING
Program Plan http://bit.ly/SyPci07
http://bit.ly/SyPci08
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Mission
Program Plan http://bit.ly/SyPci07
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Mission-Based Goals
Program Objectives
Program Plan
Description of Programs
Organizational Structure
Resources
Implementation Strategies
Context
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
SYNTHESIS
P A R T N E R S H I P
Business Planning
Preparation
Assessment
Engagement
Plan Development
Implementation
http://bit.ly/SyPci12
http://bit.ly/SyPci05
http://bit.ly/SyPci06
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
STRATEGIES
GOALS
Business Plan
BUSINESS PLANNING
http://bit.ly/SyPci08
http://bit.ly/SyPci12
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Business Plan
Market analysis
Household Median Income
$30,000
$32,000
$34,000
$36,000
$38,000
$40,000
$42,000
$44,000
1989 1999
Actual Recast
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Business Plan
Market analysis
Business strategy
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Business Plan
Market analysis
Business strategy
Business / Financial goals
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
Comparative Attendance with Trends
http://bit.ly/SyPci06
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Business Plan
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Values per Square Foot
$57.80
$6.60$6.30 $7.20
$0
$10
$20
$30
$40
$50
$60
Deferred Maintenance Operating Cost
School
Comp
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Business Plan
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Organization structure
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Business Plan
Market analysis
Business strategy
Business / Financial goals
Resource requirements
Organization structure
Finance
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Strategic Planning
Assessment
Engagement
Plan Development
Implementation
Preparation
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
MISSION
RESOURCES
OUTPUTS
ACTIVITIES
STRATEGIC PLANNING
OBJECTIVES
GOALS
Plan Structure
BUSINESS PLANNING
PROGRAM PLANNING
STRATEGIES
https://4good.org/p/105290
http://bit.ly/SyPci05
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Strategic Plan
Mission-Based Goals
Strategies or Supporting Objectives
Measurable Actions
Mission
•  Clear, specific action
•  Measurable result
•  Timeline (start & complete dates)
•  Resources required
•  Responsibility
http://bit.ly/SyPci05
https://4good.org/p/105290
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Strategic Planning
For more detail see
Strategic Planning 1:
Cultivation & Organizational Development https://4good.org/p/105289
Strategic Planning 2:
Plan Development & Implementation https://4good.org/p/105290
Strategic Planning 3:
Measure, Monitor, Report https://4good.org/p/105291
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Integrated Plan
Mission & Strategy
Mission elements
buildings and communities
transform
•  designed
•  built
•  operated
enabling an environment
•  environmentally & socially responsible
•  healthy
•  prosperous
improves quality of life
Committees/Functions
Programs
•  Advocacy
•  Conference
•  Outreach
•  Professional Education
 Infrastructure
•  Communications / Marketing
•  Finance
•  Fundraising
•  Membership
•  Governance
•  Operations
To transform the way buildings and communities are designed, built & operated,
enabling an environmentally & socially responsible, healthy, & prosperous environment
that improves the quality of life.
http://bit.ly/SyPci07
https://4good.org/p/102912
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Integrated Plan
Action Plan
http://bit.ly/SyPci15
https://4good.org/p/105291
http://bit.ly/SyPci08
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Integrated Plan
Plan tracking and monitoring
http://bit.ly/SyPci15
https://4good.org/p/105291
http://bit.ly/SyPci08
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Integrated Plan
Dashboards
Dashboard 41.7%
January 31, 2013: 41.7% of FY 2012
Engagement & Governance
Event guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82%
New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48%
Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50%
Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50%
Finance
Budget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48%
Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99%
Legend
LAGGING
PROBLEM
FY '12
YTD
YTD %
Growth
YTD %
FY Goal
STRONG
GROWTH
ABOVE GOAL
ON TARGET
FY '10
Actual
FY '11
Actual
FY '12
Goal
increase
'11 - '12
FY '11
YTD
http://bit.ly/SyPci15
https://4good.org/p/105291
http://bit.ly/SyPci08
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Board Issues
Organizational Development
Responsibilities
Membership
Structure & Process
Capacity
Staff Issues
Organizational structure
Professional development
http://bit.ly/SyPci04
https://4good.org/p/102913
http://bit.ly/SyPci01
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Mission / Identity / Brand
Institutional Identity
What is identity & why does it matter?
https://4good.org/p/102912
http://bit.ly/SyPci07
http://bit.ly/SyPci09
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Ongoing work
Communications
External relations
Donor relations
Alumni relations
Annual giving
Planned giving
Periodic planning
Capability assessment
Fundraising assessment
Campaign planning
Advancement Planning
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Compliance with regulations and requirements
Predictable, and comprehensive policies
Clear and effective procedures
Job descriptions and performance reviews
Fair and competitive compensation and benefits
Orientation and training
Ongoing professional development
Human Resource Planning
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Management technology
Technology Planning
Program technology
Advancement technology
Knowledge management
Upkeep
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
Facility Planning
— reducing costs and risks while increasing usefulness and quality
Master Planning
Facility Planning
Architectural Programming & Budgeting
Selecting Architects & Constructors
Contracts
Design & Construction
Financial Modeling
http://bit.ly/SyPci10
https://4good.org/p/108986
http://bit.ly/SyPci13
http://bit.ly/SyPci06
SYNTHESIS
P A R T N E R S H I P
The Case for Integrated Planning
September 8, 2016
© 2016 Synthesis Partnership. All rights reserved
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 https://4good.org/p/105289
Strategic Planning 2: Plan Development & Implementation https://4good.org/p/105290
Strategic Planning 3: Measure, Monitor, Report https://4good.org/p/105291
What’s a Mission Statement Worth? https://4good.org/p/102912
Nonprofit Boards & Effective Governance https://4good.org/p/102913
Before You Hire an Architect https://4good.org/p/108986
Special Offer
Buy a half-day (4 hours) of consulting time at a substantially reduced rate,
and use it in as many brief segments by phone or email as you’d like
over the course of weeks or months.
Use these consultations to launch your own self-directed planning process,
work through a thorny management or governance issue, or identify and address pitfalls.
To learn more in an initial (free) discussion, email sbf@synthesispartnership.com
sbf@synthesispartnership.com
www.synthesispartnership.com
© 2016 Synthesis Partnership
Except for examples of nonprofit plans & missions owned by others
All rights reserved
Resources
Advising 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
Questions?
https://bloomerang.co/resources
•Nonprofit Wrap-Up
•Bloomerang TV
•Bloomies
•Daily blog post
•Weekly webinars
•Downloadables
Our next free webinar »
Focusing Your Special Event Appeal Story
Thursday, Sept. 15th – 1:00pm Eastern
Kristin Steele
https://bloomerang.co/resources/webinars

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The Case for Integrated Planning

  • 1. The Case for 
 Integrated Planning 9/8/16 1pm Eastern The presentation will begin shortly.
  • 2. 3 This presentation is being recorded! 
 The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone.
 (check your email for dial-in info from ReadyTalk) Before we get started »
  • 4. 3 Our guest presenter » Sam Frank Sam Frank guides nonprofits in strategy, planning, and organizational development and change, through his consulting practice, Synthesis Partnership. He has worked with nonprofit organizations of all sizes and kinds —serving arts and culture, social justice, health care, education, the environment, and other worthy causes. Based in the Boston area, Sam has advised nonprofits across the country, sometimes exclusively through phone and video conferencing, document sharing and email to make his expertise available at minimal cost.
  • 5. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Sam Frank Synthesis Partnership The Case for Integrated Planning Effective Planning for Nonprofits
  • 6. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Take-aways
  • 7. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved How to think about planning comprehensively. Take-aways
  • 8. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved How to think about planning comprehensively. Take-aways Differences among types of planning.
  • 9. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved How to think about planning comprehensively. Take-aways Differences among types of planning. How different types of planning fit together.
  • 10. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved How to think about planning comprehensively. Take-aways Differences among types of planning. How different types of planning fit together. Further resources.
  • 11. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved How to think about planning comprehensively. Take-aways Differences among types of planning. How different types of planning fit together. Further resources. What are you particularly interested in taking away from this webinar?
  • 12. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan?
  • 13. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved For every complex problem there is a simple solution; Why Plan?
  • 14. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved For every complex problem there is a simple solution; ...and it is always wrong. H.L. Mencken Why Plan?
  • 15. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan?
  • 16. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan? Circumstance http://bit.ly/SyPci01 https://4good.org/p/105290
  • 17. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan? Circumstance Operations http://bit.ly/SyPci01 https://4good.org/p/105290 https://4good.org/p/105291
  • 18. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan? Circumstance Operations Wisdom http://bit.ly/SyPci01 https://4good.org/p/105289
  • 19. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan? Circumstance Operations Wisdom Cultivation http://bit.ly/SyPci01 https://4good.org/p/105289
  • 20. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan? Circumstance Operations Wisdom Cultivation Organizational Development http://bit.ly/SyPci01 https://4good.org/p/105289
  • 21. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Why Plan? Circumstance Operations Wisdom Cultivation Organizational Development Aspiration http://bit.ly/SyPci01 https://4good.org/p/105289 https://4good.org/p/105291
  • 22. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Integrated Planning http://bit.ly/SyPci11
  • 23. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Integrated Planning http://bit.ly/SyPci11
  • 24. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 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
  • 25. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES Plan Structure http://bit.ly/SyPci05 http://bit.ly/SyPci07 https://4good.org/p/102912
  • 26. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES ACTIVITIES Plan Structure http://bit.ly/SyPci05 http://bit.ly/SyPci15 https://4good.org/p/105291
  • 27. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION STRATEGIC PLANNING Plan Structure https://4good.org/p/105289 https://4good.org/p/105290 https://4good.org/p/105291
  • 28. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION STRATEGIC PLANNING GOALS Plan Structure https://4good.org/p/105289 https://4good.org/p/105290 https://4good.org/p/105291
  • 29. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION STRATEGIC PLANNING STRATEGIES GOALS Plan Structure https://4good.org/p/105289 https://4good.org/p/105290 https://4good.org/p/105291
  • 30. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION OUTPUTS ACTIVITIES STRATEGIC PLANNING STRATEGIES GOALS Plan Structure https://4good.org/p/105289 https://4good.org/p/105290 https://4good.org/p/105291
  • 31. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION OUTPUTS ACTIVITIES STRATEGIC PLANNING GOALS Plan Structure STRATEGIES https://4good.org/p/105291 http://bit.ly/SyPci08 http://bit.ly/SyPci15
  • 32. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING STRATEGIES GOALS Plan Structure BUSINESS PLANNING http://bit.ly/SyPci08 http://bit.ly/SyPci12
  • 33. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING STRATEGIES GOALS PROGRAM PLANNING Plan Structure BUSINESS PLANNING http://bit.ly/SyPci07 http://bit.ly/SyPci08
  • 34. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS PROGRAM PLANNING BUSINESS PLANNING LOGIC MODEL Plan Structure STRATEGIES https://4good.org/p/105290 http://bit.ly/SyPci05
  • 35. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS PROGRAM PLANNING LOGIC MODELBUSINESS PLANNING THEORY OF CHANGE Plan Structure STRATEGIES https://4good.org/p/105290 http://bit.ly/SyPci05
  • 36. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS Plan Structure BUSINESS PLANNING PROGRAM PLANNING STRATEGIES https://4good.org/p/105290 http://bit.ly/SyPci05
  • 37. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved The Planning Process
  • 38. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved The Planning Process Five Components
  • 39. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Preparation The Planning Process Five Components https://4good.org/p/105289 http://bit.ly/SyPci05
  • 40. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Preparation Assessment The Planning Process Five Components https://4good.org/p/105290 http://bit.ly/SyPci05 http://bit.ly/SyPci15
  • 41. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Preparation Assessment Engagement The Planning Process Five Components https://4good.org/p/105289 http://bit.ly/SyPci01 http://bit.ly/SyPci05
  • 42. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Preparation Assessment Engagement Plan Development The Planning Process Five Components https://4good.org/p/105290 http://bit.ly/SyPci05 http://bit.ly/SyPci08
  • 43. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Preparation Assessment Engagement Plan Development Implementation The Planning Process Five Components https://4good.org/p/105291 http://bit.ly/SyPci08 http://bit.ly/SyPci15
  • 44. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Preparation Assessment Engagement Plan Development Implementation The Planning Process Points of Integration
  • 45. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Program Planning Preparation AssessmentEngagement Plan Development Implementation
  • 46. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved BUSINESS PLANNING STRATEGIC PLANNING MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIES GOALS PROGRAM PLANNING Program Plan http://bit.ly/SyPci07 http://bit.ly/SyPci08
  • 47. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Mission Program Plan http://bit.ly/SyPci07
  • 48. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Mission-Based Goals Program Objectives Program Plan Description of Programs Organizational Structure Resources Implementation Strategies Context
  • 49. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved SYNTHESIS P A R T N E R S H I P Business Planning Preparation Assessment Engagement Plan Development Implementation http://bit.ly/SyPci12 http://bit.ly/SyPci05 http://bit.ly/SyPci06
  • 50. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING STRATEGIES GOALS Business Plan BUSINESS PLANNING http://bit.ly/SyPci08 http://bit.ly/SyPci12
  • 51. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Business Plan Market analysis Household Median Income $30,000 $32,000 $34,000 $36,000 $38,000 $40,000 $42,000 $44,000 1989 1999 Actual Recast
  • 52. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Business Plan Market analysis Business strategy
  • 53. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Business Plan Market analysis Business strategy Business / Financial goals 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 Comparative Attendance with Trends http://bit.ly/SyPci06
  • 54. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Business Plan Market analysis Business strategy Business / Financial goals Resource requirements Values per Square Foot $57.80 $6.60$6.30 $7.20 $0 $10 $20 $30 $40 $50 $60 Deferred Maintenance Operating Cost School Comp
  • 55. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Business Plan Market analysis Business strategy Business / Financial goals Resource requirements Organization structure
  • 56. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Business Plan Market analysis Business strategy Business / Financial goals Resource requirements Organization structure Finance
  • 57. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Strategic Planning Assessment Engagement Plan Development Implementation Preparation
  • 58. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved MISSION RESOURCES OUTPUTS ACTIVITIES STRATEGIC PLANNING OBJECTIVES GOALS Plan Structure BUSINESS PLANNING PROGRAM PLANNING STRATEGIES https://4good.org/p/105290 http://bit.ly/SyPci05
  • 59. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Strategic Plan Mission-Based Goals Strategies or Supporting Objectives Measurable Actions Mission •  Clear, specific action •  Measurable result •  Timeline (start & complete dates) •  Resources required •  Responsibility http://bit.ly/SyPci05 https://4good.org/p/105290
  • 60. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Strategic Planning For more detail see Strategic Planning 1: Cultivation & Organizational Development https://4good.org/p/105289 Strategic Planning 2: Plan Development & Implementation https://4good.org/p/105290 Strategic Planning 3: Measure, Monitor, Report https://4good.org/p/105291
  • 61. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Integrated Plan Mission & Strategy Mission elements buildings and communities transform •  designed •  built •  operated enabling an environment •  environmentally & socially responsible •  healthy •  prosperous improves quality of life Committees/Functions Programs •  Advocacy •  Conference •  Outreach •  Professional Education  Infrastructure •  Communications / Marketing •  Finance •  Fundraising •  Membership •  Governance •  Operations To transform the way buildings and communities are designed, built & operated, enabling an environmentally & socially responsible, healthy, & prosperous environment that improves the quality of life. http://bit.ly/SyPci07 https://4good.org/p/102912
  • 62. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Integrated Plan Action Plan http://bit.ly/SyPci15 https://4good.org/p/105291 http://bit.ly/SyPci08
  • 63. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Integrated Plan Plan tracking and monitoring http://bit.ly/SyPci15 https://4good.org/p/105291 http://bit.ly/SyPci08
  • 64. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Integrated Plan Dashboards Dashboard 41.7% January 31, 2013: 41.7% of FY 2012 Engagement & Governance Event guests per trustee (#) 3.6 5.75 10 74% 3.45 8.2 138% 82% New donors per trustee (#) 1 2 5 150% 1.36 2.4 76% 48% Non-trustees on committees (#) 0 0 4 N/A 0 2 NEW 50% Non-trustees fundraising (#) 0 0 2 N/A 0 1 NEW 50% Finance Budget vs. Actual ($ million) 1.76 1.94 3.00 55% 0.96 1.43 49% 48% Cash reserve at FYE ($ thousand) 0.98 1.21 1.67 38% 1.19 1.65 39% 99% Legend LAGGING PROBLEM FY '12 YTD YTD % Growth YTD % FY Goal STRONG GROWTH ABOVE GOAL ON TARGET FY '10 Actual FY '11 Actual FY '12 Goal increase '11 - '12 FY '11 YTD http://bit.ly/SyPci15 https://4good.org/p/105291 http://bit.ly/SyPci08
  • 65. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Board Issues Organizational Development Responsibilities Membership Structure & Process Capacity Staff Issues Organizational structure Professional development http://bit.ly/SyPci04 https://4good.org/p/102913 http://bit.ly/SyPci01
  • 66. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Mission / Identity / Brand Institutional Identity What is identity & why does it matter? https://4good.org/p/102912 http://bit.ly/SyPci07 http://bit.ly/SyPci09
  • 67. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Ongoing work Communications External relations Donor relations Alumni relations Annual giving Planned giving Periodic planning Capability assessment Fundraising assessment Campaign planning Advancement Planning
  • 68. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Compliance with regulations and requirements Predictable, and comprehensive policies Clear and effective procedures Job descriptions and performance reviews Fair and competitive compensation and benefits Orientation and training Ongoing professional development Human Resource Planning
  • 69. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Management technology Technology Planning Program technology Advancement technology Knowledge management Upkeep
  • 70. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved Facility Planning — reducing costs and risks while increasing usefulness and quality Master Planning Facility Planning Architectural Programming & Budgeting Selecting Architects & Constructors Contracts Design & Construction Financial Modeling http://bit.ly/SyPci10 https://4good.org/p/108986 http://bit.ly/SyPci13 http://bit.ly/SyPci06
  • 71. SYNTHESIS P A R T N E R S H I P The Case for Integrated Planning September 8, 2016 © 2016 Synthesis Partnership. All rights reserved 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 https://4good.org/p/105289 Strategic Planning 2: Plan Development & Implementation https://4good.org/p/105290 Strategic Planning 3: Measure, Monitor, Report https://4good.org/p/105291 What’s a Mission Statement Worth? https://4good.org/p/102912 Nonprofit Boards & Effective Governance https://4good.org/p/102913 Before You Hire an Architect https://4good.org/p/108986 Special Offer Buy a half-day (4 hours) of consulting time at a substantially reduced rate, and use it in as many brief segments by phone or email as you’d like over the course of weeks or months. Use these consultations to launch your own self-directed planning process, work through a thorny management or governance issue, or identify and address pitfalls. To learn more in an initial (free) discussion, email sbf@synthesispartnership.com sbf@synthesispartnership.com www.synthesispartnership.com © 2016 Synthesis Partnership Except for examples of nonprofit plans & missions owned by others All rights reserved Resources Advising 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
  • 74. Our next free webinar » Focusing Your Special Event Appeal Story Thursday, Sept. 15th – 1:00pm Eastern Kristin Steele https://bloomerang.co/resources/webinars