Strategic Planning

SEGALL NONPROFIT CONSULTING: Where the Process is as Important as the Product.

Why a Strategic Plan?

  • Provides a roadmap for the future of the agency.
  • Enables the agency to create an alignment among everyone – Board and staff.
  • Usually involves change, which is difficult, and requires involvement, time, and ownership. The process (interviews, discussions, decision-making) allows people to reflect and absorb the impact of their decisions.
  • Energizes the Board and staff
  • Can provide an opportunity to bring new people into the process.
  • Is the important first step in the fund development effort.

Creation of Strategic Planning Committee

  • The Strategic Planning Committee should be made up of 6-10 of the top agency leadership and other stakeholders.
  • The Committee will meet monthly during the project to review the consultant’s recommendations and give direction to future efforts.
  • Once the Plan is complete, the Strategic Planning Committee will bring the Plan to the Board for approval.
  • The consultant will work with staff to do an Agency Assessment which will provide critical information on the Board, staff, procedures, budget, fundraising, facilities, volunteers, public relations, community partnerships, etc.
  • Internal Audit
  • The consultant will work with staff to do an Agency Assessment which will provide critical information on the Board, staff, procedures, budget, fundraising, facilities, volunteers, public relations, community partnerships, etc.

Mission and Vision Statements

  • The consultant will urge the agency to review its Mission and Vision Statements

SWOT Analysis-Internal Stakeholders

  • The consultant will interview staff and Board to determine:
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

…that will lead to recommendations for the future direction of the agency.

SWOT Analysis-External Stakeholders

  • The consultant (and Board members if desired) will interview:
  • Funders
  • Community partners
  • Experts in the field

Conduct an Environmental Scan to determine

  • Perception of YMC in the community
  • Community Needs
  • Obstacles
  • Barriers

…that can lead to recommendations for the future direction of the agency
Strategic Plan Report

  • The consultant will draft a Strategic Plan Report and submit it to the Strategic Planning Committee for review.
  • The consultant will revise the Report based on the feedback from the Committee.
  • The Consultant will work with the agency to create a Business Plan that will provide a cost/benefit analysis of the recommendations.
  • The consultant will submit the Strategic Plan to YMC at least 10 days before the Retreat.

Board and Staff Retreat

  • The consultant will facilitate a day long Retreat which will focus on approving the Strategic Plan.
  • The consultant will guide the Board/staff into creating priorities, a timetable, and a structure to implement the Strategic Initiatives.

Follow-up

  • After the Retreat, the consultant will meet with Executive Director and the Board Leadership to provide implementation guidance.