非营利组织的策略规划(英文原版进口)

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the language of strategic planning in the nonprof it sector.

how much time and money does it take to do strategic planning?

chapter 2: phase 1: get ready.

how do we get started?

step 1.1: identify the reasons for planning.

step 1.2: set up your planning process for success.

step 1.3: develop a plan for gathering information from internal and external stakeholders.

step 1.4: design your strategic planning process to meet your organizational needs.

step 1.5: write a planning workplan.

case study: worksheet 1.

case study: worksheet 2.

case study: worksheet 3.

case study: worksheet 4.

chapter 3: phase 2: articulate mission, vision, and values.

why do we need a mission statement?

step 2.1: write (or reaffirm or rewrite)your mission statement.

step 2.2: write your vision statement.

step 2.3: articulate the fundamental values that guide your work.

case study: worksheet 5.

case study: worksheet 6.

case study: worksheet 7.

chapter 4: phase 3: assess your situation.

review history and current scope and scale of operations.

step 3.1: prepare a history and descriptive profile of operations.

step 3.2: articulate previous and current strategies.

overview of information gathering.

step 3.3: gather information from internal stakeholders.

step 3.4: gather information from external stakeholders.

step 3.5: gather information from documents and other sources.

step 3.6: summarize information into a situation assessment.

case study: worksheet 8.

case study: worksheet 9.

case study: worksheet 10.

case study: worksheet 11.

case study: worksheet 12.

chapter 5: phase 4: agree on priorities.

overview of phase 4.

step 4.1: analyze data, review progress to date, and update workplan.

step 4.2: use business planning: tools for assessing your program portfolio.

step 4.3: agree on each program’s future growth strategy and develop your program portfolio.

step 4.4: confirm your future core strategies.

step 4.5: agree on administrative, financial, and governance priorities.

case study: worksheet 13.

case study: worksheet 14.

case study: worksheet 15.

case study: worksheet 16.

chapter 6: phase 5: write the strategic plan.

step 5.1: create goals and objectives.

step 5.2: understand the financial implications of your decisions.

step 5.3: write the strategic planning document.

step 5.4: adopt the strategic plan and next steps.

common obstacles encountered in phase 5.

case study: worksheet 17.

case study: strategic plan.

chapter 7: phase 6: implement the strategic plan.

step 6.1: plan to manage change.

step 6.2: develop a detailed annual operation plan.

sample (annual) operating plan: program goal for an economic development agency.

fund development goal for museum (from annual operating plan).

case study: worksheet 18.

chapter 8: phase 7: evaluate and monitor the strategic plan.

step 7.1: evaluate the strategic plan and the strategic planning process.

step 7.2: monitor the strategic plan and update as needed.

life after the strategic plan is done.

conclusion: a word to leaders.

case study: worksheet 19.

case study: worksheet 20.

appendix a: blank worksheets.

appendix b: sample workplans for abbreviated, moderate, and extensive planning processes.

appendix c: elements of an effectively managed organization (eemo2?): an assessment of your organizational capacity.

appendix d: self-assessment of board of directors.

appendix e: sample techniques used in client needs assessment and program evaluation.

appendix f: conducting focus groups.

appendix g: techniques and tools for managing group process: a toolbox of meeting process tools and techniques.

appendix h: tips on using task forces.

appendix i: templates for strategic and operational plans.

appendix j: external stakeholders: process recommendations and suggested questions.

appendix k: selected references.

index