Charting Course:
The
Value and Necessity of Strategic Planning
By Mary E. Costello © May 2007
Independent Consultant
www.CreativeEdgeConsulting.org
Think
back on when you were little and when people asked you, “what do you want to be when you grow up?”
Back
then, we many times chose a path that resembled those of our living heroes—Our
dad who was a fireman (like me) or other people we admired, such as teachers,
doctors, or scientists. Other friends
might have had a list of things they intended to “be” simultaneously, such as
an astronaut, veterinarian, and actor…..all in one.
Along
the way, usually coming about somewhere in our later high school years, we
better pinpointed our “goal,” the thing that, at least at that time, was what
we wanted to “become.” By then, we
learned we could not realistically be three things at once without something
else suffering. Our intent needed to be
clear, and….so did our plan for getting there.
Most
of us learned along the way that life sometimes has plans beyond what we can readily
see for ourselves, evidenced by how few people studied what their ultimate career
path indicated later. Regardless, even
for a time, those preliminary goals sustained us for a while, plotting the path
towards what we believed our purposes actually were, through targeted job and
educational choices. We picked colleges
and trade schools with this in mind, pursued internships in alignment with
these goals, and started our career progression towards those ends.
Starting
a non-profit…or, even, revamping the vision of an existing one… requires a
similar type of planning. Charting your
course for only the first year is short-sighted and only the beginning stages
of operations.
Consider
for a moment that most grant applications will, if funded, not offer a monetary
payout until 6-12 months later. In order
to apply, you need to be forward-thinking enough to know what you will be doing
THEN, not now. No one will fund “today.”
At
a bare minimum, all organizations should have at least a 3-5 year plan. Although it is true that you can’t possibly
know all the factors that will affect you in 3-5 years, you can determine where
you want to be, expansion-wise, and how you intend to get there. It is time-consuming and detail-oriented, but
once completed it serves as your roadmap—open to modification, of course, but
plotting your path with great intent and purpose.
There
are many firms that specialize in leading organizations through this process,
and, this service is not cheap if you go that route. Ordinarily it involves 2-3 full days with the
organization’s leaders and Board of Directors to break down milestones and
goals into the minute particles of progress.
Each goal has objectives, and each set of objectives has a slew of tasks
and associated activities that must be accomplished to fulfill the plan.
I
am a strong believer in strategic planning, for, if you do not lay it all out in
paper and think in tangible terms towards the future, how can you accurately
measure your progress? Despite this, I
have found many groups to think of this as a luxury or secondary need. I disagree.
I think it is central to success and should come before you do anything
else.
If
we even correlate this to more basic humanistic terms, I smile at the thought
of one of our loved ones meeting that “someone special.” A common question for all of us, as we meet
that “prospect” for the first time, is in relationship to who they are, what
they “do,” and their plans for the future.
Of course, some family members and friends are more tactful than others when
broaching this subject.
More
specifically, if we look at this in terms of the well-being of the person we
love who we think might be affected by this new relationship, we ordinarily don’t
want to hear that this other person has only thought through the first 6-12
months of the future. Rightly or
wrongly, that appears less stable to us.
As a potential partner or provider, we worry for the one we care about. We become protective, and feel a staunch
investment in the outcome. Sure, we like
dreamers—but, can we count on them?
(I
am playing devil’s advocate here and trying to make a point. I, myself, am a dreamer and risk-taker,
having made many personal and professional choices in my life based on
principle and passion verses being pragmatic!
I do not recommend it for everyone, but it has worked out well for me,
personally. There are, of course, many
trade-offs.)
Where
was I? Oh, yes…
A
funder has an investment too. Their
reputation and money is at stake. If you
are going by the seat of your pants, not thinking beyond the next three months,
how impressive do you think you will be?
They want to know, just as my parents do for my sisters in the romance
department, is that the group in question is in it for the long haul—and that they
are responsible “go-getters,” capable of achieving sustainability through a
targeted plan for making that happen.
Even
if you do your plan in-house, it is necessary to indicate that you have thought
that far in advance. My experience is
that some new non-profits steer clear of accountability in this regard. I suppose, if you do not designate goals, you
can’t be accused of falling short of them.
On
the other hand, funding opportunities are fierce in today’s climate. New or not, you are competing against groups
who DO have 3 to 10 year plans, complete with financial development goals and
strategies, which are sometimes included as requested documents in funding
applications. Who will win under this
scenario? The newbie who hasn’t gotten
around to figuring out all of that or the one who has it all, in chart format,
available upon request?
In
everything you do, planning is key.
Until you establish your roadmap, it is likely you will remain exactly
where you are. Such planning propels you
forward and guides you as your True North.
Although your ultimate goals may never be fully achieved (since all human services needs will NEVER be
completely met, as history teaches us), you CAN increase impact each year through
expansion, while constantly striving to create, through healthy, honest
evaluation and targeted program modification, the best service system possible. Respectability and leadership hinges on such
things.
So,
my non-profit friend …if you can only answer questions regarding where you are
TODAY…. You have some major work to do.
Put it on your “TO DO” list.
About the
Author: Mary E. Costello holds
a BA degree in Social Work from The Catholic University of America in
Washington, DC. She is a former Social
Work Administrator who specialized in the management of complex human services
programs and leading new projects creation.
Forming Creative Edge Consulting in February of 2005, she now is
the “resident expert” on grant writing and non-profit program development
issues on the Boys Project website, a sponsored project of the University
of Alaska/Fairbanks. She serves
clients throughout the United States, including both community based programs
and those of national scope. Programmatic and grant related questions or
inquiries regarding her professional line of services may be directed to MaryCostello@CreativeEdgeConsulting.org. Mary will attempt to answer all general
questions from the public but cannot guarantee a personal response, dependent
on volume of requests at any given time.
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