I’m still brimming with energy and excitement after spending a full day
helping a nonprofit’s staff to close the gap between themselves and the
organization’s strategic plan.
When assessing the situation prior to the staff retreat, I could use
only one word to describe the relationship between the staff and the strategic
plan: DISCONNECTED. Unfortunately, this isn’t unusual. More often than not, frontline staff have no involvement in the strategic planning process and are offered no formal opportunity
to understand how its purpose is connected to their day-to-day work.
A strategic plan is an organization's roadmap for defining its strategy
or direction and making decisions on allocating its resources to pursue this
strategy. Thus, it is critical for the people “on the ground” to understand the
plan and how their work directly connects to its success.
We kicked off the day with two core components to any strategic plan:
VISION and MISSION.
Well-written vision and mission statements are the foundation
of any successful strategic plan. The targeted goals, strategies and the day-to-day
work (activities) of the organization must be designed with an eye toward the organization's
vision and mission.
I asked, “Does anyone know the vision statement?” No response.
I followed up with “Does anyone know the mission statement?” I heard various versions of the mission
statement but no one could tell me the exact mission statement. After
a review of the organization’s vision and mission statements, we went to work.
- We reviewed the targeted goals in the strategic plan.
- Each program manager presented their program goals – demonstrating how they tied back to the goals in the strategic plan.
- In breakout sessions, each program identified one priority goal in the coming year. Then each program manager worked with his/her staff and some support staff to map out the following to address the priority goal:
- The goal.
- All
necessary resources.
- Activities
to be completed.
- Targeted
audience(s)/beneficiaries.
- Short-term,
intermediate and long-term outcomes.
- A non-management
staffer reported for each program.
By the end of the day, the staff were not
only CONNECTED to the strategic plan, they had completed a hands-on activity that
enabled them to see how their role connects to the organization’s vision,
mission and strategies for getting there. Here are a few of their comments:
- “ ...feel like I have a stronger vision of where we are going…that is shared by all.”
- “...the most productive strategic session...”
- “It was great to see the whole office working together (AKA on the same page).”
Is your staff connected to your strategic plan? Please share below activities
you use to keep them connected.
If your staff and strategic plan are disconnected, send an email to info@thewordwomanllc.com to schedule
a free consultation. I’d love to learn about your organization and work
with you to close the gap.
But this looks like self-serving promotion. Where is the substance? How did you actually help this organization? Empirical evidence please?
ReplyDeleteThanks, Steve
Thank you for taking the time to post a comment Steve. My post was an expression of exvitement for how much the group had changed during a session that took place a week ago. As I'm sure you'll agree, this is a process where the long-term benefits will take time to be realized. Nonetheless, there were some immediate benefits. The staff walked away with increased knowledge, project goals, strategies and plans for addressing 4 priority goals, and each staff member reported understanding how their day to day work helps the organization in progressing toward its vision through the targeted goals outline in its strategic plan. Thanks again for your comment.
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