Alliance Française Strategic Planning for Non-Profits Training

Alliance FrançaiseStrategic Planning for Non-Profits Training October 2014

Successful Wine and Cheese events!

Workshop Objectives Introduction: • Strategic Planning is a critical process for your Non-Profit to complete to ensure your leadership is aligned to the Objectives, Goals, Strategies and Measures that are important for you to be successful in meeting your Mission. Skill Definition: • I can effectively train my Board/Leadership team on the key components of a Strategic Plan • I can lead my Board/Leadership team through the steps of establishing a Strategic Plan • I can lead the prioritization of critical strategies to ensure effective delivery of the Strategic Plan Key Learning Points: • Your leadership team will be more effective on an ongoing basis if they are aligned on what is important • Strategic Planning is a multi-step process which will most likely take several sessions to complete • Being selective and strategic in what you choose to accomplish is more important than completing a great deal of random activities

Strategic Planning Process Discover – Dream – Design – Document – Deliver (Jan-Feb) (March) (April) (2014-15) • Discover – • Three Surveys: Previous, Current Board and Members • Reviewed Summary of key themes with Board • Dream – • Drafted a Vision with a focus on Culture, Language and Friendship • Continue with “Dream” Today as we clarify – • What do we want to be known for?”

Alliance Française de Cincinnati Vision 2014

Discover & ExploreCulture • Visit Cultural Centers (Taft, Cincinnati Art Museum, ) • Lectures • Movie Night

Learn & AppreciateLanguage • French Institute Classes • Beginner, Intermediate, Advanced • Music and Culture Classes • Literature Classes • Conversation Groups

Live & ShareFriendship • Wine and Cheese Socials • French Dinners • French Celebrations

3 Focus Areas – Internal, External and Members • Internal Focus – Board work (examples below) • Establish Values and Operating Principles • Ensure smooth transition of leadership • Develop clear roles and responsibilities for all board members • Review and Update/Improve Code of Regulations • Document best practices or standard operating procedures for events • Conduct Annual Membership Drive

3 Focus Areas – Internal, External and Members • External Relationships to support AF • Alliance Française USA – Chicago • Provides Grants • Lectures and Activities • European Chamber of Commerce • Linkages to important Cincinnati Events • French Consulate • Positive relationship and connections to France

3 Focus Areas – Internal, External and Members • Provide an energizing experience for our members within the Alliance Française • Cultural • Language • Friendship

Agenda

Developing Objective, Goals, Strategies and Measures/Key Priorities

OBJECTIVE, GOALS, STRATEGY, MEASURES/KEY PRIORITIES

Developing Objective, Goals, Strategies, Measures/Key Priorities(Example – AF)

Developing Objective, Goals, Strategies,Measures/Key Priorities(Example – AF)

What do we want the Alliance Française to be known for? • Developing our Objective for the AF • Exercise – 7 min • Make groups of 3 • Review the Mission – Found on the One Pager • Summarize the Mission in as few words as possible – not more than 10 words. 6 words would be perfect!! • As you write down your objective – Write down Why you chose these words • Review back with Group – 8 min • Output is the Objective of the Alliance Française for 2014-2015!

Objective, Goals, Strategies,Measures/Key PrioritiesAlliance Francaise de Cincinnati

OBJECTIVE, GOALS, STRATEGY, MEASURES/KEY PRIORITIES

Key Priorities (power dot exercise) • Visits to Cultural Center • Lectures • Movie Night • Wine and Cheese Socials • Dinner at French Restaurants • Annual French Celebrations • Bastille • Diner un Blanc • Beaujolais Nouveau • La Galette des Rois • Chandeleur • Mardi Gras • French Institute – Language instruction • Conversation groups • MUST HAVE - Internal Board Operations • Communication Team, • Membership Team,

Ownership • Revisit in June with new Board Members and gain final commitment

Capability and Capacity • Well running Board - Roles and Responsibilities • Resources – Board leadership and membership support • Timing - spacing and balance across the year • Linkage with external parties – EACC, AF USA, Consulate, • Reality check – already done last year vs. next years plan – need to ensure capacity!

Alliance Française de Cincinnati – 2014

Tools - • Survey Examples – Board members and General Membership. The “free” version of Survey Monkey was used. • Event Planner – Excel based tracking sheet to capture planning details and learnings. • (Handouts of Surveys, Event Planner and OGSM and Training Documentation)

Strategic Planning Questions • Why is having a Strategic Plan critical to your organization? List 2-3 things. • What is the Objective for your local AF to achieve this year? (Remember – this is a statement) • What is one Goal to support this Key Objective? (Remember – this is a number) • List one Strategy to help deliver the Goal stated above. • What are 2-3 Key Priorities that you want to see your organization complete this year to deliver the Strategy? Be very specific with your priorities and do not have too many

Merci Beaucoup! • See me if you would like electronic copies of the materials • Handouts available

Alliance Française Strategic Planning for Non-Profits Training