CONNECT WITH US ONLINE

Subscribe via E-mail

Your email:

The X Factor EDGE

Current Articles | RSS Feed RSS Feed

Rethinking Nonprofit Strategic Planning, Part I: Plan or Process?

  
  
  
  
  

fingers on chalkboard resized 600Why is it that so many nonprofit leaders have such a high disdain for strategic planning? For many, just hearing the words strategic planning is like 100 fingernails dragging across a chalkboard. Ouch! And for some, it’s just that painful! If you don’t believe it, just spend a few moments on Google and sample some of the 31,000,000 + hits on the failures of strategic planning.

Is that your experience?

I can relate. Years ago I participated in some pretty pointless and futile planning efforts in the corporate world. It fueled my cynicism about the process, and bad experiences with strategic planning left such a bad taste in my mouth, that, for years, I wouldn’t consider engaging in strategic planning projects with clients. 

But now, it’s one of my favorite things to do. 

What changed? Lots. 

For starters I remembered something my mother taught me, don’t throw the baby out with the bath water. Perhaps I had done that, but over the past 5 or 6 years I’ve been rethinking and reframing my approach to strategic planning. 

Here are some of the questions I’ve considered in recent years:

What if part of the problem with strategic planning is the way we have historically approached it?

What if the ultimate outcome of a strategic planning project is not the plan, but the planning process?

What if funders engaged in the planning process with organizations rather than just requiring organizations do it to continue receiving funding?

Could strategic planning have greater value than simply satisfying a funder’s mandate? If so, how?

What if organizations developed strategies with their communities rather than for their communities?

What if planning happened at a community level rather than an organization level?

What difference would that make?

How would that work?

What would happen if organizations engaged more people in the planning process? 

If organizations were to engage more people in the process: 

Who are the right people? 

How do you find them? 

Where do you find them? 

How do you engage them in ways that are mutually meaningful?

Have we limited our ability to envision a better, brighter future by using the wrong starting point for our planning process?

Have the questions we’ve asked limited the options and answers we found?

Could we achieve a different outcome by asking different questions?

Is doing a SWOT really necessary? Does it contribute to or detract from effective planning?

What different tools could we use to be more effective in our planning process?

What can an organization do to make sure the resulting plan doesn’t just collect dust on the bookshelf? 

What’s the real value a facilitator provides?

What’s my personal philosophy about strategic planning?

Fortunately, I’m not the only one rethinking and reframing strategic planning, there’s a cadre of consultants and thought leaders exploring better ways to approach strategy development. Over the next few posts we’ll unpack these and other questions as we rethink strategy development.

Let’s tackle one of the big questions right now:  What if the ultimate outcome of a strategic planning project is not the plan, but the planning process itself?

That sentiment is perhaps best expressed in a remark by General Eisenhower during World War II. He observed, “In preparing for battle, I have always found that plans are useless, but planning is indispensable.” 

Did he mean that plans had no value at all? 

By no means! 

However, he saw little value in plans that were static and inflexible. He understood that plans are built on a set of assumptions and rarely does reality play out according to those assumptions. As a student of war, he understood that “no plan survives contact with the enemy” (Hemut von Moltke the Elder).

If plans are useless, then why would he say, “planning is indispensable”? Because the very act of planning, in and of itself, holds great value. Assembling a team of the best and brightest minds you can, considering a multitude of factors, and exploring a variety of options better positions you to act and react to a changing environment and seize strategic opportunities.

Personally, I deliberately changed my vocabulary. If you ask me about strategic planning, I’ll respond by talking about strategy development.  

long straight road heading into desertOrganizations need strategy. That strategy certainly influences planning, but it’s an ongoing process, not a one-time project. It’s akin to Harley-Davidson’s mantra, “it’s a journey, not a destination.” So also is strategy development a journey and not a document. 

If you’re one of those that’s been disappointed or frustrated by past experiences with strategic planning I hope you’ll join us for this journey of rethinking strategy and finding new ways to bring fresh ideas, strategic thinking, and action to your work. 

Please share your experiences or ask your questions; let’s travel this journey together.

 


Comments

I agree completely with your philosphy. I have been involved in many strategic planning sessions and absolutely LOVE the energy that is generated by utilizing higher thought processing. Referring to the process as "strategic development" rather than "strategic planning" is a great concept and may help others to find the task less daunting!
Posted @ Monday, June 04, 2012 8:09 AM by Kristal Corrion
Hey Kristal thanks for contributing to the discussion. You hit it with this comment, "absolutely LOVE the energy that is generated by utilizing higher thought processing." Energy is essential to dynamic strategy development and energy flows more freely in the context of what's possible and is rapidly depleted when we FOCUS on the limitations and restrictions. 
 
Of course, in an organization with the name Do-All it seems that you all flow in the positive energy. Love it! 
 
Kevin
Posted @ Monday, June 04, 2012 8:37 AM by Kevin Monroe
Hey Kevin, 
Good article. I agree, we abandoned formal Strategic planning processes about 5 years ago. First internally with our firm as a test then with our clients. We moved everything to an outcomes model of framing and the results have been amazing. We now not only end up with what is needed from the process by way of focus on vision and outcomes, but we have seen complete culture shifts in each client we have done it with. This is so critical as it has created a culture that drives vision, values, mission and outcomes as opposed to plans. 
 
Thanks! Jamie
Posted @ Monday, June 04, 2012 8:47 AM by Jamie Levy
@Jamie, thanks for sharing your comments. 
 
Creating culture shifts is one of the keys to creating lasting organizational change. I'd love to hear more of your journey, experiences, and lessons learned along the way.
Posted @ Monday, June 04, 2012 9:14 AM by Kevin Monroe
Excellent points. And you're right about creating culture shifts. I think this is where my greatest gripe lies too: that in order for true change to happen, there must be a supportive culture to execute a plan and see it throughout the years to come. It's tough enough to convince someone to ponder that magical "What if..." question without them becoming defensive.
Posted @ Monday, June 04, 2012 3:53 PM by Bryann
@Bryann have you observed or participated in successful culture changes? Were any of those connected to strategy development efforts? What are/were the key elements? 
 
I'm working with a client now in the middle of pretty significant culture change -- hasn't been easy, but it's very exciting and they see it as game changing. 
 
Thanks for contributing to this thread. 
 
Posted @ Tuesday, June 05, 2012 8:00 AM by Kevin Monroe
Great article and comments. The only thing I might add is inclusion of those who spend the funds as well as those who raise them. This is especially important as organizations get bigger and start to "compartmentalize" functions. 
 
 
 
By including both sides of the funds equation, two benefits may be derived: combatting the inevitable "us versus them" mentality that results from compartmenting; and, by learning what projects are funded (and need to be funded) some valuable dialogue may take place on new ways to raise or spend those funds. 
 
 
 
At the very least, each department gains a new appreciation for the challenges faced by the other and fosters more empathy than apathy.
Posted @ Thursday, June 14, 2012 8:57 AM by Guy Wilton
@Guy, sounds like you may have experienced compartmentalized planning. You're right, the larger an organization gets, the harder it may be logistically (or culturally) to get the whole organization involved in the strategy development effort, but it's even more critical to have everyone involved and invested. 
 
Thanks for sharing. Kevin
Posted @ Monday, June 18, 2012 4:47 PM by Kevin Monroe
Wow, looking forward to reading more of this! We just went through a strategic planning process, with a strong, healthy staff who responded well. I appreciate the point of the "strategic process". The staff found themselves enjoying the process much more than they expected--and were excited to see their ideas come together into some solid goals to answer what we had defined our real challenge to be.  
 
The challenge now is to learn how to use it as a guiding tool that serves us!  
 
I am definitely thinking about the idea of including constituents/community in the process. We did not do it this time, as this was a practice run of sorts. There is always more to learn about how to be good at setting and achieving goals! Looking forward to more from this!
Posted @ Monday, October 15, 2012 12:40 PM by Renee
Agree absolutely about the need to emphasize strategy development! I'd add that even though strategy, and the process itself, is super valuable, it's still important to have a "plan" in the sense of an actionable guidance. We always have an action path, whether it is explicit or implicit. The trick I think is to do that explicitly, but with mechanisms for ongoing revision and change as needed. We use this approach at Dot-org Strategic Plan. Keep up the great work! I love the energy in doing things differently and better.
Posted @ Saturday, March 16, 2013 2:12 PM by Skip
Post Comment
Name
 *
Email
 *
Website (optional)
Comment
 *

Allowed tags: <a> link, <b> bold, <i> italics