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Second Harvest Food Bank of Orange County Agency Conference
Strategic Planning for Partner Agencies
My Background
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Based in Chicago, IL
4+ years at Feeding America
– Fundraising
– Grant-Making
– Compliance and Capability
Before Feeding America
– Fundraising for a large
regional human services
organization in Chicago
– Legal Aid attorney for more
than 8 years
© 2010 Feeding America
Feeding America History
• Founded in 1967 when a Phoenix, AZ man,
John van Hengel, discovered a woman
sorting through a dumpster for food
• He started asking local grocers to donate
excess food to community feeding sites
rather than throwing it away
• Network started with 13 food banks
distributing 2.5 million pounds of food
The Feeding America Network Today
More than 200 member food banks
Feeding America National Office
 All 50 states and Puerto Rico
 Nearly 190 employees
 3 billion pounds distributed annually
 Main office in Chicago
 19 member food banks serve the
 Washington, D.C. office
state of California
Vision and Mission
Vision: A hunger-free America
Our mission is to feed America’s hungry
through a nationwide network of member food
banks and engage our country in the fight to
end hunger.
The Feeding America Network
61,000
Partner agencies such as soup kitchens,
food pantries, and shelters
Feeding America Food and Fund Partners
Your Community Partner
Second Harvest Food Bank of Orange County
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1 county served
948 square miles in service area
Poverty population = 296,846
Food insecure population = 390,880
Unemployed as of October 2011 = 142,015
470 member agency partners
Distribution to agencies in CY 2011 = 17,514,607 lbs
Produce = 26.8% / Retail Stores = 15.5%
Strategic Planning
© 2010 Feeding America
Why Strategic Planning?
Over time many organizations experience mission creep
Primary
Mission
Year 1
Year 10
Year
20
What is a Strategic Plan?
A
commitment
to improving
performance
© 2010 Feeding America
An outline of
direction and
priorities
A guide to
allocating
resources
A process
that builds
commitment
How are we doing?
Where are we headed?
How will we get there?
What’s it going to take?
Benefits of strategic planning
Planning is future oriented
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Be
Proactive
• Helps you recognize changes in the
environment, economy, community
• Helps you understand what you’re
good at … and what you’re not good at
• Helps define the choices to make that
can help you achieve your mission
Benefits of strategic planning
2
Set
Priorities
Strategy is more about what not to do
than what to do
• In a world of limited resources, you
cannot be all things to all people
• Are all of your activities equally
important to achieve your mission?
• What is the cost of saying yes to an
activity?
Benefits of strategic planning
You get what you measure
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Improve
Performance
• A strategic plan helps you set clear
goals
• The planning process creates buy-in
from your key participants
• Measuring performance against a
strategic plan shows your
organization’s effectiveness
Scale Strategic Planning to Fit Your Needs
• One-page plans
• Comprehensive Plans
• Annual Plans
• Three Year Plans
• Mission > Goals > Resources > Timeline Only
Human Resources
Who should be at the table?
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Staff
Volunteers
Board members
Clients
Community partners
Peers
Why?
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More perspectives and more input
Buy-in and commitment
Better execution
© 2010 Feeding America
Strategic Planning Process
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Situation
Assessment
• Look at the external environment
• Assess stakeholder needs
• Analyze strengths and weaknesses
Objectives &
Strategies
• Revisit your vision, mission and values
• Set goals
• Identify strategic issues and develop responses
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3
Implementation
• Identify and allocate resources
• Check activity match against the plan
• Measure performance against the plan
Situation Assessment
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Look at the external
environment
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Demographics
Economy
Community Changes
Political Situation
Technology
Stakeholder
Assessment
• Identify all stakeholders
(who is impacted by your work?)
• Confirm their needs
• Look for shared needs
Analyze
Where You Are
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Strengths
Weaknesses
Opportunities
Threats
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Objectives and Strategies
Revisit your Mission, Vision and Values
What did they look like in the beginning?
What do they look like now?
Do they still fit the organization and the environment?
© 2010 Feeding America
The Mission
A statement of why we exist.
Characteristics:
• Simple & clear
• Inspires change
• Long term in nature
• Easy to understand & communicate
One method for developing your mission is to start with a descriptive statement
of what the organization does, then ask “why?” 5 times.
© 2010 Feeding America
Example Mission Statements
© 2010 Feeding America
The Vision
An inspirational statement of what the organization
aspires to become or desires to accomplish.
Characteristics:
• Concise
• Appealing to stakeholders
• Consistent with mission and values
• Inspirational – inspires faith and hope
• Paints a word picture
© 2010 Feeding America
Creating a Vision Statement
Tips
• Focus on what the organization looks like in the future and not on
the environment.
• Write the statement in the present tense of what the organization will
look like in the future.
Examples
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We are a leader of nonprofit excellence in the community.
We provide healthy food to underserved children in the community.
We are the recognized leader in nutrition education.
We are the voice of hunger for advocacy and education outreach.
© 2010 Feeding America
Values
A limited number of deeply held beliefs demonstrated in
day-to-day behaviors.
Example values from Feeding America:
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Respect, Stewardship and Accountability, Collaboration, Urgency,
Service, Integrity, Diversity.
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Urgency defined as: “We operate with an acute sense of urgency that
reflects the immediate needs of people struggling with hunger. We challenge
our employees, volunteers and partners to embrace the same sense of
urgency to accomplish our shared vision.”
© 2010 Feeding America
Purpose and
Direction Phase
Mission
Vision
Core Values
Goals and Action
Phase
Vision Priorities
Purpose and
Direction Phase
Goals and Action
Phase
Mission
Vision Priorities
Vision
Goals
Core Values
Actions
Translating Vision into Action
Vision:
Our organization
will provide a
sustainable source
of food for
emergency needs.
Vision Priority:
Create a
fundraising
program to
increase financial
capacity to buy
food.
Goal:
Increase donations
by 5% in first year.
Actions:
• Identify existing staff or volunteers with fundraising experience or
interest in learning fundraising skills
• Include $XXXX in budget for fundraising expenses
• Analyze existing donors to determine potential growth areas
• Develop written fundraising plan
• Identify board champion for fundraising
• Develop written strategy to involve board in fundraising
© 2010 Feeding America
Always set SMART goals
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Specific
Measurable
Achievable
Relevant
Time bound
© 2010 Feeding America
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Successful Implementation
Connect resources
to the plan
Share responsibility
for results
Measure
Performance
Funds
Communication
Keep score
People
Buy-in from planners
and participants
Motivate staff and
board
Partners
© 2010 Feeding America
Steward and engage
donors
Successful Implementation
• Don’t let all your work
sit on a shelf!
• Refer to it regularly
• The plan can guide
day to day work and
long-term decisions
© 2010 Feeding America
Takeaways
• Stepping back to assess, direct and strengthen
nonprofits means more organizations accomplish
their mission
• Scale strategic planning to your needs
• Use strategic planning as an opportunity to work
better and to increase commitment from staff,
volunteers, board members, and other partners
Questions
• Feedback?
• How can we help you be
successful?
Thank You
Mary Callaghan
Manager, Compliance & Capability
Feeding America
312.641.5371
[email protected]