Your Crescendo - Dogwood Alliance Strategic Planning

FINDING YOUR FORTE STRATEGIC ARTICULATION

PROJECT PLAN

OUR OBJECTIVE Develop and share approach to strategic articulation planning project.

3.0 OUR PROJECT PLAN

February –March 2020

Planning and consultations  Establish specific timing, deliverables, and process for undertaking the work envisioned.  Preliminary consultations with board and staff to inform detailed planning.

Key deliverable:  Detailed strategic planning process and calendar

Finding Your Forte

April – July 2020

Strategic Articulation Development  Vision Casting: Think Big, Start Small, Scale Fast

 Headline Indicators: How will we drive and measure our success?  Differentiators: What things must we do differently goingforward?  Strategic Priorities and Critical Initiatives

Key Deliverable:  A complete draft of a strategic articulation plan

Composing Your Masterpiece

August - November 2020

Revisions and Finalization  Present strategic plan draft to the full board of directors during its August meeting in Bricks, North Carolina.  Finalize the strategic plan,  To be approved during the November board call (via Zoom).

Play Your Crescendo

Key Deliverable:  Complete and final strategic plan.

Dogwood Alliance Strategic Planning STATUS REPORT AS OF May 11 th 2020

Overall Status: Green

KEY ACCOMPLISHMENTS / DECISIONS

FOCUS FOR NEXT PERIOD

 Prepared for and conducted kick off meeting with strategic planning design team.  Delivered Basecamp Training for design team  Captured video reflections from design team on strengths, passions and motivations for DA  Developed stakeholder and retreat approach

 Finalize stakeholders' listings and channels  Arrange logistics for stakeholder channels  Finalize participants and distribute calendar invites

SCHEDULE STATUS SUMMARY

Week Of PHASE Finding Your Forte:  Planning and Consultations  Stakeholder Engagement Composing Your Masterpiece  Strategic Planning Retreat  Strategic Articulation Map Draft Development Play Your Crescendo  Present Draft to Key Stakeholders  Finalize Deliverable Task Areas

NEW ISSUES AND WATCH ITEMS

Indicates Completion

4/20 5/4 5/18 6/1 6/15 6/29

7/27 7/13

8/10

8/24

9/7

9/21

10/5

4/6

3/23

Strategic Planning Retreat

Legend

Not Started

No Major Issues

Major Progress Impacts Potential Impacts; Schedule Delays

(4)

HOW WE ARTICULATE STRATEGIES

HOW WE ARTICULATE STRATEGIES: OUR STAKEHOLDER APPROACH

Questions to answer:  Who are our stakeholders?  What insights can they share?  How can they best inform our process ahead of our strategic planning retreats?  How do we best achieve a participative, highly engaged process that balances timing and work effort?

OUR STAKEHOLDERS WHO ARE THEY AND WHAT DO THEY THINK

Survey Net Promoter Score

Focus Groups Listening Posts

Video Tribute

Key Informant Interviews

Stakeholders

Frontline Communities

Thought Partners

National Partners

Funders and Major Donors

Policymakers/ Legislators

Select stakeholders to be interviewed.

Scientists

Emerging Funders

Board

Staff

HOW WE ARTICULATE STRATEGIES: OUR STAKEHOLDER APPROACH

STAKEHOLDERS EXTERNAL  Frontline Communities  Thought Leaders  Traditional Enviro Partners

STAKEHOLDER TOOLS  Video Montage (Individual Contributions) Strengths, Passions, Motivations Stakeholders to Include: ALL

 Forest and Climate  International Groups  National Partners  Justice and Faith Partners  Enviro

 Survey (Individual Contributions) Net Promoter Score

Data Extrapolated by Stakeholder Group

Stakeholders to Include: ALL

 Foundations  Major Donors  Action Takers or Donors / Business Partners  Policymakers / Legislators  Scientists

 Listening Posts (Focus Groups) – 6 - 8 SOAR Framework Strengths – What can we build on?

Opportunities – What are our stakeholders asking for? Aspirations – What do our stakeholders care about? Results – How do we know we are succeeding?

 Interviews

INTERNAL  Board Members

Select Individuals that have unique insights and perspectives that otherwise wont come forward in other channels

 Strategic Planning Committee

 Staff

 Strategic Plan Design Team

OUR STRATEGIC PLANNING RETREAT APPROACH

Module 1 June 11 th - 4pm – 6pm Staff + Board Strategic Planning Committee

Module 2 June 25 th - 4pm – 6pm Staff + Board Strategic Planning Committee Module 3 July 9 th - 4pm – 6pm Strategic Management Team + Board Strategic Planning Committee Module 4 July 23 rd - 4pm – 6pm Strategic Management Team + Board Strategic Planning Committee

WHAT’S OUR FORTE?

Strengths “What we’re really good at”

Passions “What we love to do”

Motivations “What drives and fuels us”

1 0

FOCUS GROUPS: NET PROMOTER SCORE EXPLAINED

The Net Promoter Score is an index ranging from -100 to 100 that measures the willingness of partners to recommend an organization/s offerings to others. It is used as a proxy for gauging the customer’s overall satisfaction with an organization’s offerings and the stakeholder’s value proposition, loyalty and level of engagement. Net Promoter Score Calculation Stakeholders are surveyed on one single question. They are asked to rate on an 11-point scale the likelihood of recommending the company or brand to a friend or colleague. “On a scale of 0 to 10, how likely are you to recommend this organization to a friend or a colleague?” Based on their rating, stakeholders are then classified in 3 categories: detractors, passives and promoters.

1 1

FOCUS GROUPS: LISTENING POSTS LEVERAGING SOAR FRAMEWORK

 What partnerships would lead to greater success for DA’s mission and purpose?  What changes and trends in the market align with DA’s strengths?  What threats do you see?  Are there gaps in the market (movement) that DA could fill?

 What does

 What should DA want to achieve in the future?  What should DA’s future organization look like?  How can DA make a difference?  What of DA’s purpose are you passionate about?

 What measures will tell you that DA is on track to achieve success?  How would you translate DA’s vision of success into tangible outcomes?  How would DA know when they've achieved their goals?

Dogwood Alliance (DA) excel at?

 What are DA’s greatest  What is DA most proud of?  What makes DA unique?

accomplishments?

1 2

PURPOSE/MISSION WHAT WE’RE GOING TO DO • Our calling as an organization • Our why • What collectively engages our team, leadership, stakeholders,

partners and communities • What we will do

VISION WHAT WE WILL SEE WHEN WE GET THERE

• What we want to see once we’ve done our work

VISION CASTING: VISION SNAPSHOTS – PHOTOS FROM THE FUTURE

Think Big 2025 and beyond

Start Small 2021

Scale Fast 2023

CORE VALUES WHAT’S IMPORTANT AND WHY

• What we will hold near and dear to in our work • How we will operate and pursue impact

HEADLINE INDICATORS WHAT TO MEASURE SO WE KNOWWE’RE MAKING PROGRESS…

• What metrics will show us progress • What’s our scoreboard

DIFFERENTIATORS WHAT WE MUST DO DIFFERENTLY

• What things do we need to do going forward that we don’t do today

STRATEGIC PRIORITIES WHAT WE WILL FOCUS ON RIGHT AWAY

• What are the most important things for us to do to point directionally towards our future

CRITICAL INITIATIVES WHAT PROJECTS WILL THIS REQUIRE

• What projects, resources and timing will we need to execute • What are their tasks and action items

NEXT STEPS

• Finalize stakeholder and participant approach • Reserve calendar times for retreat dates • Arrange logistics for survey, focus group sign ups and interviews

Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21

Made with FlippingBook - Online Brochure Maker