Strategic Planning for Nonprofit Organizations -- About the Authors -- Contents -- What You Will Find in This Book -- Intended Audiences -- Structure of the Workbook -- Additional Resources -- How to Use This Workbook -- Introduction to the Second Edition -- Acknowledgments -- Chapter 1: Introduction to Strategic Planning -- What Is Strategic Planning? -- Why Plan? -- What Strategic Planning Is Not -- Keys to Effective Strategic Planning -- Summary of Key Concepts -- Different Types of Planning -- The Strategic Planning Process -- The Language of Strategic Planning in the Nonprofit Sector -- How Much Time and Money Does It Take To Do Strategic Planning? -- Endnotes -- Chapter 2: Phase 1: Get Ready -- How Do We Get Started? -- Step 1.1: Identify the Reasons for Planning -- Step 1.2: Set Up Your Planning Process for Success -- Step 1.3: Develop a Plan for Gathering Information from Internal and External Stakeholders -- Step 1.4: Design Your Strategic Planning Process to Meet Your Organizational Needs -- Step 1.5: Write a Planning Workplan -- Endnotes -- Chapter 3: Phase 2: Articulate Mission, Vision, and Values -- Why Do We Need a Mission Statement? -- Step 2.1: Write (or Reaffirm or Rewrite) Your Mission Statement -- Step 2.2: Write Your Vision Statement -- Step 2.3: Articulate the Fundamental Values that Guide Your Work -- Endnotes -- Chapter 4: Phase 3: Assess Your Situation -- Review History and Current Scope and Scale of Operations -- Step 3.1: Prepare a History and Descriptive Profile of Operations -- Step 3.2: Articulate Previous and Current Strategies -- Overview of Information Gathering -- Step 3.3: Gather Information from Internal Stakeholders -- Step 3.4: Gather Information from External Stakeholders -- Step 3.5: Gather Information from Documents and Other Sources -- Step 3.6: Summarize Information into a Situation Assessment -- Endnotes.

Chapter 5: Phase 4: Agree on Priorities -- Overview of Phase 4 -- Step 4.1: Analyze Data, Review Progress to Date, and Update Workplan -- Step 4.2: Use Business Planning: Tools for Assessing Your Program Portfolio -- Step 4.3: Agree on Each Program's Future Growth Strategy and Develop Your Program Portfolio -- Step 4.4: Confirm Your Future Core Strategies -- Step 4.5: Agree on Administrative, Financial, and Governance Priorities -- Endnotes -- Chapter 6: Phase 6: Write the Strategic Plan -- Step 5.1: Create Goals and Objectives -- Step 5.2: Understand the Financial Implications of Your Decisions -- Step 5.3: Write the Strategic Planning Document -- Step 5.4: Adopt the Strategic Plan and Next Steps -- Common Obstacles Encountered in Phase 5 -- Endnotes -- Chapter 7: Phase 6: Implement the Strategic Plan -- Step 6.1: Plan to Manage Change -- Step 6.2: Develop a Detailed Annual Operation Plan -- Sample (Annual) Operating Plan: Program Goal for an Economic Development Agency -- Fund Development Goal for Museum (from Annual Operating Plan) -- Chapter 8: Phase 7: Evaluate and Monitor the Strategic Plan -- Step 7.1: Evaluate the Strategic Plan and the Strategic Planning Process -- Step 7.2: Monitor the Strategic Plan and Update as Needed -- Life After the Strategic Plan Is Done -- Conclusion: A Word to Leaders -- Appendix A: BlankWorksheets -- Appendix B: Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes -- How to Use the Workplan Templates -- Appendix C: Elements of an Effectively Managed Organization (EEMO): An Assessment of Your Organizational Capacity -- EEMO2: A Guide to Organizational Effectiveness -- Appendix D: Self-Assessment of Board of Directors* -- Appendix E: Sample Techniques Used in Client Needs Assessment and Program Evaluation -- Written Survey of Clients Related to Client Satisfaction.

Written Survey of Clients Related to Outcomes -- Telephone Survey of Clients -- Collection of Objective Data -- Example of Combining Objective Data and Telephone Survey -- Focus Group -- Interviews with Competitors and Potential Collaborators -- Tests -- Observation -- Appendix F: Conducting Focus Groups* -- Suggestions for Facilitators of Focus Groups -- Tips on How to Deal with Challenging Behaviors -- Appendix G: Techniques and Tools for Managing Group Process: A Toolbox of Meeting Process Tools and Techniques* -- Setting Up Meetings for Success -- Generating Ideas: Brainstorming -- Organizing Ideas: Sort by Category -- Analyzing Ideas -- Prioritizing Ideas -- Keeping the Meeting Focused: Use of the "Bin" or "Parking Lot" -- Appendix H: Tips on Using Task Forces -- Sample of a Memo Clarifying a Task Force Mandate -- Appendix I: Templates for Strategic and Operational Plans -- Appendix J: External Stakeholders: Process Recommendations and Suggested Questions -- Interviewing an External Stakeholder -- Suggested Format for Writing a Stakeholder Interview -- Suggested Questions -- Appendix K: Selected References -- Index -- About the CD-ROM.