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Workshops, Training and Services Offered
Quick Plan© Strategic and Business Planning Process
Building Capacity for Nonprofit Organizations
- This workshop adapts the Project Management Body of Knowledge, an internationally applied standard, to the nonprofit model.
- Workshop participants will gain understanding of key business-world techniques including scope, time, resource, quality, risk, and communications management, and an appreciation of how these concepts can be adapted to the needs of small and nonprofit organizations.
- Optimal workshop length: daylong, four to five hours. Optimal workshop size: 10-18 participants. Handouts, interactive exercises, powerpoint presentation.
Coalition-Building, Step-by-Step
- This workshop examines the various types of coalitions and partnerships that nonprofit and adovacy-based organizations are likely to consider, and examines their life-cycle point by point—from needs assessment to exit strategy—in order to assist organizations in creating strong strategic partnerships to produce the outcomes they want
- Optimal workshop: two-three hours. Optimal workshop size: 10-25 participants. Handouts, interactive exercises, group work, powerpoint presentation.
Marketing Assessement: An Introduction for Nonprofits
- This workshop explores the "science" of marketing that leads to the "practice" of promotion. How can small organizations approach a marketing assessment within a framework that is suited to their size, resources, and timeline?
- We look at the diffrences between marketing, promotion, PR, and branding, discuss the elements that must go into a marketing audit, and engage in exercises that help organizations plan for branding and promotions with a strategic foundation under them
- We also discuss the "promotions mix" and new trends in promotions and marketing that may be viable for nonprofit organizations
- This workshop optimally lasts three to five hours, and can accommodate from five to twelve participants optimally. Further, the approach used in this workshop can be adpated to a one or two-day audit process with organization leadership
Strategic Planning
- Nonprofit organizations and small businesses often fear strategic planning, considering it too encompassing or too expensive. Santa Fe Accompli's approach is to hone in on the most necessary elements related to your strategic goals, and to help you and your team devise a pinpointed plan for achieving these goals.
Santa Fe Accompli works to empower organizations from within to write their own strategic plan. We work with clients as needed to review and disseminate the plan, and to support the organizations in any other ways related to their strategic planning.
A typical small organization strategic planning process may look like this. Some of these elements can be conducted prior to the strategic retreat, allowing for a shorter retreat day.
- Pre-assessment: designate timeline, identify stakeholders, conduct internal readiness assement, conduct ground-rules assessment, plan for data collection
- Outcomes identification: Identify Planning Outcomes with stakeholders; share pre-assessment findings
- Conduct SWOT Analysis
- If strategic planning goals include program or mission alignment: Conduct business portfolio exercises, conduct mission/vision/purpose assessments
- If strategic planning goals include branding or sustainability alignment: Conduct mission-to-brand assessment, conduct capacity and operations assessment
- If strategic planning goals include boardmember development: Conduct boardmember "mix" exercise, identify processes to include stakeholder engagement and scope
- Effectiveness assessment, competition analysis
- Elaborate future priorities and strategies
- Envision financial projections
- Designate srategic planning committe, timeline, and next steps
- Post-retreat check in to determine alignment with timeline and process
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