非营利组织的策略规划

　　Why strategic planning？ Because a well wrought strategic plan helps you set priorities and acquire and allocate the resources needed to achieve your goals. It provides a framework for analyzing and quickly adapting to future challenges. And it helps all board and staff members focus more clearly on your organization's priorities， while building commitment and promoting cooperation and innovation. But to be effective， your plan will need to address the special needs of the nonprofit sector. And for more than a decade， Strategic Planning for Nonprofit Organizations has been the number-one source of guidance on all facets of strategic planning for managers at nonprofits of every size and budget. This thoroughly revised， updated， and expanded edition arms you with the expert knowledge and tools you need to develop and implement surefire strategic plans， including tested-in-the-trenches worksheets， checklists， and tables—in print and on the companion CD-ROM—along with a book-length case study that lets you observe strategic planning in action. Packed with real-world insights and practical pointers， it shows you how to： Develop a clear mission， vision， and set of values Conduct SWOT analyses and program evaluations Assess client needs and determine stakeholder concerns Set priorities and develop core strategies， goals， and objectives Balance the dual bottom lines of mission and money Write and implement a solid strategic plan Develop a user-friendly annual work plan Establish planning cycles， gauge progress， and update strategies

　　MICHAEL ALLISON is an independent consultant and former Director of the Consulting and Research Group at CompassPoint Nonprofit Services， a consulting practice serving 300 non-profits annually.

What You Will Find in This Book
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 Ef fective Strategic Planning
Summary of Key Concepts
Different Types of Planning
The Strategic Planning Process
The Language of Strategic Planning in the Nonprof it Sector
How Much Time and Money Does It Take To Do Strategic Planning?
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
Case Study: Worksheet 1
Case Study: Worksheet 2
Case Study: Worksheet 3
Case Study: Worksheet 4
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
Case Study: Worksheet 5
Case Study: Worksheet 6
Case Study: Worksheet 7
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
Case Study: Worksheet 8
Case Study: Worksheet 9
Case Study: Worksheet 10
Case Study: Worksheet 11
Case Study: Worksheet 12
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
Case Study: Worksheet 13
Case Study: Worksheet 14
Case Study: Worksheet 15
Case Study: Worksheet 16
Chapter 6: Phase 5: 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
Case Study: Worksheet 17
Case Study: Strategic Plan
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)
Case Study: Worksheet 18
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
Case Study: Worksheet 19
Case Study: Worksheet 20
Appendix A: Blank Worksheets
Appendix B: Sample Workplans for Abbreviated, Moderate, and Extensive Planning Processes
Appendix C: Elements of an Effectively Managed Organization (EEMO2™): An Assessment of Your Organizational Capacity
Appendix D: Self-Assessment of Board of Directors
Appendix E: Sample Techniques Used in Client Needs Assessment and Program Evaluation
Appendix F: Conducting Focus Groups
Appendix G: Techniques and Tools for Managing Group Process: A Toolbox of Meeting Process Tools and Techniques
Appendix H: Tips on Using Task Forces
Appendix I: Templates for Strategic and Operational Plans
Appendix J: External Stakeholders: Process Recommendations and Suggested Questions
Appendix K: Selected References
Index