Learning Road Map #8

W08 Developing a Strategic Plan & Organizational Structure

W07 Leadership & Management

An Overview of Strategic Planning - "VMOSA"

Organizational Structure: An Overview

Developing a Plan for Staff Hiring & Training

Developing a Plan for Involving Volunteers

Designing a Training Session

Vision (the dream)

Mission (What & Why)

Objectives (How much of what will be accomplished by when)

Strategies (the how)

Action Plan (what change will happen; who will do what by when to make it happen)

Vision Statement

Should be understood & shared by members of the community

Broad, encompassing many perspectives

Inspiring & Uplifting

Easy to communicate

What the group will do & why

Concrete & action-oriented

Concise

Overarching Outcomes

Inclusive

Can include guiding principles

Specific measurable results of broader goals

3 Types (Can include 1+)

Community-level Outcome

Process

Behavioral

How you'll reach the objectives

Range of strategies involving different community sectors

5 Types that can guide most interventions

Provide info & enhance skills

Enhance services & support

Modify access, barriers, & opportunities

Change the consequences of efforts

Modify policies

Greatly detailed

Action steps for each component of the intervention

Test, revise, repeat

Action steps

Person(s) responsible

Date of completion

Required resources

Barriers & plans to overcome them

Collaborators/who else should know

What?

Why?

The framework around which the group is organized

Clear guidelines

Binds members together

Structure is inevitable - make it intentional

When?

Early in organizational development

As the group grows & changes

Elements of structure

4 tasks

Envisioning desired changes

Transforming the community

Planning for integration

Supporting the efforts of those working to promote change

Governance

Rules (explicit & implicit)

Distribution of work

Common Roles

Initial steering committee

Coordinating Council

Executive Director

Task Forces

Action Committees

Support Committees

Community Trustees

Grantmakers

Support Organizations

Partner Organizations

Structure

Determine level of formality

What's the common purpose?

Advocacy or service oriented?

Centralized or decentralized?

How large is/will be the organization?

How large is the community?

Entirely volunteer, or also paid staff?

New organization or part of an existing structure?

How old is the organization? How long do you envision it lasting?

Why develop guidelines?

How to develop orientation & training guidelines?

Orientation

Training

Professional Development

First impressions & long-term commitment

Think through your plan & philosophy

Makes hiring & training much easier

Show funders, potential employees, community you'r legit

Better prep, fewer bad surprises

More likely to find & keep the right people

How to develop hiring guidelines?

What kind of people are you seeking?

What can you afford?

What will the hiring process look like?

New staff members learn structure & general functioning

Philosophy & mission

Supervision

Co-workers & outside partners

Day-to-day routine

Culture

Population being served

Community & context

Employment of existing skills

Learning new skills

Organizational vocabulary

Training is an ongoing educational process

In-service

Release time or financial support for external courses

Who will conduct training?

When will employees be trained?

What forms will training take?

What materials are needed?

How/who will evaluate training?

How will evaluation be used?

Why engage volunteers?

Why plan?

Who should develop the plan?

How do you plan volunteer involvement?

Essential steps of an effective volunteer program

Save $

Bring needed skills

Bring energy & excitement

Increase community ownership

Run things smoothly & easily

Stop potential problems before they start

Organizational leaders

Staff members

Prospective volunteers

Volunteer coordinator or director

Have reasons & rationale for wanting volunteers

Develop job descriptions

Recruit volunteers

Screen potential volunteers

Conduct orientation

Train volunteers

Supervise volunteers

Retain volunteers

Evaluate your program

Recognize efforts & achievements

Well-run program

Pay attention to jobs given - match skills

Keep a database

If people feel important, they're more likely to stay

Awards, celebration, media attention, gratitude, offer any paid positions

What types of training already exist?

What do you train people to do?

Why?

Who?

How?

General training

Mission-specific training

When a need isn't being filled

To best suit organization's needs

Pass on experience & expertise

Give staff/volunteers experience in training design

Offer staff/volunteers additional opportunities for professional growth

Probably 6-7 people

Experts

Future learners

Future teachers

Learn about who you'll be training

Determine needs of target audience

Consider the scope of needs & resources

Develop specific objectives

Develop content

Decide on a format

Decide who's running the training

Ask people to critique

Recruit participants

Develop a way to assess

Servant Leadership: Accepting & Maintaining the Call of Service

Recognizing the Challenges of Leadership

Learning How to be a Community Leader

Influencing People

Developing a Management Plan

What are the Qualities of a Servant Leader?

How do you Become a Servant Leader?

How do you Find Inspiration?

Different mindset - "first among equals"

Uses power honestly

Everyday one-on-one interactions

Listening is important

Honesty

Awareness

Empathy

Passion

Ability to overcome obstacles

Sense of joyfulness

More of a state of mind

Listening to others

Involving others

Promoting teamwork over individual decision-making

Enhance problem-solving skills

Take care of yourself along with helping others, not after

Take time for yourself

Read

Have others sustain you

Have a mentor

Develop strong peer relationships

Challenge yourself

Look at the whole picture

Celebrate the small wins

What are the challenges?

When are challenges most obvious?

What are some specific challenges?

External

Internal

Related to Leadership

When the situation is changing or unstable

When something new is about to start

When something is about to end

During Transitions

When times are tough

How do you cope?

External

Crises

Disasters

Opposition from powerful forces

Public criticism

Financial or political windfall

Collaboration

Internal

External

Internal

Defensiveness

Lack of decisiveness

Insecurity

Inability to be direct with a problem

Inability to be objective

Impatience with others & situations

Be proactive

Be Creative

Retain your objectivity

Always look for common ground

Face conflict squarely

Listen

Ask for & use 360* feedback

Look at what's going on around you

Nature of Leadership

Nature of Leadership

Maintaining the vision

Keeping the everyday under control

Setting an example

Maintaining effectiveness

Avoiding burnout

Finding support

Create mechanisms to revisit the vision

Share the burden

find a group with whom you can discuss

Make sure you have personal time

What is a CL?

Why be a CL?

When?

Make it a Reality

Qualities of Successful CLs

Getting & Giving Support

Wants to improve the community

Has something to contribute

Doesn't wait around for someone else to do the things

Make a difference

Grow

We need many CLs

Always!

How to learn to lead

Jump in & practice

Observe others leading

Find a mentor

Take a class

Read books

Remember that leaders haven't always been leaders

Create a personal vision & dream big

Listen to people

Decide YOU are the person

Set goals

Think about individuals

Think about the whole group

Propose programs & policies

Get the work done

Recruit & Teach Others

Integrity

Courage

Commitment

Ability to care about others

Creativity & flexibility

All leaders need support

Set up a regular date/time for a group

Elements of Influence

How to influence

General Approach

Communicator

Message

Audience

Audience is the key

Lay Groundwork

Use tactics

Decide what you want, prepare for that audience

Keep perspective

Don't personalize

If necessary, use a mediator

What is a MP?

Why Use a MP?

How to develop a MP

Blueprint for how the org is run

What's going on & how

Clarify roles & responsibilities

Divides the work

Increases accountability

Ensures tasks are assigned appropriately

Helps define the organization

Decide a management model

Define roles & relationships

Prepare carefully to hire the right people for management

Examine what needs managing

Write policies & procedures

How to Evaluate & Adjust A MP

Informal

Formal