A Fieldstone Alliance Publication
   
     

 

 


 


Contents

Preface: Welcome to the Revolution
The Seeds of Revolution: The Strategy Formation Project
How to Use This Book
Conclusion: Creating Winning Strategies

PART ONE The Strategy Revolution
Chapter One: Why a Strategy Revolution?
What Is Strategy and Why Do Nonprofits Need It?
The Disconnect Between Strategy and Strategic Planning
Conclusion: Hence the Revolution

Chapter Two: The Strategy Pyramid
Aligning Organizational, Programmatic, and Operational Decisions
Successful Strategies Embody Implementation
Conclusion: A Framework to Fuel Change

Chapter Three: Understanding Organizational Strategy
Mission, Competitive Advantage, and Strategy
What Is Organizational Strategy?
What Does Organizational Strategy Look Like?
Conclusion: Organizational Strategy Comes First

Chapter Four: Organizational Identity and Strategy Formation
Understanding Organizational Identity
Three Essential Ingredients of Organizational Identity
What Organizational Identity Looks Like
Conclusion: Organization, Know Thyself

Chapter Five: Developing a Strategy Screen
Crafting a Strategy Screen
A Variation—The Opportunity Matrix
Conclusion: Habits of Mind

Chapter Six: Big Questions, Strategy Formation, and Implementation
Understanding and Facing Big Questions
Crafting a Big Question
Developing a Strategy That Fits the Screen
Implementing the Strategy
Conclusion: Real-Time Strategy

Chapter Seven: Forming Programmatic Strategies
Forming Programmatic Strategies
Constructing a Program Logic Model
Programmatic Strategy in Action
Programmatic Strategy Essentials
When to Form New Programmatic Strategies
Conclusion: Programs As Strategic Choices

Chapter Eight: Forming Operational Strategies
Real Life Operational Strategy1
Operational Strategy Essentials
When to Form New Operational Strategies
Conclusion: Operations Are the Broad Shoulders of Strategy

Chapter Nine: Putting It All Together
Using Real-Time Strategic Planning to Advance Your Mission and Vision
Strategy Formation as a Continuous Cycle
Crafting a “Traditional” Strategic Plan
Conclusion: Real-Time Strategy in a Rapid-Response World

PART TWO Essential Tools for Forming Strategy
Tool 1: Current Business Model
Tool 2: Financial Analysis
Tool 3: Competitor Analysis
Tool 4: Trend Analysis
Tool 5: Future Business Model
Tool 6: Identity Statement
Tool 7: Strategy Screen
Tool 8: Big Question
Tool 9: Next Steps Work Plan
Tool 10: Strategy Road Map

References
Index
CD-ROM Instructions


Materials on the CD-ROM
Facilitator’s Guide to Real-Time Strategic Planning
Materials to conduct a one-day Real-Time Strategic Planning session

Tools
Essential Tools for Forming Strategy (electronic versions of the tools found in Part Two)
Tool 1: Current Business Model
Tool 2: Financial Analysis
Tool 3: Competitor Analysis
Tool 4: Trend Analysis
Tool 5: Future Business Model
Tool 6: Identity Statement
Tool 7: Strategy Screen
Tool 8: Big Question
Tool 9: Next Steps Work Plan
Tool 10: Strategy Road Map

Supplemental Tools
Tool 11: Market Position and Strategy Analysis
Tool 12: Community Meeting
Tool 13: Identify and Establish a Nonprofit Brand
Tool 14: Strategic Thinkers Group
Tool 15: Expert Interviews
Tool 16: Reading Group
Tool 17: Brainstorming Process
Tool 18: Scenario Thinking
Tool 19: Value Creation Cycle
Tool 20: Mission Statement Refinement
Tool 21: Organizational Self-Assessment and Discussion
Tool 22: The Due Diligence Tool
Tool 23: Opportunity Matrix
Tool 24: Logic Model
Tool 25: 90-Day Plan for Incremental Improvements
Tool 26: Post-Action Debriefing
Tool 27: Traditional Strategic Plan Template

Nonprofit Strategy Revolutionary Certificate