Strategic and Tactical Planning with Not-For-Profits
Many local not for profits accomplish their work through a large base of volunteers. Those volunteers who devote so much time develop a passion for their cause. Many volunteers stay on boards from the beginning.
Working with volunteers on Vision or Strategies can pose its own difficulties versus corporations.
During the past several years, I have devoted time to local organizations that need help either getting off the ground, formalizing their unformalized efforts, or reenergizing their organization’s strategy.
- Volunteers have little time to devote to strategic planning
- Volunteers have very different views of what the organization is or should be.
- Volunteers can become offended when taking about reality.
- Volunteers can bog down discussion with stories about the good old days.
- Volunteers don’t believe the strategy can be right if they are not involved.
- Volunteers have overlapping roles within the organization.
Session: This session will cover what we do and show examples and share the results.
- Differences and similarities between small not for profits and typical corporate dynamics
- Tools and processes that help
- The role of reviewing the ‘bid”
- How to use the Thinking Processes when you can’t use the thinking processes
- How to use SWOT to validate strategic and tactical areas
- What is the key question to gain alignment
Dee Jacob has been at the forefront of TOC since 1988. At Procter and Gamble, she led some of the earliest continuous process DBR solutions, the first replenishment, and Critical Chain solutions. Joining AGI in 1991, Dee continued the development of Critical Chain and the associated Portfolio Management solution, thinking processes, and supply chain. A prolific educator at AGI, Dee has created material and taught the Jonah Program®, the Jonah’s Jonah Program®, and Technical Expert programs in Project Portfolio Management and Supply Chain Management. She is co-author with Suzan Bergland and Jeff Cox of Velocity; Combining Lean, Six Sigma, and the Theory of Constraints to Achieve Breakthrough Performance and a contributor to the TOC Handbook for AGI.
In 2013, Dee recently formed a new business, VelosCT, with her husband Bob to provide TOC based solutions focused on service, value, and our customers’ success. She is CEO. VelosCT has through new customer base, created opportunities to create both improved selling processes as well as expanded tools and education for Project Management, Supply Chain and Thinking Processes that bring service, value and success to its customers.
Dee has been at the forefront of working with major government and corporate clients – and solving the challenges of selling and creating rapid deployment models for success. She recently embarked on partnering with a small business initiative in her hometown.
In 2015, Dee formed a partnership to transform a small town landmark business into something new and exciting using the principles of TOC.