Strategic Planning & Sustainability Archives - Page 4 of 5

17 Aug, 2022

Let’s Build a Partnership

By Nicole Clark, LMSW|2023-03-22T19:17:12-04:00August 17th, 2022|Categories: Strategic Planning & Sustainability|Tags: Capacity Building, Partnerships, Sustainability|0 Comments

Recently, the Association of Social Work Boards (ASWB) published data on the 2022 pass rate for the ASWB licensing exam. The analysis concluded major disparities in pass rates for Black test takers, older adults, and other marginalized groups.

The data were published as a result of years of advocacy and pressure from the National Association of Social Workers, schools of social work, other social work organizations, and individual test takers. Previously, data on pass rates were never released.

I’ve shared my experience with preparing for the licensing exam before, and while majority of test takers pass this exam on the first try, questions about the fail rates were enough to warrant looking into this. Lack of social work licensure can result is loss of job opportunities for many social workers, so it makes sense to explore why these disparities continue to exist.

This is an example of bringing together a group of individuals who care about an issue, and work together to address it. Test takers, professors, licensing exam prep experts, exam test question writers, and more were all needed for this process.

Part of my role as a facilitator includes facilitating partnership meetings.

The Centers for Disease Control and Prevention (CDC) identifies a partnership as “organizations that share a common focus and combine resources to implement joint activities, avoid[ing] duplication of effort, ensuring synergy of resources, and enhanc[ing] overall leadership.” From my viewpoint, this also includes individuals who may not be part of an organization but hold a significant amount of knowledge, power, and connections.

Partnerships may develop in response to an emerging issue (such as disparities in test taking scores) and ideally, you’re bringing together individuals that care about the impact of this emerging issue.

A tricky aspect of building a partnership includes understanding the partnership’s purpose and selecting the appropriate individuals and organizations. Every entity mentioned in the licensing example plays a pivotal role in how students prepare for this exam and how the exam is written and administered.

Another aspect of building a partnership is understanding that, while everyone cares deeply about the issue, they have their own ideas for addressing it.

So, how do we bring together various important perspectives to reach a common goal? Here are seven questions to consider for building a partnership:

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15 Jun, 2022

Try This: The SOAR Analysis

By Nicole Clark, LMSW|2022-06-15T15:49:19-04:00June 15th, 2022|Categories: Strategic Planning & Sustainability|Tags: Strategic Planning, Try This|0 Comments

This this activity and let me know how it goes.

You’ve probably heard of the SWOT analysis. Strengths, Weakness, Opportunities, and Threats. It’s considered a traditional component of the strategic planning process.

It’s useful, for the most part.

What I mean by this is that, a glaring issue with the SWOT analysis is that the SWOT analysis has a tendency to focus on deficits within an organization, with the intent of fixing issues and problems.

This can often be draining to your stakeholders to always think of the problems.

Another issue with the SWOT analysis is that everyone has to agree that what’s considered a “weakness” or a “threat”, as much as their needs to be agreement on what’s a “strength” or a “opportunity”. This is really based on your perception.

Dismissing the SWOT analysis doesn’t mean dismissing potential barriers to your strategic success, but it does prevent us from creating experiences that’s more engaging during the strategic planning process.

Enter the SOAR analysis.

This activity is ideal for:

Board of directors, staff, and other stakeholders involved in your strategic planning process

Here’s what you’ll need:

Set aside a full day (or several) for this activity, where you can work with minimal uninterrupted (as we’re still in a pandemic, determine how this will work for an in-person setting or a virtual setting) Make sure to schedule breaks!
Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to

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16 Feb, 2022

What’s in it for Me?: Evaluating Stakeholder Engagement

By Nicole Clark, LMSW|2022-02-15T09:54:43-05:00February 16th, 2022|Categories: Strategic Planning & Sustainability|Tags: Stakeholders, Strategic Planning|0 Comments

Last fall, I joined an ad-hoc group to strategize around Black maternal health and abortion access. During our initial meeting, one member asked, “How will this be different from what’s currently being done?”

In the marketing and advertising world, there’s the question “What’s in it for me?” (WIIFM for short).

“What’s in it for me?” is a tactic to describe (from your perspective) the benefits customers should expect to experience as a result of having the product or service. Getting customers to buy a product or service is one thing. But what keep customers coming back?

“What’s in it for me?” ins’t just a marketing tactic. It’s a barometer for stakeholder engagement. For our involvement, we expect to gain something in return.

“How will this be different from what’s currently being done?” is a variation on “What’s in is for me?” because while we still want to be a part of something that matters, we’re still need to determine if this one thing (in this case, participation in an ad hoc meeting that leads for a result) would be worth our time.

Whether driven by intrinsic drivers (experiencing a sense of accomplishment or a higher sense of self worth) or extrinsic ones (recognition for a job well done or payment is exchange for labor), as each person is different, each person is motivated by different things.

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19 Jan, 2022

Try This: Check In on Your Strategic Plan

By Nicole Clark, LMSW|2022-01-19T16:40:42-05:00January 19th, 2022|Categories: Strategic Planning & Sustainability|Tags: Strategic Planning, Try This|0 Comments

*Try this out and let me know how it goes for you.*

On the road to becoming more data driven, and making sense of stakeholder data, organizations use the data to inform their strategic planning process.

A strategic plan, in short, is a written document that outlines an organization’s mission, vision, the context the plan is being developed in, strategic goals and steps for achieving them over a designated period. .

Like logic models, theories of change and similar documents, the process for developing a strategic plan can be tedious. As such, there’s more focus on getting the document “just right” as less on how to use the document to guide your work.

When you don’t have a plan for checking in on your strategic plan, you run the risk of it sitting on the shelf, collecting dust next to all the evaluation reports that don’t get read.

In all seriousness, a strategic plan is a living document. Each strategic goal has a desired outcome. As we know, life happens, and where we thought we would be may not be where we end up, based on a variety of circumstances. While your strategic plans are set in place, the path for achieving your goals and have shifted since the plan’s implementation. With this understanding, let’s explore how to use your strategic plan as an accountability tool.

This activity is ideal for:

Anyone responsible for leading a strategic planning process
Anyone interested in participating in the strategic planning process

Here’s what you need:

Your organization’s strategic plan
Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to

The steps:

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5 Jan, 2022

Ask Nicole: Improving Capacity vs. Scaling Up

By Nicole Clark, LMSW|2022-01-19T10:32:25-05:00January 5th, 2022|Categories: Strategic Planning & Sustainability|Tags: Ask Nicole, Capacity Building|0 Comments

Have a question you’d like to be featured? Let me know.

First off: Happy New Year!

Now, let’s get into the topic of improving capacity versus scaling up.

This is inspired by a comment from a colleague, who has been frustrated with their organization’s focus on scaling quickly, with little regard to making what they’re already doing, better.

I think it’s a complex issue. As an organization, you want to remain relevant and responsive to emerging issues, yet this can be at the expense of improving current programs and services while being being overworked, understaffed, and under resourced.

We see this with businesses that sell tangible products. There’s one company I purchase items from whose business scaled rapidly to meet the demands of new customers at the start of the COVID-19 pandemic. Their business exploded during this time because they sell body products (and we all need body products to stay clean). They’re also Black-owned, and many Black owned businesses have benefited during this time.

The downside was that the supply (and staff capacity) wasn’t able to meet the demand, leading to shipping delays and frustrated customers.

I’ve seen it in the nonprofit sector. Organizations (particularly smaller ones) have a tendency to make themselves appear bigger than what their capacity allows. This can lead to more funding, more collaborations, more supporters, more press, and more opportunities. I’ve stopped being surprised by organizations that are implementing large scale initiatives —whether alone or in partnership—with a staff of maybe 5 people.

I also saw this back in my micro/clinical social work days. In my department, the focus was on getting as many clients in the door as possible, with little regard to 1) staff capacity to do the tasks required of us by leadership and 2) whether the programs and services we promoted to clients were of quality.

We experienced high staff turnover. In response, the department began hosting job fairs to bring in more staff with the promise of lowering caseloads. Which never happened.

This experience shaped my approach to how I work with clients and partners, and I feel in many ways, I’m shifting away from helping organizations raise the voices of women and girls of color (their program participants) to helping raise the voices (and concerns) of staff. You can’t have a program without participants, however:

Programs and services are only successful when staff feel supported and have the capacity to do their jobs well.

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Let’s Build a Partnership

Try This: The SOAR Analysis

What’s in it for Me?: Evaluating Stakeholder Engagement

Try This: Check In on Your Strategic Plan

Ask Nicole: Improving Capacity vs. Scaling Up

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