Strategic Planning Visioning and Dashboards Welcome Presenters Jim

Strategic Planning, Visioning and Dashboards

“ Welcome Presenters: Jim Nelson, Lake Agassiz Habitat Lori Anderson, Douglas County Habitat Nicole Olson, Douglas County Habitat ”

Session Goals Understanding of each of the 3 key components: Strategic Planning, Visioning and Dashboards and why they are essential in leading your Affiliate Explore the interrelationship between these 3 components Create Learn an awareness of Operational Plans how to relate Key Performance Indicators (KPI) to Dashboards

Nice to Meet You! Name Affiliate Role One thing you hope to take away from today’s session

Vision Mapping and Strategy Jim Nelson, Lori Anderson

Vision A world where everyone has a decent place to live. Mission Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities and hope.

Vision & Mission Statements - from businesses you frequently interact with Microsoft Mc. Donalds 3 M Coca Cola

MICROSOFT Vision Statement to help people and businesses throughout the world realize their full potential Mission Statement to empower every person and every organization on the planet to achieve more.

Mc. Donalds Vision Statement to move with velocity to drive profitable growth and become an even better Mc. Donald’s serving more customers delicious food each day around the world Mission Statement to be our customers’ favorite place and way to eat and drink

3 M Vision Statement Improving Every Life thru Scientific Innovation Mission Statement 3 M is committed to actively contributing to sustainable development through environmental protection, social responsibility and economic progress

Coca Cola Vision Statement inspiring each other to be the best we can be by providing a great place to work. Mission Statement the company's promise to create value for the shareholders and making every effort to build the strongest brand image in the global community.

How they Fit Together A Driving Analogy IMPORTANC E Vision - about the future, what we aspire to become Windshield – what we see when driving Mission - about today, what do we do today, what do we stand for? Stay on the road, avoid delays & get there Strategy - a plan of action or policy designed to achieve a major or overall aim Travel plan with routes, stops and impediments Dashboards - used to monitor progress, graphical user interface provides at-a-glance views of key performance indicators relevant to a particular objective or business process Gauges & Indictors

Vision What’s the purpose of this? Mission Strategy Dashboard

Which of the 4 components is most important? Why?

Dashboards and KPIs Nicole Olson, Lori Anderson, Jim Nelson

Management vs Leadership Management Leadership Collecting data Interpreting reports Entering data Producing reports – Profit and Loss (P&L), Balance Sheet, Cash Flow Reports Narratives and presentations to communicate the health of your organization to your team and Board of Directors Administrative function for your organization Guiding your affiliate to sustainability

Put on your financial hats! • The condition of an organization ALWAYS shows up in the financials. • Strong financial leadership is invisible

When it comes to financials……… What is the culture of communication in your affiliate? • Who sees the financials? • Who is talking about the financials? • What is the comfort level with discussing financials? • How often are financials being discussed – monthly, quarterly? • Is there anyone who should be looking at and discussing the financials who isn’t?

Key Performance Indicators (KPIs) What is a KPI? Oxford's Dictionary definition of KPI: A quantifiable measure used to evaluate the success of an organization, employee, etc. in meeting objectives for performance. Why are KPIs important? The link between daily actions to the success of your organization Improve performance Create a feeling of ownership, empowerment and fulfillment Taken from “Key Performance Indicators” by David Parmenter How do we determine KPIs? KPIs should align with your Strategic Plan goals and objectives

Why Dashboards? Bring attention to priorities Monitor Create performance accountability Simplify complex information Motivate Informs Action Future Decisions

HFH of Douglas County Dashboard

Profit and Loss Summary, Burn Rate How to……. calculate your burn rate

Mortgage Measurements

Construction Measurements

Mission Measurements

Compare your data to……. Strategic Plan Goals Budgets Internal Goals or Benchmarks Historical Peer Information Benchmarks Industry Standards Externally Imposed Mandates

Lake Agassiz Habitat Dashboard Reflects our Strategic Plan – approved 10/2019 Under Construction Keep sight of this need; Keep this in my windshield

Lake Agassiz Habitat Dashboard What’s Included? - Budget - Actual - Notes - Bottom line - - Includes: Re. Store Donations Mortgages

Lake Agassiz Habitat Dashboard Backward or Forward Looking?

Lake Agassiz Habitat Dashboard

Lake Agassiz Habitat Dashboard

Winona-Fillmore Counties Habitat

Why is this important? Propel’s “Financial Information and Your Board” video https: //www. propelnonprofits. org/resources/financial-information-boardprimer-video/

Small Group Discussion What is good about the communication in your affiliate regarding strategic planning, visioning and progress reporting? What is limiting? What would you like to change?