Workshop Minutes for March 28th Session
Transcription
Workshop Minutes for March 28th Session
S TRATEGI C P L ANNING C AP ACI TY B UI LDI NG W ORKSHOP M I NUTES March 28, 2015 Irvine, CA Participants: Audubon California: Travis Abeyta Kern Audubon: Debra See, Bill Moffat, Kevin Fahey Sea & Sage Audubon: Doug Lithgow, Carolyn Noble, Janet Baumann El Dorado Audubon: Janice Dahl, Mary Parsell Whittier Audubon: Linda Oberholtzer Pasadena Audubon: Jared Knickmeyer , Deni Sinnott Laguna Hills Audubon: Eva Lydick, Paul Klahr Los Angeles Audubon: Garry George, Krista Sloniowski Facilitator: Paquita Bath, Aligning Visions Welcome – Travis Abeyta provided a quick presentation on the role of the California Chapter Network Team and opportunities for future partnership with chapters. Agenda and Introductions – Quick review of the day, approaches, and expected outcomes. Participants introduced each other and their hopes for planning and the obstacles they have confronted. Their discussion: Why Plan? o Engage new people/volunteers o Never developed a strategic plan or have one that is not systematically implemented o Prioritize goals o Move from strategy into implementation Additional items in later discussion included: o More focused fundraising o Guide resource decisions 1 www.aligningvisions.com 3/28/15 Audubon Chapter Capacity Building o o o o o o Professionalize the chapter Engage the full team in strategic direction Expand the impact of the chapter Look to the future Raise the bar Help us focus on strengths and learn what to say ‘No” to Strategic Planning Presentation by Paquita Bath on Strategic Planning linked to her book “Aligning Visions Participatory Strategic Planning - A How-To Manual”, available on www.ca.audubon.org/capacity-building. We discussed the four key questions addressed in strategic planning and what have blocked chapters in the past. Major blocks include: o Lack of worker bees o Too many projects; hard to prioritize/cut back o Communication technology; old vs new members o Resistance or that’s the way we have always done it o Lack of leadership succession o Lack of support from the board for planning – resistance; o Having a plan but then no follow up These blocks were addressed with a problem-defining tool and a Situation Analysis later in the day as well as through tools for ensuring that the planning exercises would result in tangible and practical next steps. Who Are We? VISION: Participants discussed how a positive vision for the future of their region could be helpful. While NAS and most chapters do not have a Vision statement – we discussed other vision statements and particularly Golden Gate Audubon’s vision: “North America’s most bird-friendly urban community”. MISSION: We then looked at mission statements comparing chapter’s missions with other examples from around California and the country. VALUES: Finally, the chapters shared their ideas of what values are important and the benefit of articulating those for attracting new members and living the values in their meetings and strategies. These values include: o Passionate o Credible 2 www.aligningvisions.com 3/28/15 Audubon Chapter Capacity Building o Sincere o Diversity Where Are We Now? Paquita covered this section quite quickly with 3 major tools: 1) SWOT – Strengths, Weaknesses, Opportunities, Threats 2) A History Timeline – getting people to talk about the history of the chapter by focusing on best programs, great people who made a difference, the ideas that had the biggest impact etc. 3) A trend chart – getting the group to brainstorm major types of trends that are impacting the chapter (development pressures, economic changes, demographic changes, technology, - you define the major trends you want to explore) There is more information on these tools in Paquita’s “How-to-Guide” mentioned above or feel free to call her for setting up the use of any of these tools! We also introduced the Open Standards for the Practice of Conservation (also sometimes called Conservation Action Planning by The Nature Conservancy). This tool is a great strategy development tool that is science based for conservation impacts. Some Audubon chapters may have the opportunity to participate in these for key target species and it ties in well with science-based strategic direction. Where Do We Want To Be? The group spent quite a bit of applied time in this arena using the following tools: 1) Hedgehog 2) Prioritizing goals using the Flywheel (triangle!) 3) Defining the Blocks 4) Situation Analysis of one issue you want to pursue 5) SMART Goals By the end of this session all chapter’s had a situation analysis of a problem or program they wanted to work on. How Do We Get There? The rest of the afternoon was spent in this area particularly exploring how to use the following tools and developing a clear results chain for their program: 1) Theory of Change 2) Logical Frameworks and Results Chains 3) Developing a results chain for your program 4) Benchmarking 3 www.aligningvisions.com 3/28/15 Audubon Chapter Capacity Building 5) Tough Love review 6) Next steps. Next Steps We then discussed how to make these SMART goals a reality: 1) Paquita will write up the minutes, incorporate the roster, and send this out to all participants 2) The Califonia Chapter Network Team has already posted the strategic planning ppt on the CA Capacity building web site: www.ca.audubon.org/capacity-building. 3) Paquita will be in touch with each chapter over this 6-month period to help you advance your SMART goal. Please feel free to send her questions/ call her (best # so I get the call if I am out of the country is 530 214 0565 or email: Paquita@aligningvisions.com. Chapters that use her services – and check in: a. Advance their goals a lot faster; b. Get a “thinking partner” – paid for by CA Audubon!; and c. Help with case studies that can be shared to build all of Audubon’s chapters! 4) Paquita will send best practices as requested from other chapters (and yours if you have great stuff to share!!) – so we are not all reinventing the wheel! She will also be updating her How To Manual with a focus on CA Audubon chapters! We need your best examples! 5) This capacity-building program is a 2-year program. The first six months was focused on governance (10/14-3/15)– now we are focused on Strategic Planning (3/15-9/15) and we will begin a fundraising program in the Fall of 2015. Evaluation of the Day All participants were asked to indicate what they liked – or would suggest changing for future capacity-building workshops. We are offering this program in Richardson Bay in 2 weeks so these comments are extremely helpful! What did we like about the workshop? Brain exercises outside of our normal box – very expanding! The exercises were excellent to help us focus on the problem and the way forward. Opportunity to experience planning activities with other board members. I liked the sharing with other chapters. 4 www.aligningvisions.com 3/28/15 Audubon Chapter Capacity Building Took complex idea of strategic planning and broke it down to be understandable and usable for Audubon chapters. Reviewing other chapter’s goals/plan. Explaining and defending our chapter’s goal/plan. Good interaction. Sea and Sage The planning and analysis tools gave a good structure to this process. Well organized and presented Liked input from other attendees and that it was encouraged by Paquita Travis’ presentation Clear steps how to achieve goals How to go from idea to a final goal and doing the paperwork. What should we change for future workshops? My brain got a bit tired – need IQ vitamins at lunch Sometimes I did get lost in what the task was – whether broad or specific Would have liked a 10 minute birding break in the afternoon I didn’t realize that there needed to be at least two members from chapter to be an effective working session. Kind of hard to work on worksheets alone. Some of the slides with several comments on them were difficult to read in the time allotted. One unreadable comment – maybe: I was tired to da’t??? Thanks to your feedback I have incorporated these suggestions for the upcoming Richardson Bay workshop. I also have 3 handouts at the end of the ppt show in black/white so you can easily copy them for use with your boards. The others are in the email! 5 www.aligningvisions.com 3/28/15 Audubon Chapter Capacity Building