MBA in Nonprofit Management. Strategic Planning and Program Evaluation

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Lesley Owen Cannon
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1 MBA in Nonprofit Management M A N A G E MENT 405 Thursdays 4:00 6:30 PM F A L L 2009 SEME S T E R CL A S S SY L L A B U S Instructor: Mike Hoff is currently President of his own company specializing exclusively in consultation to nonprofits. He is the former Director of Consulting and Training Services at the Center for Nonprofit Management, and has served as the Executive Director of two nonprofit organizations. Mike has also managed Organization and Management Development functions within three Fortune 500 companies and his expertise includes board and staff development, strategic planning, change management, team development and performance evaluation. He was a member of the faculty at California State University, Long Beach for five years and is a past member of the extension faculty at the University of California, Irvine. Course Description: The course is designed to examine strategic planning as a tool for organizational change, sustainability, and growth. The student will be exposed to methods of organizational assessment, strategic planning and program evaluation. Students will gain an understanding of the practical applications undertaken in the strategic planning process. Methodology will include development of a SWOT analysis, identification of strategic issues, and formation of a situational analysis. The course examines goals-based planning, the most common method of strategic planning. A second part of the course will focus on program evaluation and students will develop a deeper understanding of the planning and implementation facets of program evaluation. Contact information: P hone: ( 562) E m a i l : m h o f f v e r i z o n. n e t

He is the former Director of Consulting and Training Services at the Center for Nonprofit Management, and has served as the Executive Director of two nonprofit organizations.

2 Fall 2009 MGT. 405 Required Texts: Allison, Michael and Kaye, Jude, Strategic Planning for Nonprofit Organizations, Wiley Publications, 2005 Mattessich, PhD, Paul W., The Manager s Guide to Program Evaluation, Wilder Research Center 2003 Additional Resources: Bryson, John M., Strategic Planning for Public and Nonprofit Organizations, Jossey-Bass, 2005 Wholey, Hatry, and Newcomer, Handbook of Practical Program Evaluation, Jossey-Bass, 2004 Nonprofit Management and Leadership, Published by Jossey-Bass and Nonprofit and Voluntary Sector Quarterly, Publisher by Sage for ARNOVA Course Objectives: By the conclusion of the semester students will: Understand organizational analysis within strategic planning Gain insight of the detailed processes involved in planning, developing, and monitoring a nonprofit strategic plan Develop the knowledge and capacity to complete a strategic plan Design performance monitoring systems and evaluations Utilize logic models in program evaluation Develop the capacity to complete a program evaluation Consultation: To make an appointment for a student consultation, the instructor at mhoff2@verizon.net or call Please allow a 2 day lead-time for the date requested. Student Grades: Students will be graded with the following criteria Class Attendance and Participation - 20% Class Project strategic planning project - 30% Midterm Examination 25% Final Examination - 25% Important Notice - Late or incomplete projects receive one-half credit 2

, Strategic Planning for Public and Nonprofit Organizations, Jossey-Bass, 2005 Wholey, Hatry, and Newcomer, Handbook of Practical Program Evaluation, Jossey-Bass, 2004 Nonprofit Management and

3 FALL 2009 COURSE CALENDAR Week 1 (September 10) - Course Overview Fall 2009 MGT. 405 Course overview and grading requirements Discussion of class projects / Selecting a nonprofit for your semester project Introduction of class text books Discussion of organizational assessment and capacity building Class Profile:: Your interests, needs, and expectations for this course Completion of student contact sheet Week 2 (September 17) - Introduction to Strategic Planning Get Ready Phase 1 Defining strategy what is it, what does a strategy look like? Strategic planning and operational planning Strategic planning and long-range planning Overview of the strategic planning process Phases 1-7 Get Ready Strategic Planning Committee Reading: Strategic Planning for Nonprofit Organizations Chapters 1 & 2 Review of Worksheets 1-4 Week 3 (September 24) Articulating Mission, Vision, and Values - Phase 2 Articulating the organization s mission, vision, values Phase 2 Exercises: Writing mission, vision, and value statements Reading: Strategic Planning for Nonprofit Organizations Chapter 3 Review of Worksheets 5 7 Week 4 (October 1) - Assessing Your Situation Phase 3 Internal/External Scans Strategic Assumptions Gather stakeholder information Assessment of financial performance Reading: Strategic Planning for Nonprofit Organizations Chapter 4 Review of Worksheets 8-12 Week 5 (October 8) Agreeing on Priorities Phase 4 Determining interplay of the SWOT Selecting core strategies Agreeing on Priorities Reading: Strategic Planning for Nonprofit Organizations Chapter 5 Review of Worksheets

4 Fall 2009 MGT. 405 Week 6 (October 15) - Writing the Strategic Plan Phase 5 Identify the writer of the plan Writing goals and objectives Choosing a format Review of class project Reading: Strategic Planning for Nonprofit Organizations Chapter 6 Review of Worksheet 17 Week 7 (October 22) Implementing the Strategic Plan Phase 6 (MIDTERM EXAM) Developing a detailed operational plan Tasks, personnel, timelines Reading: Strategic Planning for Nonprofit Organizations Chapter 7 Review of Worksheet 18 Week 8 (October 29) Evaluate and Monitor the Plan - Phase 7 Evaluate the strategic plan and the strategic planning process Monitor the plan Reading: Strategic Planning for Nonprofit Organizations Chapter 8 Review of Worksheets Week 9 (November 5) The Internal Strategic Planning Consultant Supporting strategic planning from within the organization Helping to manage strategic change Performing to priorities Week 10 (November 12) What is Program Evaluation? Evaluation defined Benefits of evaluation Evaluation as an on-going process Types of evaluation information Questions evaluation information can answer Reading: A Manager s Guide to Program Evaluation Chapters 1 and 2 4

Nonprofit Organizations Chapter 6 Review of Worksheet 17 Week 7 (October 22) Implementing the Strategic Plan Phase 6 (MIDTERM EXAM) Developing a detailed operational plan Tasks, personnel, timelines

5 Week 11 (November 19) Program Theories and Logic Models Program theories what are they? How do they work? Logic models Survey instruments Reading: A Manager s Guide to Program Evaluation Chapters 2 and 3 Fall 2009 MGT. 405 Week 12 (December 3) Phases of Program Evaluation Design phase Data collection phase Analysis phase Reporting phase Review and disseminate take home final Readings: A Manager s Guide to Program Evaluation Chapters 4 and 5 Week 13 (December 10) - Project Presentations (Strategic Planning Project) Week 14 (December 17) Final Exam Submit final exam 5

405 Week 12 (December 3) Phases of Program Evaluation Design phase Data collection phase Analysis phase Reporting phase Review and disseminate

Performance Management UAPP-685 Fall 2002

Performance Management UAPP-685 Fall 2002 Maria P. Aristigueta Office: Graham Hall 182 302-831-4570 e-mail: mariaa@udel.edu Wednesday 7:00 to 10:00 p.m., Room: GH 185 Course Overview The general purpose