Beyond Vision and Mission — Reaching Operational and Financial Goals in Governments and NPOs

Author: Lynda M. Dennis, CPA

Publisher: AICPA

Availability: In Stock

Description

Table of Contents

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Description

Moving from the strategic planning phase to the implementation phase is complicated and hard work. Beyond Vision and Mission — Reaching Operational and Financial Goals in Governments and NPOs provides numerous tools and techniques to help the agency or organization achieve its ongoing vision and mission.

The current economic environment puts constant pressure on organizations to operate more efficiently, economically and effectively, so it is important to help these entities reach their operational and financial goals. Each chapter in this 248-page guide describes the CPA's vital role in the strategic implementation process and provides:

Step-by-step illustrations, worksheets, checklists and questionnaires that show how to implement an organizational strategy
How to use the mission focus to help you set goals and impartially resolve priority issues
How to direct the formulation of sensible strategies to accomplish your objectives and achieve your goals
How to develop user-friendly performance measures that actually monitor progress toward goals instead of chasing outputs
Chapter highlights and a list of exhibits as a preface to each chapter
Examples of strategy implementation plans for governmental and not-for-profit organizations
Additional sources of information in the strategy implementation process
A PowerPoint presentation for management and clients
A CD-ROM containing customizable versions of the same illustrations included in the book

In addition, Beyond Vision and Mission will show you how to:

conduct a preliminary planning process
identify mandates; review mission and values
perform environmental scanning
set goals and establish objectives
review operations/budget and develop strategies
create scorecard
develop indicators/measures
implement/integrate plan and scorecard
evaluate and modify plan

Beyond Vision and Mission takes you past the fads and down to bedrock; past isolated strategic planning practices and into the integrated whole.

See full description

List of Exhibits
Acknowledgments
Introduction
Chapter 1 - Using Strategy Implementation as a Leadership and Management Tool in Governmental and Not-for-Profit Organizations
- Just What Is Meant by Strategy Implementation?
- How Will Governmental and Not-for-Profit Organizations Benefit?
  - Mission Dictates
  - Operating in View of the Public
  - Public Goods and Services
  - Lack of a Profit Motive and Resource Providers
- Factors Preventing Strategic Planning
- Why Strategic Plans Fail
- How Elected Officials and Volunteers Affect the Process
- Opportunities for CPAs in Strategy Implementation
Chapter 2 - Jump-Starting the Strategy Implementation Planning Process
- How to Establish a Timeline to Keep the Process on Track
- How to Select the Strategy Implementation Teams
  - Other Strategy Implementation Team Issues
- Developing the Communication Plan
- Establishing the Ground Rules for the Strategy Implementation Process
Chapter 3 - Mandates, Mission, and Values in Strategy Implementation
- Mandates and Strategy Implementation
  - Identifying Formal External Mandates
  - Distinguishing Relevant Informal Mandates
- Mandates and the Mission Statement
  - The Statement of Purpose
- How to Review Existing Programs
  - Identifying and Understanding Stakeholder Expectations
Chapter 4 - Scanning and Evaluating the Internal and External Environments
- How Long Is the Planning Horizon?
- What Is Environmental Scanning and Why Is It Important to Strategy Implementation?
- What Is the Environmental Scanning Process?
  - How to Conduct the Analysis Process
  - Internal Factors - Strengths and Weaknesses
  - External Factors - Opportunities and Challenges
- How Important Is Demographic Information?
- Determining and Analyzing Critical Trends, Events, and Emerging Issues
- Establishing Priorities
Chapter 5 - Setting Goals to Resolve Priority Issues One Objective at a Time
- How Goals and Objectives Relate to the Strategy Implementation Process
- How to Ensure Goals and Objectives Are Aligned with Priority Issues
  - Linking Goals With Priority Issues
  - How to Determine If Goals Are Realistic
  - How to Ensure Goals Translate Into Quantifiable Objectives
  - Making Sure Objectives Are Measurable
  - Aligning Objectives With Stakeholder Expectations
- Using Visioning to Compensate for the Realities of Time and Money
  - Establishing a Vision
Chapter 6 - How to Formulate Realistic Strategies to Accomplish Objectives and to Achieve Goals
- How Strategies Relate to Goals, Objectives, and Priority Issues
- The Strategy Formulation Process
- How to Formulate Realistic and Attainable Strategies
  - How to Use Operational Procedures to Define Strategies
  - How to Develop Strategies, Assign Responsibility, and Avoid Task Overload
- What to Do When Strategies Exceed Available Resources
  - Establishing Funding Priorities
  - Involving Stakeholders and Customers
  - Facing Political Realities
- Real World Examples
- Using the Budget to Assist in Implementing Policies and Integrating Strategies
  - Understanding Frequently Used Budget Formats
  - Linking the Budget Format and Strategy Implementation
Chapter 7 - Balancing Strategies to Increase Management Effectiveness
- Overview of the Balanced Scorecard
- Why the Balanced Scorecard Approach Works
- Step-by-Step Process to Integrate the Balanced Scorecard With the Strategy Implementation Plan
  - Step 1 - Develop Specific Balanced Scorecard Principles
  - Step 2 - Identify Organizational Levels That Will Implement the Balanced Scorecard
  - Step 3 - Establish Implementation Timeline
  - Step 4 - Align Strategies
  - Step 5 - Identify Performance Indicators and Measures
  - Step 6 - Establish Performance Targets
  - Step 7 - Create Timeline for Performance Targets
  - Step 8 - Balance the Scorecard
  - Step 9 - Implement the Balanced Scorecard
  - Step 10 - Monitor and Evaluate Organizational Performance
  - Step 11 - Periodically Revise the Balanced Scorecard
Chapter 8 - How to Measure Service Efforts in the Strategy Implementation Process
- What Gets Measured Gets Done
  - Performance Measures Link Service Efforts
  - How Performance Measures Increase Accountability
- Measuring Service Efforts Using Performance Indicators
- How to Estimate the Costs Associated With the Performance Measurement System
  - Types of Performance Software and Data Collection Systems
  - Developing Objective Performance Measures
  - Developing Reliable Performance Measures
- Using Interim Performance Indicators to Measure Progress Toward Long-Term Goals: An Example
- Developing Internal and External Benchmarks and When They Should Be Used
  - Customizing External Benchmarks
- Reporting Performance Results
  - Credibility and Reporting to Stakeholders
  - Structure and Format of the Performance Report
- Examples of Performance Measures
- Increasing Accountability and Improving Service Delivery
  - Activity-Based Costing
Chapter 9 - Recommended Tactics for Successful Implementation and Integration
- Reevaluation of the Original Implementation Team
- How to Assign Responsibilities to the Implementation Team
- How to Identify Key Success Factors
- Develop the Action Plan
- Establish the communication Plan
- How to Track and Monitor Implementation Progress
- Reviewing Implementation and Integration Efforts
- Integrating Existing Systems With the Strategy Implementation Plan
Chapter 10 - Developing Easy-to-Use Tools to Evaluate Plan Effectiveness
- When the Strategy Implementation Plan Should Be Evaluated
- Reevaluation of the Original Evaluation Team Identified in the Preliminary Phase
- How to Assign Responsibilities to the Evaluation Team
- How to Evaluate the Strategy Implementation Plan
- Reaching Conclusions on Plan Effectiveness
- Communication to Stakeholders
- What to Do When Programs No Longer Accomplish Organizational Goals
  - Program Redesign
  - Options for Ineffective Programs
- Creating Strategic Alliances
Appendixes
- Appendix A: The CPA's Field Guide to Strategy Implementation
- Appendix B: Developing the Mission Statement
- Appendix C: Example Strategy Implementation Plans
- Appendix D: Strategy Implementation in Governmental and Not-for-Profit Organizations (text and PowerPoint Presentation)
- Appendix E: Associations, Organizations, Agencies, and Other Resources
- Appendix F: Glossary
Exhibits
- Chapter 1
  - Exhibit 1.1 Strategy Implementation for a Governmental Organization: Patrol Division of a Municipal Police Department
  - Exhibit 1.2 Strategy Implementation for a Not-for-Profit Organization: Social Services - AIDS/HIV Prevention
- Chapter 2
  - Exhibit 2.1 Strategy Implementation Timeline
  - Exhibit 2.2 Tips to Keep Strategy Implementation on Track
  - Exhibit 2.3 Checklist of Typical Tasks of the Strategy Implementation Teams
  - Exhibit 2.4 Sample Job Description for Planning Team Members
  - Exhibit 2.5 Sample Job Description for Implementation Team Members
  - Exhibit 2.6 Sample Job Description for Evaluation Team Members
  - Exhibit 2.7 Questionnaire - Potential Strategy Implementation Team Members
  - Exhibit 2.8 Summary of Strategy Implementation Team Applicants
  - Exhibit 2.9 Communication Plan
- Chapter 3
  - Exhibit 3.1 Checklist - Formal Legal Mandates Typical of Governmental and Not-for-Profit Organizations
  - Exhibit 3.2 Checklist - Critical Informal Mandates
  - Exhibit 3.3 Worksheet - Services and Programs Provided
  - Exhibit 3.4 Summary Form - Services and Programs Provided
  - Exhibit 3.5 Checklist - External and Internal Stakeholders
  - Exhibit 3.6 Stakeholder Need and Impact Analysis
- Chapter 4
  - Exhibit 4.1 Questionnaire for Determining the Planning Horizon
  - Exhibit 4.2 Analysis of Strengths, Weaknesses, Opportunities, and Challenges (SWOC)
  - Exhibit 4.3 Checklist of Internal and External Factors Affecting the Entity
  - Exhibit 4.4 Sources of Demographic Information for Determining Current and Future Projections
  - Exhibit 4.5 Analysis of Significant Trends, Events, and Emerging Issues
  - Exhibit 4.6 Summary of Priority Issues
  - Exhibit 4.7 Analysis of Priority Issues
- Chapter 5
  - Exhibit 5.1 Example Goal Statements and Related Priority Issues
  - Exhibit 5.2 Example Objectives and Related Goals and Priority Issues
  - Exhibit 5.3 Summary of Goals and Objectives by Stakeholder Group and Time Frame (Relative to Selected Strategies)
  - Exhibit 5.4 Goals and Objectives Worksheet (Relative to Selected Strategies)
  - Exhibit 5.5 Sample Vision Statements With Related Mission Statements
- Chapter 6
  - Exhibit 6.1 Analysis of Operational Procedures
  - Exhibit 6.2 Analysis of Planning Team Members by Operational Area
  - Exhibit 6.3 Questionnaire - Analysis of Potential Strategies
  - Exhibit 6.4 Strategy Summary Matrix
  - Exhibit 6.5 Funding Priority Worksheet
  - Exhibit 6.6 Questionnaire - Budget Format Determination
- Chapter 7
  - Exhibit 7.1 Example - Select Organizations Using the Balanced Scorecard Approach
  - Exhibit 7.2 Balanced Scorecard Terminology
  - Exhibit 7.3 Example - Cascading the Balanced Scorecard in a Governmental Organization
  - Exhibit 7.4 Example - Cascading the Balanced Scorecard in a Not-for-Profit Organization
  - Exhibit 7.5 Checklist - Phasing of the Balanced Scorecard Process
  - Exhibit 7.6 Balanced Scorecard Worksheet
- Chapter 8
  - Exhibit 8.1 Estimated Performance Measurement System Costs
  - Exhibit 8.2 Questionnaire - Potential Vested Interests in Performance Measurement Process
  - Exhibit 8.3 Sources of Benchmarks for Governmental and Not-for-Profit Organizations
  - Exhibit 8.4 Questionnaire - Stakeholder Preferences for Service Efforts and Accomplishments Reporting
  - Exhibit 8.5 Checklist - Basic Costs for Typical Activities
- Chapter 9
  - Exhibit 9.1 Questionnaire - Reevaluating the Impact of External Factors on Strategy Implementation Team Members
  - Exhibit 9.2 Checklist - Implementation and Integration Project Teams' Characteristics
  - Exhibit 9.3 Sample Implementation and Integration Team Member Contract
  - Exhibit 9.4 Tips for Maintaining Enthusiasm During Implementation and Integration
  - Exhibit 9.5 Implementation and Integration Timeline
  - Exhibit 9.6 Implementation and Integration Tracking Tool
  - Exhibit 9.7 Implementation Progress Points and Integration Milestones
  - Exhibit 9.8 Checklist - Implementation and Integration Progress Evaluation
  - Exhibit 9.9 Implementation and Integration Progress Evaluation Report
  - Exhibit 9.10 Decision-Making Matrix for Program Funding and Capital Planning and Budgeting
- Chapter 10
  - Exhibit 10.1 Questionnaire - Strategy Implementation Plan Evaluation Timeline
  - Exhibit 10.2 Checklist - Evaluation Project Teams
  - Exhibit 10.3 Evaluation Timeline
  - Exhibit 10.4 Evaluation Tracking Tool
  - Exhibit 10.5 Questionnaire - Determination of Evaluation Techniques
  - Exhibit 10.6 Summary of Evaluation Results, Conclusions, and Recommendations
  - Exhibit 10.7 Questionnaire - Determining When Program Redesign Is Appropriate
  - Exhibit 10.8 Questionnaire - Creating Strategic Alliances

Excerpts

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Paperback 2005

Product# 056514

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