Chapter 4
Chapter 4 - Planning and the Arts
A summary of
the key concepts in the chapter
A lesson on looking, Amy Herman, October 2018 (12:50)
“Are you looking closely? Visual educator Amy Herman explains how to use art to enhance your powers of perception and find connections where they may not be apparent. Learn the techniques Herman uses to train Navy SEALs, doctors and crime scene investigators to convert observable details into actionable knowledge with this insightful talk.”
Anne Parsons President and Chief Executive Officer Detroit Symphony Orchestra, October 7, 2020 (14:01)
“Detroit Symphony Orchestra’s President and CEO Anne Parsons tells One to One how the DSO has been adapting to the pandemic, from streaming its archives in the spring, to live outdoor concerts in the summer, to the current concerts on the stage of an empty Orchestra Hall, conducted by new Music Director Jader Bignamini.”
VUCA Environments – Introduction, September 23, 2016 (7:15)
Over the past few decades, an acronym has emerged within the business community to identify the fundamental internal and external conditions that affect organizations within this complex environment. This acronym is VUCA, and it stands for volatility, uncertainty, complexity, and ambiguity.
Strategic SWOT Tool for NFP Organisations, April 20, 2017 (6:16)
Moore Kingston Smith (a leading UK firm of accountants and business advisers) Partner Silvia Vitiello discusses how the strategic SWOT tool can help you develop the right strategy for your charity or not for profit organisation.
How to Perform a SWOT Analysis, October 19, 2016 (7:02)
“SWOT stands for strengths, weaknesses, opportunities, and threats. Understanding how to perform a SWOT analysis is critical to your planning process. The purpose of creating one is to formulate a synthesized view of your current state.”
PESTLE (PEST) Analysis Explained, May 26, 2016 (8:42)
“A key framework for analyzing the key features of the external business environment - PESTLE Analysis - is explained in this revision video.”
Eight Powerful Ways to Visualize an Innovative Nonprofit Business Model, June 2, 2018 (8:13)
Bryan Alexandros offers some of the tips and techniques using the Business Model Canvas. “As of May 2018, the Nonprofit Business Model Canvas has been redesigned to include more visual markers, white space, and cues. The categories and blocks are mostly the same. Nonprofit business models and revenue streams don't have to be complicated. The techniques above help you understand how your organization creates, delivers, and captures value. This is perfect for founders, consultants, marketers, and students.”
Planning: Strategic and Long-Range Planning
How
Different Cultures Understand Time, Business Insider,
June 1, 2014
https://www.businessinsider.com/how-different-cultures-understand-time-2014-5
Our
Puny Human Brains Are Terrible at Thinking About the Future - Slate.com
– April 13, 2017
https://slate.com/technology/2017/04/why-people-are-so-bad-at-thinking-about-the-future.html
NOTE: This article is part of Future Tense, a collaboration among Arizona State
University, New America, and Slate.
https://hbr.org/2016/09/you-may-hate-planning-but-you-should-do-it-anyway
Prosper
Strategies – Writing Vision Statements
https://prosper-strategies.com/write-nonprofit-vision-statement-will-truly-shape-future/
National Council of Nonprofits – Strategic
Planning
https://www.councilofnonprofits.org/tools-resources/strategic-planning-nonprofits
Confirmation
biases - 16 Key cognitive biases that impact creativity and the innovation
process
https://www.boardofinnovation.com/blog/16-cognitive-biases-that-kill-innovative-thinking/
https://businessteacher.org.uk/pestel/
8+
PEST Analysis Examples & Samples in PDF
https://www.examples.com/business/pest-analysis.html
PEST
(PESTLE/STEEPLE) Market Analysis Tool
https://www.businessballs.com/strategy-innovation/pest-market-analysis-tool/
The
Matrix Map: A Powerful Tool for Mission-Focused Nonprofits,
Steve Zimmerman and Jeanne Bell, April 1, 2014 – Nonprofit News, NonProfit
Quarterly
https://nonprofitquarterly.org/the-matrix-map-a-powerful-tool-for-mission-focused-nonprofits/
Equity and Inclusion Plans
Cincinnati
Symphony Orchestra Diversity, Equity and Inclusion Action Plan
https://www.cincinnatisymphony.org/about/diversity-equity--inclusion/
Racial
Equity Tools – Action Plan Examples
https://www.racialequitytools.org/plan/action-plan/action-plan-examples
Equity
in the Center – A project of Proinspire
Awake
to Woke to Work: Building a Race Equity Culture
– 36-page PDF
Business Plans
Business Planning for Nonprofits
https://www.councilofnonprofits.org/tools-resources/business-planning-nonprofits
“Business plans: tips for arts,
culture and the creative industries” – The Guardian
Walla
Walla Community College – ABC Cultural Organization Business Plan - Template
Business
Model Generation
This
link is to the website for the Business Model Generation book and the
software version 2.0 of the Business Canvas.
Link
to FAQs - https://canvanizer.com/faq
Business
Model Canvas for Nonprofit Organizations [Revised text in the form aligns
better with nonprofit organizations.] Skylance.org (Strategy firm that helps
pioneers unlock new value, create new industries, and transform markets.)
https://www.skylance.org/nonprofit-business-model-canvas
Link
to the fillable form of the Nonprofit Canvas Google Doc
https://docs.google.com/document/d/17bu9MUIpIg41ui3wLzIziS5cwQoBTvgDKPepuONL9gI/edit
J. Rodriguez, “To Sell or Not To Sell?
An Introduction to Business Models (Innovation) for Arts and Culture
Organisations”, IETM, Brussels, March 2016.
Link: https://www.ietm.org/en/publications
How
to Write a Business Plan – Open College, Australia
https://www.opencolleges.edu.au/careers/how-write-business-plan
Planning Software
iPlanner.net
– Strategy Designer ™ - Your Strategic Plan Writer – Includes a version for
nonprofits
https://www.iplanner.net/business-financial/online/strategy.aspx
OnStrategy
- Self-guided planning to full-service strategy design – Includes planning
software for Nonprofits
Envisio
- Strategy and performance management for the public sector
Logic Models and Theory of Change
Effective
change management: in theory and action by Nima Torabi
Includes
Kurt Lewin’s 3-Step Change Management Model, Kotter’s 8-step Change Management
Model. Ackerman and Anderson’s 9 stage model and the Kubler-Ross 5-stage change
management model.
https://neemz.medium.com/effective-change-management-in-theory-and-action-482f44e44d3c
Theory
of Change: A Practical Tool For Action, Results and Learning
Annie
E. Casey Foundation
https://www.aecf.org/resources/theory-of-change/
What
Works - New Zealand – Logic Model
https://whatworks.org.nz/logic-model/
Center
for Theory of Change – Multiple resources for TOC plus TOC
software
DiY
– Development Impact & You – Practical Tools to Trigger & Support
Social Innovation
National Endowment for the Arts
Our Town – A Theory of Change and
Logic Model for the NEAs’ Creative Placemaking Grants Program (2019)
https://www.arts.gov/sites/default/files/Our-Town-Theory-of-Change.pdf
ArtsBoston Audience Lab Logic Model
Santa
Cruz Museum of Art & History – Business Model Case Study
https://culturehive.co.uk/wp-content/uploads/2015/09/FPM-MAH-Case-Study.pdf
Everything
you (n)ever wanted to know about theory of change: an advanced workshop on
theory of change applications in the arts – Link
below is to a 90-minute workshop/discussion, presenters Ian David Moss and Kim
Dunphy
http://culturalresearchnetwork.org/theory-of-change/
‘Logic
Models’ Prompt Hard Thinking About How to Achieve Results in Education –
Wallace Foundation
In
Defense of Logic Models by Ian David Moss on June 28, 2012
http://createquity.com/2012/06/in-defense-of-logic-models/
Connecting
Students to the World of Work – Oregon Arts
Commission
Evaluation
Mini-Guide #1: LOGIC MODELS AND PROGRAM OUTCOMES
https://npcresearch.com/wp-content/uploads/WoW-MiniGuide-1-Logic-Model-and-Program-Outcomes.pdf
ArtsWave
– Cincinnati, OH
Impact
Measurement presentation by Tara Townsend, July 2013
Balanced Scorecard
Balanced
Scorecard Institute
https://balancedscorecard.org/
A
Full Balanced Scorecard Example (Including 6 Templates)
https://www.clearpointstrategy.com/full-exhaustive-balanced-scorecard-example/
Eight
Real-Life Balanced Scorecard Examples
Scenario Planning
Using Scenario Planning to Surface Invisible
Risks
Stanford Social Innovation Review - By
Sampriti Ganguli - Summer 2017
https://ssir.org/articles/entry/using_scenario_planning_to_surface_invisible_risks
Using Scenarios to Plan Your Museum’s
COVID-19 (Coronavirus) Response – March 2020
An
Event or an Era? Resource for social sector decision-making in the context of
COVID-19
Scenario
Planning and the Pandemic – Monitor Institute by Deloitte
Wallace
Foundation - Navigating Uncertain Times: A Scenario Planning Toolkit for the
Arts and Culture Sector – October 2020
Contingency Planning
MindTools
Website – Contingency Planning
https://www.mindtools.com/pages/article/newLDR_51.htm
Prepare
for the Unexpected: A Contingency Plan for Nonprofits
https://fionta.com/news/prepare-for-the-unexpected-a-contingency-plan-for-nonprofits/
Crisis Planning
Nonprofit
Risk Management Center
Crisis
Communication Plan - Nonprofit Toolkit – Colorado Nonprofit Association
https://sustainingplaces.files.wordpress.com/2014/03/crisiscomm.pdf
Communicating
During a Crisis – Nonprofit Risk Management Center
https://nonprofitrisk.org/resources/articles/communicating-during-a-crisis/
Decision-Making
A
Brief History of Decision Making, Harvard
Business Review
https://hbr.org/2006/01/a-brief-history-of-decision-making
Problem
Solving and Decision Making
https://managementhelp.org/personalproductivity/problem-solving.htm
The
decision making tree - A simple to way to visualize a decision
https://www.decision-making-solutions.com/decision-making-tree.html
Advanced
Management Science - Decision Tree Analysis
http://amsdecisiontreeanalysis.weebly.com/how-to-solve-problems.html
Examples of Strategic Plans
Here
is a mix of plans by cultural organizations in the visual and performing arts plus
a city and a service organization. Use the questions posed at the end of
chapter 4 (Discussion Questions and Activities Question #5) to assess the plans
listed below. (Click on the plan title to link to the PDF)
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Houston Symphony – Vision 2025 – A Strategic Plan for
Transformational Change |
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Tate Vision 2020-25 – Scroll down
the page for the link to the PDF |