Forget about the strategy, business plan and theory of change: start with what you want to do and why
IDEAL Community Action's experience of strategic review
Nick Bentley, co-founder of IDEAL Community Action, shares his experience of bringing in IVAR to lead a ‘strategic review’.
What does strategy mean to you?
Having a clear understanding of – who we are as an organisation; what we want the organisation to become; what it will deliver; and how we will make that happen.
Why did you decide to have a strategic review?
IDEAL is still run by the founders of the organisation, which, although small in relation to the number of staff (2), was delivering way beyond its size in relation to numbers and results. The organisation structure was reliant on excellent partnerships and a very dedicated team of volunteers who had come through IDEAL’s project – The Domino Effect. We understood that for long-term sustainability, the organisation needed to go through a transition in order to accommodate the growth that was occurring within IDEAL’s projects. If we did not, we were placing the organisation and its projects in danger. The timing was also important as we had several new Trustees join the board, so it was the right moment to start to really establish the long-term direction of the organisation.
To what extent did the initial interview with IVAR change your view of your organisation and the challenges it was facing at the time?
The initial interview highlighted the need for us as an organisation to clarify what we were and to develop a way to clearly communicate this to the world. It also demonstrated that the vision and overall plan rested mainly in the minds of the co founders, making it hard for a board to evaluate and assist them in the delivering of the vision.
What changed in your organisation as a result of the strategic review? Did it stick?
The review (which involved staff, trustees and volunteers) provided us with a shake up, an opportunity to evaluate where we were, which was great in regards to the organisation’s achievements but also highlighted the problems of long-term sustainability due to the manner in which the organisation was structured and run being too concentrated on the co-founders.
The review provided the starting point from which the relationship between the board and staff has grown and strengthened providing a solid foundation for the organisation to grow. It resulted in a 3 year plan, with a clear overarching vision for what the organisation is seeking to become, and which is still guiding us. We have since received funding that has enabled us to employ two FTE staff, and doubled the numbers engaging with our projects and increased what we offer. The review started a process, it was up to us to continue with it. By doing so, we are managing the transition to being a larger and more sustainable organisation.
What advice would you have for another voluntary sector leader about to embark on a strategic review?
It was a difficult process as there was a lot of emotional investment, which was greatly aided by trusting the facilitator and the process. Maintaining an open mind and allowing for conflicting views was tricky but essential. Ensuring that you choose a time when you can be fully focused on the review; it was very easy to be drawn into day-to-day operational matters.
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