Workshop Overview:

A 2023 survey published in Harvard Business Review shows that, on average, responding organizations’ actual alignment is two to three times lower than their leaders perceive. Operational Discipline is the process of working with various teams and individuals to connect their efforts to the organization’s overall goals. To be effective, alignment must begin at the top with senior leaders who share the overall strategy throughout the organization.

In this interactive workshop, participants will delve into the core principles of operational

discipline and learn practical strategies for implementation. Operational discipline forms the foundation of successful nonprofit management, ensuring critical resources are optimized, and organizational goals are efficiently pursued. Through engaging sessions, discussions, and real-world case studies, participants will gain valuable insights and tools to enhance their organization's operational effectiveness.

Objectives:

1. Learn the value of stepping back to view the organization from a Balcony perspective.
2. Understand the significance of operational discipline & excellence in nonprofit management.
3. Identify areas across the organization where operational discipline can be improved.
4. Learn practical strategies and best practices for enhancing operational efficiency.
5. Develop action plans tailored to each organization's unique needs.

Workshop Agenda:

• Welcome.
• Review agenda and expectation setting.

Introduction to Operational Discipline & Excellence

• Why a Balcony View of organization’s activities is necessary.
• Definition of Operational Discipline & Excellence.
• Why Operational Discipline is important to mission impact.
• Detailed presentation on the seven considerations of Operational Discipline.
  • The principles and practices of operational discipline.

Evaluating Organizational Foundations: Navigating Your Current State

• Reflective evaluation on each of the considerations using evaluation tool.

Operational Discipline Unveiled: Sharing Your Assessment Journey

• Group Breakout (3 groups):
  • Share and unpack individual results.
  • Identify common strengths, opportunities, and challenges.

Synergy in Motion: Consolidating Insights

• Plenary discussion of breakout conversations.
  • Participants share summary results and common successes and challenges in achieving and maintaining Operational Discipline.

Wrap up

• Summarize key takeaways.
• Reiterate importance of Operational Discipline and Excellence.
• Provide option for individual coaching sessions to address specific challenges.

Key Benefits:

• Learn the value of stepping back to view your organization from a Balcony perspective.
• Gain insights into proven strategies for enhancing operational discipline.
• Receive practical tools and resources for immediate implementation.
• Network and exchange ideas with fellow nonprofit leaders.
• Develop a customized action plan to drive operational excellence in your organization.