Strengthening Our Collective Impact:Developing A Strategic Plan for CMHANational Conference Workshop Materials

Kelowna, British ColumbiaSeptember, 2011

Michael RowlandPartnerThe Randolph Groupmrowland@randolph.on.cat/ 647.345.8825

Peter ColeridgeNational Chief Executive OfficerCanadian Mental Health

Associationpcoleridge@cmha.cat/ 613.745.7750 ext. 221

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Today’s objectives

● Set the scene for today’s session• Overview of strategic planning process• Key findings from consultations to date• Objectives, agenda and process for today

● Seek your input on potential areas for nation-wide collaboration aimed at strengthening CMHA’s collective impact• Potential areas for collaboration and related strategies • Relative priorities among these areas

● Discuss roles and mechanisms for moving priority areas and strategies forward• Leadership and contributing roles• Approach to funding collaborative initiatives

● Outline next steps in the planning process• Draft plan development• Consultation and refinement• Approval, endorsement and implementation

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Time Item Format

15 minutes 1. Introduction Presentation

45 minutes 2. Input on Potential Areas for Collaboration and Related Strategies

Overview and Table Discussions

30 minutes 3. Roles and Mechanisms for Moving Forward

Overview and Table Discussions

5 minutes 4. Next Steps and Adjourn Presentation

Agenda

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Objective of the plan is to strengthen CMHA’s collective impact

Implications for Plan’s Content

• Plan will propose refinements to CMHA’s vision, mission, and values

• Plan will identify priority areas for nation-wide collaboration and related strategies that will strengthen our collective impact as an organization

• Objective is to have CMHA family agree to actively collaborate on these areas across the organization

• Collaborations would be led and contributed to by different parts of the organization

• Plan must be relevant for all of CMHA

• Local innovation and flexibility to respond to unique needs will continue

Note: Focus of today’s

discussions

Note: Focus of today’s

discussions

Note: Will be in draft plan

for consultation

in fall

Note: Will be in draft plan

for consultation

in fall

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Plan development involves extensive consultation

1. Getting Ready (April/May)

Phases and Timing Deliverables

Project Charter and Resource Plan

Communication/Engagement

Strategy

2. Environmental Scan and (June/July)

Scan of CMHA and external partners

plans

Strategy Workbook Consultation with

CMHA

3. Potential Areas for Collaboration and Related Strategies (August/September)

Potential Areas for Collaboration,

Strategies and Roles

Refinement and Priority Setting with

CMHA at National Conference

4. Plan Development (October/November) Draft Strategic Plan

Review and Refinement with

CMHA

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Project governance

• Serve as Project Steering Committee

• Provide input to the plan

• Prime points of coordination for communications and issue management in divisions and branches/regions

• Help to collect and synthesize information

• Encourage and support CMHA engagement (boards and staff)

• Recommend the plan to the National Board and seek Divisional Board endorsement

Senior Management Team, CMHA

• Sponsor of the plan

• Provide input to the plan

• Encourage and support CMHA engagement (boards and staff)

• Approve the plan and seek broader CMHA endorsement

CMHA National Board

• Project director

• Chair the Steering Committee

• Lead communication and issue management

National Chief Executive Officer

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Summary of conclusions from consultations to date

● Strong commitment to promoting mental health and supporting resilience and recovery from mental illness

● Recognition of and pride in CMHA’s strengths and unique potential

● Many needs and opportunities for promoting mental health and supporting resilience and recovery from mental illness

● Recognition of need for differentiation, clarification of CMHA mission and core functions (the four pillars), and for focus in a changing strategic environment

● Desire for greater collaboration across CMHA and a stronger national voice, without losing local flexibility

● Many pressures and concerns identified with respect to the capacity and sustainability of CMHA across the country

● Support for this kind of national planning process focused on areas for nation-wide collaboration

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Consultations identified five potential areas for nation-wide collaboration and related strategies for discussion

Potential Areas

Desired Impact Potential Strategies

1. Strengthening Our Voice

• Heightened awareness and value of CMHA brand

• Increased influence over national, provincial and local policies

1.1 Develop a brand strategy for CMHA1.2 Coordinate CMHA participation in

key policy initiatives across the country

1.3 Promote key policy positions across Canada

1.4 Ensure engagement of individuals with lived experience as full partners in influencing national, provincial and local policies

2. Ensuring Quality Services

• High quality, evidence-based CMHA services which improve people’s lives

• Widely recognized, flagship programs and services that reinforce CMHA’s national brand

2.1.Develop and support a common quality management system

2.2 Invest in the development and implementation of identified “flagship” programs across the country

2.3 Support nation-wide communities of practice related to program and service delivery

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Consultations identified five potential areas for nation-wide collaboration and related strategies for discussionPotential Area Desired Impact Potential Strategies

3. Extending Our Reach

• Increased access to our programs, services and messages across the country

• Broadened base of contact with and impact on the lives of Canadians

3.1 Develop enhanced web site and social media capabilities nation-wide

3.2 Enhance profile and impact of Mental Health week as a flagship, nation-wide CMHA event

4. Raising New Monies

• New monies acquired for CMHA and mental health

• Increased fundraising capacity nationally within an agreed upon framework

4.1 Develop a nationally coordinated fundraising strategy

4.2 Formalize the fundraising policy framework, roles and protocols within CMHA

5. Enhancing Our Organizational Health

• Strengthened CMHA governance, organizational framework, and financial sustainability

• Improved communication systems and capacity

• Improved recruitment, development and retention of staff and volunteers

5.1 Review CMHA’s governance and organizational model

5.2 Develop an internal communication strategy

5.3 Develop nation-wide communities of practice to support staff and volunteer recruitment and retention

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Want to get your input on three questions through table discussions

Time Questions Process

15 minutes

1. What do you like about each area for collaboration and the related strategies?

Record table comments on each area and the related strategies using the table sheet provided

15 minutes

2. What changes or additions would you suggest for each area and the related strategies?

Record table comments on each area and related strategies using the table sheet provided

10 minutes

3. How would you rank the relative importance importance of these five areas to the future success and collective impact of CMHA across Canada?

Rank order the goals as a table using the cards provided from 1 = most important to 5 = least important (no ties) and record on the table sheet provided

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Finally, would you like your quick ideas on how to move these areas and related strategies forward

Time Questions Process

10 minutes

1. How should these CMHA-wide collaborative initiatives be funded?

Record table suggestions on the sheet provided

10 minutes

2. What role should divisions and branches/regions play in moving these areas and related strategies forward?

Record table suggestions on sheet provided

10 minutes

3. What role should National play in moving these areas and related strategies forward?

Record table suggestions on sheet provided

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Outline of next steps

Next Steps

• Consolidation and analysis of the input from all of these sessions

• Development of a draft strategic plan to strengthen CMHA’s collective impact, including refined statements of CMHA vision, mission and values, areas for collaboration, related strategies, and an implementation framework

• Communication and electronic consultation with all CMHA branches/regions/divisions on draft strategic plan

• Discussion of draft plan with national system partners

• Presentation of plan to CMHA National Board for approval

• Seek endorsement of plan and support for implementation from CMHA branches/regions/divisions

On behalf of the Steering Committee, thank you for your input today. Follow-up comments can be provided via email to Michael

Rowland and Peter Coleridge.