The phrase “strategic planning” can spark fear and frustration in executive directors and boards of directors – but both the process and product can be empowering for organizations that take the time to prepare before diving in. This workshop explores the transformational value of utilizing a transparent, comprehensive, and inclusive strategic planning process in yielding an impactful and applicable plan. The course inter-weaves case examples and exercises to give participants a practical understanding of how to move their organization through the process of creating and operationalizing a strategic plan.
Learning Outcomes: Participants in the workshop will learn:
- The value of developing a strategic plan
- Ideal timing to launch and expected duration of the planning process
- Who to include in the strategic planning process, how to engage them, and key roles and responsibilities
- The structure, time horizon and core elements of a strategic plan deliverable
- Key phases in the strategic planning process and how to adapt them based on organizational needs
- Common pitfalls organizations encounter in the strategic planning process and how to avoid
- How to operationalize the strategic plan and communicate to stakeholders
- How to bridge from a strategic plan into annual operating planning
- Strategies to track progress during the strategic plan’s lifecycle
The session will include ample time for discussion and interactive exercises. Participants will leave with concrete next steps in strategic planning for their organizations.
Target Audience: This workshop is designed for nonprofit staff and Board leaders who desire to fine-tune their organization’s current strategic planning process and/or are preparing to begin this process for their organization.
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