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ONLINE & WHIDBEY: Strategic Planning in Nonprofits Series & Follow-Up Session

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2023 SPiN + Follow-Up
4-part series: 3-part online series + in-person follow-up session
$ 20.00
30 available

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Strategic Planning in Nonprofits +Follow- Up Session

Event Details

Online Series

Wednesday, January 11, 2023,
Wednesday, January 18, 2023, and
Wednesday, January 25, 2023
4:00pm-5:30pm PT
Online Via Zoom

In-Person Follow-Up Session

Tuesday, February 7, 2023
1:00pm-3:00pm PT
The Granary Room, Pacific Rim Institute
180 Parker Rd, Coupeville, WA 98249

Whidbey Community Foundation partnered with NAWA to bring you this online series and an in-person follow-up session for only $20. This discounted 4-part series is intended for charitable organizations serving Whidbey Island. If you have questions, please contact Maureen Rice at [email protected].

Is strategic planning on your radar? Do you need to clarify the strategic direction of your organization and the strategies that will be used to achieve your vision while also ensuring organizational health and sustainability? If you answered yes, join this three-part webinar series plus an in-person follow up session that will set you on the path to developing a plan that does not sit on a shelf collecting dust! Strategic planning aligns your people and resources around a plan to achieve your mission.

The series will be anchored with Strategic Planning in Nonprofits (SPiN), a toolkit developed by Nonprofit Association of Washington to make strategic planning accessible and manageable for you, your board, and your staff. Over the course of three 90-minute webinars and at-home work between sessions, we will review the six phases in the planning process. You will leave with the tools and confidence to develop a strategic plan for your organization.

Course Outline
Part 1: Getting Started with Strategic Planning
Wednesday, January 11, 2023 | 4:00pm – 5:30pm PT
Online via Zoom
This session will introduce the what and why of strategic planning as well as lay the groundwork for the six phases of planning. We will explore the first two phases of the planning process, Prepare and Listen. After completing this session, you will understand the need for strategic planning, be able to articulate what you hope planning will accomplish for your organization, and be equipped with the tools to assess your organization’s readiness to engage in a strategic planning process. You will also be able to identify key planning questions and stakeholders for your planning process.

Part 2: Your North Star – Mission and Vision
Wednesday, January 18, 2023 | 4:00pm – 5:30pm PT
Online via Zoom

This session will explore the role of consulting with a broader circle of stakeholders as you (re)envision your mission and vision. We will explore who your stakeholders are and what data you might gather. We will also talk about the role of a mission and vision statement in serving as the north star for your strategic plan. We will review key elements of mission and vision statements. After completing this session, you will be prepared to assess your organization’s mission and vision statement and know how to engage key staff and board to craft statements that capture and communicate your organization’s identity.

Part 3: Rolling Up Your Sleeves – Plan, Execute, and Evaluate
Wednesday, January 25, 2023 | 4:00pm – 5:30pm PT
Online via Zoom

This session will present a process to innovate, develop, and prioritize strategic goals with your board and key staff. From there we will also discuss how to write good objectives to make your priorities actionable and measurable. Many strategic plans get left on the shelf to collect dust. Discover how to avoid this pitfall by building an execution and evaluation plan into your process. After completing this session, you will know how to write strategic goals and objectives for your organization and have ideas about how to align your resources so you can reach your goals. Most importantly, you will know how to keep your plan a living document and how to track progress on your goals.

Part 4: In-Person Follow-Up Session
Tuesday, February 7, 2023 | 1:00pm-4:00pm PT
The Granary Room, Pacific Rim Institute
180 Parker Rd, Coupeville, WA 98249

Join facilitator Karen Hirsch for a 2-hour, in-person session as we go deeper into strategic planning. Through conversation and activities, we will compare our lived experiences with the materials covered in the online series and explore how to keep strategic plans alive as active, living documents. There will also be the opportunity to examine topics that the SPiN series may not have addressed.

Light snacks will be provided at this session.

Part 4: In-Person Follow-Up Session
Tuesday, February 7, 2023 | 1:00pm-4:00pm PT
Whidbey Telecom Conference Room
Join facilitator Karen Hirsch for a 2-hour, in-person session as we go deeper into strategic planning. Through conversation and activities, we will compare our lived experiences with the materials covered in the online series and explore how to keep strategic plans alive as active, living documents. There will also be the opportunity to examine topics that the SPiN series may not have addressed.

Light snacks will be provided at this session.

Important Information about COVID-19

To ensure the health and safety of attendees at our in-person events, NAWA will follow guidance from the Centers for Disease Control and Prevention and local health authorities regarding infectious diseases such as COVID-19. These regulations may change rapidly, so please check current government guidelines for the event location before attending. Please do not attend an in-person event if you feel sick or are showing symptoms known to be associated with COVID-19 or another infectious disease. We ask attendees who test positive within a week of the event to contact us so that we may notify other participants of a potential exposure. NAWA will keep the identity of the person testing positive confidential. NAWA will provide masks at all in-person events and anyone attending should feel comfortable requesting or wearing one.

Cost

Whidbey Community Foundation partnered with NAWA to bring you this online series and an in-person follow-up session for only $20. This discounted 4-part series is intended for charitable organizations serving Whidbey Island. If you have questions, please contact Maureen Rice at [email protected].

Accessibility

Captions: Closed captions will be available for the online webinars. 

Interpretation: Please indicate during registration if you have an interpretation request. Typically, we need at least two weeks in order to schedule an interpreter.

Visual Descriptions: Presenters will include visual descriptions of themselves and the slides to give a person who is low-vision or blind a sense of space and place.

If you have additional accessibility requests, please let us know when you register.

About the Speakers

Online Webinar Series
Kim Rakow Bernier, MPA

Kim is an organization and management consultant who partners with nonprofits to align people, purpose and planning for impact. She is a nonprofit practitioner and educator with over twenty years of experience and leadership in building the capacity of leaders and organizations. Kim has led nonprofits planning efforts from inside and out of multiple organizations; most recently at a global grantmaking nonprofit in her role as Executive Director, and as the chair of the strategic planning committee in a leadership development and environmental restoration organization.

Kim is a skilled educator and facilitator. Her passion for teaching dates back to her time as a teacher in the Solomon Islands as a Peace Corps volunteer. Back in the U.S., Kim spent close to a decade leading outreach initiatives at a global sustainability education organization. In that role, she presented over 200 workshops and keynotes at schools and conferences around the country. More recently, Kim has designed and facilitated board retreats, workshops on meeting facilitation, and strategic planning processes.

Currently Kim provides organizational development and management consulting services to nonprofits, partnering on strategy planning, theory of change development, board development, and meeting and retreat facilitation to increase program impact and achieve results. Kim has a Master of Public Administration degree and a Certificate in International Development Policy and Management from the Evans School of Public Affairs.

Kim Rakow Bernier

In-Person Follow-Up Session
Karen Hirsch,
 EMPA provides strategic planning and meeting facilitation to clients around the Puget Sound region and the West Coast. Karen helps organizations navigate clear and creative pathways through change by collaborating closely with organizational leaders. She is passionate about arts education and served as Development Director for Reel Grrls from 2008 – 2013 and is currently Board President for Pongo Poetry Project which engages youth in writing poetry to inspire healing and growth.

Karen has more than 30 years of experience in the nonprofit sector as an executive director, development director, consultant and writer.

Karen considers it a privilege to partner with nonprofits in times of change and evolution. A few recent partner/clients include: Vashon Maury Community Food Bank, Seattle Neighborhood Farmers Markets, KUOW, City of Seattle’s Office of Film + Music, Bainbridge Community Foundation, The Merwin Conservancy, Housing Resources Bainbridge and Helpline House.

Karen received her B.A. in English from Yale University and her Executive Master of Public Administration (EMPA) from the University of Washington’s Evans School of Public Policy and Governance.

Karen Hirsch

Thanks to Our Partner

Nonprofit Association of WA Logo, the state of WA in red, yellow, teal, and purple in multiple vectors.

Questions? Contact Nonprofit Association of Washington

Phone: (855) 299-2922 x108

Email: [email protected]

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