Strategic Planning in Nonprofits: On-Demand Webinar Series

This 3-Part Series was originally recorded in January 2023. Register for access to the webinar recordings and materials. 

Learning Outcomes

You will:
• Be able to work through the six phases of a strategic planning process
• Be able to assess the current state of your organization
• Know how to improve your mission statement
• Be able to name at least one strategic priority for your organization
• Have an action plan of at least two next steps toward developing a strategic plan
• Have the resources, templates, and processes to complete a strategic plan

Course Outline
Part 1: Getting Started with Strategic Planning
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
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
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.