Strategic Planning Workshop

Please note: This training takes place across two sessions on July 14 and July 16. Participants should plan to attend both days.
Strengthen your organization's direction, alignment, and impact with this two‑day, hands‑on training focused on practical, real‑world strategic planning for nonprofit leaders and teams.
Cost: $50
What You'll Learn:
- Strategic Planning: The Big Picture
-- Why strategic planning matters
-- Options for structuring a planning process (traditional models vs. facilitated conversations)
-- Who needs to be involved and when
-- Typical timelines and phases
-- How to create a strategic plan that becomes a living document rather than a binder on a shelf
- The Board's Role in Strategic Planning
-- What nonprofit boards should — and shouldn't — do
-- How boards contribute to strategy, oversight, and annual planning
-- The board's role in fundraising and resource development
- Leading a Strategic Planning Process
-- How to guide your board and staff through a planning process
-- Choosing the right format for your organization (traditional vs. conversational)
-- Identifying key stakeholders
-- Managing timelines and expectations
-- Ensuring the plan stays relevant and actionable
- How to Create an Annual Plan
-- Translating a strategic plan into a practical annual work plan
-- Using follow‑up notes and priorities to shape yearly goals
-- Building a fundraising plan directly from your strategic plan
Speakers: Elby Hilton, Lady Bird Consulting