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