Every nonprofit organization or social enterprise needs a strategic plan—regardless of the type of work you do. A strategic plan helps you define who you are, what you want to achieve and the actions you need to take to get there. Having a strategic plan that’s redeveloped every three to five years is crucial to effective decision making, planning for the future and keeping the people you serve at the forefront of your work.
Done well, a strategic plan turns your vision into specific actions and provides a clear roadmap to meet your goals. Strategic planning should result in a written document that can be used as a road map for accountability and decision making, a resource for new staff and a tool for measuring success. Written strategic plans can also be used for external purposes, such as attracting funders and partners, and communicating about the organization to beneficiaries and other stakeholders.
This workshop will make it easier for staff and volunteers of community impact organizations to develop and execute on their strategic plan through the use of practical tools and templates. Participants will walk away with the ability to develop: a plan to engage community, a one to two page strategic plan, and an action plan to meet your goals. This session will help focus your organization’s priorities so you can offer the best possible support to enable your clients and community to thrive.
In this workshop you will learn about:
What makes an effective strategic plan
The steps needed to develop an effective and actionable strategic plan
How to implement your strategic plan and move towards actions
How to identify and engage the people at the center of your strategic plan
The four step process to successful human-centered strategic planning
Actions & Implementation
Simple tools and templates to help your organization and team create an actionable strategic plan
WHO SHOULD ATTEND?
Executive Directors/CEOs, board members, volunteers and program staff interested to learn more about strategic planning. Whether you are a new nonprofit/social enterprise just in the startup phase, looking to refresh a current plan and/or looking for new ideas for a future plan, this workshop could help you.
ADDITIONAL INVESTMENT INFORMATION:
Are you a nonprofit member organization with an operating budget of under $100,000? You may be able to save an additional 50% off the registration fee.
Learn if you are eligible for the NONPROFIT MEMBER DISCOUNT RATE.
ABOUT THE PRESENTERS:
Julie Forrester, Manager of Impact Consulting
Julie has worked with community organizations, businesses, and individuals to develop innovative solutions to complex social and economic problems. Julie graduated from Ivey Business School at Western University and leverages her business skills to drive community change. She specializes in strategic planning for revenue-generating charitable organizations and coaching individuals and organizations through the implementation of new and scaling initiatives. Julie has been a part of the Pillar Nonprofit Network team for over 5 years, supporting over 40 organizations through coaching, strategic planning and feasibility studies.
Salim Rocha, Impact Consulting Associate
Salim has worked for public institutions designing, managing and evaluating long-term Strategic Plans and identifying projects and initiatives aligned to achieve the mission and goals of organizations. He has experience analyzing cause-effect relations between indicators and financial results. He holds a Masters in Finance and ISO 9001 Internal Auditor certification, with more than 14 years of experience breaking down strategic plans into projects, processes and procedures and aligning them with financial analysis. Salim is the newest member of the Impact Consulting team, joining us in 2021. His previous experience includes 10+ years in financial analysis and strategic planning, for governmental agencies and post-secondary educational institutions in Colombia.
Learn more at Pillar Nonprofit Network's Impact Consulting.
Thank you to our 2023 Learning & Development Sponsors: