The role and responsibility of a Board is to ensure that the organization is headed in the right direction, performs as expected, and is sustainable in the future. To do this, the Board must focus on making decisions that affect the strategy of the organization rather than diving into operational transactions.

In this course, you discover the best way to use the Strategic Finance Planning process to help decision makers in the Not-for-Profit (NFP) sector make informed strategic decisions that will ensure the success and sustainability of their organization.

This course explains how to identify the role and responsibilities of the Board, the relationship between Strategy and Strategic Finance Planning, the strategic decision makers in a Not-for-Profit, the factors involved in Strategic Finance Planning, how to identify the financial health of a NFP, and your role in the process.

The process of Strategic Finance Planning will help the Board enormously in keeping their focus on strategic issues and at the same time will ensure that you are seen by the Board as someone they can depend on to assist them in their focus and decision making.

Learning Objectives
  • Identify why strategy is important and the role Strategic Finance Planning has to play in determining strategy.
  • Recognize who are the strategic decision makers in a Not-for-Profit (NFP) organization.
  • Discover how you can help the Board in decision making through the use of the Strategic Finance Planning process.
  • Identify the factors inherent in the Strategic Finance Planning process.
  • Discover how to assess the financial health of an NFP.
  • Recognize how you can add value to your reputation in the organization through the Strategic Finance Planning process.
Last updated/reviewed: August 8, 2023
4 Reviews (17 ratings)


Anonymous Author
Speaker was difficult to understand, and very monotone delivery. Very basic course level. Would be a good for an inexperienced finance person.

Member's Profile
Very hard to understand the speaker. He has a Scottish/Irish accent or he was mumbling. Hard to tell the difference.

Anonymous Author
It is a good overview of the reasons/process for strategic planning.

Anonymous Author
This course was incredibly effective and enjoyable.

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction to How Strategic Finance Planning Can Influence Not-For-Profit Decision Makers2:48
  Recap Strategy, Strategic Finance Planning, and Strategy vs. Operations7:37
  Identifying Strategic Finance Planning Elements & Significant Factors8:43
  Identifying Decision Makers in Not for Profit Organization and their Role6:01
  How you can use Strategic Financial Planning to influence Not-for-Profit decision makers25:08
  Slides: How Strategic Finance Planning can influence Not-for-Profit decision makersPDF
  How Strategic Finance Planning can influence Not-for-Profit decision makers Glossary/IndexPDF