1 CPE In this course we discuss how to overcome the challenges to effective strategic planning in a nonprofit organization, in order to enable the executive team and board of directors to appropriately and effectively guide the organization’s future direction.
We start by discussing why strategic planning seems to be so difficult for nonprofit boards and management teams. Then we cover Issues like the board’s role, staff/board collaboration challenges, visionary thinking, risk taking and the relationship between strategic plans and day-to-day operations.
Learning Objectives
- Recognize why strategic planning goals are typically not met – by most organizations, but particularly nonprofits.
- Identify how to engage the right mix of collaborators to ensure the plan has relevant input and broad acceptance by those who will implement it.
- Recognize how to effectively employ 5 tools for changing the outcome of the next plan you help build.
- Discover the 5 components that must be part of every successful strategic planning process.
- Discover how to write, in collaboration with others, a strategic plan that will have clear goals, measurable milestones, and accountability for taking appropriate and timely action.
Last updated/reviewed: August 26, 2023
21 Reviews (48 ratings)
Reviews
Anonymous
(Executive Director)
This was very basic. I did like the presenter's style...understandable. The test seemed designed to not so much measure what was presented as it was to offer questions in a way that may or may not be interpreted correctly. I think more toolkit materials would have been helpful. Even if not discussed, they could have been referred to later.
Anonymous
(Finance Manager)
Good step by step plan and overview of strategic planning with good examples. Area for improvement is the visuals presented, such as charts and diagrams, they could be more visible and clear.
Numeriano De la Cruz Jr
(Accounting Manager at -)
The course is a great tool for revisiting your long range/ strategic planning skills. Although it focuses on NPO, it is still very relevant to other organizations as a whole.
Anonymous
(Accountant)
Great course!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Anonymous
(Managing Tax Director)
Very relevant to my board work. This is a good soft skill presentation about those attributes important for leading a non profit into the future.
Anonymous
(Finance)
Instructor is very knowledgeable and provided meaningful examples to clarify points. High level examples of planning are also included.
Anonymous
()
Very basic but nice overview. I'm on the board of several small nonprofits and glad to say that we've done most of what he discussed.
Richard Lou
(PMA at EBMUD)
Good overview of strategic plan without getting bogged down with details. Surprised by the involvement on the board
Anonymous
(N/A)
This is an excellent course. The instructor provided very useful information for the strategic planning process.
Anonymous
(Owner)
Great outline of strategic planning for non-profit organizations. Presentation is clear and easy to understand.
Sulaiman Onibudo
(Sr. mgr. Finance at Coca-Cola)
Basic introduction to some of the concepts of strategy. This is either a solid refresher or great introduction
Anonymous
(Senior Manager of Develoment)
The course was very well presented. I appreciated that it was as long as other courses from other vendors.
Anonymous
(CFO)
Clearly communicated explanation of the strategic planning process. Slides were difficult to read.
Anonymous
()
This course was very pertinent and effective as teaching a knowledge on nonprofit strategy.
Nicholas Novelly
(CFO at St. Mary's Academy &amp..)
The visuals were very hard to see on my monitor. But I liked the presentation otherwise.
Anonymous
()
Great step by step process for thinking through the development of the strategic plan.
Nancy Dodd
(CPA / Owner at Nancy V Dodd CPA)
Good framework for strategic planning, especially in businesses the size of most NFPs.
Anonymous
(CFO)
good base for those involved with NPOs, instructor provided effective presentation
Anonymous
()
Good overview of non-profit strategic planning best practices.
Anonymous
()
Great course, I really like the course content for this course
Lucas Shaw
(Business Banker at Regions Bank)
.
Prerequisites
Course Complexity: Intermediate
Prerequisite: Exposure to organizational strategy and the material will be most meaningful if you have served or currently serve on a nonprofit board or on the management team. This is particularly true for small to mid-sized organizations whose planning culture has not been fully developed, i.e., the organization has no strategic plan or has one but doesn’t manage to it effectively.
Advanced Preparation: None
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
.
Gene SicilianoFounder and President
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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