Instructor for this course

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: November 18, 2020

10 Reviews (25 ratings)Reviews

Anonymous Author
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.
Member's Profile
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 Author
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 Author
Instructor is very knowledgeable and provided meaningful examples to clarify points. High level examples of planning are also included.
Member's Profile
Good overview of strategic plan without getting bogged down with details. Surprised by the involvement on the board
Anonymous Author
Clearly communicated explanation of the strategic planning process. Slides were difficult to read.
Anonymous Author
This course was very pertinent and effective as teaching a knowledge on nonprofit strategy.
Anonymous Author
good base for those involved with NPOs, instructor provided effective presentation
Anonymous Author
Great course, I really like the course content for this course
Member's Profile


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

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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 .
Course Syllabus
Strategic Planning
  18:30Why Do Organizations Plan?
  5:575 Changes to Make First
  13:49Strategic Plan Framework
  8:48Strategic Plan Sections
  10:57How To Manage The Plan
  PDFSlides: Strategic Planning for the Nonprofit Organization
  PDFStrategic Planning for the Nonprofit Organization Glossary/Index