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Best Practices in Board Governance and Strategic Planning - Tempe

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Lovitt & Touché Learning Academy

1050 W. Washington Street Suite 201

Tempe, AZ 85281

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This presentation will benefit anyone who serves on, works with or consults with nonprofit boards. In this one hour session, we will address two areas of strategic importance to nonprofit organizations of all sizes–best practices in governance and in planning.

Topics Covered:

Penelope Cagney, MA, CFRE, Principal of The Cagney Company, Certified BoardSource Governance Consultant, and editor of “Global Best Practices for CSO, NGO and Other Nonprofit Boards” (2018 Wiley/BoardSource), will discuss findings from her new research into best practices for boards. Drawing from her research for Global Best Practices For CSO, NGO and Other Nonprofit Boards, Cagney will present case studies that illustrate effective practices, and universal truths about roles, responsibilities and practices. Penelope will:

  • Describe universally accepted best governance practices for nonprofit boards
  • Illustrate best practices with examples from around the world (and next door!)
  • Present considerations for current and future board governance

Lynda Williams, Senior Consultant, will discuss an effective strategic planning methodology for your nonprofit, large or small: Hoshin Kanri. Hoshin Kanri, a strategic planning framework and process first used in Japan, provides alignment, structure and focus--critical elements that are often missing in both for profit and nonprofit organizations alike. Lynda is certified in Hoshin Planning facilitation (Lean Methods Group) and Change Management (Prosci). She is a Lean Six Sigma Black Belt (BMGI). She will:

  • Explain the 7-step Hoshin planning process
  • Describe how Hoshin planning can be used at nonprofit organizations at an enterprise or functional level
  • Discuss the benefits of implementing Hoshin planning at your nonprofit

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Lovitt & Touché Learning Academy

1050 W. Washington Street Suite 201

Tempe, AZ 85281

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