All too often planning processes generate long, tactical, wish lists for each of the programs or services a nonprofit provides instead of providing a strategic roadmap based on tough decisions. How can you ensure the latter happens vs. the former even before you begin your strategic planning process? In this workshop we will talk through how you scope the right questions for your plan to answer, how you deal with human-centric problems that cross the different program silos, and how you keep the planning process grounded and on track along the way. We will cover the benefits of engaging a diverse set of stakeholders and how you go about prioritizing to generate momentum. Whether you are new to strategic planning process or have bruises and scars to show for previous efforts, this workshop will lay the groundwork for an effective process that becomes the foundation for driving results.

This workshop is being presented in collaboration with the Association of Nonprofit Specialists, with special thanks to their sponsor: Nonprofit Solutions Network.

Key Takeaways:

Decide on the best methodologies for you to get a view of reality
Know your “why”, “what”, and “who” (or at least a draft thereof) prior to starting
Plan for the time and resources needed to gather and synthesize data
Emotional alignment increases odds of success (it’s not just a softball!)

This workshop will be presented by Robin Yates, founder of Yates Advisory LLC.

Participants who complete the post-session evaluation can receive a PDF copy of the presentation.

Key Area(s) of Excellence: Planning & Evaluation

Not sure if your organization is a member? Check out our member directory. If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Please Note: This meeting is open to staff and board members of current Nonprofit New York member organizations and non-member organizations. Organizations may send more than one individual to participate, HOWEVER if the event sells out registration may be limited to ONE person per organization due to space constraints.

If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Refund policy: Registrants who cancel their registration on or before 1 week will receive a full refund. Those who cancel on or before DAY PRIOR will receive a 50% refund. No refund will be made for cancellations made on or after DAY OF. All cancellations must be submitted in writing.

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Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular mailing list. Please also be advised that the event will be recorded by Nonprofit New York. By enrolling for this event, you hereby: (1) give consent for Nonprofit New York or any third parties to use your photograph or image in its print, online and video publications; (2) release Nonprofit New York, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Programs Manager, Darby Masland, dmasland@nonprofitnewyork.org.

Creating a Strategic Plan that Drives your Actions