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Setting Your Path – Elements of A Successful Strategic Plan

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Wellesley Free Library

530 Washington Street

Wellesley, MA 02482

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The thought of conducting a strategic plan for the first time may seem daunting. And the idea of going through another strategic plan might pointless if you barely looked at or used the last one. In this workshop, will spend time talking about the value of strategic planning, what really needs to be in a plan (and what doesn’t!), and helping you visualize a clear and manageable process needed to develop a meaningful and useful plan.


Topics which we will cover include:

  • Why Plan

  • The Strategic Planning Process

  • What’s in a Written Plan

  • Measurement

We will engage the group in a goal setting exercise, as well as leave time for questions and discussion.

Designed for:

  • Nonprofit staff or board members working on or interested in strategic planning

**PLEASE NOTE: Foundation for MetroWest will prioritize giving tickets to nonprofit board members, staff, and/or volunteers of MetroWest serving nonprofit organizations.

About the Presenters:

Amy Cahners

Amy dedicates time to a variety of educational and community based organizations. She currently serves on the Harvard Business School Alumni Board, the Board of Advisors of Newton Wellesley Hospital, on the executive committee of the board of trustees of Brown RISD Hillel, and as an emeritus board member of the Harvard Business School Association of Boston Community Action Partners, where she is a past board chair. Amy has served on the governance committee of the Arsenal Center for the Arts and the Parents Committee at Lehigh University. She has held numerous leadership roles at both Belmont Day School and The Rivers School, including board member, chair of committee on trustees, capital campaign major gifts committee, and senior parents' gift committee. In addition, she was a founding member of the Bedford Family Connection and chair of the Myopia Hill Neighborhood Association.

Previously, she worked in retail executive management for Bradlees Department Stores, The Gap Stores, Abraham & Straus, as well as other major retailers.

Amy grew up in Brookline and now lives in Wellesley, MA. She visits her two daughters in New York City as often as she can.

Amy holds an A.B. from Brown University and an M.B.A. from Harvard Business School.

Susan Donahue

Susan is committed to supporting numerous community organizations. She currently serves as vice chair of the board of Neighborhood House Charter School, as past president of the Alumni Council of Phillips Academy Andover, and on the governance committee of the Abbot Academy Association. Susan has served as board chair of The Food Project and as president of both the Abbot Academy Association and the Belmont Day School board of trustees as well as on the board of trustees of Phillips Academy. She has held a variety of leadership roles at the Patriots’ Trail Girl Scout Council, Belmont Day School, and Buckingham Browne and Nichols School, including chair of committee on trustees, development chair, capital campaign chair, and leadership gifts committee.

Previously, she worked in the hospitality industry as a director of sales and marketing and an assistant general manager for several hotel chains including Dunfey’s, Meridien, and Embassy Suites. In addition, she was an event planning consultant for Bank Boston and Fleet Boston Financial.

Susan grew up in Swampscott and now lives with her husband in Winchester, MA. She also has two children living in New York City.

Susan holds a B.S. in hotel management from the Whittemore School of Business at the University of New Hampshire.

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Wellesley Free Library

530 Washington Street

Wellesley, MA 02482

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