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Strategic Planning Accelerator

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Wellesley Community Center

219 Washington Street

Wellesley, MA 02481

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Description

This workshop is offered in partnership with Empower Success Corps.

Join Foundation for MetroWest and Empower Success Corps (ESC) for our Strategic Planning Accelerator! Strategic planning is an important step and critical tool for organizations looking to grow or sustain their work. Whether your organization is considering beginning a strategic planning process or deciding how to implement it, this session will provide best practices and tips to help make your plan a success.

In addition to networking time, participants will have the opportunity to attend one of two specific workshops depending on where their organizations are in the strategic planning process.

*Please note, you must register for a specific workshop to attend this event.

Schedule:

9:30am – 10:00am – Registration, light breakfast, networking, and opening remarks

10:00am – 12:30pm – Individual Workshops

  • Workshop 1 – Tools to Implement a Strategic Plan

  • Workshop 2 – Assessing Organizational Readiness for Strategic Planning

Workshop 1 – Tools to Implement a Strategic Plan

This workshop focuses on taking your strategic plan and putting it into action. Through interactive facilitation and action-oriented activities, participants can hope to gain:

  • A better understanding of how to bridge the gap between their strategic plan and their yearly operating plans

  • Action steps for how to begin to implement their strategic plans


Workshop 2 – Assessing Organizational Readiness for Strategic Planning---Optimizing for Better Success

This workshop will be an interactive discussion regarding best practices for preparing to undertake a strategic planning project. In addition to an icebreaker exercise, participants can expect to better understand:

  • Reasons for creating a strategic plan

  • Optimal Times for a strategic plan (when and why)

  • Who should be on the team(s)

  • How the process works

Target Audience:

Workshop 1 – This session is most appropriate for Executive Directors and those with operational roles in their organizations.

Workshop 2 – This session is most appropriate for Executive Directors and board members. We encourage Executive Directors and board members to sign up for this workshop in pairs.

**PLEASE NOTE: If this event has a wait list, Foundation for MetroWest will prioritize giving tickets to nonprofit board members, staff, and/or volunteers of MetroWest serving nonprofit organizations.

Facilitators

Workshop 1 - Michael Stauff

Mr. Stauff has been involved in two start-up organizations that grew to approximately $250 million. The first company involved heavy manufacturing operations around the globe in the marine industry where he was the Vice President, Chief Financial Officer and a member of the Board. In the most recent one he was the Senior Vice President and Chief Financial Officer for a public high-tech corporation listed on the NASDAQ. Since 1998 Mr. Stauff has been involved in advising non-profit organizations in the areas of strategic management, finance and Board governance. Through ESC, Mr. Stauff has consulted with over 25 non-profit organizations in the areas of health care, legal services, education and woman’s advocacy. He formerly served on the Board at Julie’s Family Learning Program. He attended Northeastern University, Boston MA., where he earned a B.S.B.A. as an Accounting major and a M.B.A.

Workshop 2 - Martha Sloan Felch

Martha Sloan Felch has developed an extensive array of professional skills during her 30+ years in commercial banking with particular expertise in risk assessment and mitigation, financial analysis, relationship development, negotiation and consultative sales, segment development and branding, public relations, team building, and meeting facilitation. In addition, Ms. Felch has served as a board member and volunteer for a diverse array of non-profit organizations for more than 20 years, where she has developed particular competencies in board development and assessment, fundraising, and strategic planning. Ms. Felch is a collaborator, connector, and mission driven. Her education includes an MBA from Babson College and has advanced training in leadership development and sales.

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Wellesley Community Center

219 Washington Street

Wellesley, MA 02481

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