Support Center, An Overview of Strategic Planning
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When: 07/10/2017
9:30 am - 12:30 pm
Where: 32 Old Slip
24th Floor
New York, New York  10005
United States

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Strategic planning is a reflective and collaborative process that lets you step back from day-to-day responsibilities and think about where you want to be in 3-5 years and what you need in order to get there.  It results in a set of overarching goals with realistic strategies for achieving those goals.  A successful strategic plan is supported by a detailed development and implementation plan with a series of objectives and tactics that together create a blueprint for the future.
The successful completion of a strategic planning process can result in:

  • Clear mission statement;
  • Compelling vision for the future that will excite and engage all stakeholders;
  • Statement of core values to guide short-term and longer-term decision making;
  • Shared understanding of the strategic issues facing your organization and a set of goals, strategies and initiatives that will address those issues;
  • A deep understanding of the external philanthropic, programmatic, political, and economic trends that impact your field;  
  • A roadmap for financial sustainability and diversification utilizing traditional and entrepreneurial income generation;
  • A dynamic communications and marketing strategy;
  • An assessment of the infrastructure and human resources needed to achieve and sustain successful growth; and
  • Realistic performance measures designed to assess your impact as you implement the plan.

A thoughtful and inclusive planning process will also ensure:

  • Buy-in for the plan from the board and staff; and
  • Interest in the plan and support from external stakeholders including funders, partners and allies.

This workshop is an introduction for those with no experience in strategic planning and a review of the process for those with some experience in strategic planning.

In this workshop, participants will:

  • Learn about best practices in strategic planning and how to articulate strategic questions to guide the process.
  • Learn how to assess internal strengths and weaknesses, external opportunities and threats, and how to use that information to shape goals.
  • Learn how to engage board, staff and other stakeholders in the planning process.
  • Discuss how to develop an RFP that will help you find the right consultant.
  • Review the average costs of strategic planning.
  • Learn how to monitor and adapt plans going forward.
  • Participate in a conversation about the challenges of strategic planning – time, cost, incorporating planning into day-to-day activities, etc.
  • Learn what makes a plan a viable, living document – not something that sits on a shelf gathering dust.

This workshop is best suited for:

  • Executive directors
  • Board members
  • Senior staff responsible for strategy and planning


$200,000 $70.00
$200,000 - $999,999 $110.00
$1,000,000 - $5,000,00 $145.00
$5,000,000+ $175.00
Unaffiliated / Student $70.00
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 Phone: (646) 861-3602