Creating an Annual Plan is a critical process that integrates a nonprofit’s strategic goals, its business plan, and the operations budget into a cohesive strategy for the coming fiscal year. It provides the organization with a framework for making decisions because it lays out the important priorities, the strategies and methods that will be used, and how each functional area will contribute to the overall success of the mission. A well-researched and carefully crafted Annual Plan serves as an easy to read roadmap for navigating the new fiscal year’s challenges. It is an important tool to keep everyone headed in the right direction and focused on the right things.
Although an Annual Plan is crucial to setting the tone and direction for the new fiscal year, this is all too often an overlooked planning step. Building an actionable and relevant annual plan takes time—something that nonprofits have little to spare. But failing to pay proper attention to this area leads to lost productivity, disorganization and confusion as to what matters most and what needs to be done by when.
Please join Lynn Ivey as she shows you where to focus your attention in order to create your organization’s guide for the coming fiscal year.
WHAT YOU’LL LEARN
Just a sampling of what this webinar will cover:
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Your conference leader for “Annual Plan Essentials: Creating Your Organizational Roadmap for Your New Fiscal Year” is Lynn Ivey. Lynn Ivey is a consultant, trainer and speaker for nonprofits throughout the U.S. Her nonprofit experience spans more than 20 years and includes senior executive and leadership positions with healthcare, education, and family support/intervention programs. Her roles have been diverse including: administrator of one of South Carolina’s largest nonprofit hospice programs, director and coordinator of volunteer programs, personnel manager, social worker, staff trainer, clinical instructor, and preschool director. Lynn is a licensed social worker and long-term care administrator with a passion for building stronger communities. Because of her wealth of first-hand experience, both in senior nonprofit executive and volunteer positions, she is a sought-after speaker and has presented at national, state and regional events and conferences. In addition to her professional work, she also has a wealth of volunteer experience including: women’s shelters, a theater company, U.S. Navy Family Service Center, and scouting. Lynn has also held volunteer positions serving on the National Council of Hospice and Palliative Professionals CEO Steering Committee, South Carolina Department of Health and Environmental Control Cancer Control Advisory Committee, and the South Carolina Association of Residential Care Homes Board of Directors, to mention only a few.
Who Should Attend?
Chief executives, officers, directors, board leadership, board members, nonprofit counsel, senior management, financial staff, managers