1. Preparing for Your Strategic Plan: Steps to Take and Questions to Ask Before You Plan

Preparing for Your Strategic Plan: Steps to Take and Questions to Ask Before You Plan

Preparing for Your Strategic Plan: Steps to Take and Questions to Ask Before You Plan
Event ID: 40090
Session ID: 13942

Duration: 90 minutes including question and answer session.
Presenter(s): Jeanne Allen, nonprofit consultant
Price: $299.00, 
On-Demand includes full audio presentation, question and answer session and presentation slides.
Who Should Attend? CEOs, executive directors, board members, business leaders, volunteer managers, HR managers, program managers, supervisors, department heads, advocates, funders, outreach & education managers, and nonprofit staff

How do you know if your nonprofit is headed in the right direction? In a world where disruption has become the norm, strategic planning is about making informed and intentional choices for your nonprofit. It is also a great opportunity to create change, such as developing new services or collaborating with different partners. The real benefit is not just in the plan itself but in the planning process too.

Often boards and staff want to know how to get started. This session will break down what a nonprofit can do at the beginning to ensure a successful strategic planning process and productive outcome. This session will highlight the range of benefits a strategic plan brings to a nonprofit, as well as how you can focus to increase both stakeholder commitment and create a useful result. Finding information from both inside and outside your organization need not be stressful, and we will help you gather ideas on identifying what info you need to review. In the preparation phase, the focus is on asking questions that help the analysis: What are our reasons for planning? Why is now a good time for a plan? What is our process supposed to look like? How will we gather the needed data? Who needs to be involved and how can we involve staff, board and other volunteers? Each of these questions will be answered to guide nonprofit in organizing their planning.

Please join Jeanne Allen for a webinar that focuses on how to get the most out of strategic planning for your nonprofit, such as how to increase the buy-in of the board, the staff and other stakeholders. Begin now to build the strategy that could transform your organization and make a real difference towards your mission.


Just a sampling of what this webinar will cover:

  • Identifying reasons and benefits for strategic planning
  • Important questions to ask and information to gather in the planning stages
  • Discovering current trends impacting nonprofit planning
  • Exploring what strategic planning is and is not
  • Designing a process for excellent results and enhanced buy-in
  • Describing leading practices of successful strategic planning
  • Tips for selecting assessment tools and engaging your tribe


Your conference leader for “Preparing for Your Strategic Plan: Steps to Take and Questions to Ask Before You Plan” is Jeanne Allen. Jeanne brings expertise in strategic planning, board and leadership development, change management, volunteer management, and social media strategy. As a consultant, facilitator, and key note speaker, she inspires and advises nonprofit professionals in the intersection of strategy, innovation, and leadership. Jeanne is passionate about effective nonprofit management and leadership, and building relationships with and between all the stakeholders: volunteers, members, staff and board leadership.

In addition to leading Jeanne Allen Consulting, she is an instructor in the Duke University Nonprofit Management Program (NC) where she teaches sustainable strategic planning, board development and governance, and social media strategy & policy for nonprofits. Currently, she is a Newswire contributor for Nonprofit Quarterly (NPQ) daily online journal and on the editorial board for Nonprofit Technology Network (NTEN), an online magazine on technology and nonprofit leadership. Jeanne has spent 30+ years working in national and local nonprofits as a staff member, program leader, board member and consultant.

Additionally, Jeanne is a BoardSource Certified Governance Trainer with expert knowledge of effective governance principles. Recently, Jeanne became a certified instructor in the Service Enterprise Program, which is sponsored by Points of Light Foundation. As a volunteer, she is a local organizer for NC Tech 4 Good, a community group focusing on technology skills for nonprofits and social good.

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