For your convenience, you can download the webinar slides here.

Setting and achieving strategic goals for your foundation can seem daunting when societal change happens so quickly. Without a plan, our foundations would be at the mercy of reactionary decision making and could miss important opportunities to create meaningful and lasting change. In an era marked by rapid change and complex global challenges, leaders in philanthropy are uniquely positioned to lead impactful efforts that are both strategic and adaptable. The session, "Planning to Plan: The Starting Point for Strategic Planning," was designed to equip leaders with the insights and tools necessary to begin the journey into strategic planning. Whether you’ve been through strategic planning before as a participant or lead, our goal is to provide you with a usable framework for defining the benefits of using a Strategic Plan at your organization, engaging your stakeholders, determining the best route forward, engaging external assistance, and getting ready to plan.

This is a must attend for organizations at all levels of Strategic Planning familiarity.

Learning Objectives

• Understanding the benefits of strategic planning and defining why it’s important for your organization.
• Determining if there are obstacles to overcome before launching the plan.
• Strategies for identifying and engaging stakeholders using the wealth of community data you have in your CRM system.
• Determining if internal or external ownership of building the strategic plan is right for your organization.

SPEAKERS

Alyse Braaten | Manager of Client Relationships, Beacon Organizational Consulting

Theresa Collins | Founder & Principal Strategist, Beacon Organizational Consulting