Description:

Perhaps you’ve been “told” you need to create or update a strategic plan, or perhaps you believe it would help your teams stay focused on achieving your mission. Whatever the reason you’re embarking on this effort, know that not all strategic plans are created equal. Strategic Planning processes can take anywhere from 3-12 months to complete. There are micro-plans, theories of change, cases for giving, needs analyses, and more that could all be considered part of an overall plan. Yet, there could also be a subset of planning processes that will help you meet the moment.

In this 90-minute workshop, Robin Yates, our nonprofit strategist and certified leadership coach, will bring you up to speed on some of the key ingredients for successful planning. Starting with understanding your intended use for a strategic plan, Robin will help you develop the right planning process for where you are and what you are looking to achieve.

Key Takeaways:

• Three phases of traditional strategic planning
• Exercises to complete with your teams before, during, and after this planning process
• How to scan the internal and external environments for informed planning
• Knowing when to “do it yourself” and when to engage others
• Drafting your plan-to-plan

Learn more about our certificate programs! 

Facilitator:

Robin Yates is the Founder and CEO of Yates Advisory, a nonprofit consulting and coaching firm specializing in the areas of strategic planning, developing partnerships, program design and implementation, plus team and executive coaching. In her work as a nonprofit consultant, she is known for engaging, facilitated sessions that allow teams to collaborate effectively using tools and techniques from her experience both in the for-profit and not-for-profit worlds. Prior to starting her business in 2014, Robin spent 26 years at IBM, where she executed acquisitions and divestitures, negotiated outsourcing agreements, managed diverse teams, helped launch new businesses, and managed the ThinkPad brand across Europe, Middle East and Africa.

A certified Women Business Enterprise with the city of New York, Robin focuses on nonprofits and government agencies working to make improvements in social justice, healthcare, education, and the environment. She serves on the board of the New York Civil Liberties Union and previously served on the boards of the Berkshire Kripalu Community, Denver Partners, and Colorado Women’s Employment and Education. Robin received her BS from Vanderbilt University, an Executive MBA from the University of Colorado, and Certificates in Arts Administration and Leadership Coaching from NYU. She is also an ACC certified coach with ICF, with two accredited organizations: the International Coach Academy and Positive IntelligenceTM.

If you have questions or are having trouble using a discount code for one of our workshops, please contact workshops@supportcenteronline.org.

Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular electronic mailing list. Please also be advised that the event may be recorded or photographed by Support Center for Nonprofit Management (Support Center). By enrolling for this event, you hereby: (1) give consent for Support Center or any third parties to use your photograph or image in its print, online and video publications; (2) release Support Center, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Operations Associate, Gabriela Barria, at gb*****@*****************ne.org.