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Strategic Planning Broken Down into Manageable Actions Part II

July 21, 2020 @ 9:30 am - 12:30 pm EDT



In Part 1 we covered over ten ways you can work now to prepare yourselves and your organizations to engage in strategic planning. In Part 2, we will briefly review these key discovery activities, but then we will dive into how you use these valuable findings to build an effective plan. Even if you didn’t attend Part 1, there is still a lot to learn about how to make the strategic planning process manageable for you and your staff, including how to “right-size” the effort based on your organization’s current bandwidth and needs.

 In this session, we will cover topics such as:

  • Validating your mission, vision, and values
  • Identifying SMART goals that are actionable
  • Establishing objectives, strategies, and tactics that support your goals
  • Continuing to engage key stakeholders as you plan
  • Testing the waters via scenario testing and/or stakeholder persona analysis
  • Calculating, articulating, and integrating your plan requirements
  • Developing metrics that matter and timeframes that make sense
  • How quick wins provide momentum for longer-term change

We will be using a number of online tools in this session, so please plan to be in front of a computer with good connectivity to make the most of your learning experience.

By popular demand, we will leave time at the end of our session to answer your specific questions about planning challenges your organization is facing. Whether you have no experience in strategic planning or are in need of a review of the processes and latest techniques, please join us to get your organization on the right track to charting a viable trajectory forward.

Typical participants are:

  • Executive directors
  • Board members
  • Senior staff responsible for strategy and planning
Learn more about our certificate programs! 


Robin Yates is an Affiliate Consultant at Support Center. She specializes in the areas of strategic planning, developing partnerships, program design and implementation, managing transitions, and organizational management. Robin focuses her work on nonprofit organizations and government agencies (certified WBE) in the areas of the arts, healthcare and social justice. In her work and personal life, she enjoys bringing people together to achieve a common goal. Previously, Robin spent 26 years at IBM, where she managed acquisitions and divestitures, negotiated outsourcing agreements, helped launch new business initiatives and managed a major brand across Europe, Middle East and Africa.

Robin currently serves on the board of the Berkshire Kripalu Community, and has previously served on the boards of 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 a Certificate in Arts Administration from NYU.

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 [email protected].