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What you can do now: Strategic Planning Broken Down into Manageable Actions

June 9, 2020 @ 9:30 am - 11:30 am EDT




Navigating through this crisis requires nonprofits to “Act Now to Protect” but also “Plan Now to Adapt”. If you don’t have the bandwidth (or mental energy) to commit to a full Strategic Planning Process, you can select elements to dive into that advance this critical work, as time permits. Engaging with your various stakeholders in this trying time can help create a beacon of hope for the future of the organization and all it serves. In this session we will take you through 10+ activities to choose from, all of which help to establish the platform needed for effective strategic planning.

The Strategic Planning Process involves three primary phases: Discovery, Planning, and, Implementation. The former can take up to 60% of the total time required, but you don’t need to wait until you’ve officially “launched” a Strategic Planning work effort to get started. In this session we will provide you with some key actions you can take to get ahead of the game and also to keep your stakeholders engaged.

Stakeholder Identification and Engagement

  • Asking Good Questions
  • Generating Buy-in
  • “Drafting” a Steering Committee

Taking Inventory

  • What’s working and what needs improvement
  • Strengths, Weaknesses, Opportunities, Threats (SWOT)
  • Program Assessment – Impact Profitability Matrix

External Environment

  • Trends – Needs and Funding
  • Competitive Landscape
  • Partner Potential

Reexamining / Creating your Mission, Vision, Values

Prioritizing Your Actions

  • This includes checking the current conditions to see if your team is ready for a full-on Strategic Planning cycle

Who should attend:

This workshop caters to those with no experience in strategic planning and those in need of a review of the processes and latest techniques. Typical participants include:

  • Executive directors
  • Board members
  • Senior staff responsible for strategy and planning


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.

Email [email protected] with any questions! 

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].