Nonprofit Mastermind Podcast

Mini-Training: The 4 Part Structure For Facilitating Your Own POWERFUL Strategic Planning Process

• Brooke Richie-Babbage

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In this episode, I demystify the strategic planning process for nonprofit leaders. Facilitating your own strategic plan doesn't have to be daunting or time-consuming. With the right structure, you can create a plan that not only guides your organization but also gets used effectively. Tune in to learn how to engage your team, gain stakeholder buy-in, and develop a strategic plan that serves as a powerful marketing and fundraising tool.

What You'll Learn:

  • The essential components of a successful strategic planning process.
  • How to build momentum and buy-in from your team and stakeholders.
  • Practical tips for creating a plan that is easy to implement and use.

Key Takeaways:

  1. Facilitating your own strategic planning can be straightforward and efficient.
  2. Engaging internal stakeholders leads to better understanding and implementation of the plan.
  3. A well-structured process fosters momentum and sustainability.
  4. Clear structure and understanding of goals are crucial for effective planning.
  5. A strategic plan should serve as both a guiding document and a marketing tool.

Step-by-Step Process:

  1. Facilitation Team: Form a small, nimble group of trusted individuals to lead and organize the process.
  2. Time Frame: Aim for a 3-5 month planning period, balancing depth with momentum.
  3. Meeting Cadence: Schedule 2-4 planning meetings with your full board and staff, plus additional meetings for the facilitation team.
  4. Core Questions: Center discussions around five key questions to ensure a robust, inquiry-based process.

Resources Mentioned:

  • Self-Facilitated Strategic Planning Kit: A comprehensive toolkit with video trainings, guides, and templates to streamline your planning process. Get it here
  • Free Planning Readiness Checklist: Evaluate your preparedness for the planning process with this handy checklist. Download it here

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