Thinking Ahead: Making the Most of Your Strategic Planning Process

Date: Wednesday, June 14th
Time: 10 AM – 4 PM

Registration Cost: $100

A day long training workshop with Sally Fazal and Lynn Fergusson of Social Impact Advisors (, an organization which works with not-for-profit organizations, foundations and companies to define and focus on the social impact they aim to achieve, and develop the strategies and actions to make it happen.

The goal for the day will be to take a fresh look at strategic planning that’s inspiring, energizing and productive. You’ll learn about how to connect strategic planning with your impact in the world – developing plans that are clear, doable and make a difference.

Introductions and an Ice-breaker

You’ll meet everyone in the room, as everyone shares their impressions of strategic planning, to allow us to test the topics of interest and gauge the experience of participants. Also a fun networking opportunity!

Effective Strategic Planning Overview

What does effective strategic planning look like and why should you care? We’ll provide an overview of strategic planning and our approach to tying it to impact in a concrete, actionable and inspiring way. We’ll also share case studies.

Starting with the End in Mind

We’ll provide examples to show the importance of being clear on what your organization is trying to achieve, and how to align your strategic planning with this objective. We’ll then share tools and give you a chance to get your feet wet on developing what that might be for your own organization, to provide a compass for your strategic planning work. You’ll get feedback from coaches and peers to take back with you.

Things Change

We need a long-term plan, but we also know that things will change. We’ll look at how we can use measurement and evaluation, change management and a learning agenda to build your organization’s planning capacity, so that you’ll be able to see what’s changing and adapt your strategic plan as you go.

We’ll again look at examples and give you a chance to try some of this on for size for your own organization.

Sending you home.

We’ll spend the last part of our session sharing your learnings, and tackling anticipated challenges. You’ll be ready to show your organization that you have been thinking ahead and you’re ready to make the most of your strategic planning process.

Registration for the workshop is $100 per person. Fee includes entry, handouts, coffee, snacks and a catered lunch.