Upcoming Events

Strategic Planning Webinar Series

Join Funding for Good for a strategic planning-focused series designed to answer the most frequently asked questions about strategic planning.  This series is ideal for emerging and established for-profit, nonprofit, and government leaders.

Participants will walk away with:

  • Greater clarity around planning best practices
  • Tools to identify “best fit” facilitators
  • Meaningful ways to engage stakeholders in decision-making
  • Professional tips for drafting a written plan.

Taught Live On

March 24-27, 2025

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Every Day at 2 PM ET

11 AM PT | 12 PM MT | 1 PM CT

$47 per Session

Each session only $47 each. Register for one or all sessions!

75 Minutes

Schedule about 75 minutes in a place free of distractions.

Replays Available

All replays available for 90 days after purchase.

PRESENTER

Marie Palacios

Lead Consultant
Funding for Good

Topic Descriptions

Strategic Planning: How to Get Started [FREE]

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Description:

If your organization is ready to dive into strategic planning but doesn’t want to waste time or money…this session is for you. Join Funding for Good as we break down the most common misconceptions and mistakes leaders make when embarking on the strategic planning journey. Our expert facilitator works with nonprofits, for-profits, and government entities nationwide and is ready to share how she helps set them up for success. Participants should come ready to learn insider tips and walk away with practical “take it away, use it today” resources.

What We’ll Cover:

  • Top things you need to know about strategic planning processes
  • How to avoid strategic planning processes that are likely to fail
  • How to navigate the “facilitator” search process
  • Request for Proposals- What are they, and what should they include?
  • Cost considerations- What should you expect to pay?
  • How to get the most value out of a strategic planning process?
  • Where to find “ready-to-use resources” to get your planning process started.
  • Q&A to address your most pressing questions about strategic planning

Strategic Planning: The Beginning

Creating a Process that Produces Results

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Description

Did you know organizations can DOUBLE their chances of success by developing a strategic plan (aka: “business plan”) to guide growth?

This session is ideal for for-profit, nonprofit, and government leaders seeking to understand best practices for engaging team members in planning processes.

Funding for Good’s experts will break down the ten things every organization should know before committing to a comprehensive process. Participants will walk away with a greater understanding of different approaches to the process, professional tips on what works and what doesn’t, and an arsenal of strategies to generate buy-in from your team.

What we’ll cover:

  • Why a strategic plan is vital for sustainable growth
  • Strategies to ensure “buy-in” from your team.
  • How your vision and mission statement drive the process
  • The top ten things every organization should know before committing to a comprehensive process.
  • Scope of work covered in a multi-year strategic plan.
  • Tips for engaging team members in decision-making processes.
  • Ways to conduct an environmental scan
  • Metrics you need to guide a current and relevant strategic planning process.
  • Free tools and templates to get your organization started in the strategic planning process.

Bonus Materials

  • Handouts and Downloads
  • Access to the replay until May 30, 2025

Strategic Planning: The Drafting Process

What Could and Should Be in the Final Written Document

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Description

Are you ready to draft a written strategic plan but wonder, “How do we narrow down all these ideas into one document?”

This workshop helps for-profit, nonprofit, and government leaders understand the three questions every well-crafted strategic plan should answer.

Funding for Good’s experts will highlight essential components of a written strategic plan and share strategies to ensure the end product is clear, concise, and compelling. We will explain how to organize the content in a way that educates and inspires readers. 

Participants will learn how a well-designed “strategic planning retreat” contributes to a plan that captures your collective group’s shared vision without ignoring individual team members’ innovative ideas. This workshop is perfect for leaders seeking a wealth of tips, tools, and templates to convert strategic planning conversations and content into one LIVE written plan.

What we’ll cover:

  • Learn the three questions every well-crafted strategic plan should answer
  • Walk away with a content checklist for a written strategic plan
  • Clarify content order and formatting tips
  • Gain tips on how to facilitate strategic planning conversations in ways that make capturing the content in writing easier
  • Access a variety of free tools and templates to simplify the strategic planning drafting process

Bonus Materials

  • Handouts and Downloads
  • Access to the replay until May 30, 2025

Strategic Planning With Greater Buy-In:

Engaging Stakeholders to Drive Decision-Making

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Description

Understanding who our stakeholders are and what they value is essential to strategic planning. Without stakeholder input throughout the planning and implementation process, organizations often fail to secure the buy-in needed to achieve goals.

This session is ideal for for-profit, nonprofit, and government leaders seeking clarity around stakeholder engagement possibilities and processes.

Join Funding for Good as we dive into creative yet proven ways to foster a culture of stakeholder engagement. This session highlights ways to streamline processes and maintain meaningful interactions with those invested in your work.

What we’ll cover: 

  • How to identify an organization’s stakeholders.
  • Ways to engage various stakeholder groups.
  • Crafting questions to secure targeted feedback.
  • Generating feedback to inform decision-making processes.

Bonus Materials

  • Handouts and Downloads
  • Access to the replay until May 30, 2025

Strategic Planning Accountability:

Keeping Plans Current and Relevant

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Description

Would you like to know why nearly 70% of strategic plans fail and how to ensure yours doesn’t? Ongoing action and accountability systems are essential to implementing a plan successfully.

This session is ideal for for-profit, nonprofit, and government sector leaders seeking practical tips and tools to keep plans current and relevant.

Join Funding for Good as we tackle pain points and opportunities many organizations face after approving their new plan. Participants will walk away with a greater understanding of monitoring strategic plan progress, adapting tasks and timelines, and engaging team members in tracking and reporting processes.

Takeaways:

  • Goal-setting made easy
  • Tips for ensuring a “user-friendly and actionable” strategic plan
  • Sample strategy sessions to maintain momentum
  • How to ensure accountability at governance and management levels
  • Ways to simplify reporting processes

Bonus Materials

  • Handouts and Downloads
  • Access to the replay until May 30, 2025

Strategic Planning Webinar Series

Please select the topic(s) you’d like to register for:

NamePrice
REPLAY | Strategic Planning - The Beginning: Creating a Process That Produces Results$47.00
REPLAY | Strategic Planning - The Drafting Processes: What Could and Should be in the Final Written Document$47.00
REPLAY | Strategic Planning With Greater Buy-In: Engaging Stakeholders to Drive Decision-Making$47.00
REPLAY | Strategic Planning Accountability: Keeping Plans Current and Relevant$47.00
Strategic Planning Webinar Series Bundle$188.00

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