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Strategically Planning Your Nonprofit's Way to Success
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Strategically Planning Your Nonprofit's Way to Success


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In this 1 hour webinar hosted by CharityNet USA, we discuss the benefits of having a strategic plan for your organization and how it can lead the way to success! For more information on strategic …

In this 1 hour webinar hosted by CharityNet USA, we discuss the benefits of having a strategic plan for your organization and how it can lead the way to success! For more information on strategic plans, please visit:

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  • 1. Strategically Planning Your Way to Success
    Key Speaker
    Melanie Swift MNM
    Nonprofit Consultant
    BizCentral USA
    AdministratorNicole Roach
    Marketing CoordinatorBizCentral USA
    HBIF Meeting 12-09
    A Webinar By:
  • 2. Welcome!
    CharityNet USA: A “One-stop” resource center for nonprofit organizations nationwide!
    Key Speaker: Melanie Swift
    Recorded Webinar Available At:
  • 3. Agenda
    Why Strategic Planning?
    Strategic Plan vs. Business Plans for Nonprofits
    Contents of a Killer Strategic Plan
    Strategic Planning Approaches
  • 4. Strategic Planning
    A means of establishing major directions for a nonprofit organization
    Concentrates resources in a limited number of major directions
    In short, strategic planning is a disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it, with a focus on the future.
  • 5. Why Strategic Planning?
    • To help an organization
    • 6. Keep everyone on the same path
    • 7. To assess and adjust the organization's direction
  • “Being Strategic”
    Being clear about objectives
    Being aware of resources
    Responding to dynamic and even hostile environments
  • 8. Strategic Plans vs. Business Plans
  • 9. Characteristics of Strategic Planning Process
    • Disciplined
    • 10. It calls for a certain order and pattern to keep it focused and productive
    • 11. Analytical
    • 12. Raises questions that help planners examine experience, test assumptions, gather and incorporate information
    • 13. Decisive
    • 14. Incorporates fundamental decisions and actions
  • Strategic Planning Model
    A Strategic Plan should cover 3 to 5 years and should contain the following elements:
  • 15. Strategic Planning Model
    • Mission Statement
    • 16. The reason you started the nonprofit and describes what you do
  • Strategic Planning Model
    • Vision Statement
    • 17. It is what you hope to become.
    • 18. This provides motivation to the Board, staff, volunteers, anddonors
  • Strategic Planning Model
    • Values
    • 19. While your mission may be noble and your vision grand, how you get there is important as it often reveals the quality of the organization
  • Strategic Planning Model
    • Goals
    • 20. In striving to meet the needs of the community or in solving problems, to what extent do you hope to accomplish your work?
  • Strategic Planning Model
    • Organizational Assessment
    • 21. To get where you are going you have to know where you are starting. This assessment reveals the strengths and weaknesses of the organization so you can focus on areas to improve (a.k.a. SWOT Analysis).
  • SWOT Analysis
  • 22. Current Conditions
  • Strategic Planning Model
    • Strategies
    • 25. The strategies you will use to achieve the goals identified leading toward the vision of what the organization should become.
    • 26. These strategies are what you will use to achieve your goals while sticking to the values to which you aspire.
  • Strategic Planning Approaches
  • 27. Strategic Planning Approaches
    • Issues-based
    • 28. Examines issues facing organization
    • 29. Develops strategies to address those issues
    • 30. Goal-based
    • 31. Focused on organization’s mission, vision, and values
    • 32. Strategies to achieve the goals
    • 33. Organic
    • 34. Articulate organization’s vision and values
    • 35. All actions adhere to identified values
  • Review & Closing
    • The plan is ultimately no more and no less than a set of decisions about what to do, why to do it, and how to do it.
    • 36. Strategic planning implies that some organization decisions and actions are more important than others - and much of the strategy lies in making the tough decisions about what is most important to achieving organizational success.
  • Q & A
    • CharityNet Nonprofit Services
    • 37. 501c3 Prep
    • 38. Grant Writing
    • 39. Strategic Planning
    • 40. Website Development
    • 41. Graphic Design
    • 42. Marketing
    • 43. Bookkeeping & Accounting
    • 44. One-on-Consultation Time
  • Special Promotion
  • 45. Upcoming Webinars
    • Basic Financial Management, Bookkeeping & Accounting for Nonprofits: GettingYour Financials in Order!
    • 46. 6-24-2010 3pm EST
  • 47. 10x10 Program
  • 48. Q & A
    • Contact Us
    • 49. Nicole Roach:
    • 50. Melanie Swift:
    • 51. Visit or Call 407-857-9002
    Find Us On:
    Facebook Fan Page:
    CharityNet USA