Strategic Planning

Icon
Image
  • These days, many organizations are asking themselves: Could we have been better prepared? While organizations use strategic planning to prepare for opportunities and challenges and to chart a course forward, nonprofits have spent 2020 adapting and evolving, and are taking a new look at future strategic planning needs.

  • Just as we use a compass or GPS to show us where we are and where we want to go, the public values of liberty, equality, community, and prosperity can illuminate our positions and guide our decision making as we envision and navigate toward our community’s future.

  • While many organizations use the buzzwords diversity,’ ‘equity,’ and ‘inclusion’ as a value, employees can’t articulate actions by their leadership around this pivotal issue. If you want to ignite excitement and purpose around DEI at your workplace, this session will provide actionable steps you can take to spearhead change at any size organization, and share resources including a workplace checklist, tips on how to form a DEI working group, and statistics that help support your case for DEI. 

  • This session offers an opportunity for conference participants to hear insights from business leaders about trends and issues in supporting North Carolina’s nonprofit sector. Topics may include: opportunities and issues in supporting nonprofits during the pandemic; equity and inclusion; business and nonprofit opportunities and partnerships; sponsorship changes in these virtual times; the future of business support for nonprofits.

  • This program is designed to strengthen the financial resilience of nonprofit organizations in North Carolina. Intended for both funders and nonprofit leaders, the program will begin with an introduction to the concept of “full cost” funding and budgeting as strategies to support nonprofit financial health. Full cost goes beyond programmatic budgeting to include things like having working capital to pay bills on time and having reserves to manage risks or opportunities.

  • Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.

     

    Start a Planned Giving Program

  • The Nonprofit Finance Fund (NFF) is a national nonprofit with offices across the US which offers educational materials on nonprofit financial management. Their Fundamentals for Nonprofits offers a wealth of templates, workbooks, and self-assessment tools.

  • Kathy Ridge, Founder and CEO, LevRidge Resources, LLC

    We now know a single vaccine will not instantly obliterate the COVID virus. Instead, we must depend on personal behaviors, along with contact tracing and vaccines, to decrease infection rates. As organizations face an unknown future, how do we plan, prepare, and organize for the ‘lost horizon’ that is 2021 and the post-virus world?

    You don’t need a new strategic plan – you need a short-term business plan based on what you do know to get through the next 18 months and develop more resiliency.

  • The CHS Alliance's 2015 HR Audit Handbook is "designed to assess the effectiveness of an organization’s human resources and people management policies and practices. Going through a HR audit enables the organization to identify areas for improvement and priority actions.

  • Bellwether Education Partners' COVID-19 Strategic Planning Toolkit for Education & Nonprofit Leaders is an easy-to-use resource that aids leaders in making rapid decisions and actionable plans during the global COVID pandemic.

Subscribe to Strategic Planning