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How to Run a Strategic Planning Retreat 1.5 Credits

How to Run a Strategic Planning Retreat 1.5 Credits

Learning mode

E-Book
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To discuss how to best prepare for the plan so that you get the most out of the strategic planning experience.
  • To identify the key stakeholders who should be involved in your retreat.
  • To organize the retreat so that it is productive and leads to real change.
  • To analyze the structure of the plan so that it gets implemented.

Course Overview

Purposeful strategic planning is critical to the success of any organization. As a leader, the most important activity of your position is to set and achieve your organization’s annual strategic plan.

One of the best opportunities to align your team around a shared purpose is during your annual strategic planning retreat. 

Giving your team's time to step away from their day-to-day routines allows them to focus on the big picture and how they contribute to the overall purpose and mission of the organization.

If you want your staff all on the same page and your non-profit to move forward and grow then you need to make or update your strategic plan.

A good strategic plan pinpoints where your non-profit is now, sets goals for where you want to go, and outlines how to get you there. More than a document sitting in your computer, a well-written strategic plan gives you direction, unites your organization, and gets your non-profit to where you want it to be.

So, how do you get started with strategic planning?

This CPE E-book on How to Run a Strategic Planning Retreat gives you a step-by-step blueprint for running a productive strategic planning retreat that gives you results.

In this E-Book for CPAs the Author Linda Lysakowski has discussed the following major topics:

  • Who needs to be involved in the planning?
  • How to structure an effective plan?
  • How do you implement your plan so that your agency moves ahead?

If you don't know where you're going, you'll be sure to get there. Have a destination. Create a strategic plan. The first step in planning a retreat. In this CPE E-book, we dive into the mechanics of planning that retreat(s).

On Demand Credits for All Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Certified Management Accountants (CMA) 1.5 CPE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Certified Management Accountants (CMA) 1.5 CPE Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Author

Linda Lysakowski|CPE/CPD Webinars for Candian CPAs & CMA
Linda Lysakowski

Owner, Linda Lysakowski, LLC

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  • rating
  • rating
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I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor. 


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What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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Reviews and Ratings

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Jackie Compton, CPA (US)
5

I like the ebook format for review and note taking

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Matthew Longhurst, Chief Operating Officer (COO)
5

Concise, quick, easy.

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