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Strategic Planning Essentials For Nonprofit And Small Businesses

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 21, 2021 | 09:00 AM EDT Register


  • Why is Planning Important?
    2 mins
  • Stakeholders
    13 mins
  • Components of the Plan
    28 mins
  • The SWOT Analysis
    39 mins
  • Strategies
    52 mins

Course Description

Every organization needs to plan, but sometimes implementing the plan is a challenge. In this webinar we will discuss the steps to developing a workable strategic plan and how to assure that the right people are involved in the planning process. We will talk about the process and the product; and discuss ways to avoid “Analysis Paralysis,” assuring that your plan is a living breathing, vital part of your organization's life. 

Key topics:

  • The Planning Process--Why it is Important
  • Who Needs to be Involved in Planning?
  • Mission, Vision, and Values
  • Setting Goals, Objectives, and Strategies
  • Assigning Budgets, Timelines, and Areas of Responsibility
  • Keeping the Plan Alive

Learning Objectives

  • To define the mission, vision, and values of the organization
  • To list the steps to be taken in the strategic planning process
  • To define goals, objectives, strategies, and action steps
  • To develop a “plan to plan”

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA





I had to watch the video twice before it registered that I had completed the required time limits. I did not fast forward at all the 1st time, but yet it did not register.