Strategic Planning Essentials for Nonprofit and Small Businesses

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Strategic Planning Essentials For Nonprofit And Small Businesses

Reviewed

February, 2024

Linda Lysakowski

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”

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

Overview

Why is Planning Important?

2 mins
Stakeholders

13 mins
Components of the Plan

28 mins
The SWOT Analysis

39 mins
Strategies

52 mins

Webinar Qualifies For

1.5 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
1.5 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit of Strategy and Governance for CPA in Canada
1.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1.5 CPD Credit for Chartered Accountant - ICAEW
1.5 CPD Credit for Chartered Accountants - Scotland
1.5 CPE Credit of Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA)
1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
1.5 CPD Credit for CPA - Ireland
1.5 CPE Credit of Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA)
1.5 CE Credit of Non-profit Planning for Chartered Advisor in Philanthropy (CAP)
1.5 CPE Credit of Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Linda Lysakowski

Owner, Linda Lysakowski, LLC

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.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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 through its website: www.NASBARegistry.org.

Ratings and Review

4.4

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Carianne Weston, CPA (US), CGMA

Great instructor - so knowledgeable!

Debbie Newton, CPA (US)

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.

1.5 Credits

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Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Linda Lysakowski

Other Details

Additional Information

1.5 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Carianne Weston, CPA (US), CGMA

Debbie Newton, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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