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Strategic planning is where everything you have built gets pointed in a direction. It is also where a lot of organizations get stuck, in a retreat room with a whiteboard and a facilitator, producing a document that ends up on a shelf. This course is about making sure that does not happen.

We open with preparation, because most plans are won or lost before the first goal is written. You will look back at what your last plan actually produced, decide who belongs in the room, and weigh whether to facilitate internally or bring in outside help. From there we move into the tools themselves, SWOT, SOAR, or both, and then into the work of turning a plan on paper into something that shapes how the organization operates day to day. Strong service tracking is what makes any of it measurable.

This course closes with performance measurement and a final reflection on leadership, because strategy without execution is just aspiration, and execution without leadership is just activity. The goal is both. Take the pre-test before you begin, and bring what you know about your organization’s governance, finances, data, and programs with you.

Course Content

Strategic Planning — Introduction and Learning Objectives 1 Quiz
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Lesson Content
Strategic Planning — Pre-Test
Strategic Planning Prep 6 Topics | 1 Quiz
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Lesson Content
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Strategic Planning Prep: Learning Objectives
Preparing for Your Strategic Plan: What to Expect
Pause and Reflect
Vignette 1: Setting the Stage Through Reflection
Look Back Before you Look Forward
Vignette 2: Look Back Before You Look Forward
Strategic Planning Prep — Knowledge Check & Reflection
Purpose, People, and Preparation 4 Topics | 1 Quiz
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Vignette 3: Get the Right People in the Room
Clarify Purpose and Expectations
Vignette 4: Clarify Purpose and Expectations
Preparation and Implementation Tools
Purpose, People, and Preparation — Knowledge Check & Reflection
Choosing and Working with a Facilitator 4 Topics | 1 Quiz
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Setting the Stage: Facilitation
The Role of a Consultant
How to Choose a Consultant
Holding Space
Choosing and Working with a Facilitator — Knowledge Check & Reflection
Choosing the Right Tool: SWOT, SOAR, or Both 7 Topics | 1 Quiz
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Lesson Content
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Strategic Planning Tools: SWOT Analysis
Elevating the SWOT Analysis
Strategic Planning Tools: SOAR Analysis
Elevating the SOAR Analysis
Vignette 5: SWOT or SOAR?
Landscape Analysis
Key Takeaways: SWOT and SOAR Analysis
Choosing the Right Tool: SWOT, SOAR, or Both — Knowledge Check & Reflection
Putting Your Plan into Practice 8 Topics | 1 Quiz
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Implementing Your Strategic Plan
Alignment, People, and Buy-In
Key Roles
Implementation Considerations
Building the Implementation Operating System
Implementation Tools
Partnership and Community Perspective
Reflection and Adaptation
Developing Your Strategic Plan — Knowledge Check & Reflection
Performance Measurement 3 Topics | 1 Quiz
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How to Engage in Performance Measurement
Key Indicators
Key Measurement Tools
Performance Measurement — Knowledge Check & Reflection
Leadership in Practice 4 Topics | 1 Quiz
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You’re Leading. Make It Count
What is a Strategic Leader?
Common Traps for New & Emerging Leaders
Leadership Doesn’t End Here
Leadership in Practice — Knowledge Check & Reflection
Strategic Planning & Implementation — Wrap-Up 2 Topics | 1 Quiz
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Lesson Content
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Key Takeaways: Strategic Planning
Strategic Planning & Implementation — Post-Test
Resources
From Strategy to Results: Strategic Planning and Implementation – Post Course Survey
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