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Nonprofit Strategic Planning

Approved for 3.5 CFRE Hours

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It is amazing how many nonprofits don’t even have a strategic plan or haven’t looked at their plan in months or even years. The reasons for this vary but most often no one wants the responsibility of coordinating the planning effort, they feel it takes too much time, or that the plan is perceived as just a pretty document that is done to satisfy funders or board members and not a useful tool to drive the organization. In this four-lesson course, you will learn:

How to create a plan that works and will help grow your organization to fulfill its vision

Who should be involved in the planning process

What the plan should look like

How often it should be reviewed and updated

And more

Lesson Summary

Lesson One: What is the Plan and Why You Need One—the strategic plan sets the stage for departmental plans and guides the organization to fulfill its mission and reach its vision

Lesson Two: Who Should Be Involved—a planning committee of board and staff members will gather information from staff, community, partners, and collaborators in order to set realistic goals

Lesson Three: What the Plan Should Look Like—a strategic plan needs goals, objectives, strategies, and action steps developed by the departments. It also needs to have metrics built in to measure success. Templates and samples are provided.

Lesson Four: Completing the Plan—Compiling research data, conducting planning retreats, and establishing measurements so the plan can be implemented, evaluated, and updated.


Your Instructor


Linda Lysakowski
Linda Lysakowski

Linda Lysakowski, ACFRE, is the author of Recruiting and Training Fundraising Volunteers; The Development Plan; Fundraising as a Career: What, Are You Crazy?; Capital Campaigns: Everything You NEED to Know; Are You Ready for a Capital Campaign workbook, Raise More Money from Your Business Community; Raise More Money from Your Business Community—The Workbook; Fundraising for the GENIUS; a contributing author to The Fundraising Feasibility Study—It’s Not About the Money and YOU and Your Nonprofit Board; co-editor of YOU and Your Nonprofit and The Nonprofit Consulting Handbook; and co-author of The Essential Nonprofit Fundraising Handbook, The Leaky Bucket: What’s Wrong With Your Fundraising…And How You Can Fix It, Nonprofit Strategic Planning, CharityChannel’s Quick Guide to Creating Your Development Plan, CharityChannel’s Quick Guide to Developing Your Case for Support, and The New Donor. Her latest book, CharityChannel’s Quick Guide to Board Giving will be released this spring. She has also written in the fiction realm, having published The Matriarch and The Face of Jesus. Linda has more than thirty years’ experience in the nonprofit sector and has created dozens of development plans.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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