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From Planning to Action: Six Phases for Strategic Plans That Stick

From Planning to Action: Six Phases for Strategic Plans That Stick

Great strategic plans increase your nonprofit’s ability to make an impact. Boards and staff know what to focus on and how to communicate organizational goals to increase fundraising outcomes. When planning is done well, it energizes teams, sharpens focus, and delivers results.

This webinar walks you through six practical, proven phases of strategic planning that help organizations move from good intentions to meaningful outcomes:

  • Phase 1: Planning to Plan – Build the foundation by aligning your team, clarifying your goals, and defining success from the start.

  • Phase 2: Access & Gather Input – Learn how to gather useful, focused insights from staff, board, and community—without getting stuck in the weeds.

  • Phase 3: Create – Draft goals and strategies that are measurable, realistic, and grounded in your mission.

  • Phase 4: Review & Refine – Strengthen your plan with thoughtful feedback and stress-testing that builds buy-in and confidence.

  • Phase 5: Implement – Move from strategy to execution with clear timelines, accountability, and momentum.

  • Phase 6: Monitor & Adapt – Keep your plan relevant and alive with tools to track progress and adjust as you go.

Throughout the session, you’ll see live demos of the PlanPerfect tools and templates that make these steps actionable—plus candid examples of how organizations keep their plans on track.

Whether you’re drafting your first strategic plan or refreshing one, this webinar gives you the roadmap, resources, and confidence to lead a process that works.

Reserve your spot today.

VIRTUAL | OCTOBER 29, 2025 | 3pm-4pm EST

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Your Instructors: Sophia Shaw & Adam Wolford

Sophia Shaw is an accomplished nonprofit leader and board governance expert with over 30 years of experience and a deep passion for mission-driven impact. As the former CEO of the Chicago Botanic Garden, trustee, board president, donor, volunteer, consultant, and professor of social impact, she brings deep experience in organizational strategy, board leadership, and philanthropy.

Adam Wolford has over 11 years of experience in technology development, strategy, and operations, along with a history of nonprofit board and volunteer service. He specializes in helping organizations scale efficiently and leverage technology to improve operational effectiveness while bringing valuable insights at the intersection of technology, leadership, and nonprofit success.

 

 

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