Turning big ideas into a clear, written strategic plan can feel overwhelming. Many leaders find themselves asking, “How do we take all these conversations and priorities and capture them in one cohesive document?”

During this webinar, Marie Palacios of Funding for Good will guide you through the essential components of a strong strategic plan, highlighting the three key questions every well-crafted plan must address. You’ll discover how to structure your document so it is both concise and compelling.

Along the way, we’ll explore how to make the most of a strategic planning retreat, ensuring your final plan reflects the group’s shared vision while honoring innovative ideas from individual team members. The session will also provide a detailed breakdown of what to include in each section of your plan, along with practical tips, tools, and templates to help you transform strategic planning conversations into a living, actionable document.

You’ll learn:

• the three essential questions every well-crafted strategic plan must answer;
• how to use a content checklist to guide your written plan;
• best practices for organizing and formatting your document;
• techniques for facilitating conversations that make capturing content easier; and,
• where to find free tools and templates to streamline the drafting process

You’ll leave with a practical framework to customize and build your own strategic planning documents.

Who should attend:

This session is ideal for leaders seeking to create a strategic plan that strengthens their organization.