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Adopting Your Strategic Plan

Formally adopting a strategic plan is one of the most fundamental responsibilities of a board of directors. This resource reviews the process between the planning committee, staff, and board from review to adoption of your new strategic plan.  

Beyond Strategic Planning: Maximizing Your Impact as an Organization

In the words of General Dwight D. Eisenhower, “plans are useless but planning is indispensable.” This may sound like a repudiation of strategic plans, but the best organizations use an appropriate mix of formal planning and “adaptive management” to make sure they have the most appropriate goals and strategies given the current circumstances. In this webinar, we explore the range of planning and management approaches and tools that an organization should consider. This webinar explores the “strategic mindset” that characterizes organizations that punch above their weight, and look at how the board and staff can best work together to guide the organization’s direction.

Gain Perspective of Your Organization While Strategic Planning

During your Strategic Planning process, it essential to take the time to step back and gain perspective of your organization’s effectiveness. TREC uses an Organizational Ecology Model to assess key indicators of an effective organization, by retrospectively reviewing your own Program, Money, and People and systems, you can gain valuable information before proceeding further with […]

Getting Started: Forming Your Team and Focus for the Strategic Plan

Start your strategic planning right by engaging the right people, setting realistic timelines, and having the right conversations from the start. This resource assists in the formation of a planning team by reviewing how to find leaders who are prepared to engage others and dedicate themselves to creating the organization’s plan. It will also encourage […]

Introduction to Strategic Planning

Strategic planning can be the most valuable investment of time and energy your group ever makes. With TREC’s Strategic Plan guide, we offer ideas for making the most of your next strategic planning process, to help you: • Develop a process that fits your group’s unique needs • Identify the most important questions to explore […]

Marrying Financial Planning to Strategic Planning

This tutorial reviews the key components of linking strategic planning to financial planning. We’ll examine approaches to strategic planning from Good Enough to The Works; and also how to budget for revenue gaps and surpluses, determine where to put your fundraising focus, and determine the sustainability of each of your programs.

Putting Your Strategic Plan to Work

You’ve completed your strategic plan, congratulations! Now what? How much do you communicate with your funders and when? How do you pay for and staff the new programs? This resource will help answer these questions and more as it walks you through the first stages of implementing your new strategic plan.

Strategic Planning

TREC Toolkit Resource

Developing your organization’s strategic plan can be the most valuable investment of time and energy your group ever makes. This toolkit guides you through the planning, design, and implementation process for your personalized strategic plan.

Strategic Planning Retreats

If you have the resources and time, a full planning team retreat in the middle of the hiring process is desirable. This resource can help guide you through the logistical and strategic planning process for your next strategic planning retreat. It covers: Agenda & Meeting Plan Locations Logistics Materials (handouts & timing) Participants The Retreat […]

The Basics of Drafting Your Strategic Plan

When you are ready to draft your strategic plan, it is advisable to have a plan and approach prepared for tackling the actual task of documenting the organization’s thinking and goals on paper. This resource reviews the ins and outs of writing your organization’s strategic plan, from the style to the framework in detail. Refer […]

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