Today's episode features Dr. Collette Portis, an award-winning business strategist, who joins Wendy to discuss the fundamentals of strategic planning in the nonprofit sector. They cover the importance of not trying to handle everything in-house, the roles and responsibilities of key participants, the necessity of hiring an outside expert, and essential preparatory steps before the first strategic planning meeting. This episode is the first of a three-part series on strategic planning, focusing on actionable steps and effective implementation.

Links:

https://linktr.ee/reddevelopmentgroup

https://amzn.to/42h8UiE - JUST Strategy By Dr. Collette Portis

https://amzn.to/4ntu1a9 - G.O.A.L.I.E. By Dr. Collette Portis

https://amzn.to/3ImXHXd - CEOs Finish Strong: Learn What’s Weakening Your Company by Dr. Collette Portis

SBDC - https://www.sba.gov/local-assistance/resource-partners/small-business-development-centers-sbdc

Junior League of Collin County - https://www.jlcollincounty.org/community/meeting-facilitation-services/

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

https://www.instagram.com/thenonprofitnook/

00:00 Introduction to Strategic Planning

00:35 Welcome to The NonProfit Nook

01:20 Introducing Dr. Collette Portis

02:11 The Importance of Strategic Planning

02:47 Defining Strategic Planning

03:54 The Role of Strategy in Nonprofits

07:40 Who Should Be Involved in Strategic Planning?

07:58 The Role of External Consultants

09:10 Engaging Different Levels of Leadership

13:28 Involving the Board in Strategic Planning

15:09 Strategic Planning for Small Nonprofits

16:19 Finding the Right Consultant

18:15 Funding Your Strategic Planning

19:13 Alternative Funding Sources

21:09 Utilizing Local Resources

21:48 Exploring Free and Paid Resources for Nonprofits

23:09 Preparing for the First Meeting with Consultants

24:24 Conducting Initial Assessments and Consultations

29:25 DIY Assessments for Nonprofits

31:42 Key Elements to Assess in Nonprofits

36:59 The Importance of Technology and Disaster Recovery

39:14 Conclusion and Next Steps

Mentioned in this episode:

Flodesk