In this episode of Changemaker Conversations, Alyssa and Lindsay break down one of the most overlooked yet mission-critical elements of strategic planning: defining clear roles for everyone involved. From staff and board members to constituents and facilitators, they unpack how each group contributes—and what happens when those roles blur.

Whether you’re gearing up for your next planning cycle or in the middle of one, this conversation will help you bring clarity, collaboration, and buy-in to your process.

Here’s what you’ll learn in this episode:

The four essential groups every strategic planning process needs

How to effectively engage your constituents from start to finish

Common pitfalls—like over-involved or under-involved boards—and how to avoid them

How strategic planning serves as a “microcosm” of your organization’s culture

Practical ways to balance diverse perspectives and build stronger alignment

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