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DOING LAB | Write the Strategic Plan

Create a strategic plan that includes an environmental scan, with at least three goals and associated objectives, in this Lab for leadership teams. You’ll take away a draft that you can present to the board for adoption, and share with your funders and donors. This roadmap to achieving your organizational priorities will unify everyone involved, giving them in a common understanding of how to move the organization forward.

Today’s nonprofits must have a strategic plan to share with their donors and stakeholders, but strategic plans can be expensive to create – in particular because best practices involve hiring an outside consultant to help you. This Lab provides that outsider perspective at an affordable price, as well as the time, space, and resources (including knowledge, templates, and feedback) your team will need. Over four hands-on sessions, you’ll strengthen your goals, achieve consensus, and create a strong roadmap for the organization.

Join this small-cohort “doing” experience, and create your own strategic plan alongside your fellow nonprofits; sharing and peer-to-peer learning will be encouraged.



  • Understand the fundamentals of strategic planning, including how to conduct your SWOT, PEST, and situational analysis.
  • Draft results-based goals and action-oriented objectives.
  • Develop a focused, purpose-driven first-year implementation plan that will wow your stakeholders.
  • Improve your team’s cohesion, effectiveness, and understanding of effective strategy while completing a plan.


  • Executive director and/or staff responsible for creating the strategic plan
  • Board chair or another officer
  • All board members willing to commit


Please bring a laptop! Electronic templates and samples, including strategic plan templates and worksheets for each section, will be provided to download, use in class, and take with you.

You will complete most of the plan in class, using help from our roving consultant, who will provide advice and information for each participating team. (Participation will be limited to a maximum of five teams.)

Expect homework between sessions: We will ask you to complete some sections off-site, which we’ll review in subsequent sessions.


Jose Bright brings more than 20 years of experience working with all types of organizations to create strategic plans that focus on results, unite board and staff, and define the first year implementation plan. Jose is a practitioner and facilitator who can help groups define issues, create shared solutions, and define a path forward for the organization. He is a hands-on consultant, helping board and staff leaders work together to craft a shared strategic plan that builds credibility with stakeholders and focuses the organization.



Program Stats:


November 6, 13, 20, & 27, 2018


5:30pm - 8:00pm


Georgia Center for Nonprofits
Training Room
100 Peachtree Street NW
Atlanta GA 30303

Registration Details

$1,200 per organization
Includes 2 to 5 representatives from your organization.
Dinnner is included.

Contact [email protected] to register.


Note: This is a Nonprofit Consulting Group program, not a Nonprofit University course, so subscriptions do not apply.

Learn more about DOING LABS and explore other opportunities.