Who Should Attend This Course?
Anyone who wants to develop a strategic plan and vision for your team.
Building Capacity for Strategic Planning
This interactive workshop introduces participants to the foundational stages of strategic planning and provides practical tools to support the design and facilitation of a strategic planning process. Participants will explore how to structure a planning approach, engage leadership and stakeholders, and collect meaningful information to support organizational direction.
Through discussion, practical activities, and real-world examples, participants will build confidence in understanding how strategic planning processes are designed and implemented across organizations and sectors.
Workshop Topics
Day 1:
- Introduction to strategic planning foundations
- Understanding strategic planning frameworks and common challenges
- Clarifying scope, roles, and responsibilities
- Working with leadership teams, boards, and advisory groups
- Designing a strategic planning process
- Environmental scans and organizational assessments
- Stakeholder engagement approaches
- Developing surveys, interviews, and consultation tools
- Data collection methods and consideration
Day 2:
- Participatory facilitation techniques
- Experiential approaches to engagement and idea generation
- Organizing and analyzing data
- Identifying themes and patterns
- Applying triangulation across data sources
- Translating findings into strategic priorities
- Developing strategic directions and operational considerations
- Logic models and implementation planning
- Reporting, communication, and supporting decision-making
By the end of this virtual workshop, you will be able to:
- Understand the purpose and value of strategic planning
- Identify key phases within the strategic planning cycle
- Clarify roles and responsibilities within strategic planning processes
- Develop practical engagement and consultation tools
- Design approaches for environmental scans and needs assessments
- Understand methods for collecting meaningful organizational data
- Apply participatory facilitation methods to support strategic discussions
- Organize and analyze qualitative and quantitative information
- Apply triangulation techniques to strengthen findings and recommendations
- Identify organizational themes, priorities, and strategic directions
- Connect strategic priorities to operational planning and implementation
- Develop clear and practical strategic planning reports
Workshop Fee
- Two Day Course each day: $575
Questions? Ready to Enroll?
We’re happy to answer any questions you may have and get you started with your course! Book a free 15 minute meeting with us to discuss next steps.

