In this episode of The NonProfit Nook, host Wendy Kidd and guest Dr. Colette Portis from the Red Development Group continue their strategic planning series. They discuss the often-overlooked aspect of team development and delve into the essential elements of effective strategic planning for nonprofits. The conversation covers the importance of revisiting mission and vision statements and setting measurable goals. Dr. Portis outlines the 15 crucial plans that comprise a comprehensive strategic plan, including goals, financial planning, and community engagement. This episode is packed with actionable insights designed to help nonprofit leaders develop robust strategies that align with their organizational missions and values.

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/

https://flodesk.com/c/G0H0UB

00:00 Introduction to NonProfit Nook

01:14 Welcome and Guest Introduction

01:39 Strategic Planning Overview

02:11 Importance of External Support

03:21 Revisiting Mission and Vision

05:38 Assessment and Goal Setting

08:29 Identifying Blind Spots

08:46 Financial Literacy in Nonprofits

11:19 Resource Allocation and Team Development

26:42 Personal and Team Development Plans

30:37 Staying Organized with Priorities

30:58 Aligning Values with Your Calendar

31:13 Strategizing for Life and Work

32:04 Community Engagement and Impact

33:46 Event Planning and Execution

37:01 Social Media and Branding

39:19 Marketing and Sales Strategies

43:56 Technology and Succession Planning

52:51 Final Thoughts and Next Step

Mentioned in this episode:

Flodesk