Nonprofit Nook · Sep 30, 2025 · 43:44
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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://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: