The Strategic Planner's Toolkit

Overcoming the 5 Core Planning Challenges

This workshop was designed to build the confidence and practical tools needed to contribute to a successful strategic-planning process.

The session included a brief overview of how strategic planning typically works, and defined the process, activities, and outputs. The main discussion covered five common planning challenges and the tools and techniques that can help organizations navigate them.

This session was held in October, 2026. Below, you'll find relevant materials and resources that were generated from this workshop.

Links to helpful resources shared in the slide deck:

  1. Nonprofit Quarterly: Strategic Planning

  2. National Council of Nonprofits: Strategic Planning for Nonprofits

  3. The Bridgespan Group: How Nonprofits and NGOs Can Get Real Value from Strategic Planning

  4. BoardSource: Driving Strategic Planning: ANonprofit Executive's Guide

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