Planning to Plan: Strategic Planning Preparation
Tuesday, March 17, 2020
9:00 am - 12:00 pm
Cal Lutheran - Oxnard Center
2201 Outlet Center Drive, Oxnard, CA 93036
Individual Members: $45
Organizational Members: No Additional Fee
Non-Members: $55
About this event
This event has been postponed and will be rescheduled.
In order to minimize the risk of COVID-19, the Center for Nonprofit Leadership will be postponing upcoming workshops and/or transitioning our face-to-face learning opportunities to webinar format through mid-April. While our campuses and centers are not in areas that have had community transmission of the virus, this will help us reduce the chances of it occurring. If you are registered to attend an upcoming workshop, you will receive direct notification that the event has postponed or modified. Credits and refunds will be available, upon request.
In the days and weeks ahead, we will be monitoring developments with the plan to re-evaluate based on the recommendations and guidance from the WHO, CDC and local authorities. For now, we urge each of you to stay safe and healthy.
Should you have any questions or concerns, please email Dena Jenson at djenson@callutheran.edu.
The phrase “strategic planning” can spark fear and frustration with executive directors and boards of directors – but the process and product can be empowering and transformational for organizations that take the time to prepare before diving in. Participants in this workshop will learn:
- Reasons to develop a strategic plan and ideal timing to launch the process
- Important steps in the strategic planning process and how to adapt them based on organizational needs
- Who to include in the strategic planning process, how to engage them, and key roles and responsibilities
- Core elements of a strategic plan deliverable
- How to communicate the strategic plan to stakeholders and make it relevant on a day-to-day basis
- How to bridge from a strategic plan into annual operating planning
- Strategies to track progress during the strategic plan’s lifecycle
The session will include ample time for discussion and interactive exercises. Participants will leave with concrete next steps in strategic planning for their organizations.
Faculty
Norbert Tan
Norbert has served on the faculty of the Board Leadership Institute since 2019. He is a nonprofit consultant, certified executive coach, and certified interim leader who works with senior leaders, teams, and boards of directors to optimize peak performance. As a thought partner, Norbert helps organizations build capacity to maximize their missions and community impact, whether he is guiding strategic planning, boosting philanthropic revenue, or fine-tuning operations.
Norbert brings over 25-years of leadership and management experience from the non-profits, performing arts, higher education, entertainment, advertising, and legal fields. Norbert has facilitated numerous board and staff strategic retreats, moderated expert panels, press briefings, and political candidates’ forums, and emceed special events.
Norbert currently serves as the Deputy Director for AAPI Equity Alliance, which is the founding coalition partner of the Stop AAPI Hate national incident reporting center. Along with his executive coaching clients, Norbert’s recent local consulting clients include the Conejo Schools Foundation, the Ventura Fire Foundation, and Cabrillo Economic Development Corporation.
Norbert’s prior regional experience includes serving as the Associate Vice Chancellor for Institutional Advancement at Antioch University, Executive Director for the Ventura College Foundation, and the Managing Director of Rubicon Theatre Company. He has been directly involved in raising over $50M over his career for non-profit organizations.
Norbert earned his MBA in Non-Profit and Arts Management from UCLA’s Anderson School and his BS in Business Administration from UC Berkeley’s Haas School. Norbert was selected to join the Kennedy Center for Performing Arts in Washington D.C. as an Arts Management Fellow.