Lesson Learned
August 24, 2016
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This post looks at five key lessons learned from working on strategic planning with many small to medium sized not for profits.
1. Do the upfront work…
Category: Planning
Action Plan
August 22, 2016
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This post discusses how to develop a workable action plan to implement strategic goals. Strictly speaking this is not strategic planning but it’s vital to ensure the time spent…
Strategic Development, Part 2
July 27, 2016
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The last post described a process for brainstorming responses to the strategic analysis done during the situation review, the mission and vision revisit and the strategic positioning discussions…
Strategic Development Part 1
July 26, 2016
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At this point in the strategic planning process you have looked at the internal and external situation, identified key trends that will impact your organization and your clients…
Strategic Positioning
July 14, 2016
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By this point in the strategic planning process you’ve gathered information, examined the external and internal situation and confirmed your mission and vision…
Planning – The Situation Review
July 7, 2016
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Before looking to the future, it is vital to determine your organization’s current situation (internally and externally) and identify key trends that…
Strategic Planning: Introducing the 5 steps to effective strategic planning
July 4, 2016
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Small to medium not for profits operate in an ever changing environment, and need effective strategic planning to be successful. Limited resources make this difficult, and often…
Strategic Planning is like Vacation Planning
June 24, 2016
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Strategic planning, like vacation planning, could be creative and fun. But, then, it could be serious and downright difficult. For those of us who have…
Launching an Estate Giving Program
April 22, 2016
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What needs to be done to launch an Estate Giving Program?
Establish a Committee (which meets very infrequently)
Prospective Membership…
How do I prepare my charity for an Estate Giving Program?
April 15, 2016
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With approval to proceed we would recommend that the staff member responsible for the program join the Canadian Association of Gift Planners . CAGP has a chapters across Canada and…
